Reports
Email templates

Email Templates store reusable email content for your organization.

Email Templates list

Where

/email-templates, titled Email Templates: "Manage email templates for your organization." Create at /email-templates/new, edit at /email-templates/<id>.

Steps

  1. Open /email-templates.
  2. Click Add (or select a row to edit it).
  3. Choose Entity/Category, enter Template Name and Email Subject, then write the body in the HTML Editor. A Live Preview shows the result.
  4. Use Variables to insert a field at the cursor. Variables look like {{Customer.name}}; the subject also accepts them.
  5. Save.

Tips

  • The list is a standard grid: use column filters and sorting to find templates.
  • Templates are per organization; switch organization to see another's.
  • Platform admins can also manage templates at /admin/email-templates.
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