System Email Templates

System Email Templates are sent automatically through the CRM when a specific action occurs.

*Note:

By default, the system email templates are enabled.

System Customer Email Templates

The System Customer Email Templates are automatically sent to the Converted Lead (Customer), upon specific actions.

Their default content can be updated by navigating to Settings > Portal > Emails > Customers Templates

1. Click on the designer button

2. Change the html code according to the required changes

3. Click on Save

Template title:	Triggered when:
Customer Approved Email	The customer has been verified by the CRM User (all the mandatory verification steps have been approved).
Customer Created Platform Account	The customer has created a live trading account from the member area OR it has been created automatically upon his registration OR a CRM User has created it on the customer’s behalf from the admin area.
Customer Created Platform Demo Account	The customer has created a demo trading account from the member area OR it has been created automatically upon his registration OR a CRM User has created it on the customer’s behalf from the admin area.
Customer Declined Email	The CRM User manually sends a decline email to the customer.
Customer Deposit Failed	The CRM User has manually declined the customer’s deposit request OR the PSP has declined it.
Customer Deposit Request	The customer has initiated an attempt to deposit funds to his trading account OR the CRM User has created the transaction on the customer's behalf.
Customer Deposit Successful	The customer’s deposit request has been approved either automatically from the PSP OR the CRM User has manually set the status of the deposit to SUCCESS.
Customer Email Verification	The customer registers and his email address needs to be verified OR the CRM User manually creates the customer’s profile through the admin area OR the CRM User converts the lead.
Customer Forgot Password	The customer clicks on the Forgot Password button in the member area login page OR the CRM User manually resets the customer’s password from the admin area.
Customer Payment Failed E-commerce	The PSP has declined the customer’s payment.
Customer Payment Receipt	The PSP responded with a callback (any status).
Customer Payment Successful E-commerce	The PSP has responded with a SUCCESS callback.
Customer Platform Account Password Reset	The customer resets his trading account platform from the member area OR the CRM User resets it through the admin area.
Customer Support Email	The customer submits a support request through his member area profile.
Customer Welcome Email	The customer registers OR the the CRM User has manually created the customer’s profile through the admin area OR the CRM User has converted the lead OR the customer has been created through Public Customer API.
Customer Withdrawal Declined	The CRM User has manually declined the customer’s withdrawal request OR the PSP has declined it.
Customer Withdrawal Request	The customer has initiated an attempt to withdraw funds from his trading account OR the CRM User has created the transaction on the customer's behalf.
Customer Withdrawal Successful	The customer’s withdrawal request has been approved either automatically from the PSP OR the CRM User has manually set the status of the withdrawal to SUCCESS.
Offer submitted E-commerce	The CRM User sends the offer (quotation) to the customer.

System User Email Templates

The System User Email Templates are automatically sent to the CRM user, upon specific actions.

Their default content can be updated by navigating to Settings > Portal > Emails > User Templates

1. Click on the designer button

2. Change the html code according to the required changes

3. Click on Save

Template title:	Triggered when:
Admin Support Email	The customer submits a support request through his member area profile. This will be sent to the portal email.
Invoice notification E-commerce	The PSP responded with SUCCESS status.
Notification - Customer Account Created	The customer has created a live or a demo trading account from the member area OR it has been created automatically upon his registration OR a CRM User has created it on the customer’s behalf from the admin area.
Notification - Customer Deposit Request	The customer has initiated an attempt to deposit funds to his trading account OR the CRM User has created the transaction on the customer's behalf.
Notification - Customer Registration	The customer registers OR the the CRM User has manually created the customer’s profile through the admin area OR the CRM User has converted the lead.
Notification - Customer Uploaded Documents	The customer has uploaded documents in the member area.
Notification - Customer Withdrawal Request	The customer has initiated an attempt to withdraw funds from his trading account OR the CRM User has created the transaction on the customer's behalf.
Notification - Lead Registered	A lead has been created wither through the Public Lead API, OR a CRM User creates it manually through the admin area OR a new customer registers (from the member area or is created through the admin area) and his email does not belong to an existing lead.
Notification - Note Created	The CRM User created a note.
Notification - Offer Status Update E-commerce	The CRM User manually updates the offer status OR the status is automatically updated by the PSP callback.
Notification - Verification Step Status Update	The CRM User has updated the customer’s verification step status.
User Created Customer Email	The customer registers OR the the CRM User has manually created the customer’s profile through the admin area OR the CRM User has converted the lead OR the customer has been created through Public Customer API.
User Credentials Email	The CRM Admin creates a new CRM User. This is sent to the user’s email.
User Email Verification	The CRM User has been created by the CRM Admin and the user’s email needs to be verified. This is sent to the user’s email.
User Forgot Password	The CRM User clicks on the Forgot Password button in the admin area login page.
User Welcome Email	The CRM Admin creates a new CRM User. This is sent to the user’s email.

Placeholder Tokens

(to be used to personalize the above mentioned templates)

Available in all System Email Templates

Lead Tokens: ##lead.token##	User Tokens: ##user.token##	Portal Tokens: ##portal.token##
name	firstName	brand
first_name	lastName	domain
last_name	name	url
email	title	admin_url
birthday	email	member_url
gender	phone	forgot_password_link
phone	sipDomain	verify_email_link
created_at	sipExtension	email
signed_up_at		tel
verified_at		adminDarkLogoUrl
email_confirmed_at		memberDarkLogoUrl
address_residential_street		adminLightLogoUrl
address_residential_street_num		memberLightLogoUrl
address_residential_city		address
address_residential_postal_code		logo_url
address_residential_state		logo
address_residential_country_code
address_residential_country_name

*Please note that there are more tokens available, which can only be used in specific System Email Templates.

Those tokens are visible (when available) in each System Email Template.

Example: