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Insight Dezign

When they search, make sure they find you.

Creating Templates

Create new email templates to use for different types of payment communications. Each template has its own subject line and HTML body with full merge tag support.

Step-by-Step

  1. Navigate to Payment Links > Email Templates in your WordPress admin.
  2. Click the “Add New Template” button.
  3. Fill in the template form:
    • Template Name — Required. A descriptive name for your reference, such as “Invoice Template” or “Payment Reminder”. This name appears in the template dropdown on the generator page but is never shown to email recipients.
    • Email Subject — Required. The subject line for the email. Supports all merge tags. Example: Payment request for {first_name} {last_name} — {amount}
    • Email Body — The HTML content of the email. This field uses the WordPress rich text editor (TinyMCE), which supports both visual editing and direct HTML input. All merge tags are supported within the body.
    • Set as Default — Optional checkbox. If checked, this template becomes the default and will be pre-selected in the template dropdown on the generator page.
  4. Click “Save Template” to create it.

Designing the Email Body

The body editor supports full HTML. For the best results across email clients, follow these guidelines:

  • Use inline styles — Write CSS directly on elements using the style attribute. Many email clients (especially Gmail and Outlook) strip <style> blocks from the <head>.
  • Use table-based layout — For complex layouts, HTML tables render more reliably across email clients than CSS flexbox or grid.
  • Keep max-width at 600px — This is the email industry standard for optimal display on both desktop and mobile.
  • Test in multiple clients — Send test emails to Gmail, Outlook, and Apple Mail at minimum to verify rendering.

Merge Tags Reference

A merge tags reference panel is displayed below the editor for quick reference while you’re building your template. It lists all available tags and their descriptions so you don’t need to leave the page to look them up.

Default Template on Fresh Install

When you first activate the Pro version, one default template is automatically seeded. This template is populated from the email subject and email body configured on your Settings page. This gives you an immediate starting point — you can use it as-is, modify it, or create additional templates alongside it.

Tip: Before creating a new template from scratch, consider duplicating the HTML structure of your existing default template. Copy the HTML from the default template’s body, paste it into the new template, and then modify the content. This preserves your branding and layout while letting you change the messaging.