Email Templates
Create reusable email templates for automations and communication with your attendees.
Where templates are used
Email templates are used in:
- Automations -- send emails automatically when certain events happen (e.g., a form is submitted).
- Form confirmations -- send a confirmation email to the person who submitted a form.
What you can do
- Create new templates.
- Search and filter your existing templates.
- Edit the subject line and email content.
- Insert variables into the content using the markdown editor.
- Choose the audience for each template (internal or customer).
Editor areas
- General settings -- template name, audience, and basic configuration.
- Email content editor -- write your email with a markdown toolbar. Insert variables to personalize each email.
Audience
Each template has an audience setting that controls the email layout:
- Internal (Branded) -- emails include the Eventyflow header and footer. Use this for notifications to your team.
- Customer (Neutral) -- emails are sent with a clean, neutral layout without branding. Use this for attendee-facing communication like confirmations and reminders.
You can change the audience at any time in the template editor under General settings.
Variables
Variables let you personalize emails automatically. Insert them into the subject line or content with the Insert variable button, or type them directly.
Variables are filled from the event the email relates to, including its contact, address, and assigned user. In the picker, variables are grouped into four tabs: Event, Contact, Address, and Assignee.
Syntax
- Type a variable with single curly braces, for example
{event.title}. - Spaces inside the braces are ignored, so
{ event.title }also works. - If a variable has no value for the event, it is replaced with nothing (left blank).
Event
| Variable | Description |
|---|---|
{event.title} | Event title |
{event.start_date} | Start date |
{event.end_date} | End date |
{event.start_time} | Start time |
{event.end_time} | End time |
{event.status} | Event status |
{event.attendees} | Number of attendees |
{event.lead_source} | Lead source |
{event.sales_probability} | Sales probability |
{event.forecast_revenue} | Forecast revenue |
{event.strategic_value} | Strategic value |
{event.next_step_label} | Next step |
{event.next_step_date} | Next step date |
{event.important_info} | Important notes |
Contact
| Variable | Description |
|---|---|
{contact.first_name} | First name |
{contact.last_name} | Last name |
{contact.email} | Email address |
{contact.phone} | Phone number |
{contact.mobile} | Mobile number |
{contact.company} | Company |
{contact.salutation} | Salutation |
Address
| Variable | Description |
|---|---|
{address.street} | Street |
{address.postal_code} | Postal code |
{address.city} | City |
{address.country} | Country |
{address.address_line_2} | Address line 2 |
{address.address_line_3} | Address line 3 |
Assignee
The assignee is the user assigned to the event.
| Variable | Description |
|---|---|
{assignee.name} | Name |
{assignee.email} | Email address |
{assignee.tagline} | Tagline |
{assignee.function} | Function |
{assignee.phone} | Phone number |
{assignee.mobile} | Mobile number |
Custom fields
If your workspace has custom fields enabled for templates, they appear in the picker under their category. Insert a custom field using its Custom API Key, for example {fieldname}.
Example template
Subject: Your event {event.title}
Hi {contact.first_name},
Your event "{event.title}" is scheduled for {event.start_date}.
If you have any questions, contact {assignee.name} at {assignee.email}.
Best regards,
{assignee.name}