Creating Email Templates and Using Dynamic Content

⭐ Overview

Via Tools → Templates → New template, you can create a new email template. The platform provides a user‑friendly WYSIWYG editor that allows you to format text and insert dynamic variables.

With this editor, you can:

• Format text (bold, italic, alignment, etc.)
• Insert images
• Add dynamic variables that populate automatically during sending

🔧 1. The Template Editor

When creating a new template, you can:

• Enter a template name
• Select the communication channel (Email)
• Choose the language
• Optionally add an image and define image rules
• Build your email body using the visual editor

The visual editor works on a What‑You‑See‑Is‑What‑You‑Get basis, meaning the formatting you apply is exactly what recipients will see.

✨ 2. Working with the Visual Editor

Because manual HTML input is not supported, the editor focuses on simplicity and consistency. You can create your content just like in a traditional text editor.

You can:

• Add and format paragraphs
• Create lists
• Insert images
• Add dynamic variables using a dedicated button

The system automatically handles all behind‑the‑scenes HTML formatting for you.

🔁 3. Adding Dynamic Variables

Below the editor, you will find the “Add dynamic variable” button. This lets you insert placeholders that are filled automatically when the email is sent.

Examples of dynamic variables:

• {{firstName}} – Recipient’s first name
• {{lastName}} – Recipient’s last name
• {{invoiceNumber}} – Invoice number
• {{dueDate}} – Due date
• … additional variables depending on context or workflow

📌 How to insert a dynamic variable:

1. Place your cursor where the variable should be inserted.
2. Click “Add dynamic variable.”
3. Select the required variable from the list.
4. The system automatically inserts it into the editor.

Example:

“Dear {{firstName}}, your order is on its way.”

No HTML coding is required — the editor ensures everything is formatted correctly.

🧩 4. Combining Dynamic Content with Formatting

Dynamic variables work seamlessly with all standard formatting options.

Examples:

Personalized greeting

“Hello {{firstName}} {{lastName}},”

Transaction summary

“Your invoice {{invoiceNumber}} is due on {{dueDate}}.”

Dynamic links
You can turn text into a hyperlink using the editor, even when the link contains a dynamic variable (e.g., payment URL).

Since HTML cannot be entered manually, all styling and link formatting must be done directly via the editor’s built‑in tools.

🖼️ 5. Images and Image Rules

You can optionally:

• Add an image (e.g., logo or banner)
• Configure image rules (e.g., show/hide an image based on metadata or business logic)

These options work independently of dynamic text fields and can be used together with them.

💾 6. Saving Your Template

Once your email content is ready:

• Click Save to store the template
• Click Cancel to discard changes

Saved templates appear in All my templates, where they can be linked to workflows or notification channels.

✔️ Summary

The visual editor provides an easy and reliable way to:

• Create and format email templates
• Insert dynamic variables without writing HTML
• Build consistent, personalized, data‑driven email messages

This ensures every communication flow can deliver tailored content to the right recipient at the right time.