Email templates

Pour :Administrateur

View of the email templates page

Email templates are pre-formatted messages automatically sent to your visitors at key moments of a submission journey. They are reusable: you create them once in a central library, then associate them with multiple forms.

Where to find email templates

Email templates live on their own route: /app/templates/email.

This route is in the My account section of the sidebar (and not in the Forms module) — it is a cross-module library (Forms, Campaigns, etc.).

Why use email templates?

Without email template	With email template
The visitor only receives a generic email after their submission	The visitor receives your personalized message, in your tone
Inconsistency between your different messages	All visitors receive a structured and uniform message
Impossible to thank by name	Variables that automatically insert the visitor's first and last name

Sending moments associable with a form

On a form, two moments let you associate an additional email template (in addition to standard Unisoft emails).

Moment	When the email is sent
After submission	Immediately after the visitor sends the form
After validation	When the submission switches to Validated (manually or automatically)

The association is made in the form configuration wizard, After Form tab:

• Additional email after submission
• Additional email after validation

You can also check Do not send submission email or Do not send validation email to completely disable automatic emails.

Available variables

Templates support dynamic variables that are replaced at sending time by the contact's real values.

Variable	Replaced content
{{prenom}}	Visitor's first name
{{nom}}	Visitor's last name
{{prenomHE}}	Visitor's Hebrew first name (if filled in)
{{mailing_unsubscribe}}	Unsubscribe link (to insert at the bottom of all your mass sends)

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Variable syntax

Variables are always between double curly braces. Write {{prenom}} and not {prenom}. Without the double curly braces, the text remains as is in the sent email.

ℹ

Mandatory unsubscribe link

To comply with electronic communications regulations, systematically insert {{mailing_unsubscribe}} in the footer of your mass send templates. This lets the recipient opt out of your communications in one click.

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Amount and currency variables do not work here

You cannot use {{montant}}, {{devise}} or any other monetary variable in a form's email templates. If you insert them, they will remain displayed as is in the email sent to the visitor (the double curly braces will not be replaced).

These variables exist only in automatic payment confirmation emails and tax receipt emails, managed by the Payments module and configured at the organization level (see Tax receipts).

To recall an amount in a form email, write it explicitly in the message body ("Your meal registration — €25 per adult"), or let the automatic payment email do the work for you.

Example email body

Hello {{prenom}},

We have received your registration. Thank you for your commitment!

See you soon,
The community team

---
Do you no longer wish to receive these emails? {{mailing_unsubscribe}}

When the email is sent to Sarah Cohen, she receives:

Hello Sarah,

We have received your registration. Thank you for your commitment!

See you soon,
The community team

Create an email template

1. 1

   Open the Email templates page

   Go to /app/templates/email from the sidebar (My account section).

2. 2

   Click New template

   Dedicated button on the page. A creation window opens.

3. 3

   Give the template a name

   Choose a descriptive internal name (e.g. "Passover registration confirmation"). This name is not sent to the visitor.

4. 4

   Write the subject

   The subject is what will appear in the visitor's inbox. Stay clear and short (e.g. "Confirmation of your Passover meal registration").

5. 5

   Write the email body

   Use the visual editor to format the text. Insert variables with their double curly braces syntax at the desired places.

6. 6

   Test the send

   Send a test to your own address to verify the rendering (formatting, replaced variables, mobile readability).

7. 7

   Save

   The template is saved and available in the library.

Associate a template with a form

1. 1

   Open the form profile

   From the list (/app/forms/list), click the eye icon to open the profile.

2. 2

   Click Edit Form Configuration

   Button in the sub-header. The wizard opens in a modal.

3. 3

   Navigate to the After Form tab

   Click the After Form tab in the tab selector.

4. 4

   Choose your templates

   Fill in:

   • Additional email after submission (dropdown)
   • Additional email after validation (dropdown)

   Also check the boxes Do not send submission email or Do not send validation email if you want to completely disable the standard email to keep only your template.

5. 5

   Validate

   Click Validate. From now on, new submissions will trigger your templates at the configured moments.

Writing best practices

Email subject

• Short: visible in full on mobile (50 characters max recommended)
• Specific: mention the event or form ("Passover confirmation" rather than "Confirmation")
• Not all uppercase: risk of being filtered as spam

Email body

• Greet by first name: Hello {{prenom}}, gives a personal touch
• Get to the point: visitors read diagonally
• A single call to action: a clear button or link (payment, confirmation, contact)
• Clear signature: organization name, contact in case of question

Variables

• Always test: send a test to your own address before first use
• Check spelling: {{prenom}} (invalid variable leaves the text as is in the email)
• Avoid superfluous variables: too many variables weigh down the message

Special cases

Template for multiple forms

A generic "Submission confirmation" template can serve for many forms. The content remains neutral and the variable {{prenom}} does the personalization.

Multilingual template

If you have French-speaking and English-speaking visitors, create two templates (FR and EN) and associate them according to the form's language (or create two distinct forms, each with its own template).

Disable all emails for a form

If you manage submissions manually (by phone) and don't want automatic emails, check Do not send submission email and Do not send validation email in the After Form tab, and don't associate any additional template.

Tax receipt email

The tax receipt is generated and sent via a dedicated mechanism distinct from submission email templates. It is configured at the organization level (and not at the individual form level).

Permissions

Access to /app/templates/email requires the permissions associated with the My account section. See Permissions to manage rights.

Going further

• Manage submissions
• Create a paid form
• Public page and sharing