Email Templates

When you define a workflow Email rule, you can specify template files to use for the email body and attachment. Each template file allows you to control the content and layout of the resulting email body or attachment. In your template file you can include text, images, and variables. Variables allow you to include data values from fields in 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 currently only support template files stored on Google Drive and the template file must be a Google Doc. If you wish to specify 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.


Have more questions? Submit a request


Please sign in to leave a comment.