Platform admin
Global email templates

Global email templates

System-wide email templates available to all organizations. Use them for standard messages you want every customer to start from.

Where to find it

Admin sidebar → Templates → Email Templates (/admin/email-templates). Page title Global Email Templates.

Steps

  1. Open the page. A table lists the global templates.
  2. Create a new template or open an existing one to edit its content.
  3. Save.
  4. To distribute: go to Templates & Defaults → System Email Templates and use Push to all, or give it to a chosen organization (Templates and defaults).

Tips

  • Organizations manage their own email templates separately, inside the organization.
  • Groups can restrict which email templates a member may use (Permissions and groups).
  • Not verified here: the exact fields of the template editor and the list of available merge variables. Check them in the editor.
Organization SMTPDashboard templates