Email templates

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View of the 'email templates' page

Email templates are reusable templates you design once and that you can then use in all your campaigns: polished design, header with logo, consistent layout, signature.

Route: /app/templates/email

What it's for

Without email templates, each email campaign would be done with raw text, no formatting, no images, no call-to-action button. With templates:

• Visual consistency: all your campaigns look like your organization.
• Time saving: you don't redo the layout for each send — you just replace the variable content.
• Professionalism: a well-designed email is opened and read, a raw email is often ignored.

Typical cases:

• Monthly newsletter: a template with banner, title, paragraphs, image, button.
• Event invitation: a more visual template with date, time, location, RSVP.
• Donation solicitation: a targeted template with a large image and a Donate button.
• Community notification: a sober template, more institutional.

Anatomy of the page

The page is organized in:

1. Top bar: title My Email Templates, Examples and Add a template buttons.
2. Card grid: one template per card, organized in responsive columns (1 on mobile, 2 on tablet, 3-4 on desktop depending on screen width).

If you have no template, an empty state displays with two large buttons: See examples and Create my first template.

Anatomy of a template card

Each template displays as a card with:

Zone	Content
Cover image	Auto-generated thumbnail of the template's visual rendering. If no rendering is yet available, a generic image with pale blue gradient is displayed.
Title	Template name, inline editable: click on the title to modify it directly, validate with Enter.
Creation date	Created on May 12, 2026
Actions (at the bottom)	Three icons: Delete (red), Duplicate (blue), Edit (green)

The three actions on a card

Edit (green pencil icon)

Click on the Edit icon → you leave the index page and switch to the visual editor of the template:

• Classic Editor (EDITOR): route /editor/email?id=<id>
• AI Editor (AI): route /editor/ai/email?id=<id> — available in beta in some environments.

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The visual editor

The Unisoft email editor is a Canva-like visual design tool: you drag and drop blocks (text, image, button, separator), you adjust colors and margins, you preview the desktop and mobile rendering.

This editor is a dedicated interface that goes outside the classic admin backoffice. This documentation doesn't cover its detailed operation — its interface evolves regularly. To discover the editor, the best is to create a test template and experiment.

Duplicate (blue copy icon)

Click on the Duplicate icon → opens a window to create a copy of the template. You give a new name to the copy, and an identical template is created.

Use case: you have a great Rosh Hashanah Newsletter template; you duplicate it as Passover Newsletter to start from a polished base and only adapt the visuals and the text.

Delete (red trash icon)

Click on the Delete icon → a confirmation displays (Are you sure you want to Delete this Email Template?). On validation, the template is deleted.

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Impact on existing campaigns

If the template is used by campaigns already sent (Validated status whose sends are processed), deleting the template doesn't break the content already sent — the recipients received their email with the right design.

But if the template is referenced by campaigns in Draft or Validated not yet sent (typically a campaign scheduled for later), its deletion may produce an empty email on send. Check the ongoing campaigns before deleting a template.

Rename a template

Click directly on the title of the card. The text becomes inline editable. Modify it, validate with Enter. The new name is saved.

Best practice: use explicit naming that recalls the context:

• ✅ Monthly Newsletter (Tishrei 5786)
• ✅ Event Invitation — Havdalah
• ✅ Donation Solicitation — Passover Campaign
• ❌ Template 3
• ❌ Test

Create a template

Click on Add a template (blue button at top right). A window opens with:

1. 1

   Template Name

   Required field. The name that will appear in the grid and in the template selector of campaigns.

2. 2

   Editor type (visible outside PROD)

   Choice between Classic Editor (EDITOR) and AI Editor (AI). This selector is only visible in non-production environments (staging, test). In production, it's the classic editor by default.

3. 3

   HTML Code (optional)

   If you have an HTML email prepared elsewhere (for example retrieved from a third-party tool), you can paste it here. The content will be imported into the visual editor.

   Leave empty if you want to start from a blank page.

4. 4

   Validate

   Click on Validate. The template is created in the database. You will be redirected to the visual editor to design it.

See examples

The Examples button opens a gallery of pre-designed templates by the Unisoft team. You can select one and import it as a new template in your organization — handy to start quickly without going from a blank page.

The available examples typically cover:

• Sober newsletter
• Event invitation
• Donation solicitation
• Registration confirmation
• Holiday greetings

Use a template in a campaign

Once a template is created and designed, you can use it in any email campaign:

1. Go to /app/messages/campagnes.
2. Click Create a Campaign (or modify a Draft).
3. Choose the Email channel.
4. In the Message Content block, the Email template field appears: select your template in the dropdown.
5. The HTML rendering of the template will replace the raw Message field on send.

For details, see Create a message campaign.

Available variables in a template

You can insert into a template personalization variables that will be replaced at send by the recipient contact's data.

Examples:

• {{prenom}} → replaced by the contact's first name (David)
• {{nom}} → replaced by their last name (COHEN)
• {{mailing_unsubscribe}} → replaced by the personalized unsubscribe link

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Variables available depending on usage context

The variables are not the same depending on whether the template is used for:

• a message campaign (all name / first name variables)
• a form email (limited variables)
• a payment email (variables including amount and currency)

For the exhaustive list and the exact context, consult Email template variables.

Special cases

• No categorization: templates are not classified in folders or categories. If you have many, count on disciplined naming to find your way around.
• No versioning: if you modify a template, the previous version is overwritten. No version history to restore. In case of risky modification, duplicate the template before.
• No HTML validation: the HTML you import is not syntactically checked. Malformed HTML can produce a broken email. Prefer the visual editor to avoid this risk.
• No integrated multi-language support: each template is in a single language. If your organization sends in English and Hebrew, create two templates (Newsletter EN, Newsletter HE).
• System templates editable: certain templates installed by default (tax receipts, payment confirmations) can be customized by administrators, but it's generally managed in other modules (Payments, Forms) — not from this page.

Going further

• Email template variables — the exhaustive list of variables by context
• Create a message campaign — how to use a template in a campaign
• Message Campaigns — the overview of the Campaigns module