Alpha Email Templates
Create and manage reusable email templates with categories and merge fields
Email Templates
Email templates let you create reusable email layouts with dynamic content powered by merge fields. Templates are organized by category and support versioning.
Template Overview
Template List
View all templates with key information:
| Column | Description |
|---|---|
| Name | Template name |
| Category | Organizational category |
| Trigger Type | When the template is used (manual, automated, or both) |
| Last Modified | When the template was last updated |
| Status | Active or draft |
Creating Templates
- Navigate to Communications > Templates
- Click Create Template
- Enter a template name and select a category
- Design the template in the Template Editor
- Save the template
Categories
Templates are organized into categories for easy browsing:
- Create categories that match your communication types (e.g., Sales, Support, Onboarding)
- Assign each template to a category
- Filter the template list by category
Trigger Types
Each template can be configured with a trigger type:
| Trigger Type | Description |
|---|---|
| Manual | Used only when composing emails manually |
| Automated | Used by automation rules only |
| Both | Available for manual use and automation |
Duplicating Templates
Create a copy of an existing template:
- Open the template you want to duplicate
- Click Duplicate
- A new template is created with the same content
- Modify the copy as needed and save
Template Management
CRUD Operations
| Action | Description |
|---|---|
| Create | Build a new template from scratch |
| View | Preview the template with sample data |
| Edit | Modify template content and settings |
| Delete | Remove a template permanently |
| Duplicate | Create a copy of an existing template |