> For the complete documentation index, see [llms.txt](https://docs.treem.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.treem.io/treem-dao/email-system/email-template.md). # Email Template ## Email Template Management Email templates allow you to create reusable email content with dynamic variables that can be customized for each recipient. ### Overview The template system supports: * **HTML and Text Content**: Rich HTML emails with optional plain text fallbacks * **Dynamic Variables**: Personalize emails with user-specific data * **Template Types**: Organize templates by purpose (welcome, password\_reset, etc.) * **Active/Inactive Status**: Control which templates are available for use ### Creating Templates #### Step 1: Access Template Manager 1. Navigate to **Admin Dashboard → Settings → Email System** 2. Click on the **Templates** tab 3. Click **"New Template"** button #### Step 2: Configure Template Details **Template Type**: A unique identifier for the template (e.g., `welcome_email`, `password_reset`) * Use lowercase with underscores * Must be unique across all templates * Used when calling the email service API **Subject**: The email subject line * Can include variables using `{{variable_name}}` syntax * Example: `Welcome to {{dao_name}}, {{user_name}}!` #### Step 3: Create Email Content **HTML Content**: The main email body with rich formatting ```html

Welcome to Treem DAO, {{user_name}}!

Thank you for joining our community. Your account has been successfully created.

You can now access your dashboard at: {{dashboard_url}}

Best regards,
The Treem DAO Team

``` **Text Content** (Optional): Plain text version for email clients that don't support HTML ``` Welcome to Treem DAO, {{user_name}}! Thank you for joining our community. Your account has been successfully created. You can now access your dashboard at: {{dashboard_url}} Best regards, The Treem DAO Team ``` #### Step 4: Define Variables **Variables**: Comma-separated list of variables used in the template * Example: `user_name, dao_name, dashboard_url` * Variables are automatically detected from your content * Used for validation when sending emails #### Step 5: Set Status **Active**: Enable or disable the template * Only active templates can be used for sending emails * Inactive templates are preserved but not available for selection ### Template Variables #### Common Variables | Variable | Description | Example | | --------------- | ----------------------- | -------------------------------------------- | | `user_name` | User's display name | John Doe | | `user_email` | User's email address | | | `dao_name` | DAO organization name | Treem DAO | | `dashboard_url` | Link to user dashboard | | | `confirm_url` | Email confirmation link | ... | | `reset_url` | Password reset link | ... | #### Custom Variables You can define custom variables for specific use cases: * `proposal_title` - For governance notifications * `transaction_amount` - For payment confirmations * `event_date` - For event reminders * `stake_amount` - For staking notifications ### Template Types #### System Templates **welcome\_email**: Sent when users first join the DAO * Variables: `user_name`, `dao_name`, `dashboard_url` **password\_reset**: Sent when users request password reset * Variables: `user_name`, `reset_url`, `expiry_time` **email\_confirmation**: Sent to verify email addresses * Variables: `user_name`, `confirm_url` #### Governance Templates **new\_proposal**: Notify users about new proposals * Variables: `user_name`, `proposal_title`, `proposal_url`, `voting_deadline` **voting\_reminder**: Remind users to vote on active proposals * Variables: `user_name`, `proposal_title`, `days_remaining`, `vote_url` #### Transaction Templates **purchase\_confirmation**: Confirm token purchases * Variables: `user_name`, `token_amount`, `total_cost`, `transaction_id` **staking\_confirmation**: Confirm staking transactions * Variables: `user_name`, `stake_amount`, `lock_period`, `unlock_date` ### Managing Templates #### Editing Templates 1. Click the **Edit** icon on any template 2. Modify the template content 3. Update variables if needed 4. Click **"Update Template"** #### Previewing Templates 1. Click the **Preview** icon on any template 2. View the rendered HTML content 3. Check the plain text version 4. Review variable usage #### Deleting Templates 1. Click the **Delete** icon on any template 2. Confirm the deletion 3. **Warning**: This action cannot be undone ### Best Practices #### Content Guidelines 1. **Keep it concise**: Users prefer shorter emails 2. **Clear call-to-action**: Make it obvious what users should do next 3. **Mobile-friendly**: Use responsive HTML design 4. **Brand consistency**: Match your DAO's visual identity #### Variable Usage 1. **Always provide fallbacks**: Handle cases where variables might be empty 2. **Validate variables**: Ensure all template variables are provided when sending 3. **Use descriptive names**: Make variable purposes clear 4. **Document custom variables**: Keep track of what each variable represents #### HTML Best Practices 1. **Use table-based layouts**: Better email client compatibility 2. **Inline CSS**: Many email clients strip external stylesheets 3. **Test across clients**: Email rendering varies significantly 4. **Include alt text**: For images and accessibility ### Integration with Bulk Sending Templates integrate seamlessly with the bulk email sender: 1. Select your template from the dropdown 2. Fill in the required variables 3. Choose your recipient groups 4. Send to multiple users at once ### API Integration Templates can be used programmatically via the enhanced-email-service: ```javascript const { data, error } = await supabase.functions.invoke('enhanced-email-service', { body: { template_type: 'welcome_email', recipient_email: 'user@example.com', variables: { user_name: 'John Doe', dao_name: 'Treem DAO', dashboard_url: 'https://app.treemdao.com/dashboard' } } }); ``` ### Troubleshooting #### Template Not Available for Selection * Check if the template is marked as **Active** * Verify the template\_type is unique * Ensure all required fields are filled #### Variables Not Replacing * Check variable names match exactly (case-sensitive) * Ensure variables are defined in the template configuration * Verify variable syntax uses `{{variable_name}}` format #### HTML Not Rendering * Test HTML in the preview function * Check for unclosed tags or invalid markup * Ensure proper email-safe HTML structure --- # Agent Instructions This documentation is published with GitBook. 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