📧Email Template Configuration

The Email Template section of the Data Request Management feature allows merchants to set up personalized communication for handling customer data requests. This section is essential for maintaining consistent branding and ensuring clear, professional communication with both customers and the merchant themselves. Below are detailed instructions and options available within the Email Template configuration.

Enabling/Disabling the Feature

Merchants have the option to enable or disable the email communication feature based on their preference.

• Enable Email Feature: Toggle ON to activate the email communication system.

• Disable Email Feature: Toggle OFF to deactivate the email communication system

Connecting a Google Account

To send emails directly from the merchant’s preferred email address, the system provides the ability to connect a Google account.

• Google Login Button: Click to connect a Google account via OAuth2. This will allow the app to send emails using the merchant's email address.

• Account Authentication: Follow the prompts to log in and grant the app necessary permissions.

Grant the app necessary permissions.

Inserting a Logo URL

Merchants can enhance their email branding by including their company logo in the email templates.

• Logo URL: Input the URL of the logo image that merchants want to appear in the email headers.

• Preview: After inserting the URL, a preview of the logo should appear to confirm correct placement.

Include your brand's logo to enhance your email branding

Setting Up Email Templates for Customers

Customizable email templates are provided to address different types of data requests: viewing and deleting data, as well as modifying data.

• View Data Template: Tailor an email template to respond to customers requesting to view their data.

• Edit Data Template: Customize an email template for customers who wish to correct or update their data.

• Delete Data Template: Create an email template for customers who want to delete their data.

• Variable Usage: Enhance personalization in the emails with variables such as Store name ({{store_name}}), Store Logo ({{store_logo}}), Store email({{store_email}}), Customer name ({{customer_name}}), Customer email ({{customer_email}}), and Type of request ({{request_type}}).

Setting Up Merchant Notification Email Template

A notification email template is used to alert merchants about new customer data requests.

• Notification Template: Design a template that triggers an email to the merchant whenever there is a customer request.

• Personalization: Variables for dynamic content can be used as in customer email templates

Customization Steps

1. Toggle Email Communications: Enable or disable the feature as necessary.

2. Connect to Google: Authenticate with the Google Login button and set up the desired account.

3. Add Logo: Insert the URL for your logo and confirm its correct display.

4. Customize Customer Templates: Adjust the templates for 'View', 'Edit', and 'Delete' data requests. Do not include an 'Add Data' template as it’s not applicable.

5. Customize Merchant Template: Set up the notification template to alert you of new requests.

6. Insert Variables: Use variables to personalize the email content.

7. Save and Test: Save your configurations and send test emails to ensure everything works as expected.

Reminder: Regularly update these templates to stay compliant with data protection laws. Test the email functionality thoroughly to ensure seamless operation.