The Conga Templates admin user interface allows you to create email templates using plain text or HTML. You can also include merge fields, which represent an entity or its fields that can be dynamically populated when an email is sent.

A merge field is dynamic data that is evaluated when an email using the corresponding email template is sent to a recipient. Merge fields are specific to the context object defined in the email template and can be used as placeholders for the object itself, one of its fields, or lookup fields. Merge fields are added to the email template body using this format: {{Merge Field}}. For example, {{Assigned.To.Name}}. You can retrieve the list of fields for any object using the appropriate Email Template API (refer to the Conga Email APIs).

To create a new template

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Templates.
  3. From the Email Template List page, click Create New Template.
    The Template Settings screen appears.

  4. Enter or select values in the following fields:

    FieldDescription
    Template NameEnter a name for the email template.
    DescriptionEnter a description for the email template.
    Template TypeSelect the template type as html, text, or custom.
    Object Name

    Select the object (for which the email template is to be set up) from the list.

    This field is available only for the custom template type.

    Access TypeSelect the template access type as public or private.
    Category

    Select the category from the list. This will help you manage the template based on the different categories or products.

    For example, you might have two categories: one for ABC products and another for XYZ products. Now, you can select the ABC Email Templates category for the ABC product-specific email templates, and the XYZ Email Templates category contains XYZ product-specific email templates.

    This field is available only for the public access type.

    Subject

    		Enter the subject of your email.
  5. Click Save.

The email template is created, and you are redirected to the edit mode, where you can add and update the template details. You can also add the merge field using JSON Data and Master Objects. For more information, see Working with Email Templates.