Email Templates – Unidy Documentation

This feature gives you full control over your email branding and allows you to create highly engaging, personalized communication. By customizing your email templates, you ensure every message sent from our platform aligns perfectly with your brand identity, leading to improved user engagement.

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Before you can begin editing, this feature must be explicitly turned on for your account. You can do so in the Settings area.

Once activated, you will see the list of customizable email types available for configuration in the user management dashboard. If your platform has multilanguage support enabled, you will see links for each individual language.

Configuring Email Templates

You can customize the subject line and body text for several critical email types. Remember that the sender email address is configured in a central setting and cannot be changed here.

Available Email Templates for Customization

Category	Email Template	Description
Authentication	Magic Link	The one-time link used for passwordless login.
	Confirmation Instructions	Used to confirm a user's email address upon signup.
	Invitation Instructions	Sent to invite new users to your platform.
	Reset Password Instructions	Contains the link for a user to reset their password.
Newsletter	Newsletter Subscription Confirmation	Confirms a new user's desire to subscribe (double opt-in).
	Newsletter Login	Emails a login link to a user's newsletter profile.

Configuration Steps

From the Email Template Customization screen, select the specific email you wish to configure (e.g., Reset Password Instructions).

Subject Line: Enter the desired text for the email's subject line.

Body Text: This is where you will input your custom HTML template.

Input Format: The body text must be valid HTML. We recommend using a dedicated email template builder for maximum client compatibility.

Email Template Tools: Tools like HubSpot, Mailchimp, or dedicated email framework builders (like MJML) can help you create robust, responsive HTML that works across various email clients (Gmail, Outlook, Apple Mail, etc.).

Using Placeholders for Dynamic Content

To personalize your emails and include necessary links (like the magic link itself), you must include specific placeholders in your HTML body text. These placeholders are automatically replaced with the appropriate, dynamic values when the email is sent.

Placeholder Example	Purpose
`{{user_name}}`	The recipient's name.
`{{login_link}}`	The actual unique magic link or login URL.
`{{reset_password_url}}`	The unique link for the user to reset their password.
`{{confirmation_url}}`	The unique link to confirm the user's email address.
and others...	A full list of available placeholders will be provided in the configuration screen for each email type.

Example of Placeholder use in HTML:

<p>Hello, {{user_name}}!</p>
<p>Please click the button below to complete your registration:</p>
<a 
  href="{{confirmation_url}}" 
  style="display: inline-block; padding: 10px 20px; background-color: #007bff; color: white; text-decoration: none;">
  Confirm My Account
</a>

Previewing and Testing Your Template

We highly recommend testing your template before saving it to ensure it looks perfect across different email clients and devices.

During development there is a live preview on the right side

After saving, but before activating, you should send a test email and verify it renders perfectly on all possible email clients.

Once all quality assurance has passed, you are ready to enable the new template.

Serving Email Assets (Images and Styling)

Your custom email templates will almost certainly include images (like logos) and complex styling (like background images or fonts).

Important: Our platform does not host the images or assets used in your email templates.

You are responsible for serving all email assets via a publicly accessible URL.

Instructions for Serving Assets

Host Your Assets: Upload all images (logos, icons, banners) to a dedicated server, a content delivery network (CDN), or use your Newsletter Tool's asset hosting service (e.g., HubSpot's file manager).

Use Absolute URLs: In your custom HTML, you must use full, absolute URLs for all assets and external resources.

Example:

DO THIS (Absolute URL):

<img src="https://yourbrandcdn.com/images/logo.png" alt="Your Brand Logo">

DO NOT DO THIS (Relative URL):

<img src="/images/logo.png" alt="Your Brand Logo">

By following these instructions, you can design emails that are fully on-brand, compatible with all major email clients, and effective for your users.

Do you have any specific questions about the placeholders or recommended template tools?