Create an email template

Before you begin

Want to use pre-built email templates for a quick start? Check out Explore pre-built email templates

Set up email settings

Before sending notification emails to customers, configure your email sender settings.

These settings control:

The sender email adress
The sender name displayed to customers
The reply-to email address
The sender domain used for email delivery

Steps:

Go to Email templates (or Settings) > Email settings.
Configure your sender profile settings.
Click Save.

Sender domain options

XFlow supports two sender domain options.

Use XFlow sender domain	Use your own sender domain
Use the default XFlow email infrastructure with the `@mailer.xflow.so` domain.	Send notification emails using your own branded domain or subdomain. Using your own sender domain can help: • Improve brand trust • Improve inbox placement • Create a more professional email experience Your sender domain must be verified before XFlow can send emails through it.

When using your own sender domain, XFlow requires DNS verification records to authenticate your domain and improve email deliverability.

Required records: DKIM records

Recommended records: AIL FROM records, DMARC record

Using a custom sender domain does not affect your email template content.
You can update these settings anytime.

Check out these tips when choosing and using your sender email address: Why emails go to the spam folder?

Sender profile settings: Defines the email identity used to send notifications.

Sender email: The email address used to send notification emails.
From name: The sender name displayed to customers.
Reply to: The email address used to receive customer replies.

Test emails

Add email addresses used for testing email templates before sending them to customers.

Enter one email address per line
These emails can be selected when using the Send test feature

Learn more: Test an email campaign

UTM tracking

Configure UTM parameters to track email performance in analytics tools such as Google Analytics.

utm_source: Identify where the traffic comes from.
utm_medium: Specify the type of email.
utm_campaign: Choose Email name or Email name + Campaign name

Learn more: UTM tags: What you need to know