Templates - YouNegotiate Docs

Real-World Example

Maya writes a creditor outreach template named Pending Member Follow-Up. She adds a subject and body with merge fields for creditor profile details, previews the email, and saves it. Later, she edits the same template before using it in a campaign.

Visual Flow

Template Actions

Action	Expected Behavior
Create	Saves a new owned template with name, subject, and body.
Preview	Lets the user inspect the email content before using it in a campaign.
Edit	Loads an owned template back into the form.
Delete	Removes only an owned template and refreshes the list.

How It Should Work

It should require template name, subject, and body.
It should keep templates scoped to the logged-in EcoMail Hub user.
It should allow preview before sending a campaign.
It should preserve embedded image content safely when supported by the editor.

How It Should Not Work

It should not let one EcoMail Hub user edit or delete another user’s template.
It should not allow duplicate active template names in the same template set.
It should not send campaign email from a deleted or missing template.

Developer Notes

Template body is validated as markdown/editor content and decoded for inline images.
Campaign sends replace supported template fields with creditor profile values.

app/Livewire/ConsumerResponseManager/Communications/Template/IndexPage.php
app/Livewire/ConsumerResponseManager/Communications/Template/ListView.php
app/Livewire/ConsumerResponseManager/Forms/TemplateForm.php
app/Services/EcoMailHubTemplateService.php

Last modified on May 26, 2026

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