Updating Email Templates

Your institution can customize the end-user communications sent from Account Opening and Digital Banking using Narmi's HTML email templates. The email templates contain placeholders for dynamic content. The placeholders are enclosed in curly braces (e.g., {applicant_first_name}, {institution_long_name}), allowing the platform to generate personalized emails by replacing these placeholders with actual data.

When editing templates, you will work with HTML code snippets. The basic components of the code are:

1. HTML Markup – The code uses standard HTML tags like <br/> for line breaks and <a> for hyperlinks.
2. Placeholders – The text within curly braces, for example {applicant_first_name} , are placeholders that will be dynamically replaced with specific values when the email is generated.
3. Content – The message in the email, which can be a congratulatory message, instructions for getting started, or contact information, which is all formatted with HTML.

To access the email templates, from the Admin Platform sidebar, select Configurations > Institution Settings > Digital Banking or Digital Account Opening > Emails. Or use the Search box to search for a specific template.

Overview of Template Update Process

Please follow these steps to update your email templates:

1. Update and save the template in your UAT environment using the instructions in Editing Templates below.
2. Contact support@narmi.com to restart your UAT environment.
3. Trigger the end-user communication in UAT.
4. Once successful, update and save the template in your Production environment.
5. Contact support@narmi.com to restart your Production environment.

Editing Templates

To edit an email template:

1.  From the Admin Platform sidebar, select Configurations > Institution Settings > Digital Banking or Digital Account Opening > Emails and select the template to customize. Or use the Search box to search for a specific template.
2. Select Edit.
3. On the page that appears, identify the placeholders. The placeholders are enclosed in curly braces {}. These will be dynamically replaced with data when the email is generated. Placeholders vary depending on the template. The following placeholders are taken from the Application Approved Template for Business Account Opening, shown in the example image above. 
   • {applicant_first_name} – The first name of the person receiving the email
   • {institution_long_name} – The full name of your bank or credit union
   • {formatted_account_names} – The user's account names (e.g., "Checking Account, Savings Account")
   • {auth_link} – The URL where the recipient can view their account information
   • {institution_new_customer_url} – The URL for new customers to enroll in online banking
   • {institution_short_name} – The short name or abbreviation of your bank or credit union
   • {institution_help_phone} – Your Support phone number
4. Edit the text surrounding the placeholders.
5. Add a note about the changes made and select Save Changes.
6. Contact support@narmi.com to restart your UAT or Production environment.