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Templating in outgoing emails allows you to personalize content by embedding dynamic expressions like {{ .Recipient.FullName }}. These expressions reference fields from the conversation, contact, recipient, and author objects and dynamically insert the appropriate information when the email is sent.

Outgoing Email Template Expressions

If you want to customize the look of outgoing emails, you can do so in the Admin → Templates → Outgoing Email Templates section. This template will be used for all outgoing emails including replies to conversations, notifications, and other system-generated emails.

Available Variables

Conversation Variables

Contact Variables

Recipient Variables

Author Variables

Example outgoing email template

Templates support HTML formatting. Use HTML tags like <p> and <br /> to control spacing and line breaks. Plain text without HTML tags will render without line breaks.

Understanding Template Structure

When an outgoing email template is configured, it automatically wraps around message content. The {{ template "content" . }} placeholder indicates where the message body will be inserted.

Template Behavior

The template structure determines what should be included in message responses:
  • Greetings: If the template includes a greeting (e.g., “Dear {{ .Recipient.FirstName }}”), do not add another greeting in the message body
  • Sign-offs: If the template includes a sign-off (e.g., “Best regards, {{ .Author.FullName }}”), do not add another sign-off in the message body
  • Message Content: Write only the main content that should appear in the {{ template "content" . }} section

Example: Correct Usage

Message written in text editor:
Email received by customer:

Example: Incorrect Usage (Duplication)

Message written in text editor:
Email received by customer (with unwanted duplication):

Adapting to Different Template Configurations

The content structure should match your template configuration:
  • Templates without greetings: Include your own greeting in the message body
  • Templates with only content placeholder: Write complete emails including greetings and sign-offs
  • Custom templates: Review the active template configuration to understand what elements are automatically included