Overview
Compose a reusable template with variables, attachments, and preview data.
Prerequisites
None.
Permissions required
Downloads & Templates
Steps (4)
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1
Open Templates
Templates → **New Template**. Name it and choose a folder.
Tips
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Validation
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Success criteria
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2
Add variables
Insert placeholders like {{first_name}} and {{account_name}}.
Tips
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Validation
- Preview panel renders with sample JSON.
Success criteria
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3
Attach files (optional)
Upload PDFs/images to include when sending from this template.
Tips
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Validation
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Success criteria
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4
Save & publish
Save and mark as **Published** to allow team use.
Tips
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Validation
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Success criteria
- Template appears in Compose → Templates picker.
About this guide
MailBridge centralizes business email inside your Velaxe workspace. Connect IMAP/SMTP accounts (including OAuth providers) and the background poller ingests folders, flags, bodies, and attachments with safe throttles. Compose drafts with uploads, send immediately, or enqueue to the bulk sender with pacing and retry policies.
A hardened, timestamped HMAC bridge lets external apps request account suggestions or send mail via signed requests—no CORS headaches. Connections include scopes, IP allowlists, and rotating secrets with audit logs and analytics.
Verification tools probe domains/MX/SMTP and cache outcomes to reduce bounces. Events integrate with workflows and AI responses so teams can automate follow-ups and logging into CRM/Chronicle.