Custom email templates
Last Update: Sep 2024 • Est. Read Time: 2 MINCreate up to 50 custom email templates to standardize and personalize the design and content of outbound emails for your brands and teams. In Kustomer, you can save and manage multiple versions of each email template and also set default email templates for individual teams and your entire organization.
With email templates in Kustomer, you can:
- Standardize design and content for email replies, auto responses, CSAT surveys, and forwarded emails.
- Build and style email templates with a visual template editor to customize emails.
- Insert dynamic text to scale and customize content for email signatures, greetings, and more.
- Embed HTML code snippets for CSAT integrations (for example, NiceReply or Customer Thermometer).
- Customize email templates further with an HTML code editor for advanced users. You can start building in the visual editor and then convert your template to customize further with the code editor.
- Set and manage global default email templates for each type of outbound email.
- Assign default email templates for different teams to set and manage specific templates for team email aliases.
Who can access this feature? | |
User types | Admins can access the Email templates page. |
In this article
To access email templates, go to Settings> Administration > Email Templates.
From the Email Templates page, you can add templates, manage saved template versions, and set a global default template for each email template type or a default template for a specific team email alias.
Kustomer email templates use the Handlebars templating language to populate emails with relevant information and data attributes related to the current Draft, Customer, User, Conversation, and Message History objects. For more information, see Data attributes available for email templates.
You can create email templates with the Visual Builder or the Code Editor. You can use both editors to customize and populate content with Handlebars templates for dynamic text. If you'd like to provide your own custom HTML, you can use the Code Editor or convert over from a template you've created with the Visual Builder.
Set a global default email template
Once you've created a template, you can set a global default template for all users from the Email Templates page for each template type. The Email Templates page lists any global default templates with a Default Template label.
Note: Any email template defaults set for specific email aliases will override the set global default template. To learn more, see Set a default template for email aliases.
Set a default template for email aliases
If your organization uses multiple email addresses (for example, sales@your_org.com, support@your_org.com, and so on), you can assign a different template for each address.
To set a default template for an email alias:
- Go to Apps> Email in the sidebar.
- Select the edit icon for an email alias to open the Edit Email Address modal. You can choose a default template from the Template drop-down menu.
- Select Save to set the default email template for the alias.
All outbound emails from this email address will now use the set default template instead of any global default email templates set for your organization.