Email templates
Reusable client emails with order and contact data merged in — sent by automations.
Overview
An email template is a reusable subject and body into which the event's data is merged at send time: the contact's name, the order number, its status. The emails themselves are sent by automations through the Send email action. Open Settings → Email templates in the project sidebar.
Viewing requires the Email templates permission; editing requires the edit permission for them.
Creating a template
Click Add. A template has three fields:
- Name — for you only, to tell templates apart in the list and when picking one in an automation.
- Subject — what the client sees in their inbox. Merge tags work here.
- Body — the email itself. Supports markdown:
**bold**, lists, links written as[text](address).
Merge tags
The available tags are listed under the body — click any of them to append it to the text.
| Tag | What it fills in |
|---|---|
{{contact.name}} |
Contact name |
{{contact.email}} |
Contact email |
{{contact.phone}} |
Contact phone |
{{order.serial}} |
Order number |
{{order.status_name}} |
Order status name |
{{order.total_amount}} |
Order total |
{{task.title}} |
Task title |
{{project.name}} |
Project name |
A tag the event has no data for renders empty. An email on the "Task overdue" event, for instance, knows the
task and its contact but may not know an order — {{order.serial}} then renders as an empty string and the email
still goes out. Worth keeping in mind when writing: better that "Your order {{order.serial}}" becomes "Your order"
than that the email isn't sent at all.
Sending
A template sends nothing on its own — it is picked in an automation's Send email action. The recipient is always the contact the event is about.
The email goes out from the sender configured in project settings. With no sender configured, it arrives from Configo's mailbox.
Deleting
The trash icon deletes a template permanently. If an automation referenced it, that automation stops working and records an "email template was deleted" error in its run history — pick another template there.