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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Email templates

Email templates enable administrators to create reusable content for the subject line and message body of email notifications.

Templates deliver consistent information on specific system activities and improve the efficiency of creating multiple email notifications for similar actions. If necessary, you can make minor changes on the fly to an email that uses a template by overriding the subject line and message body content in the notification form. A common practice is to define the message body in a template and create new subject lines for different types of recipients. There is no limit to the number of templates that you can create.

Email templates are created in rich HTML format, and administrators have the option of converting existing email templates to rich HTML (starting with the Eureka release). This format provides several advantages, including:

  • Raw HTML content is converted into a WYSIWYG format.
  • The content can be edited in a feature-rich HTML editor.
  • Mail scripts are condensed into a single, easy-to-read line that can be reused in multiple email notifications.
  • To prevent broken links, images linked using URLs relative to a particular instance are converted to absolute links.

  • Create an email template
    You can create an email template with rich HTML formatting, rather than plain text.

  • Apply a template to an email notification
    After you create an email template, you can apply it to a notification.
  • Convert an email template to rich HTML
    If you have an email template created prior to the Eureka release, you can convert it to rich HTML.
  • Construct an email message with a template
    Email templates provide a list of the fields from database tables that are available for constructing an email message.
  • Calendar integration
    With email notifications, you can use import export maps to leverage information about records and integrate with Outlook or another calendar.

Parent Topic:Email and SMS notifications

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