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Gen3 Admin Email Templates
- Open Email Templates & Modules from the Control Panel sidebar.
- Choose a template tab (Welcome Templates, Password Reset Templates, or Broadcast Templates) to author or edit message bodies.
- Switch to Modules when you need reusable header or footer snippets shared across templates.
- Use Preview before promoting a template to Default for its type.
- Return to Email Settings to configure SMTP, pick active templates for welcome/password-reset flows, or send broadcasts.
This page owns reusable email content. Email Settings owns transport (SMTP), support-contact publishing, and selecting which template to send—keeping authoring separate from delivery reduces accidental production sends while editing copy.
Email Templates & Modules is the active Gen 3 Control Panel route at /dashboard/email-templates. The page header describes managing welcome, password reset, and broadcast templates plus reusable header and footer modules.
| Tab | Template type | Purpose |
|---|---|---|
| Welcome Templates | welcome |
Onboarding email bodies consumed when welcome email is enabled on Email Settings |
| Password Reset Templates | password_reset |
Password-reset message bodies selected on Email Settings |
| Broadcast Templates | broadcast |
Reusable broadcast bodies reviewed or sent from Email Settings |
| Modules | — | Shared header/footer snippets attached to individual templates |
Each template tab lists cards for templates of that type. The Modules tab lists reusable modules separately.
Each template card shows:
- name and optional description
- Default badge when the template is the default for its type
-
Inactive badge when
isActiveis false - module count badge
- subject line and truncated body preview
- last updated timestamp
| Action | Purpose |
|---|---|
| Preview | Render a sanitized HTML preview in a dialog |
| Edit | Open the template editor dialog |
| Duplicate | Create a copy with (Copy) appended to the name (not default) |
| Make default | Promote the template as the default for its type (disabled for read-only operators) |
| Delete | Remove a non-default template |
Default templates cannot be deleted from the overflow menu.
Creating or editing a template requires:
- Name
- Subject
- Body (rich-text HTML via the email editor)
Optional fields include description and active/default flags. Templates can attach module IDs so shared header/footer modules render inside the final message.
Save creates or updates through the Control Panel email-template API. Read-only operator sessions cannot save changes.
Modules are reusable snippets with:
- name and description
-
Position —
headerorfooter - Auto include — when enabled, the module can be applied automatically according to module rules
- Sort order — ordering among modules
- Active state
Module actions mirror templates: create, edit, duplicate, delete (via overflow menu), with card previews showing truncated content.
Use modules to keep legal footers, branding headers, or repeated disclaimers consistent across welcome, password-reset, and broadcast templates.
| Task | Where to work |
|---|---|
| Author welcome/password-reset/broadcast HTML | Email Templates & Modules (this page) |
| Configure SMTP host, credentials, TLS | Email Settings |
| Enable welcome email and pick which welcome template sends | Email Settings |
| Publish tenant support email / portal | Email Settings |
| Send or review a broadcast using a broadcast template | Email Settings |
Tenant users see published support contacts read-only in tenant Account Settings; they do not edit templates here.
- Create or update modules for shared header/footer content.
- Author template bodies on the appropriate tab and attach modules where needed.
- Preview each template before promoting it.
- Set Make default for the template that should become the type default.
- Switch to Email Settings to wire SMTP and select templates for live flows.
- Send a test message from Email Settings after credential or template changes.
- Keep one clear default template per type (welcome, password_reset, broadcast).
- Deactivate rather than delete when retiring copy you may need again.
- Use modules instead of duplicating footer legal text across many templates.
- Coordinate template placeholder changes with welcome-email policy on Email Settings.