Email templates

Create, preview, and manage email templates with merge fields and asset placeholders.

Email templates are HTML documents with merge field placeholders that get populated with recipient data at send time. Templates sync bidirectionally with Campaigner for delivery.

Template lifecycle

1. Create a template

   POST /email-templates/ creates the template in the database and syncs it to Campaigner.

2. Add merge fields

   Use merge field placeholders like {{first_name}} or {{account_number}} in your HTML content. See merge fields for available fields.

3. Preview with live data

   GET /email-templates/{id}/preview renders the template with real data from a random MSSQL account, or pass ?account_number=123456789 for a specific one.

4. Use in campaigns

   Reference the template when creating an email campaign.

Merge field categories

Templates support four categories of merge fields:

Category	Source	Example
database	MSSQL legacy ERP	{{first_name}}, {{account_number}}
workspace_defaults	Workspace configuration	{{company_name}}, {{support_email}}
workspace	Custom fields per workspace	User-defined fields
assets	Azure Blob Storage	{{logo_url}}, {{banner_image}}

Use GET /email-templates/merge-fields to list all available fields grouped by category.

Preview endpoints

Endpoint	Returns
GET /email-templates/{id}/preview	JSON with merged template data
GET /email-templates/{id}/preview/html	Rendered HTML (for browser iframe)
POST /email-templates/preview-raw	Render arbitrary HTML content with merge data

Campaigner sync

When you create, update, or delete a template through the API, it automatically syncs with Campaigner via the CreativeSyncService. This ensures templates are available for sending without manual Campaigner configuration.