Creating Templates

Templates are created using the Template Designer interface. Each template requires a name, type, and content with variable placeholders.

Template Details

Required Fields

• Template Name: Unique identifier for the template
• Template Type: Choose from:
  • EMAIL - For email notifications
  • PDF - For PDF document generation
  • DOCUMENT - For document templates
• Content: HTML template content with Pebble syntax variables

Optional Fields

• Email Subject: Required for EMAIL templates, supports variable substitution (e.g., Order {{orderNumber}} Confirmation)
• Folder: Organize templates into directories for better management

Template Content

Templates use Pebble Template Engine syntax for dynamic content:

Variables

<p>Dear {{customerName}},</p>
<p>Your order {{orderNumber}} has been confirmed.</p>

Conditionals

{% if orderStatus == "shipped" %}
  <p>Your order has been shipped!</p>
{% endif %}

Loops

<ul>
{% for item in orderItems %}
  <li>{{item.name}} - {{item.price}}</li>
{% endfor %}
</ul>

Creating a Template

1. Navigate to Template Designer
2. Click "Create Template"
3. Enter template name and select type
4. For EMAIL templates, enter email subject
5. Write template content with variables
6. Optionally select a folder for organization
7. Save the template

Template Structure

Templates should include:

• HTML structure (for PDF/EMAIL)
• Variable placeholders using {{variableName}}
• Conditional logic and loops as needed
• Proper formatting and styling

Related Introduction

• Template Preview - Test your templates before use
• EmailNotification - Use templates in email workflows
• HTMLToPDF - Generate PDFs from templates