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Email Templates
Email templates are pre-written emails the system sends automatically — for example membership confirmation, class enrollment confirmation, and renewal reminders. You can edit these templates so the wording matches your organization. Templates can be global (used system-wide) or product-specific (used only for a particular class, event, or membership product).
Used by: Admin.
What Email Templates Are
Templates define the subject line and body of automated emails. When a member joins, enrolls in a class, or triggers another action, the system fills in placeholders (e.g. {first_name}, {class_name}) and sends the email. Editing a template changes the text for all future emails that use it.
Two Types of Templates
| Type | Where they live | When they’re used |
|---|---|---|
| Global templates | /admin/emails | System-wide. Used for all products unless a product has its own template. (This is the main screen staff use; the app may load template data from API paths like /admin/emails/templates behind the scenes.) |
| Product-specific templates | /admin/products/[id]/emails | Override the global template for one product (e.g. a specific class or membership level). |
How to Find and Edit a Global Template
- Go to https://admin.uibeta.org/admin/emails.
- Find the template by name (e.g. “Membership Confirmation”, “Class Enrollment Confirmation”).
- Click the template to open it.
- Edit the subject line and body as needed.
- Use placeholders such as {first_name}, {last_name}, {membership_level}, {class_name} — the system replaces these with real data for each recipient. Do not delete these placeholders or the emails may break or look wrong.
- Use Preview (if available) to see how the email looks with sample data.
- Save your changes.
WARNING
Do not delete template placeholders like {first_name} or {class_name}. The system uses them to personalize each email.
How to Find a Product-Specific Template
- Go to https://admin.uibeta.org/admin/products.
- Open the product (e.g. a class, event, or membership level).
- Open the Emails tab for that product.
- Edit the template there. Product-specific templates override the global one for that product only.
Routes at a Glance
| Where | Path | What you do |
|---|---|---|
| Template list | /admin/emails | View and open all global templates. |
| Single template | /admin/emails/[id] | View and edit one template. |
| Email settings | /admin/settings/emails | Configure SMTP and related defaults (tabbed with other settings under /admin/settings). |
| Product emails | /admin/products/[id]/emails | View and edit templates for that product. |
The Email Log
The email log lets you see what was sent and optionally resend.
- Go to https://admin.uibeta.org/admin/email-log.
- Filter by Recipient, Template, Status, or a From / To date.
- View details of sent emails (recipient, template, status).
- Use Resend (if available) when a member didn’t receive an email and you’ve confirmed it’s appropriate to resend.
A Suppressed status means the email was deliberately not sent: the recipient is a test user, email is turned off, or live mode is off. It never reached anyone. Its detail page explains why, and Resend is hidden because it would be blocked the same way. Clear the cause first, then trigger the email again if it's still needed. Pick Suppressed in the Status filter to see these rows.
Transactionals only is ticked by default, which hides bulk campaign emails so receipts and confirmations are easier to find. Untick it to include campaign sends.
The log covers more than member receipts. Staff alert emails (new enrollment, new offline order, offline order expiry, instructor membership granted, new feedback), the daily digest, waitlist promotions, and facilitator sign-up confirmations are all recorded here, so you can check whether any of them went out.
Undeliverable addresses
A Sent status means the email service accepted the message. It does not prove the message arrived. The Undeliverable addresses panel at the top of the page lists addresses the email service later reported as a bounce or a spam complaint. Click Show to open it.
| Column | What it tells you |
|---|---|
| Address / Member | The email address, with a link to the member when there is one. |
| Result | Hard bounce, Bounced, or Spam complaint. |
| Reported | When the bounce or complaint came in. |
| Failures | How many emails to that address have bounced or drawn a spam complaint. |
- A hard bounce (permanent) means the email service now blocks that address. Every later email to it is dropped, but still shows as Sent in the log. Fix the member's email address by hand.
- Click Filter log on a row to see every email sent to that address.
- An address missing from this list is unknown, not confirmed delivered.
TIP
If a member says they didn’t receive a confirmation, check Undeliverable addresses first, then filter the log by their email before resending. To see the individual emails that bounced or drew a spam complaint, set Status to Bounced or spam complaint. Those rows show bounced or complained instead of sent.
Summary
- Global templates: Admin → Emails — edit subject and body; keep placeholders.
- Product-specific: Admin → Products → open product → Emails tab.
- Email log: Admin → Email log — search sent emails and resend if needed.
Need help? Contact Andrew.