Email templates store the subject, HTML body, optional text body, attachment
metadata, category, tags, and declared variables used by Complete campaigns.
Authoring
Create a template in Email Templates, then preview its raw HTML or text
content before use. The dashboard preview does not substitute recipient values
or resolve a campaign link. Verify the fully rendered message and resolved link
with designated internal recipients before launch. Keep a plain-text
alternative when the exercise requires broad mail-client compatibility.
Template content is size-limited and validated by the backend. Response-only
fields such as IDs, counters, and timestamps are not accepted in create or
update payloads.
Template variables
{{first_name}}, {{last_name}}, {{email}}, and {{position}} are
resolved per target. {{company}} is resolved from the target list’s own
company field (set on the list, not per target), since a list represents a
single engagement. {{tracking_url}} and its compatibility alias
{{phishing_url}} resolve to the recipient-specific campaign link.
{{tracking_pixel}} resolves to the recipient tracking image. The HTML sender
also injects that tracking image automatically when the placeholder is absent.
The current sender does not attach files stored in the template’s attachments
field. Treat that field as metadata and do not rely on it for message delivery.
Operational guidance
- Use only approved branding and wording.
- Avoid embedding real secrets or personal data.
- Confirm that links resolve to the intended campaign hostname.
- Test rendering with designated internal recipients before launch.
- Duplicate a template when you need an independently editable variant.
