Templating¶
Templating in outgoing emails allows you to personalize content by embedding dynamic expressions like {{ .Recipient.FullName }}. These expressions reference fields from the conversation, contact, and recipient objects.
Outgoing Email Template Expressions¶
If you want to customize the look of outgoing emails, you can do so in the Settings > Templates -> Outgoing Email Templates section. This template will be used for all outgoing emails including replies to conversations, notifications, and other system-generated emails.
Conversation Variables¶
| Variable | Value |
|---|---|
| {{ .Conversation.ReferenceNumber }} | The unique reference number of the conversation |
| {{ .Conversation.Subject }} | The subject of the conversation |
| {{ .Conversation.UUID }} | The unique identifier of the conversation |
Contact Variables¶
| Variable | Value |
|---|---|
| {{ .Contact.FirstName }} | First name of the contact/customer |
| {{ .Contact.LastName }} | Last name of the contact/customer |
| {{ .Contact.FullName }} | Full name of the contact/customer |
| {{ .Contact.Email }} | Email address of the contact/customer |
Recipient Variables¶
| Variable | Value |
|---|---|
| {{ .Recipient.FirstName }} | First name of the recipient |
| {{ .Recipient.LastName }} | Last name of the recipient |
| {{ .Recipient.FullName }} | Full name of the recipient |
| {{ .Recipient.Email }} | Email address of the recipient |
Example outgoing email template¶
Dear {{ .Recipient.FirstName }}
{{ template "content" . }}
Best regards,
Here, the {{ template "content" . }} serves as a placeholder for the body of the outgoing email. It will be replaced with the actual email content at the time of sending.
Similarly, the {{ .Recipient.FirstName }} expression will dynamically insert the recipient's first name when the email is sent.