# Settings

The **Settings** section in YayMail allows you to manage advanced options for your email templates.\
Here you can manage synced patterns, configure global variables, add attach files, import/export templates, migrate data, and create backups.

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### **Synced patterns (PRO)**

This feature allows you to manage your synced patterns, which display the design patterns you’ve previously saved in the email template customizer. You can create, edit, and delete synced patterns directly from here to keep your designs organized and up to date. This helps ensure your emails remain consistent, professional, and visually appealing across different templates.

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{% hint style="info" %}
Note: Here, you can also **manage the status** of each synced pattern — either **Active** or **Inactive**.\
When a synced pattern is set to **Inactive**, it will no longer appear in the **Patterns > Library** section inside the customizer, and any templates currently using that synced pattern will also stop displaying it.
{% endhint %}

### **Global variables (PRO)**

This feature allows you to create and manage shared style variables for your email templates.\
It currently includes **Color**, with **Font Family** and **Spacing** coming soon.

The **Color** section lets you create and manage color presets that can be quickly applied across your email templates in the customizer.\
You can freely **add**, **edit**, or **delete** presets as needed. A default preset is already provided for your convenience.

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### **Attachments (PRO)**

The **Attachments** feature allows you to add files to your WooCommerce emails, making them more professional and informative.

#### **Add Attachments from Settings**

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* 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.

#### **Add Attachments to Individual Templates**

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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.

### **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.

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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.

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### **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.

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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

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### **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**

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* 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**

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* 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.
