Email Templates

Insites provides ready-to-use email layouts for auto-responder and workflow emails. This article discusses how you may modify the layout of your automated emails and use them on your Instance.

External Email Layout

Layout name:

This email layout is primarily used for customer emails, such as auto-responder emails. The External email layout is branded using Globals. Changing the 'Email Logo' on the global content will also change the logo for your email header. The email footer is branded and powered by Insites.

Internal Email Layout

Layout name:

This email layout is primarily used for emails that are sent to your administrators/internal users, such as workflow emails, system emails, etc.
The main difference between the internal and external email layouts is that the email header is not changeable to your logo. Instead, this uses the Insites branding for the header and footer.

Using Insites email templates for your emails.

Insites email templates are applied as the email layout; global content also dynamically changes the configurations, such as the email sender address, name and logo.

Here's an example of an email using the Internal Email Layout:

Here's an example of an email using the external email layout:

Global content applied to email templates

As from the example above, Insites email templates extends global content, applying it to the entire email, including the header, footer, company name, logo/icon, and sender.

Autoresponder

The autoresponder uses the company data set in Globals for the 'email sender' and 'reply to' values:

Autoresponder sender / Email from:

Company Name: {{ global.company_name }}
Company Email 1: {{ global.company_email_1 }}
Default: notifications@insites.io

Autoresponder reply to / Reply to:

Company Email 1: {{ global.company_email_1 }}
Default: (empty)

Email header logo
The email logo value {{ global.email_logo.url }} can be set from the 'Emails' tab in Globals.

Email footer

The email footer logo is branded by Insites, but there are some field references from Globals, such as:

Company Name: {{ global.company_name }}
Company Business Registration: {{ global.business_registration }}
Location 1 Address Fields: {{ global.loc_1_address.street }} {{ global.loc_1_address.street }} {{ global.loc_1_address.city }} etc..
Location 1 Phone Number: {{ global.loc_1_phone }}

Workflow

Workflow only references global content 'company email 1' for the workflow recipient.

Workflow recipient / Email to:

Company Email 1: {{ global.company_email_1 }}
Default: support@insites.io

Workflow sender / Email from:

Default: notifications@insites.io

Workflow reply to / Reply to:

Default: (empty)