Email Templates

Customize the content and design of every transactional email Umbrella sends on your behalf. Edit subject lines, write custom HTML, insert dynamic variables, and preview results before saving.

Navigate to Dashboard > Settings > Notifications, then click the Email Templates tab.

---

Template Categories

Policy Templates

Template	Description
Policy Purchased	Confirms policy details and coverage
Policy Cancelled	Confirms the cancellation

Claims Templates

Template	Description
Claim Submitted	Confirms receipt of a new claim
Claim Pending Info	Requests additional information
Claim Approved (Credit)	Notifies approval with store credit
Claim Approved (Discount)	Notifies approval with discount code
Claim Denied	Notifies denial with reason
Claim Repair: Awaiting Return	Instructs customer to return product
Claim Repair: Received	Confirms returned product was received
Claim Repair: In Progress	Repair work has begun
Claim Repair: Complete	Repair is finished

Post-Purchase Templates

Template	Description
Post-Purchase Warranty Offer	Offers warranty to customers who purchased without coverage

---

Template Status

• Default — uses the system default (not yet customized)
• Customized — edited and saved with your custom content

---

Editing a Template

Click Customize (default templates) or Edit (customized templates) to open the editor.

Subject Line

The subject line supports Handlebars variables (e.g., {{merchantName}}). Write a clear subject that helps customers identify the email.

HTML Content Editor

Write your email body in HTML. The content is wrapped in Umbrella’s email layout, which provides consistent header/footer styling. The editor supports syntax highlighting, line numbers, and word wrap.

Edit / Preview Toggle

• Edit mode — raw HTML code
• Preview mode — rendered HTML with sample data

---

Available Variables

Click any variable in the right sidebar to insert it into your template.

Variable	Description
{{customerName}}	Customer’s full name
{{customerEmail}}	Customer’s email address
{{merchantName}}	Your store/business name
{{supportEmail}}	Your support email address
{{supportPhone}}	Your support phone number
{{policyNumber}}	Warranty policy number
{{claimNumber}}	Warranty claim number
{{productName}}	Protected product name
{{claimAmount}}	Claim resolution amount
{{trackingNumber}}	Shipping tracking number (repair claims)
{{trackingUrl}}	Shipping tracking URL (repair claims)
{{trackingCarrier}}	Shipping carrier name (repair claims)

---

Saving and Resetting Templates

• Click Save Template to apply your customization to all future emails of that type.
• Click Reset to restore the system default template.

---

Related

• Notifications — enable or disable each notification type
• Email Domain — set up a custom sending domain
• Appearance & Widget Templates — customize storefront widget designs