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Email templates
The email template editor lets you design branded emails from blocks — header with your logo, text, images, buttons, tables, footer — preview them on desktop and phone, and send yourself a test.
Where to find it
Menu: Utilities › Email Template · Address: hub.siteconnect.ai/settings/email-templatesWho can use it: people with the Email Template permission can open the page. Saving a template and sending a test also need edit rights on Settings — admins have them by default. See Roles and permissions.
Not connected to automatic emails yet
In Site Connect, saved email templates aren't used by any automatic email yet, and the Send email action in Automation isn't available yet either. You can still design layouts here and send test emails to check how they look.
The template list
The page lists your templates as cards with their category, status, subject and last change date. Use Search templates... and the category buttons to find one. Click a card to open it in the editor.
Until you save your first template, the list shows a few sample templates. Open one to see how blocks fit together, or start fresh with Create template.
Create or edit a template
- Click Create template (or open an existing one).
- At the top, type the template's name over Email template name.
- In the bar below, fill in:
- Subject: — the email's subject line. It can contain variables such as
{{employee_name}}. - the status — Active or Draft;
- Category, Sender (the name the email comes from) and Reply to (the address replies go to).
- Subject: — the email's subject line. It can contain variables such as
- Build the body:
- Click a block type under Add block on the left to add it at the bottom: Text, Image, Button, Divider, Header (logo and company name), Footer, a table, or a Variables block.
- Click a block in the middle to select it, then change its content and look in the panel on the right — text, colors, alignment, image address, button label and link, and so on.
- Drag blocks to reorder them. Use the icons on a selected block to Duplicate or Delete it.
- Click Save.
Variables
Available variables on the left lists placeholders such as {{employee_name}}, {{company_name}} or {{date}}. Click one to copy it, then paste it into the subject or a text block. Variables are replaced with real data when an email is sent.
Preview and test
- Preview shows the finished email with sample data. Switch between the desktop and phone icons to check both layouts. Click again to go back to editing.
- Test opens Send test email. Enter a Recipient email and click Send test. The email arrives with "[TEST]" in front of the subject and sample data in place of the variables. You don't need to save first — the test uses what's on screen.
Good to know
- Footer blocks can include an unsubscribe link (Show the unsubscribe link).
- For chat notifications rather than email, use Notification templates.