Email Templates (Headers & Footers)
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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