Templates

Emails

5min

You can create and manage your email templates in 'Templates' -> 'Emails'.

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The email templates can be used in automated workflow tasks, you can learn more about the process of email automation here.

To create a new template you need to click the 'Add' button at the top left corner.

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You can edit or remove templates using the buttons next to the template`s name.

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Keep in mind that you can`t remove system templates (they are essential for the functioning of hyperportal).

Multilanguage support

You can have a version of one email in each language. You can edit in version separately. You can switch between languages in the editor

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The subject and email body have to be made separately for each language

You can use this feature to send emails in the preferred language of your customers(see the email node article to learn more).

Email builder

You can learn more about the email builder here.

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CMS integration

You can insert data from CMS entities (e.g. - the name of the customer, the model of the vehicle, etc.) in your emails. To do that you need to type the id of the needed property from the workflow process that will be sending the email. The property id should be in double curly brackets, like this - {{contact.firstName}}.

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Example - We have an automated process that sends emails after the vehicle reservation.

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We can put the name of the customer at the start of the email by leaving the property id of the field. The property id on the customer field in the process is 'contact'.

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But the contact entity contains multiple fields, so to refer to the customer`s name you should find the property id of the field that contains the name.

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It`s 'firstName'. So to refer to the customer`s name in the email you should enter this - {{contact.firstName}}.

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You can learn more about the usage of expressions in the email templates here: https://handlebarsjs.com/guide/expressions.html#basic-usage

Updated 22 Mar 2024
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