Dotify Email Templates: automate client notifications with ease
Managing client deadlines is not just about tracking renewals, it is also about keeping clients informed. With Dotify Email Templates, agencies can send automated, personalized emails every time the status of a deadline changes. This ensures smooth communication and reduces the risk of missed payments or forgotten deadlines.
What are Dotify Email Templates?
Dotify lets users assign a custom email template to each Status. This means that every time a deadline moves from one Status to another, either manually or through automation, Dotify can send an automatic notification to the client.
For each Status, an email template includes:
Subject – Set a clear and relevant subject line for the email.
Reply name and email – Specify a custom reply-to address.
Message body – Customize the email content with dynamic placeholders.
Dynamic placeholders for personalization
To make sure your emails feel personal and relevant, Dotify supports the following placeholders:
[[customer_name]] – Automatically inserts the client’s name.
[[deadlines]] – Generates a summary table with the deadline details.
Why use Dotify Email Templates?
Without automated emails, agencies risk communication problems and missed renewals. Dotify Email Templates solve this problem:
They keep clients informed with timely reminders.
They reduce manual work by automating transactional emails.
They support multiple languages for international clients.
They ensure clarity with structured, personalized messages.
How do you set up Dotify Email Templates?
Step 1: Create a new email template
• Go to the Manage / Email Templates section in Dotify.
• Define the subject, reply details and email body.
• Use placeholders such as [[customer_name]] and [[deadlines]] to personalize the content.
Step 2: Assign an email template to a Status
• Link the template to any Dotify Status (for example, “To renew”, “Paid”, “Pending payment”).
• When a deadline moves to that Status, Dotify will send the assigned email.
Step 3: Automate notifications
• Whether deadlines are updated manually or through automation, clients receive instant email updates based on the assigned template.
Final thoughts
With Dotify Email Templates, agencies can automate deadline notifications and improve client communication effortlessly. By customizing emails for each Status, agencies make sure that clients always receive the right information at the right time.
Start automating your client communication with Dotify!
