Editor options
| Mode | When to use |
|---|---|
| Drag-and-drop | Visual block editor (GrapeJS) — add text, images, buttons, dividers, and multi-column layouts without writing HTML |
| Raw HTML | Paste or upload a pre-built HTML file for full control |
{{variables}} anywhere in the subject or body. You can switch between modes; switching to HTML preserves the rendered output.
Configuration fields
| Field | Required | Notes |
|---|---|---|
| Subject line | Yes | Supports variables (e.g. Hi {{member_name}}, you earned {{points_earned}} points) |
| Body / HTML | Yes | Full email content |
| Header image | No | Displayed at the top of the email |
| Call-to-action button | No | Configure button text, link URL, and colour |
Previewing and testing
The editor renders a live preview alongside the content editor. Switch between Desktop, Tablet, and Mobile views to verify layout at different screen widths. Use Send Test Email to dispatch the template to a specific member’s registered email address. Variables are substituted with real data from that member’s profile in the test send.Scheduling
For Promotional templates, set a scheduled send date to delay delivery:- The date must be in the future at the time of saving
- The date must fall within the linked campaign’s active window
- Leave blank to send immediately when the campaign activates
Delivery analytics
Each template’s detail view shows delivery metrics over selectable time windows (7 days, 30 days, 3 months, 6 months):| Metric | Description |
|---|---|
| Total sent | Number of emails dispatched |
| Delivered | Emails accepted by the recipient’s mail server |
| Failed / bounced | Emails that could not be delivered |
Troubleshooting
Member is not receiving the email.- Confirm the member’s email address is registered and valid in their profile.
- Check the template is Active and linked to the correct event.
- Review the delivery log on the member’s profile (Account Info → Communications) for bounce or failure status.
- Ask the member to check their spam or junk folder — transactional emails from a new sender domain may be filtered on first receipt.
- If Maker-Checker is enabled for Communications, the template enters Pending status and requires approver authorisation before it activates.
Best practices
Best practices
- Include the member’s name or a specific points figure in the subject line — these improve open rates.
- Put the most important information and the call-to-action above the fold.
- For points-expiry emails, send at 30 days and again at 7 days before expiry.
- Test in both light and dark mode — header images should be legible in both.
- Keep subject lines under 50 characters to avoid truncation in mobile inboxes.