Creating an Email Platform Template

Composer Email Templates utilize HTML Formatting to add static text, images, repeating table data and more. 

Create a new Email template

1. Select Templates option from the left side navigation menu.

2. Select the Email tab at the top of the Template list page.

3. Click Create New Template.

4. Select the Email as a template type and click Create. The Template Settings screen appears.

5. Enter values in the following fields. Fields marked with an asterisk are required:

   Field	Description
   *Template Name	The name for the email template.
   Description	Provide a description for the email template.
   *Template Type	Select the template type as either html or text.
   Object Name	Select the object to associate with the email template, where merge fields are pulled from.
   *Access Type	Determine internal user's access type as public or private.
   *Email Template Category	Search for an email template category or create a new email template category for the new email template using the ( + ) icon.
   *Subject	The subject of your email.

6. Click Save.

   

   Composer Email Templates are stored in the Composer Templates tab of the Composer Platform, and can be referenced by their ID through API. 

7. Once the Template is created, click in the text box and remove the default text to begin creating your email template.

   

   Click on the Merge Field Lookup button to open the merge field selection menu and choose merge fields from your data set. Your data set that provides these fields must be imported from your own JSON File. Merge fields are added to the email template body using this format: {{Merge Field}}; example: {{First.Name}}.

8. Click the Add JSON Data to open the JSON Text Box. Your data set that provides these fields must be imported from your own JSON File. An example JSON structure can be found here. 

9. Copy and paste your JSON code into the box and click Populate Merge Data to make your list of merge fields available. 
   

   

   JSON data is only cached for as long as you are interacting with the template builder. No company data is stored in the Merge Field Lookup interface. 

10. Use the two Radials to choose between displaying your merge fields as text only, or as their merge field syntax. Text only removes the merge field syntax to help you identify fields easier. 
11. Use the Merge Field Types dropdown menu to choose between Single Merge Fields or Table Data. Use the search bar to find a specific merge field or value. Click the "" to copy the field and paste it into the template.
12. Merge fields syntax between single merge fields and table merge fields are indicated by their JSON key. The MAIN table (TableStart/TableEnd) will contain everything passed into the jsonData tag, and arrays included inside the jsonData tag will be kept in a new table (TableStart/TableEnd) named after the key used in the JSON. 
13. Click Save to save your email template. 
14. Determine your Email Integration preference. See Configuring Composer Platform Integrations for more details.