# Edit Email Template

Clicking **Edit Content** opens the email editor for the selected template. This interface includes:

<figure><img src="https://835503362-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxKMBw1IB53ZJ2sltFPC%2Fuploads%2FCZZeq2kKS1uNtSehsw2x%2Fedit-template.png?alt=media&#x26;token=a789eea3-e98c-4148-9848-1c891f0701a7" alt=""><figcaption></figcaption></figure>

## Subject & Content Editor

The email subject and body are fully editable. The editor supports:

* Font formatting (bold, italic, underline)
* Bullet and numbered list
* Hyperlinks
* Color and alignment controls
* Variable insertion using placeholders (see below)

A live **email preview** is displayed on the right side of the screen for visual reference.

## Dynamic Content Variable

Dynamic placeholders can be inserted directly into the subject or body content. These are automatically replaced with live values at the time the email is sent.

**Syntax**

Placeholders use square brackets and are **case-insensitive**:

```
[UserFirstName]
[BrandName]
[CheckoutUrl]
```

**Common Variables**

* `[UserFirstName]` – User’s first name
* `[Email]` – User's email
* `[ApproverName]` – Admin who approved the action
* `[TransferType]` – Payment or payout method
* `[Login]` – Trading login or account credential
* `[ProfitTarget]` – Profit goal defined in program
* `[NextProgram]` – Next program in progression
* `[CurrentProgram]` – Current user program
* `[BrandName]` – Platform name
* `[CheckoutUrl]` – Platform’s web app URL
* `[TradingPlatform]` – Terminal type or version (e.g., MT5)
* `[Amount]` – Monetary value related to payout or funding

{% hint style="info" %}
`[UserId]` and `[AccountId]` are supported but **not displayed** in the editor UI. These are used internally for backend logic.
{% endhint %}

## Variables Mapping by Template

Below is a breakdown of which placeholders are available for each email template:

| Email Template            | Variables                                                                                                                                                                                                                      |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Account Creation**      | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li><li><code>\[TradingPlatform]</code></li></ul>                                                                  |
| **KYC Approved**          | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li></ul>                                                                                                          |
| **KYC Pending**           | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li></ul>                                                                                                          |
| **KYC Rejected**          | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li></ul>                                                                                                          |
| **KYC Submitted**         | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li></ul>                                                                                                          |
| **Payout Approved**       | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li><li><code>\[ApproverName]</code></li><li><code>\[TransferType]</code></li><li><code>\[Amount]</code></li></ul> |
| **Payout Requested**      | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li></ul>                                                                                                          |
| **Payout Rejected**       | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li><li><code>\[ApproverName]</code></li><li><code>\[TransferType]</code></li><li><code>\[Amount]</code></li></ul> |
| **Upgrade Eligible**      | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li><li><code>\[ProfitTarget]</code></li><li><code>\[NextProgram]</code></li></ul>                                 |
| **Account Breached**      | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li><li><code>\[Login]</code></li></ul>                                                                            |
| **Upgrade Approved**      | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li></ul>                                                                                                          |
| **Upgrade Pending**       | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li></ul>                                                                                                          |
| **Upgrade Rejected**      | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li></ul>                                                                                                          |
| **Competition Joined**    | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CheckoutUrl]</code></li></ul>                                                                                                          |
| **Self Fund Creation**    | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li></ul>                                                                                                                                              |
| **Upgrade Approved Cert** | <ul><li><code>\[UserFirstName]</code></li><li><code>\[BrandName]</code></li><li><code>\[CurrentProgram]</code></li></ul>                                                                                                       |

{% hint style="info" %}
Placeholders are replaced automatically before sending. If a variable is missing data (e.g., blank approver name), it will be omitted from the final email.
{% endhint %}