Email Messages vs Notifications

Upmind uses two primary email communication types:

1. Notifications
2. Client Messages

Both use customisable templates with Twig code and HTML, but serve different purposes and workflows.

Notifications

• Automated and Trigger Notifications - Notifications are sent automatically when specific events occur, such as invoice creation, payment reminders, or support ticket updates.
• Template-Driven - Each notification uses a predefined template, which can be customised using Twig variables and HTML.
• System-Managed - Notifications are managed within Upmind’s automation system and linked to triggers set in the platform.

Examples:

• New invoice issued
• Service renewal reminder
• Password reset request

Client messages

• Sending Manual or Bulk Messages - Client messages are sent manually, either to individual clients or as bulk messages to a selected group.
• One-Time Communication - Unlike notifications, single client messages are not tied to system triggers and are sent only when initiated by an admin.
• Template Support - Messages can use existing templates or new ones created for specific campaigns.

Examples:

• Announcements
• Marketing campaigns
• Service updates