Email Builder

The email builder allows users to build Jinja template emails for email distribution. The Jinja templates will populate specific information, creating customized emails for distribution. The Jinja code that users can select from for creating the templates is located in the floating toolbar.

Floating Toolbar

The 'Email Template Builder' section is located in the 'New' module, under 'Custom Fields'.

'Email Template Builder' button

Email Template Homepage

Example: Email Template Homepage

Field	Description
Create New	A user can insert the relevant template name here.
Name of Email template	Indicates the name of the email template.
Drop-down menu	A drop-down menu that allows a user to override default templates for action requests or for distribution.
	Access the created template for editing.
	Activates a template tester.

‘Create New’ Template Interface

If a user clicks the ‘Create New’ button, they will be able to create a new template.

'Create New' Template

Field	Description
Template name	Navigates to the page for a user to create a new email template.
Template subject	A user can insert the subject heading for the template here. When recipients receive an email, this subject heading will reflect as the email’s subject.
Tool icon	Enables a user to embed images into the template. It converts the image to text.

The interface includes the html format of the template as well as a preview of the end-result. Users can customise the content and style of the template by adjusting the html code and inserting Jinja references where needed.

How to Build an Email Template

Step	Description
1	Navigate to the Email Template Builder section.
2	Select ‘Create New’ and name the template.
3	Populate the html template with relevant Jinja code so that it pulls details and populates content as desired.
4	Save the template.
5	Optional: click on the ‘Test template’ icon and send a document to the relevant email address. Check your email inbox for the test email to confirm the outcome is as desired.