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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.

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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

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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