Create e-mail templates

Build reusable e-mails with variables for recipient, event and sender details.

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Björn von Känel
Written By Björn von KänelLast updated 19 days ago

E-mail templates save time for messages you send again and again, such as booking confirmations.

Who can do this: people with access to Settings → Email Templates.

  1. Open Settings → Templates → Email Templates. The list shows each template with name, subject preview and usage. Email templates
  2. Click Create Template. Enter a Template name, choose a Sender address (or keep the system default), and write the Subject and Message body. Use the formatting bar for bold, headings, lists, quotes and links.
  3. Insert variables from the Variables panel: S adds the variable to the subject, B to the body (e.g. Recipient First Name, Event Name, Event Date, Venue, Sender, Room Name). Click Preview to check the result, then Create template. New template

Good to know

  • If you type variables by hand and they are misspelled, saving fails with Unknown template variables – use the S/B buttons instead.
  • A custom sender address is set up under Set up e-mail forwarding and sender address.

Related articles Set up e-mail forwarding and sender address · Create or edit an automation rule

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