Managing email communications across multiple stores, subsidiaries, or merchant accounts often requires repeating similar design setups. Rather than building each layout from scratch, you can copy an existing branded email template and reuse its entire setup for a new Subsidiary/Store and Customer/Retailer combination. This approach keeps your visual branding, header elements, and milestone configurations consistent across all customer touch-points while significantly cutting down setup time.
Prerequisites:
User Role: Access to the Customer Experience module in Anchanto Parcel Tracking with permissions to view and edit Branded Notifications.
Catalog Setup: Active Target Subsidiary/Store and Customer/Retailer accounts configured in the system.
Uniqueness Rule: The target Subsidiary/Store + Customer/Retailer combination must not already have an active template assigned. Duplicate setups are blocked by system validation.
Step-by-Step Instructions
Accessing Notification Templates
Go to Parcel Tracking → Customer Experience → Branded Notifications → Click Branded Email Notifications → The system displays the Notification Templates directory dashboard.
Initiating Template Duplication
Go to Notification Templates Table → Locate the target template row → Click More Options (3 dots icon) in the Action column → A dropdown menu opens with available actions.
Click Copy Template → The standard creation form opens pre-populated with the design, branding elements, and milestone-level configurations of the source template.
Updating Target Mapping & Validating Settings
Go to Section 01. Notification Template → Click Subsidiary/Store dropdown → Select [Target Subsidiary/Store] → The target business entity updates.
Go to Section 01. Notification Template → Click Customer/Retailer dropdown → Select [Target Customer/Retailer] → The target account mapping updates.
Go to Notification Template Sections (01, 02, 03) → Review [Header Logo, Social Media Handles, Footer Links, and Milestone Configurations] → Ensure all copied assets and links match the requirements for the new target account.
Go to Form Actions → Click Create Email Notification Template → The system validates the target mapping and creates the new template.
Common Errors:
| If you see X | Do Y |
| Duplicate Template Error: "A template for this Subsidiary/Store and Customer/Retailer combination already exists."Duplicate Template Error: "A template for this Subsidiary/Store and Customer/Retailer combination already exists." | Check your existing template list for the selected combination. Edit the existing template directly or select a different target Subsidiary/Store and Customer/Retailer mapping. |
| Missing Target Mapping: Cannot select the target Subsidiary or Customer from the dropdown list. | Ensure the target Subsidiary/Store or Customer/Retailer profile is created and active in the central system settings before attempting to assign templates. |
| Incomplete Assets Warning: Template fails to save due to missing required fields. | Verify that all required fields—such as Privacy Policy URL, Support Email, and Header Image—are populated before saving.
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