Operator guideEN

Email Templates / Form

Create and edit workflow for one email template, including per-language subject and HTML body, dynamic variables, translation helpers, and test-send.

How to use this guide

Start with the main guide

Follow the explanation and examples first. Extra definitions and formulas are available below when you need them.

What this form does

This surface is used to create a new email template or edit an existing one.

Operators use it to maintain:

  • the internal template label
  • subject text per language
  • HTML body per language
  • template type and its available variables
  • test delivery before trusting a change

Create vs edit

Create

The create flow defines the template label, type, subject, and HTML body. It can also receive a notificationId from the route query when the template is being linked from a notification workflow.

Edit

The edit flow first loads the stored template, then lets the operator:

  • change subject per language
  • change HTML body per language
  • insert AI-assisted content into the current language body
  • translate body and subject into configured languages
  • send a test email
  • save the updated template

How preview works

The page editor renders the current HTML body with dynamic-value substitution in the browser. This helps operators review layout and placeholders, but it is still not the same thing as a delivered message.

Important actions

  • Create / Save: persists the new template or the selected language's edited subject/body
  • Translate: fills translated body and subject values for the saved template using the configured translation flow
  • Send test email: sends the current edited body and subject to the address entered in the modal
  • AI insert: inserts generated body content into the editor; it still needs Save to persist
  • Cancel: returns to the list without submitting current form changes

Known caveats

  • Send test email exists only on the edit flow because it depends on the stored template context.
  • Translate exists only on the edit flow. It can update multiple language values for the saved template.
  • Save and Send test email are disabled when the current language body is in an unsupported editor format, to avoid overwriting stored HTML unexpectedly.
  • AI insert changes the draft editor value only. Operators still need to review and save.
  • notificationId and notificationActive can be linked through the same email-template save/update route, so email and notification semantics meet on one record.
More details

Definitions and formulas

Open only the section you need. The relevant section opens automatically when you request help for a specific item on screen.

Fields10 topicsOpen details

Template Label

Internal template name used to identify the template family in CRM.

Data Type
string

Language Tab

Selects which locale version of subject and HTML body the operator is editing.

Data Type
enum

Subject

Outgoing email subject for the currently selected language.

Data Type
string

Template Type

Backend email type that determines variable availability and downstream delivery meaning.

Data Type
integer-enum

Template Body

HTML body that is stored and later rendered for delivery.

Data Type
html

Available Variables

Placeholder variables the operator can safely use for the selected template type.

Data Type
key-list

Notification Link

Optional linked notification identifier used when email and notification behaviors are tied together.

Data Type
integer

AI insert

Inserts generated content into the current language body draft before the operator saves.

Data Type
editor-helper
Visibility
edit_only

Email

Recipient address used by the Send test email modal.

Data Type
email
Visibility
edit_only

Unsupported template content format

Warning shown when current stored body cannot be safely edited; Save and Send test email are disabled in that state.

Data Type
validation-message
Visibility
edit_only
More help

Related pages

Email Templates

Operator workspace for email-template inventory, subject and body maintenance, test-send checks, and notification linkage.

Email Templates / List

Grouped template inventory with untranslated-template context, CSV export, HTML preview, activation toggle, and edit navigation.

Affiliate Deals / Form

Create and edit form for affiliate deals, including PID, date window, commercial terms, and responsible person.

Affiliate Payment Settings / Form

Create and edit form for one affiliate payment-setting record, with visible PID targeting, minimum deposit threshold, and active-state control.

Auto Tags Manager / Create

Full rule-builder for a new automatic tagging rule, including priority, tag actions, coupon actions, KPI field selection, and draft impact estimation.

Automatic Withdrawal / Form

Create and edit form for one automatic-withdrawal rule, including thresholds, KYC, countries, methods, tags, and per-currency limits.