From your Bridge dashboard, you can manage your email templates in the Settings section.
What is this feature for ?
This feature allows you to manage your email templates and use them during your email campaigns. To create a template, you must assign it a name, but this name can be changed later. From the Settings section, you can manage, edit, or delete your templates. You can also mark an email template as a favorite, making it the default for your emails.
How to create an email template ?
Go to the Settings section and under the Email Templates tab:
Create a new template by clicking the "New" button, then follow these steps:
- Name your template.
- Customize your template (subject, content, signature).
- Optionally, set a default CC or BCC.
⚠️ Don’t forget to save your email by clicking the Save button.
How to use an email template?
Once you have generated a payment link, you can send it by email using your saved email template:
- When sending your payment link, select the desired template in the Email Template Selection tab.
Good to Know
📏 Limits and Rules:
- If no template is added, the default Bridge template will be pre-filled for payment emails.
- Customers can modify the content of a payment email even if a template is selected (without altering the template itself).
- The configuration section only appears for applications with PIS (Payment Initiation Service).
- There is a limit of 50 templates maximum.
- The template name must be unique.
Here is a demo video on your dashboard