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Customize the automated emails your clients receive. Each template belongs to one template type and one language.

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Who Can Do This

This page is Admin only. Select Email Templates under Account in the sidebar.

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Review the Template List

Email Templates list with the Template Language selector and the Customized, Last Updated, and Actions columns for the four template types

Email Templates List

Template Language filters the list and customized count to one language. The four template types are:
Last Updated shows N/A until a custom template exists.

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Create or Edit a Template

1

Open the Editor

Select a value in Template Language, find the template type, and select Create. For an existing Custom template, select Manage > Edit.
2

Write the Subject and Body

Enter the subject in Email Subject (200 characters maximum) and the message HTML in Email Body. The HTML Code Editor toolbar adds bold text, italic text, paragraphs, headings, lists, and links.
3

Optional: Load a Starter Template

Load Starter Template loads a subject and HTML for the selected type. It replaces the current content and asks for confirmation when content already exists.
4

Add Variables

Open Available Variables, select the copy control for a variable, and paste it into the subject or HTML. See supported variables.
5

Preview and Test

Email Body editor beside the Live Preview pane, with the Load Starter Template and Send Test Email controls

Email Editor and Live Preview

Check Live Preview. Then select Send Test Email to send the current subject and HTML to the signed-in admin’s account email. You do not need to save first.
6

Save

Select Save Template. A successful save stores and activates the template. It does not send a message.
Live Preview updates as you type. It uses sample values for the template type and your broker company name for {{company_name}}. It never uses live client data and removes unsafe browser content. It can differ from the final result in an email client.
The test subject includes a test label. Send Test Email in the editor tests the current draft. Manage > Send Test Email in the list tests the saved version instead.
A dot next to the page title marks unsaved changes. Cancel asks for confirmation when the editor has unsaved changes. The browser warns you before you leave or reload the page.

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Set the Follow-Up Delay

The VPS Follow-Up Email delay needs two saves.
1

Open Settings

In the VPS Follow-Up Email editor, select Settings.
2

Enter the Delay

Enter a value from 1 through 90 in Send Follow-up After.
3

Save the Settings

Select Save Settings. This closes the dialog and keeps the delay in the editor.
4

Save the Template

Select Save Template to store the delay with the template.

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Supported Variables

Variables use double braces, such as {{customer_name}}. Keep the spelling and underscores unchanged. The panel replaces supported variables when it builds a preview or message, and leaves an unsupported name unchanged.
{{customer_name}}, {{service_plan}}, {{company_name}}, {{vps_ip}}
Client and server details: {{customer_email}}, {{vps_username}}, {{vps_password}}, {{cpu}}, {{ram}}, {{storage}}, {{os}}, {{location}}
{{customer_email}}, {{days_since_setup}}
Dates and reason: {{warning_date}}, {{cancellation_date}}, {{warning_reason}}
Date: {{cancellation_date}}Reasons: {{cancellation_reason}}, {{cancellation_reason_nonpayment}}, {{cancellation_reason_volume}}, {{cancellation_reason_balance}}
Available Variables in the editor is the authoritative list for the selected template type, with current names and descriptions.

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Safety Rules

Do not put fixed client credentials or personal data in the HTML, and do not add scripts, forms, iframes, or other active content.
  • Use only variables from Available Variables.
  • Review every link and all text that a starter template adds.
  • Use Send Test Email before you depend on a new layout.
The editor warns about HTML or CSS that some email clients do not support, such as flexbox, grids, external style sheets, web fonts, background images, and insecure image URLs. A warning does not block the save, so review each one before you use the template.
Related: Email Settings sets the reply-to identity for custom templates.

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Next Step

Build a Service Request Form

Let clients request a VPS through a public form.
Last modified on October 4, 2026