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Email Templates

Required Role

TEMPLATE_MANAGEMENT permission — Admin roles

Email Templates are pre-written email messages used throughout Agent Manager for client communications, automated notifications, and marketing campaigns.

Template Types​

TypeUsed For
Document RequestRequesting documents from clients
Application Status UpdateNotifying clients of status changes
Service AgreementAccompanying a service agreement for signing
Follow-Up ReminderReminding clients of pending actions
WelcomeWelcoming new clients
Marketing / NewsletterEmail campaigns
CustomAny other communication

Creating a Template​

  1. Click New Template
  2. Enter a template name (internal reference)
  3. Select the template type
  4. Write the Subject Line — can include personalisation tags
  5. Write the Body using the rich text editor
  6. Use personalisation tags to insert dynamic content

Personalisation Tags​

Insert dynamic content using curly brace tags:

TagOutput
{{client.first_name}}Client's first name
{{client.full_name}}Client's full name
{{agent.full_name}}Agent's name
{{agent.marn}}Agent's MARN number
{{application.visa_type}}The visa subclass
{{application.status}}Current application status
{{organisation.name}}Your organisation's name
{{organisation.phone}}Your organisation's phone number

Default Templates​

Agent Manager includes a set of default templates for common scenarios. These can be edited to match your organisation's tone and branding but cannot be deleted.