Settings

The Settings section in YayMail includes some essential tools for managing your templates and data across different websites and versions: Import/Export Templates, Migration, Attachments, Backups,...

(1). Import/Export Templates This feature allows you to export your previously designed email templates—either all at once or individually—so you can back them up or reuse them on another site. The exported file will be in a .zip format. Please make sure to extract the contents of the zip file before importing them to avoid any issues.

On the other hand, the Import function empowers you to seamlessly upload one or multiple YayMail templates from your local device, making it easier to replicate or transfer your designs between environments.

(2). Migration The Migration tool is designed to help you transfer data between different YayMail versions, ensuring compatibility whether you’re upgrading to the latest version or rolling back to a previous one.

If you’ve previously installed YayMail, the system will automatically migrate your data when upgrading to version 4.0 or higher. In case the automatic migration fails (such as if you haven’t deactivated the old version of YayMail before installing version 4.0+, or if you’ve reset to a previous backup), you can manually trigger the process by clicking the Migrate button.

Once the migration is complete, you will see a list of backup versions. You can then choose to restore your templates to a specific older version if needed. And remember, after resetting to the old version, you need to reinstall the old YayMail version <4.0

(3). Attachments (PRO): The Attachments feature allows you to add files to your WooCommerce emails, making them more professional and informative.

1. Add Attachments from Settings

• Go to Settings → Attachments.

• You will see two types of attachment options:

  • General Attachment: Files added here will be included in all email templates. This is useful for documents that should always be sent, such as a company brochure, terms & conditions, or warranty policy.

  • Per Template Attachment: Files can also be added to specific email types (e.g., New Order, Completed Order, Refunded Order). These attachments will only be sent with the selected email.

  • Example: You can add a user guide PDF as a general attachment (applies to all emails) and add a return policy file to the "Refunded Order" email.

1. Add Attachments to Individual Templates

In addition to the global settings, you can also add attachments directly inside a specific email template.

• Open the email template in the editor.

• Click on the Attachment icon to add files.

• Enter the file URL or upload the file, then click Update.

• These attachments will only apply to the selected template.

(4). Backups: The Backups feature helps you secure and restore your YayMail data. It ensures compatibility and data safety whether you are upgrading to the latest release or reverting to a previous version.

1. Create Backup

• Navigate to Settings → Backups.

• Click the Create button.

• A backup file of your YayMail data will be generated and downloaded.

• This backup file can be used later to restore your settings and templates if needed.

2. Restore Backup

• To restore a previous backup, go to Settings → Backups.

• Under the Backup data section, click Choose File and upload your backup file.

• Then, click Restore to load the saved YayMail data.

• Your YayMail configuration will revert to the state captured in that backup file.

👉 This feature is especially useful before making major changes, updating the plugin, or moving your setup to a different website.