Email Templates

Email Templates

Design reusable, branded emails that your scripts and automations send with dynamic content.

Open Admin → Email Templates. A template is a reusable email — subject and body with placeholders — that scripts and automations fill with data at send time. Reference one from a script with email.sendWithTemplate("template-name", data, options).

Managing templates

• Each card shows the template's name, status (Active or Inactive), description, and last-updated date.
• Use Edit to open the template editor, Duplicate to copy it, or delete it.
• Search by name and filter by status.
• New Template creates one from scratch.

Dynamic content

Templates use placeholders that are replaced with the data you pass in. That lets a single template serve many recipients and scenarios — a daily report, an alert, an approval notification — each personalized. Pair templates with Script Schedules to send them automatically.

Permissions: Managing email templates requires the Email Management or Security permission.