Audience: User
Email templates define the subject and HTML body for messages sent from a project (welcome mail, notifications, and similar). Delivery uses the project’s Email Server SMTP settings.
| Role | Purpose |
|---|---|
| Content author | Edit copy and layout |
| Project lead | Approve brand-safe templates |
Email Templates → All — list
Email Templates → Add — create
Email Templates → (edit) — Template name, Subject (Handlebars allowed, for example {{firstName}}), HTML body editor
Configure SMTP under Project Settings. Outbound sends appear under Jobs.
📷 Email templates list
Image Path:
images/email-templates-list.png
Alt Text:
Email templates list with names and last updated times
Caption:
Workspace email templates.
{{placeholders}} when your flow supplies them) and HTML body.Tip: Keep subjects short; put the action early (“Reset your password”).
| Action | User | Admin |
|---|---|---|
| View / edit templates | Yes | Yes |
| Problem | Cause | Solution |
|---|---|---|
| Mail not received | SMTP / spam / failed job | Check project Email Server and Jobs |
| Wrong branding | Outdated template | Update and re-test |
| Empty placeholders | Missing template data | Confirm the sending flow supplies those fields |