Creating and Publishing Email Templates
Design reusable receipts and confirmations, preview customer details, and publish changes when ready.
Templates let you design a receipt or confirmation once and have your application fill in the details for each customer.
- Open Email templates.
- Enter a Template name, choose a design under Start with, and click Create draft.
- Edit the Subject line, Inbox preview text and content blocks.
- Use Variables and example values for details that change, such as a customer name or order number.
- Check the Desktop and Phone previews, then click Save draft.
- When the email is ready, click Publish.
For example, a variable named customer_name can appear in the text as {{ customer_name }}. Your developer supplies its real value when sending. Example value is only for previewing; Default value is used when a send does not supply a value.
Give your developer the Template identifier and the variable names. Publishing a template makes it available for your software to send; it does not email anyone by itself. See the template API documentation for the integration details.
Later edits stay in the draft until you publish again. Emails already queued keep their original content. To reuse an older version, choose Restore to draft, review it, and publish separately.
Check before publishing
Make sure the subject, links and required variables are complete. Review both the phone and desktop previews. Previewing uses example values and does not send an email.
If a required variable has no default, your application must supply it. Give your developer the variable names and types along with the template identifier so real messages contain the right details.
Restore an earlier version
Under Published versions, use Preview to inspect a version. Restore to draft replaces your saved draft with that version. Review it and click Publish to make it live; restoring alone does not change live sends.