Create email templates

A template is an email your team writes once and sends many times: an order confirmation, a shipping notice, a welcome email. Marketers edit the wording in the dashboard while your website or app keeps sending the same template, with the order number and total filled in for each customer. Broadcasts and automations can start from templates too.

Creating and editing templates needs the Work level on the Email module.

Create a template

1. Open Email → Templates and click New template.
2. Fill in the defaults at the top. Each send can override them:
   • Name: for your team, for example "Order confirmation".
   • Alias: a short name such as order-confirmation that your developer uses instead of the template id. Lowercase letters, digits, - and _.
   • From: an address on a verified domain, for example Mộc Hương Tea <[email protected]>.
   • Subject, Reply-To and Folder (to group templates in the list).
3. Write the email in the HTML tab. Check it in Preview, which fills each variable with its fallback.
4. Leave Plain text empty unless you want to write it yourself: Ha Tang generates it from the HTML. A plain-text part helps deliverability.
5. Click Save. The template is a Draft.

Use variables

Variables are written with three braces: {{{order_id}}}. Add a default after a vertical bar for when no value is sent: {{{customer_name|bạn}}}.

1. Under Variables, click Add variable for each one, or Declare all to add every variable Ha Tang finds in the subject and body.
2. Give each a type, string or number, and optionally a Fallback.

Rules to know:

• Every variable used in the subject or body must be declared before you can publish. Missing ones are listed under Not declared.
• When a send has no value for a variable, Ha Tang uses the inline default, then the fallback. If there is neither, the send is refused and nothing goes out, so give a fallback to any variable your website might leave out.
• These are filled automatically when sending to contacts and need no declaring: {{{FIRST_NAME}}}, {{{LAST_NAME}}}, {{{EMAIL}}}, {{{UNSUBSCRIBE_URL}}}, and contact properties as {{{contact.city}}}.
• Values are made safe for HTML automatically, so a customer name cannot break your layout.

Check, test and publish

1. Click Check links. Ha Tang flags links that are empty, only #, on a placeholder domain (example.com, yourdomain.com, localhost…), not http(s), unreachable, or answering with an error page.
2. Click Send test to receive the current draft in your own mailbox, with [Test] before the subject. Variables show their fallback, or their name in brackets ([order_id]) when they have none. The draft needs a From address for this.
3. Click Publish. Link problems hold publishing back until you fix them or choose Publish anyway.

Only the published version is sent. You can keep editing: the API, broadcasts and automations keep using the last published version until you publish again, and the list shows Unpublished changes in the meantime. This lets you prepare a new wording without changing what customers receive today.

Duplicate copies the template into a new draft, for example to make a variant for another product line.

Where templates are used

Troubleshooting