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nixos-config/profiles/opencode/skill/email-best-practices/resources/transactional-email-catalog.md
2026-01-24 20:22:18 +00:00

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Transactional Email Catalog

A comprehensive catalog of transactional emails organized by category, plus recommended email combinations for different app types.

When to Use This

  • Planning what transactional emails your app needs
  • Choosing the right emails for your app type
  • Understanding what content each email type should include
  • Implementing transactional email features

Email Combinations by App Type

Use these combinations as a starting point based on what you're building.

Authentication-Focused App

Apps where user accounts and security are core (login systems, identity providers, account management).

Essential:

  • Email verification
  • Password reset
  • OTP / 2FA codes
  • Security alerts (new device, password change)
  • Account update notifications

Optional:

  • Welcome email
  • Account deletion confirmation

Newsletter / Content Platform

Apps focused on content delivery and subscriptions.

Essential:

  • Email verification
  • Password reset
  • Welcome email
  • Subscription confirmation

Optional:

  • OTP / 2FA codes
  • Account update notifications

E-commerce / Marketplace

Apps where users buy products or services.

Essential:

  • Email verification
  • Password reset
  • Welcome email
  • Order confirmation
  • Shipping notifications
  • Invoice / receipt
  • Payment failed notices

Optional:

  • OTP / 2FA codes
  • Security alerts
  • Subscription confirmations (for recurring orders)

SaaS / Subscription Service

Apps with paid subscription tiers and ongoing billing.

Essential:

  • Email verification
  • Password reset
  • Welcome email
  • OTP / 2FA codes
  • Security alerts
  • Subscription confirmation
  • Subscription renewal notice
  • Payment failed notices
  • Invoice / receipt

Optional:

  • Account update notifications
  • Feature change notifications (for breaking changes)

Financial / Fintech App

Apps handling money, payments, or sensitive financial data.

Essential:

  • Email verification
  • Password reset
  • OTP / 2FA codes (required for sensitive actions)
  • Security alerts (all types)
  • Account update notifications
  • Transaction confirmations
  • Invoice / receipt
  • Payment failed notices

Optional:

  • Welcome email
  • Compliance notices

Social / Community Platform

Apps focused on user interaction and community features.

Essential:

  • Email verification
  • Password reset
  • Welcome email
  • Security alerts

Optional:

  • OTP / 2FA codes
  • Account update notifications
  • Activity notifications (mentions, replies)

Developer Tools / API Platform

Apps targeting developers with API access and integrations.

Essential:

  • Email verification
  • Password reset
  • OTP / 2FA codes
  • Security alerts
  • API key notifications (creation, expiration)
  • Subscription confirmation
  • Payment failed notices

Optional:

  • Welcome email
  • Usage alerts (approaching limits)
  • Feature change notifications

Healthcare / HIPAA-Compliant App

Apps handling protected health information.

Essential:

  • Email verification
  • Password reset
  • OTP / 2FA codes (required)
  • Security alerts (all types, detailed)
  • Account update notifications
  • Appointment confirmations

Optional:

  • Welcome email
  • Compliance notices

Note: Healthcare apps have strict requirements. Emails should contain minimal PHI and link to secure portals for sensitive information.


Full Email Catalog

Authentication & Security

Email Verification / Account Verification

When to send: Immediately after user signs up or changes email address.

Purpose: Verify the email address belongs to the user.

Content should include:

  • Clear verification link or code
  • Expiration time (typically 24-48 hours)
  • Instructions on what to do
  • Security notice if link is clicked by mistake

Best practices:

  • Send immediately (within seconds)
  • Include expiration notice
  • Provide resend option
  • Link to support if issues

OTP / 2FA Codes

When to send: When user requests two-factor authentication code.

Purpose: Provide time-sensitive authentication code.

Content should include:

  • The OTP code (clearly displayed)
  • Expiration time (typically 5-10 minutes)
  • Security warnings
  • Instructions on what to do if not requested

Best practices:

  • Send immediately
  • Code should be large and easy to read
  • Include expiration prominently
  • Warn about sharing codes
  • Provide "I didn't request this" link

Password Reset

When to send: When user requests password reset.

Purpose: Allow user to securely reset forgotten password.

Content should include:

  • Reset link (with token)
  • Expiration time (typically 1 hour)
  • Security warnings
  • Instructions if not requested

Best practices:

  • Send immediately
  • Link expires quickly (1 hour)
  • Include IP address and location if available
  • Provide "I didn't request this" link
  • Don't include the old password

Security Alerts

When to send: When security-relevant events occur (login from new device, password change, etc.).

Purpose: Notify user of account security events.

Content should include:

  • What happened (clear description)
  • When it happened
  • Location/IP if available
  • Action to take if suspicious
  • Link to security settings

Best practices:

  • Send immediately
  • Be clear and specific
  • Include actionable steps
  • Provide way to report suspicious activity

Account Management

Welcome Email

When to send: Immediately after successful account creation and verification.

Purpose: Welcome new users and guide them to next steps.

Content should include:

  • Welcome message
  • Key features or next steps
  • Links to important resources
  • Support contact information

Best practices:

  • Send after email verification
  • Keep it focused and actionable
  • Don't overwhelm with information
  • Set expectations about future emails

Account Update Notifications

When to send: When user changes account settings (email, password, profile, etc.).

Purpose: Confirm account changes and provide security notice.

Content should include:

  • What changed
  • When it changed
  • Action to take if unauthorized
  • Link to account settings

Best practices:

  • Send immediately after change
  • Be specific about what changed
  • Include security notice
  • Provide easy way to revert if needed

E-commerce & Transactions

Order Confirmations

When to send: Immediately after order is placed.

Purpose: Confirm order details and provide receipt.

Content should include:

  • Order number
  • Items ordered with quantities
  • Pricing breakdown
  • Shipping address
  • Estimated delivery date
  • Order tracking link (if available)

Best practices:

  • Send within minutes of order
  • Include all order details
  • Make it easy to print or save
  • Provide customer service contact

Shipping Notifications

When to send: When order ships, with tracking updates.

Purpose: Notify user that order has shipped and provide tracking.

Content should include:

  • Order number
  • Tracking number
  • Carrier information
  • Expected delivery date
  • Tracking link
  • Shipping address confirmation

Best practices:

  • Send when order ships
  • Include tracking number prominently
  • Provide carrier tracking link
  • Update on major tracking milestones

Invoices and Receipts

When to send: After payment is processed.

Purpose: Provide payment confirmation and receipt.

Content should include:

  • Invoice/receipt number
  • Payment amount
  • Payment method
  • Items/services purchased
  • Payment date
  • Downloadable PDF (if applicable)

Best practices:

  • Send immediately after payment
  • Include all payment details
  • Make it easy to download/save
  • Include tax information if applicable

Subscriptions & Billing

Subscription Confirmations

When to send: When user subscribes or changes subscription.

Purpose: Confirm subscription details and billing information.

Content should include:

  • Subscription plan details
  • Billing amount and frequency
  • Next billing date
  • Payment method
  • Link to manage subscription

Best practices:

  • Send immediately after subscription
  • Clearly state billing terms
  • Provide easy cancellation option
  • Include support contact

Subscription Renewal Notices

When to send: Before subscription renews (typically 3-7 days before).

Purpose: Notify user of upcoming renewal and charge.

Content should include:

  • Renewal date
  • Amount to be charged
  • Payment method on file
  • Link to update payment method
  • Link to cancel if desired

Best practices:

  • Send with enough notice (3-7 days)
  • Be clear about amount and date
  • Make it easy to update payment method
  • Provide cancellation option

Payment Failed Notices

When to send: When subscription payment fails.

Purpose: Notify user of payment failure and provide resolution steps.

Content should include:

  • What happened
  • Amount that failed
  • Reason for failure (if available)
  • Steps to resolve
  • Link to update payment method
  • Consequences if not resolved

Best practices:

  • Send immediately after failure
  • Be clear about consequences
  • Provide easy resolution path
  • Include support contact

Notifications & Updates

Feature Announcements (Transactional)

When to send: When a feature the user is using changes significantly.

Purpose: Notify users of changes that affect their use of the service.

Content should include:

  • What changed
  • How it affects the user
  • What action (if any) is needed
  • Link to more information

Best practices:

  • Only for significant changes
  • Focus on user impact
  • Provide clear next steps
  • Link to documentation

Note: General feature announcements are marketing emails. Only send as transactional if the change directly affects an active feature the user is using.