Email Messages vs Notifications
Use email templates to save time and automate messaging for important triggers.
Last updated 10 days ago
Upmind uses two primary email communication types:
Notifications
Client Messages
Both use customisable templates with Twig code and HTML, but serve different purposes and workflows.
Notifications
Automated and Trigger Notifications - Notifications are sent automatically when specific events occur, such as invoice creation, payment reminders, or support ticket updates.
Template-Driven - Each notification uses a predefined template, which can be customised using Twig variables and HTML.
System-Managed - Notifications are managed within Upmind’s automation system and linked to triggers set in the platform.
Examples:
New invoice issued
Service renewal reminder
Password reset request
Client messages
Sending Manual or Bulk Messages - Client messages are sent manually, either to individual clients or as bulk messages to a selected group.
One-Time Communication - Unlike notifications, single client messages are not tied to system triggers and are sent only when initiated by an admin.
Template Support - Messages can use existing templates or new ones created for specific campaigns.
Examples:
Announcements
Marketing campaigns
Service updates