Email Templates (Headers & Footers)

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The Email Templates system allows you to create professional, branded Headers and Footers that can be automatically applied to your outgoing emails.

Step 1 – Access Headers & Footers

  • Navigate to EntryChat → Headers & Footers.
  • This interface works similarly to standard WordPress Posts or Pages.

Fig 1: Headers & Footers List View

Step 2 – Create a New Template

  • Click the Add New Template button at the top of the screen.
  • Title: Give your template a recognizable name (e.g., "Company Default Header").
  • Content: Use the classic WordPress editor or Block Editor to design your layout. You can insert logos, banner images, company addresses, and social links.

Fig 2: Template Editor

Step 3 – Assign Template Category

  • In the right-hand sidebar, locate the Template Categories meta box.
  • Select whether this template is a Header or a Footer.
  • Click Publish.

Fig 3: Assigning Header or Footer Category

Step 4 – Apply the Template Globally

Once your templates are published, you can set them as the default for all outgoing communications:

  • Go to EntryChat → Global Settings.
  • Under the Settings tab, use the dropdowns to select your newly created Header and Footer.
  • Click Save Global Settings.

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