How to Format Email Templates

Upmind’s email templates power all automated and manual messages sent to clients and staff. Email templates consist of three elements:

1. Text: The plain content visible to recipients.
2. HTML: Enables rich formatting, branding, and layout control.
3. Snippets of Twig code: Insert dynamic data (e.g., client name, invoice number) that updates for each recipient.

This guide shows you how to properly format templates used to create and send bulk client messages, as well as emails sent to a single client.

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The same template structure (text, HTML, and Twig code) is used to create notifications (automated trigger-based messages).

Accessing email templates

You can access the templates from Settings > Automation > Email Templates.

Formatting text and HTML

Upmind supports basic formatting for the text in the body with standard HTML tags for headings, bold, italics, and links. You can also use <br /> for line breaks as needed.

Combining HTML and plain text also helps to make the emails visually appealing and accessible.

Adding Twig snippets

Twig is a flexible templating language for logic and formatting. It is used for conditional content, loops, and formatting dates or numbers.

Code snippets personalise emails by inserting dynamic content that updates with live data from Upmind when recipients open the message.

How to insert a snippet

1. Scroll to the bottom of the template editor.
2. Click a menu tab (e.g., Client, Invoice, Order) to view available snippets for that context. Each tab contains a unique set of related code snippets, with available options varying based on the message type you create.

3. Click a snippet to copy it to your clipboard.
4. Paste the snippet into the Subject or Body field where you want the dynamic content to appear.
5. Add as many snippets as needed to customise the message.
6. Click Save to apply changes.

To manage templates for bulk and triggered Emails, you can access all templates through Settings > Notification Templates.

The bulk action templates (for newsletters or announcements) follow the same structure as automated notifications. Use clear subject lines and consistent branding for all templates.

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Email templates are built with Twig code. To learn more about this code syntax, open the Twig site.

Previewing and testing templates

1. After saving, Upmind displays a preview of the message.
2. Use the Send Email function to test your email and check formatting and dynamic content before activating the template.
3. Adjust as needed for different email clients and devices.