Email templates for webhosting, domains & order confirmation.

[norservers]

Hello.

I'm in the process of adding all my webhosting plans and domains to Upmind. I've internally tested purchasing webhosting packages and i've noticed that there's not any default email templates for webhosting or domains when payment has been made. There's only a cancellation email sent to my test email.

Even after reading the documentations, the email templates and triggers are a bit overwhelming since i have very little experience with them. I want to expand my experience regarding these templates. To achieve this i could some help.

Could i get some help to setup email templates and triggers for when a domain, webhosting is ordered and with order confirmation, so they are sent to the customer appropriately. These should obviously contain login information and other related information to be able to gain access to the newly created products.

Thanks.
 

[Viswanath VB]

U can easily setup hosting welcome mail from product notification settings. https://docs.upmind.com/docs/how-to-create-hosting-welcome-emails

[norservers]

52 minutes ago, Viswanath VB said:

U can easily setup hosting welcome mail from product notification settings. https://docs.upmind.com/docs/how-to-create-hosting-welcome-emails

Yeah. I've done this. I got it to work. What threw me off in the first place was that i couldn't sellect a trigger (When this template should be triggered?) and it was greyed out when creating a template, which made me think i did something wrong and i started to look at other settings for quite some time. I had to re-enter the template and then i could sellect a trigger for the template. Maybe a bug? I don't know, it happens everytime i create new templates. Thanks tho.

Edited September 4, 2022 by norservers

[Feedback Monkey]

17 hours ago, norservers said:

Yeah. I've done this. I got it to work. What threw me off in the first place was that i couldn't sellect a trigger (When this template should be triggered?) and it was greyed out when creating a template, which made me think i did something wrong and i started to look at other settings for quite some time. I had to re-enter the template and then i could sellect a trigger for the template. Maybe a bug? I don't know, it happens everytime i create new templates. Thanks tho.

I am with you, it's incredibly confusing initially. There's too many screens involved, the whole email system is very counter intuitive, there's also a option under product and then notification where you can configure product specific notifications. 

[Seb]

Agree  and yes we'll be making this simpler soon

 

For now what you want is a product notification - go to the product catalogue -> the product -> product notifications

 

Then set one for contract activated

 

Here's an example hosting welcome email you can use:

Dear {{ client.first_name }},<br ><br >

Thank you for ordering your new {{ brand.name }} hosting package. Your account is all set up and ready to go!<br ><br >

This email contains all the information you will need in order to get started.<br ><br >

<strong>Hosting account name:</strong> {{ contracts_product.product_name }}<br>
<strong>Domain:</strong> {{ contracts_product.service_identifier }} <br>
<strong>Server Hostname:</strong> {{ contracts_product.provision_field_values.data_server_hostname }}<br><br >

<strong>Getting Started</strong><br><br>

Your hosting package is now live. You can log in through your <a href="https://{{ brand.customer_portal_domain }}/products/{{ contracts_product.contract_id }}/{{ contracts_product.id }}/manage" target="_blank">client area</a> under Products & Services > {{ contracts_product.product_name }} ({{ contracts_product.service_identifier }}) > Login to Control Panel.<br><br>

You can also log into your control panel directly at:<br><br>

{% if contracts_product.provision_field_values.data_reseller %}
<strong>WHM Reseller login page:</strong> <a href="https://{{ contracts_product.provision_field_values.data_server_hostname }}/cpanel" target="_blank">https://{{ contracts_product.provision_field_values.data_server_hostname }}/whm</a><br>
{% else %}
<strong>Hosting login page:</strong> <a href="https://{{ contracts_product.provision_field_values.data_server_hostname }}/cpanel" target="_blank">https://{{ contracts_product.provision_field_values.data_server_hostname }}/cpanel</a><br>
{% endif %}

<strong>cPanel username:</strong> <strong>{{ contracts_product.provision_field_values.username }}</strong><br>
<strong>cPanel password:</strong> <em><a href="https://{{ brand.customer_portal_domain }}/products/{{ contracts_product.contract_id }}/{{ contracts_product.id }}/manage" target="_blank">Set your cPanel password via the {{ brand.name }} client area</a></em><br><br>

<strong>Your domain name</strong><br><br>

If you have requested a domain name during sign up, please keep in mind that your domain name may not be visible on the internet instantly. This process is called DNS propagation and can take up to 24 hours though usually just a few minutes. Until your domain has propagated, your website and email will not function. Once is has propagated, your domain name can also be used interchangably with {{ contracts_product.provision_field_values.data_server_hostname }}.<br><br>

<strong>Pointing External Domains</strong><br><br>

If your domain name is registered elsewhere, you need to update your domain nameservers to point it to your new hosting with us. Our nameservers are:<br><br>

{{ contracts_product.provision_field_values.data_ns1 }}<br >
{{ contracts_product.provision_field_values.data_ns2 }}<br >
{% if contracts_product.provision_field_values.data_ns3 %}{{ contracts_product.provision_field_values.data_ns3 }}<br >{% endif %}
{% if contracts_product.provision_field_values.data_ns4 %}{{ contracts_product.provision_field_values.data_ns4 }}<br >{% endif %}
<br>

Alternatively, you can update your A record to point to our server IP which you can find in your hosting panel under 'Shared service IP'.<br ><br >

Once your domain has propagated, you may also use https://www.{{ contracts_product.service_identifier }}/cpanel/<br><br >

The username and password above can be used with the hostname {{ contracts_product.provision_field_values.data_server_hostname }} or your domain ({{ contracts_product.service_identifier }}) for FTP or SSH. Your website files are stored within the public_html directory.<br><br>

<strong>Email Settings</strong><br><br >

Once you've logged into your hosting control panel you can create e-mail accounts under the 'Email Accounts' icon. You can then add them to your email program by using the following details:<br ><br >

Incoming Server Hostname: mail.{{ contracts_product.service_identifier }} (or {{ contracts_product.provision_field_values.data_server_hostname }})<br >
Incoming Server Port: 993<br >
Incoming Server Type: IMAP<br ><br >

Outgoing Server Hostname: mail.{{ contracts_product.service_identifier }} (or {{ contracts_product.provision_field_values.data_server_hostname }})<br >
Outgoing Server Port: 465<br ><br >

Username: The full email address you have created (e.g. you@{{ service_identifier }}).<br >
Password: The mailbox password you entered when creating the mailbox<br ><br >

When configuring your mail client please ensure you enable SMTP Authentication with the same username and password as above. 'SPA' should be disabled.<br ><br >

<strong>Client Portal</strong><br ><br >

Everything else you may need is accessible via our client area at {{ brand.customer_portal_domain }} - this is also where you can manage your invoices, billing and support queries.<br ><br >

Thank you for choosing {{brand.name}} and if you need any help or assistance with anything, please don't hesitate to get in touch.<br ><br >

Kind Regards<br ><br >

{{brand.name}}

 

[Feedback Monkey]

1 hour ago, Seb said:

Agree  and yes we'll be making this simpler soon

 

For now what you want is a product notification - go to the product catalogue -> the product -> product notifications

 

Then set one for contract activated

 

Here's an example hosting welcome email you can use:

Dear {{ client.first_name }},<br ><br >

Thank you for ordering your new {{ brand.name }} hosting package. Your account is all set up and ready to go!<br ><br >

This email contains all the information you will need in order to get started.<br ><br >

<strong>Hosting account name:</strong> {{ contracts_product.product_name }}<br>
<strong>Domain:</strong> {{ contracts_product.service_identifier }} <br>
<strong>Server Hostname:</strong> {{ contracts_product.provision_field_values.data_server_hostname }}<br><br >

<strong>Getting Started</strong><br><br>

Your hosting package is now live. You can log in through your <a href="https://{{ brand.customer_portal_domain }}/products/{{ contracts_product.contract_id }}/{{ contracts_product.id }}/manage" target="_blank">client area</a> under Products & Services > {{ contracts_product.product_name }} ({{ contracts_product.service_identifier }}) > Login to Control Panel.<br><br>

You can also log into your control panel directly at:<br><br>

{% if contracts_product.provision_field_values.data_reseller %}
<strong>WHM Reseller login page:</strong> <a href="https://{{ contracts_product.provision_field_values.data_server_hostname }}/cpanel" target="_blank">https://{{ contracts_product.provision_field_values.data_server_hostname }}/whm</a><br>
{% else %}
<strong>Hosting login page:</strong> <a href="https://{{ contracts_product.provision_field_values.data_server_hostname }}/cpanel" target="_blank">https://{{ contracts_product.provision_field_values.data_server_hostname }}/cpanel</a><br>
{% endif %}

<strong>cPanel username:</strong> <strong>{{ contracts_product.provision_field_values.username }}</strong><br>
<strong>cPanel password:</strong> <em><a href="https://{{ brand.customer_portal_domain }}/products/{{ contracts_product.contract_id }}/{{ contracts_product.id }}/manage" target="_blank">Set your cPanel password via the {{ brand.name }} client area</a></em><br><br>

<strong>Your domain name</strong><br><br>

If you have requested a domain name during sign up, please keep in mind that your domain name may not be visible on the internet instantly. This process is called DNS propagation and can take up to 24 hours though usually just a few minutes. Until your domain has propagated, your website and email will not function. Once is has propagated, your domain name can also be used interchangably with {{ contracts_product.provision_field_values.data_server_hostname }}.<br><br>

<strong>Pointing External Domains</strong><br><br>

If your domain name is registered elsewhere, you need to update your domain nameservers to point it to your new hosting with us. Our nameservers are:<br><br>

{{ contracts_product.provision_field_values.data_ns1 }}<br >
{{ contracts_product.provision_field_values.data_ns2 }}<br >
{% if contracts_product.provision_field_values.data_ns3 %}{{ contracts_product.provision_field_values.data_ns3 }}<br >{% endif %}
{% if contracts_product.provision_field_values.data_ns4 %}{{ contracts_product.provision_field_values.data_ns4 }}<br >{% endif %}
<br>

Alternatively, you can update your A record to point to our server IP which you can find in your hosting panel under 'Shared service IP'.<br ><br >

Once your domain has propagated, you may also use https://www.{{ contracts_product.service_identifier }}/cpanel/<br><br >

The username and password above can be used with the hostname {{ contracts_product.provision_field_values.data_server_hostname }} or your domain ({{ contracts_product.service_identifier }}) for FTP or SSH. Your website files are stored within the public_html directory.<br><br>

<strong>Email Settings</strong><br><br >

Once you've logged into your hosting control panel you can create e-mail accounts under the 'Email Accounts' icon. You can then add them to your email program by using the following details:<br ><br >

Incoming Server Hostname: mail.{{ contracts_product.service_identifier }} (or {{ contracts_product.provision_field_values.data_server_hostname }})<br >
Incoming Server Port: 993<br >
Incoming Server Type: IMAP<br ><br >

Outgoing Server Hostname: mail.{{ contracts_product.service_identifier }} (or {{ contracts_product.provision_field_values.data_server_hostname }})<br >
Outgoing Server Port: 465<br ><br >

Username: The full email address you have created (e.g. you@{{ service_identifier }}).<br >
Password: The mailbox password you entered when creating the mailbox<br ><br >

When configuring your mail client please ensure you enable SMTP Authentication with the same username and password as above. 'SPA' should be disabled.<br ><br >

<strong>Client Portal</strong><br ><br >

Everything else you may need is accessible via our client area at {{ brand.customer_portal_domain }} - this is also where you can manage your invoices, billing and support queries.<br ><br >

Thank you for choosing {{brand.name}} and if you need any help or assistance with anything, please don't hesitate to get in touch.<br ><br >

Kind Regards<br ><br >

{{brand.name}}

 

How do we print the cPanel password? as it's randomly generated, how can we get that password in the email..?

[norservers]

1 hour ago, Seb said:

Agree  and yes we'll be making this simpler soon

 

For now what you want is a product notification - go to the product catalogue -> the product -> product notifications

 

Then set one for contract activated

 

Here's an example hosting welcome email you can use:

Dear {{ client.first_name }},<br ><br >

Thank you for ordering your new {{ brand.name }} hosting package. Your account is all set up and ready to go!<br ><br >

This email contains all the information you will need in order to get started.<br ><br >

<strong>Hosting account name:</strong> {{ contracts_product.product_name }}<br>
<strong>Domain:</strong> {{ contracts_product.service_identifier }} <br>
<strong>Server Hostname:</strong> {{ contracts_product.provision_field_values.data_server_hostname }}<br><br >

<strong>Getting Started</strong><br><br>

Your hosting package is now live. You can log in through your <a href="https://{{ brand.customer_portal_domain }}/products/{{ contracts_product.contract_id }}/{{ contracts_product.id }}/manage" target="_blank">client area</a> under Products & Services > {{ contracts_product.product_name }} ({{ contracts_product.service_identifier }}) > Login to Control Panel.<br><br>

You can also log into your control panel directly at:<br><br>

{% if contracts_product.provision_field_values.data_reseller %}
<strong>WHM Reseller login page:</strong> <a href="https://{{ contracts_product.provision_field_values.data_server_hostname }}/cpanel" target="_blank">https://{{ contracts_product.provision_field_values.data_server_hostname }}/whm</a><br>
{% else %}
<strong>Hosting login page:</strong> <a href="https://{{ contracts_product.provision_field_values.data_server_hostname }}/cpanel" target="_blank">https://{{ contracts_product.provision_field_values.data_server_hostname }}/cpanel</a><br>
{% endif %}

<strong>cPanel username:</strong> <strong>{{ contracts_product.provision_field_values.username }}</strong><br>
<strong>cPanel password:</strong> <em><a href="https://{{ brand.customer_portal_domain }}/products/{{ contracts_product.contract_id }}/{{ contracts_product.id }}/manage" target="_blank">Set your cPanel password via the {{ brand.name }} client area</a></em><br><br>

<strong>Your domain name</strong><br><br>

If you have requested a domain name during sign up, please keep in mind that your domain name may not be visible on the internet instantly. This process is called DNS propagation and can take up to 24 hours though usually just a few minutes. Until your domain has propagated, your website and email will not function. Once is has propagated, your domain name can also be used interchangably with {{ contracts_product.provision_field_values.data_server_hostname }}.<br><br>

<strong>Pointing External Domains</strong><br><br>

If your domain name is registered elsewhere, you need to update your domain nameservers to point it to your new hosting with us. Our nameservers are:<br><br>

{{ contracts_product.provision_field_values.data_ns1 }}<br >
{{ contracts_product.provision_field_values.data_ns2 }}<br >
{% if contracts_product.provision_field_values.data_ns3 %}{{ contracts_product.provision_field_values.data_ns3 }}<br >{% endif %}
{% if contracts_product.provision_field_values.data_ns4 %}{{ contracts_product.provision_field_values.data_ns4 }}<br >{% endif %}
<br>

Alternatively, you can update your A record to point to our server IP which you can find in your hosting panel under 'Shared service IP'.<br ><br >

Once your domain has propagated, you may also use https://www.{{ contracts_product.service_identifier }}/cpanel/<br><br >

The username and password above can be used with the hostname {{ contracts_product.provision_field_values.data_server_hostname }} or your domain ({{ contracts_product.service_identifier }}) for FTP or SSH. Your website files are stored within the public_html directory.<br><br>

<strong>Email Settings</strong><br><br >

Once you've logged into your hosting control panel you can create e-mail accounts under the 'Email Accounts' icon. You can then add them to your email program by using the following details:<br ><br >

Incoming Server Hostname: mail.{{ contracts_product.service_identifier }} (or {{ contracts_product.provision_field_values.data_server_hostname }})<br >
Incoming Server Port: 993<br >
Incoming Server Type: IMAP<br ><br >

Outgoing Server Hostname: mail.{{ contracts_product.service_identifier }} (or {{ contracts_product.provision_field_values.data_server_hostname }})<br >
Outgoing Server Port: 465<br ><br >

Username: The full email address you have created (e.g. you@{{ service_identifier }}).<br >
Password: The mailbox password you entered when creating the mailbox<br ><br >

When configuring your mail client please ensure you enable SMTP Authentication with the same username and password as above. 'SPA' should be disabled.<br ><br >

<strong>Client Portal</strong><br ><br >

Everything else you may need is accessible via our client area at {{ brand.customer_portal_domain }} - this is also where you can manage your invoices, billing and support queries.<br ><br >

Thank you for choosing {{brand.name}} and if you need any help or assistance with anything, please don't hesitate to get in touch.<br ><br >

Kind Regards<br ><br >

{{brand.name}}

 

Yep. I did figure it out after some fiddling around. 

[Viswanath VB]

2 hours ago, Feedback Monkey said:

how can we get that password in the email..?

Currently it's not possible. Clients have to mannuly reset there control panel password from client area.

[Feedback Monkey]

21 hours ago, Viswanath VB said:

Currently it's not possible. Clients have to mannuly reset there control panel password from client area.

fml

[Seb]

We intentionally don't store passwords, and then wouldn't have built a way to send them out in plain text. I didn't think there would actually be demand for this.

I think SSO with the ability to then set a password yourself if you need one is basically the ideal ?