Email Templates
YouLi sends many emails on your behalf. These are automatically branded using your logo, Trip Name, From Name, Trip Banner, etc.
However, the standard templates are just that, they are standard. If you want a stronger brand element enforced across all platforms that send your emails, YouLi allows you to customize the formatting of the email templates to be consistent with your brand style.
This includes things like fonts, colors, background, etc.
How many templates can you customize?
All of them! Here's a list. Contact your Account Manager to start the process of customization and decide whether you want to change the base template across them all or just make some adjustments on a few key ones.
- Reminders
- Payment reminders
- Task reminders
- Planner Task Reply
- Optional message to send when responding to a task that requires review
- Payment (Credit Card) confirmation
- First payment
- Additional payments
- Direct Payment Pending Notification
- Any Payment
- Direct Payment Received confirmation
- Refund Processed
- Payment Received (Manual or Direct)
- Bank Transfer NOT Received Notification
- Delete or Mark as Not Received
- Traveler changes registration status to NO
- Planner Send Message
- Planner Send Invitation
Learn more about Email Templates - what can be configured and customized
Standard Template vs. Example Customized Template
To help visualize what is possible, below is an example of a customization we did for WHOA, comparing the Standard Send Message Email Template and the Customized version they now use.
Standard Send Message Template
This is the version that all clients get by default that uses the configured values in the account and trip.
Notice the elements that are configurable to make even the standard feel like a message from WHOA:
- Logo
- Trip Banner
- Trip Name
- Custom Message
Customized Send Message Template for WHOA
Notice the changes that WHOA requested to make the email align to their brand guidelines.
| Feature | Custom Template | Standard Email Template |
|---|---|---|
| Font Style | Fully customizable | Fixed default font |
| Page Sections | Add/remove sections to suit your brand | Standard layout with set sections |
| CTA (Call-To-Action) Text | Customizable to match your tone and goals | Pre-set CTA wording |
| "Any questions" Text | Brand specific support message | Default support message provided by YouLi |
| Brand Identity | Reflects your logo, colors, and voice. Especially buttons and link colors | Uses YouLi branding or generic grey color for links and buttons |
| User Experience | Tailored for your audience | Generic experience for all users |
| Best For | Businesses wanting full control over email appearance | Quick setup with minimal effort |