Dotify Email Templates: Automate Client Notifications with Ease
Managing client deadlines isn’t just about tracking renewals—it’s also about keeping clients informed. With Dotify Email Templates, agencies can send automated, customized emails whenever a deadline status changes. This ensures seamless communication, reducing the risk of missed payments or expirations.
What Are Dotify Email Templates?
Dotify allows users to assign a custom email template to each status. This means that whenever a deadline moves from one status to another—whether manually or through automation—Dotify can send an automatic notification to the client.
For each status, an email template includes:
✅ Subject Line – Define a clear and relevant subject for the email.
✅ Reply-To Name & Email – Specify a custom reply-to address for responses.
✅ Body Content – Personalize the email’s message with placeholders.
Dynamic Placeholders for Personalization
To ensure emails feel personal and relevant, Dotify supports 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 miscommunication and missed renewals. Dotify Email Templates solve this by:
? Keeping clients informed with timely reminders.
? Reducing manual work by automating transactional emails.
? Supporting multiple languages for international clients.
? Ensuring clarity with structured, branded messages.
How to Set Up Dotify Email Templates?
Step 1: Create a New Email Template
• Navigate to the Manage / Email Templates section in Dotify.
• Define the subject, reply-to details, and email body.
• Use placeholders like [[customer_name]] and [[deadlines]] to personalize content.
Step 2: Assign an Email Template to a Status
• Link the template to any Dotify Status (e.g., “To Renew”, “Paid”, “Awaiting Payment”).
• When a deadline transitions to that status, Dotify will trigger the assigned email.
Step 3: Automate Notifications
• If deadlines are updated manually or by an automation, clients receive immediate 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 ensure clients always receive the right information at the right time.
? Start automating your client communications with Dotify today!