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How to create Email Templates and how to change the text on the button in the email
How to create Email Templates and how to change the text on the button in the email

A guide on how to create email templates for multiple sending options.

Updated over a year ago

If you are an Enterprise Plus customer you can use Email templates in branding to have multiple sending options.

This article will guide you through those steps and how you can modify the text on the button in the email

How to create Email Templates

  1. Click on Manage email templates

  2. Click on New Email template

  3. Here you can edit the HTML template.

  4. Click on Save when you are done

How to get started with your email template

  • Either you can start from a copy of our standard email template and just edit the code to your liking, or you can start from scratch and code your own HTML template.

  • If you want to use our code as a base, go to the standard email template, copy the code and then create a new email template with that code.

    Copy the text from the standard email template

    Paste it into a new email template

How to build your email template

In this example, I have created an email template named Edit template.

If you use our code as a base:

  1. Copy the text in the standard email template

  2. Create a new email template.

  3. Choose a new name

  4. Scroll down to where it says <!-- content --> in the text part of the code.

  • Here you will find the {{email.message}} tag.

    This controls what text ends up in the email, which you will see in the email content field in the tab sending when doing a new send-out.

    Please note!

    If you hardcode any text in the email template, it will be used in both the send out and the notification for reminders and signed documents.

    If you remove the {{email.message}} tag. The email template text will also be sent, and replace the document(s) reminder email text and signed email text.

  • If you'd like to hardcode any text into the email template, you can use our tags in the code to generate data from recipients and so on.

  • Only your creativity sets the limit to what you can do here with the content. We will keep it to the basics in this example:

    If you want to create a larger heading you can write:

    <h1> Hello {{recipient.first_name}}</h1> .

    The merge tag {{recipient.first_name}} will fetch the name of the recipient you will send the email to later on. You can use any of our built-in merge variables in your email content to personalize it.

  • For your paragraph, you can write:

    <p> I have sent you {{document.name}}, <br> it contains fun and exciting news about our new features. <br> If you sign it all these cool features will be accessible <br> to you. <br> Looking forward to helping you sell!! </p>

    <h1> and </h1> opens and closes the larger heading.

    The <p> and </p> opens and closes the paragraph.

    Each <br> creates a new row of text in the email.

    The merge tag {{document.name}} fetches the name of the document you send out.

    Your final template code could look something like this:

How it will look when we create a new document

Here is an example of what it will look like when we create a new document.

How to change the text on the button in the email

When sending a document to a recipient through email, they will be able to open the document by clicking on a button that says "View Document".

With the Enterprise Plus package (or our old Enterprise package), you're able to personalize this button.

You can also make sure the language doesn't change automatically when the recipient is opening the email containing the link to the document.

If you know HTML code it is a bonus, but this guide should help you even if you don't.

  1. Click on your profile image up to the right

  2. Click on Branding in the menu to the left

  3. Click on "Standard template"

  4. Name your email template

Open the search text bar for the browser.

On Mac cmd + F

On PC ctrl + F

  1. Click on Settings

  2. Type "button" in the search field.

  3. Choose the second option. The code will look like this:

>{{document_button
document recipient}}</a

  1. Exchange all the code between the two arrows ( > < ).
    Example: >your text here<

  2. Click Save.

  3. Done!

Click here to see a video of how to make it.

How to use a custom template

To use the custom email template in a send-out, follow these steps.

  1. In a draft, go to the tab Sending

  2. Click on the Template field

  3. Choose the custom-made template

  4. Done!

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