Skip to content

Customize your branded email templates

Replace the standard system emails your customers receive — welcome messages, password resets, invoices, and general notifications — with your own wording and branding.

Who this is for: partners

Before you start

  • Access to your Phonovo partner portal with permission to manage branding.
  • Basic comfort editing HTML is helpful for the HTML body, but not required — you can leave a template as-is and only customize the ones you need.

Steps

  1. In the sidebar, select Brand, then choose Email Templates.
  2. Each template card shows what it's used for: Welcome Email (sent when a new customer account is created), Password Reset (sent when a user requests a reset), Invoice (sent with monthly billing invoices), or General Notification (system notifications and alerts). A Custom badge appears on any template you've already edited.
  3. Select Edit on the template you want to change.
  4. Update the Subject Line, then edit the HTML Body. Use the code/preview toggle above the editor to switch between editing the raw HTML and seeing a rendered preview.
  5. Select any variable in the Available Variables panel (e.g. {{customer_name}}, {{login_url}}) to insert it at your cursor position — these are replaced with real values when the email is sent.
  6. Fill in the Plain Text Body as a fallback for email clients that don't render HTML.
  7. Make sure Enable this template is checked if you want your version to be used instead of the system default.
  8. Select Save Template.
  9. To go back to Phonovo's default wording for a template you've customized, select the reset icon next to Edit on that template's card in the list view — there's no equivalent reset control inside the editor itself.

Screenshot

Screenshot of the Email Templates list showing the four template cards with Custom badges, and the editor view with the HTML body, variables panel, and Save Template button.

Note

Keep the total template size under 100KB, use inline CSS (many email clients strip <style> blocks), and test a template in a couple of different email clients after saving before relying on it for customers.

Ask Olivia

You can also ask Olivia, the in-portal assistant, to walk you through this.