Email Templates

Email templates are the designs of the emails your bot sends. You build them once and reuse them in any flow.

Go to Contents → Email Templates. Templates are shared by all the bots in the workspace, so a template you create in one bot is available in the others. The list shows the name, the subject and the date of the last change.

Create a template

1. Click New Email Template.
2. Start from one of the sample templates or from scratch.
3. Edit the email with the tools in the right sidebar.
4. Preview how it looks on a computer and on a phone.
5. Define up to 10 variables, the parts that change in each email, like the name or an order number.
6. Save the template.

To change a template, click Edit Template. The arrow next to it has the option to duplicate the template.

Use a template in a flow

1. In the Flow Builder, add a Send Email step and edit it.
2. Click Change Template and choose the template.
3. Fill in each variable with a value or a field of the user.