Generate and configure email templates

Learn how to automatically generate, apply custom settings, add, or delete email templates for all supported languages in the Admin panel

After configuring SMTP settings, you can generate and customize email templates used to notify clients about important events on the B2COPY investment platform.

Generate email templates

The Admin panel allows you to automatically generate a set of email templates for all available events (also called triggers). By default, templates are generated only in English. Templates for other supported languages can be configured separately.

To generate email templates:

Expand the Settings menu.

Go to Email Templates in the menu.

Click Generate templates.

If SMTP settings haven’t been configured yet, you’ll be prompted to Go to SMTP Settings first. Once SMTP is set up, you can proceed to generate the email templates.

On the Generate Templates page, fill in the following fields to customize your email templates:

Logo (required) — click Add file to upload your logo. Permitted formats: PNG or SVG; maximum size: 192x50 px.
Logo link URL (optional) — specify the URL of a logo image to be displayed in the email templates.
Email of Technical Support (required) — specify the support email to include in the templates.
Company Name (required) — enter your company name.
Colors (required) — define colors for light and dark themes using HEX codes (for example, #RRGGBB).
Fee Types (required) — enable or disable toggles for the fees. For example, if some fee types are disabled on your B2COPY investment platform, you can also disable them in the email templates.
Account Types Caption (required) — enter captions for copy trading, PAMM, and MAM; these will appear in email templates.
Code of Footer (optional) — enter HTML code for the footer; scripts aren't allowed.

Click Preview in the upper-right corner to view a sample email and confirm that the applied style settings appear as expected.

Click Generate to create the email templates.

After the email templates are generated, a table is displayed on the Email Templates page, listing the triggers for client email notifications and the languages in which templates exist for each trigger. By default, templates are generated only in English.

Generate new templates and reset existing ones

You can re-generate email templates for the English language. All existing English templates will be removed, and new templates will be created for all triggers using the updated settings.

Templates in other languages remain unchanged.

To re-generate email templates:

Expand the Settings menu.

Go to Email Templates in the menu.

Click Generate New and Reset All.

Confirm the action in the displayed popup.

On the Generate Templates page, fill in the fields to customize your email templates.

Click Generate to create a new set of email templates.

All existing English templates are deleted, and new templates are generated for all available triggers, while templates for other languages are preserved.

Add email templates for other languages

After generating the email templates in English, you can add templates in other languages for all available triggers. For each trigger, only one template can be created per supported language.

To add an email template in another language:

Expand the Settings menu.

Go to Email Templates in the menu.

Select the trigger, hover over the row in the Language column, and click the Add button that appears.

In the displayed popup, select the language and click Add.

On the Edit Templates page, fill in the following fields:

In the Subject field, enter the email subject.
In the Body field, provide the email content. HTML is supported.

Both the Subject and Body fields support variables that are listed on the right side of the Body list, for example, PlatformName, MasterAccountLogin, InvestorAccountLogin, and others. These variables are replaced with actual values when sending the email to a client.

Add an email template for a specific language

Click Preview to render the template and see how the template appears with the applied styles and variables.

Enable the Enable for trigger toggle to activate the email template. Active templates are used for sending notifications when the respective trigger occurs.

If disabled, the template won’t be used. You can save it for future editing.

Click Save the create the email template.

The language for which the template has been created will appear in the row for the respective trigger. If the template is enabled (the Enable for trigger toggle is active), the language appears bright; if disabled, it is grayed out.

Edit or delete existing templates

You can edit existing email templates or delete them if they are no longer needed. Templates in English can be edited but can't be deleted.

Edit an email template

To edit an email template:

Expand the Settings menu.

Go to Email Templates in the menu.

Select the trigger, click the desired language in the Language column, and then click Edit in the dropdown.

Make changes to the template on the Edit Templates page.

The template can be edited regardless of the state of the Enable for trigger toggle. This toggle only indicates whether the template is active for sending email notifications and doesn't affect editing.

Click Preview to render the template and see how the template appears with the applied styles and variables.

Click Save to apply your changes.

Delete an email template

To delete an email template:

Expand the Settings menu.

Go to Email Templates in the menu.

Select the trigger, click the desired language in the Language column, and then click Delete in the dropdown.

Templates in English can't be deleted.

Confirm the action in the displayed popup.

The selected templated will be removed.

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Last updated 3 days ago

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