Email Templates

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 sender name and logo.

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

---
name: sales_enquiry_workflow
delay: 0
enabled: true
trigger_condition: true
to: >
    {%- include 'modules/insites_crm/email_layout/workflow_to' -%}
from: >
    {%- include 'modules/insites_crm/email_layout/workflow_from' -%}
reply_to: >
    {%- include 'modules/insites_crm/email_layout/workflow_reply_to' -%}
cc:
bcc:
subject: Sales Enquiry - Workflow Email
layout: modules/insites_crm/insites_internal_email_layout
---

Your email content here..

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

---
name: sales_enquiry_autoresponder
to: '{{ form.properties.email }}'
delay: 0
enabled: true
trigger_condition: true
from: >
    {%- include 'modules/insites_crm/email_layout/autoresponder_from' -%}
reply_to: >
    {%- include 'modules/insites_crm/email_layout/autoresponder_reply_to' -%}
cc:
bcc:
subject: We have received your enquiry 
layout: modules/insites_crm/insites_external_email_layout
---

Your email content here..

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 name.

Autoresponder

The autoresponder uses the company name from Globals as the sender's display name, and Company Email 1 as the Reply-To. The sender address is the one provisioned for your instance, not a Globals value.

Autoresponder sender / Email from:

Company Name: {{ global.company_name }}
Sender address: the sender provisioned for your instance. If the instance has no sender yet, the autoresponder does not send.

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 }}
If Company Email 1 is blank, the email has no recipient and does not send.

Workflow sender / Email from:

The sender address is the sender provisioned for your instance. Form mail falls back to [email protected]. Administrator emails send nothing until a sender exists.

Workflow reply to / Reply to:

Default: (empty)