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Template Editor

Design email templates with merge fields, preview, and version history

Template Editor

The template editor provides a rich editing experience for designing email templates with dynamic merge fields and live preview.

Editor Interface

The template editor includes:

  • Rich text editor for formatting email content
  • Merge field inserter to add dynamic variables
  • Preview pane to see the rendered result with sample data
  • Settings panel for template metadata (name, category, trigger type)

Merge Fields

Merge fields are placeholders that get replaced with actual data when the email is sent.

Available Variables

Variables are contextual and depend on the data available at send time. Common variables include:

VariableDescription
{{recipientName}}Recipient's full name
{{recipientEmail}}Recipient's email address
{{companyName}}Your company name
{{senderName}}Name of the person sending

Inserting Merge Fields

  1. Place the cursor where you want the variable
  2. Click Insert Variable in the toolbar
  3. Select the variable from the list
  4. The merge field placeholder appears in the editor

Custom Variables

Define custom variables specific to your use case. Custom variables are resolved at send time from the data context provided.

Preview

Preview the template with real or sample data before saving:

  1. Click Preview in the editor toolbar
  2. The template renders with sample data replacing merge fields
  3. Review the output for formatting and variable placement
  4. Toggle between desktop and mobile preview widths

Version History

Templates maintain a version history so you can track changes over time:

  • Each save creates a new version
  • View the history of all versions with timestamps and authors
  • Compare versions to see what changed
  • Restore a previous version if needed

Viewing Version History

  1. Open a template in the editor
  2. Click Version History
  3. Browse previous versions by date
  4. Click a version to preview it
  5. Click Restore to revert to that version

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