Email Templates

You can use templates to control the content and layout of your email body and email attachment. Template files can include text, images, and variables. Variables allow you to include column values from your tables. After the variables are replaced, the template becomes the email body or attachment.

You can specify template files for both Event Triggered and Scheduled workflow rules. The templates for both are largely identical. They only differ in the Start Expressions that are used to select the data to be displayed by the template.

We only support Google Doc template files stored on Google Drive. To use a template file, you must include Google as a data provider. If Google is not already a data provider, you must go to Account>Data Sources and add Google as a data provider.

 

Page Breaks in PDF Attachments

You can include page breaks in the PDF file created from a Google Doc template file by inserting a page break in the Google Doc. Do this as follows:

  1. Position the cursor where you want the page break to occur.
  2. From the Google Docs Insert menu select Page break.

 

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