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Modify an Email Template

Applies to: Administrators, Marketing Managers

The system uses pre-defined templates for all automated emails (e.g., withdrawal approved, KYC rejected). These templates can be customized to match your tone and branding.

View Email Templates​

  1. Navigate to TR Settings > Templates.

Templates

Edit a Template​

  1. Navigate to TR Settings > Templates.
  2. Use search or filters to locate the template you want (e.g., Withdrawal Approved).
  3. Click on the template to edit it.
  4. Update:
    • Locale – the language version.
    • Subject – the subject line shown in the inbox.
    • Content – the HTML body of the email.
  5. Insert placeholders (dynamic variables) to personalize emails.
  6. Use the Enable dropdown to activate or deactivate the payment method template.
  7. Click Submit to apply your changes.

Edit templates

Basic Rules​

When editing templates, keep in mind:

  • HTML Support: You can use basic HTML elements such as <p>, <b>, <a>, and <img>.
  • No SVGs: SVG files are not supported in emails. If you want to include additional images, upload them to a public image cloud and use the HTTPS link inside the <img> tag.
  • Inline Styling: Use inline CSS (e.g., <p style="color:#333;">) since external stylesheets are not supported.
  • Logos: The logo size and URL are controlled by system placeholders—do not hardcode them.
  • Reset: Once edited, templates cannot be reset to their default version.
  • Testing: Always send a test email before enabling changes for customers.

Using Placeholders​

Placeholders are dynamic variables that the system replaces with real data when sending emails.

  • Correct Format: {{ first_name }}, {{ last_name }}, etc.
    • Use double curly braces with a single space after the opening brace and before the closing brace.
    • Example: {{ first_name }} ✅
    • Incorrect: {{first_name}} ❌ or {{ first_name}} ❌
  • Case-Sensitive: Always match the exact placeholder name defined by the system.
  • Supported Types: Text, numbers, URLs (for images/links).

Example Usage in Email Content:

<p>Dear {{ first_name }} {{ last_name }},</p>
<p>Your account {{ account_no }} has reached a margin level of {{ margin_level }}%.</p>

⚠️ If a placeholder is typed incorrectly, it will appear as-is in the email.

Common Placeholders​

The following placeholders are available in all templates:

PlaceholderDescription
{{ current_year }}Current year (useful in footers)
{{ platform_name }}Name of the trading platform
{{ support_email }}Customer support email address
{{ logo_url }}URL of the platform’s logo
{{ logo_height }}Height of the logo (in pixels)
{{ logo_width }}Width of the logo (in pixels)
{{ mail_subject_platform }}Platform name used in subject lines
{{ login_url }}Login URL for the trader’s room

ℹ️ The logo URL and size are configured from your platform settings.
Projects > edit > Configuartion > Trading Platform Configurations > Email Info

1. Margin Call Email Templates​

The following templates are used to notify customers about margin-related issues. Margin Call emails notify customers when their account margin level is below a critical threshold.

Template Names:

  • Deposit Warning to Customer: deposit_warning_to_customer
  • Trading Suspension Warning to Customer: trading_suspension_warning_to_customer
  • Auto Close Starting Warning to Customer: auto_close_warning_to_customer

Placeholders Available​

PlaceholderDescription
{{ first_name }}Customer’s first name
{{ last_name }}Customer’s last name
{{ margin_level }}Current margin level of the account
{{ account_type }}Trading account type (e.g., Standard, Pro)
{{ account_no }}Trading account number

2. Deposit Email Templates​

These templates notify customers about deposit-related events.

Template Names:

  • Deposit Received: new_deposit_to_customer
  • Deposit Successful: deposit_successful_to_client
  • Deposit Rejected: deposit_request_rejected_to_customer

Placeholders Available​

PlaceholderDescription
{{ first_name }}Customer's first name
{{ last_name }}Customer's last name
{{ account_no }}Wallet Id
{{ currency }}Currency code (e.g., USD, EUR)
{{ amount }}Amount deposited
{{ deposit_method }}Method used for deposit (e.g., bank transfer, card)
{{ deposit_id }}Unique ID of the deposit transaction
{{ email }}Customer's email address
{{ deposit_rejected_reason }}Reason for rejection (only relevant in rejected deposits)

Testing Your Changes​

After editing a template:

  • Check that placeholders (e.g., {{ first_name }}, {{ platform_name }}) are replaced correctly.
  • Verify both mobile and desktop layouts for readability.