Default Automated Email System (Webhook-Based)

Problem Statement

Pelcro currently supports only a limited set of default transactional emails. Clients must rely on external webhook + Postmark setups, creating fragmented workflows and inconsistent branding.


User Story

As a Pelcro client,
I want a centralized page to manage automated emails tied to Pelcro events,
So that I can enable and preview system emails without external setup.


Proposed Solution

Introduce an Email Center in the dashboard:

  • Predefined, hardcoded email templates mapped to webhook events

  • Toggle per email (enable / disable)

  • Preview (read-only)

  • Automatic branding (logo + colors from platform config)

  • Emails triggered directly from Pelcro events


Definition of Done (DoD)

UI

  • Email Center page listing all system emails

  • Each email includes:

    • Name

    • Enable/disable toggle

    • Preview

API

  • GET /email-templates

  • PATCH /email-templates/{id}

  • Event-driven email trigger layer

Email Templates (Default List)
System must include, at minimum, emails for:

Billing & Payments

  • Invoice Created

  • Invoice Paid

  • Invoice Payment Failed

  • Refund Issued

Subscriptions

  • Subscription Created

  • Subscription Renewed

  • Subscription Updated

  • Subscription Canceled

Dunning / Recovery

  • Payment Failed (retry notification)

  • Card Expiring Soon

Customer / Account

  • Account Created

  • Password Reset

Optional (if present in webhook scope)

  • Donation Created

  • Order/One-time Purchase Confirmation

Behavior

  • Email is sent when:

    • Corresponding event is triggered

    • Email is enabled

Branding

  • Apply platform color configuration

  • Apply client logo dynamically

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Upvoters
Status

In Planning

Board
πŸ’‘

Pelcro Product

Date

7 days ago

Author

Michael Ghattas

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