Set Templates

Templates are a time-saving solution for repetitive email communication, allowing you to quickly compose messages for common scenarios.

To access the template creation screen, go to your app's settings, navigate to the Notifications section, and choose Templates.  You can create and manage pre-designed email drafts as per your needs, from there.

To create an email template using the Email Sender node in a process flow, follow these steps:

1. Click on the New Template button to start creating a new template.
2. A pop-up window titled Create Template will appear. Enter a name and description for the template to help you identify it later.
3. If your email content or recipient information requires Parameters, make sure to include them in the template. These parameters can be placeholders that will be dynamically replaced with actual values when the email is sent.
4. Add Recipients to the template. You can specify the email addresses or use variables to dynamically set the recipients during runtime.
5. Now it's time to add the email content. You have two options: plain text or rich text. If you choose rich text, you can select a template from the library and customize it further using the unlayer editor.
6. If you need to include Attachments with the email, you can add the jiffy drive path where the file is uploaded.
7. Once you have finished creating the template, click on the Save button to save it. 

Attachments must be an array of datatype "file".

The template will now be available for use in the Email Sender node within your process flow.

You can modify the content of the template and add more details using the unlayer editor to make your emails more personalized and engaging.

When creating an email template, placeholders in the form of double curly braces can be used to represent dynamic data. For instance, adding "Dear {{username}}" in the template allows personalized greetings with the recipient's specific "username" when the email is sent.