Email Templates

What Email Templates does

Email Templates is the catalogue of automated emails your platform sends — things like the email-verification message, the password-reset link, and billing or service notices. Each template controls the subject line and the body of one specific event, so you can match every outgoing message to your own branding, tone, and wording.

How to reach it

Open the admin panel and go to Settings, then open the Email section. It is divided into three sub-tabs — Provider, Templates, and Logs. Click Templates to open the catalogue.

The layout

The Templates sub-tab is a single panel that switches between two views — a list view and an editor view:

• List view. At the top is a Search templates… box, a category dropdown, and a Reset All button (the circular-arrow icon). Below that, every template appears as a row showing its name, a one-line subject preview, a category tag, and an Active or Inactive pill.
• Editor view. Clicking a row replaces the list with the editor, where you can change the template name, the subject line, and the body. A Back to list control (the X icon at the top-left) returns you to the catalogue.

Editing a template — step by step

1. Find the template. Type part of the name into the Search templates… box, or pick a category from the dropdown to shorten the list.
2. Click the template row. The view switches to the editor.
3. Edit the name (optional). The Template Name field is a label for you, not something recipients see.
4. Edit the subject line. The Subject Line field is the email subject. It supports variables (see below) — for example a greeting or an invoice number can be pulled in automatically.
5. Edit the body. The body is an HTML Content code editor — you write the email's HTML directly, for full control over layout. To check your work, click the eye icon in the editor header to toggle a rendered Preview pane that opens beside the code, so you can see how the email will look as you edit. Click the eye icon again to hide it.
6. Click Save. Your changes are stored and used the next time that event fires.

The Active / Inactive pill in the editor header is part of the template state, but switching it only takes effect once you click Save. Changing it and leaving without saving will not stick.

Template variables

Variables are placeholders wrapped in {{double braces}} that are filled in with real values when the email is sent — for instance the recipient's name or a company detail. When a template is open, an Available Variables section appears below the editor: a row of clickable chips, each showing a variable like {{example}}, with a (click to insert) hint. Hover a chip to see a short description of what it inserts.

Click a chip to add that placeholder to the HTML Content. You can also type a variable by hand. The set of available chips changes with the template's category, so a billing template offers different placeholders than a support template. Always rely on the chips shown for the template you are editing rather than guessing variable names.

Categories

The category dropdown narrows the list to one group of events. Use it to quickly jump to, say, only billing emails.

Category	Covers messages around…
All Categories	Every template, no filter.
Account	Sign-up, verification, and account-security messages.
Billing	Invoices, payments, and renewal-related notices.
Service	Service lifecycle events such as activation and suspension.
Order	Order placement and processing updates.
Support	Ticket-related notifications.
Custom	Any additional templates outside the standard groups.

Active vs. Inactive templates

Each template carries an Active or Inactive pill, shown both in the list and in the editor header. An Active template is sent normally. Setting a template to Inactive and saving it silences that specific email — the underlying event still happens, but no message goes out. This is the clean way to suppress a notification you do not want, without losing your customised content.

Resetting to defaults

If you have over-edited a template and want the original wording back, you have two reset controls, both shown as a circular-arrow icon:

• Reset (editor header) — restores only the currently open template to its built-in default. You are asked to confirm, because your customisations for that template are discarded.
• Reset All — the button next to the category dropdown restores every template to its default in one action. A confirmation warns you that all customisations will be lost.

Resetting cannot be undone — your custom subject and body for the affected template(s) are replaced with the originals. If you only want to compare against the default, copy your current content out first.

Reference: editor controls

Control	What it does
Search templates…	Filters the list by template name.
Category dropdown	Limits the list to one category (Account, Billing, Service, Order, Support, Custom) or All.
Reset All	Restores every template to its default content.
Back to list	The X control at the top-left of the editor; returns to the list view.
Template Name field	Label for the template (not shown to recipients).
Subject Line field	The email subject line; supports {{variables}}.
HTML Content editor	The code editor where you write the email body's HTML.
Preview (eye icon)	Toggles a rendered preview pane beside the code editor.
Available Variables	Clickable chips below the editor that insert placeholders; the set depends on the template's category.
Active / Inactive pill	Marks whether the email is sent; takes effect after Save.
Reset (editor header)	Restores just the open template to its default.
Save	Commits the name, subject, body, and active state.

Tips and gotchas

• Always click Save before leaving the editor — switching templates or going back to the list discards unsaved edits.
• The Preview pane does not send a test; it only renders the layout. To confirm a message actually reached someone, check Email Logs.
• Keep variable names exactly as shown on the chips — a misspelled placeholder will not be replaced and will appear literally in the email.
• For a consistent footer across messages, set it once in Email Signature rather than copying it into every template.
• If emails are not being delivered at all, the issue is usually the sending configuration, not the template — check the Provider sub-tab under Settings → Email.

Related

Email Signature · Email Logs · Settings