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Advantage Platform Administration

Email Templates

Creating an Email Template

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).

  1. Log in to the Conga Advantage Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner, then go to 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:

    Field

    Description

    Template Name

    Enter a name for the email template.

    Tags

    Enter tag(s) (metadata elements used to identify an email template) and press the Tab key.

    Description

    Enter a description for the email template.

    Template Type

    Select 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.

    Note:

    This field is available only for the custom template type.

    Custom Code URI

    Enter the custom code URI to perform advanced operations on the data used in the email contents as merge fields. For more information on how to create custom code resources and URI, see Developing Custom Code API.

    Note:

    This field is available only for the custom template type.

    Access Type

    Select 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.

    Note:

    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 using the content editor. You can also use the DefaultForProducsts field to set a custom email template as the default for various runtime operations, such as Send for Review and Wet Signature. When you search for an option in the Default for Products field and it is not there, click the + Create button to create one.

Note:

While assigning a template as the default for specific actions, the application checks for duplicates and ensures only one default template is assigned per action. If a default email template already exists for an action, you will be asked for confirmation to override or retain it.

The email content editor lets you format rich text, adjust alignment, manage text color, font, size, and spacing.

  • To add merge fields to the email body, use the JSON Data, Master Objects, and Custom Objects options.
  • To insert a picture into the HTML email content body, click the Insert image icon and use the Upload from computer or Insert via URL option. Click the image and use the required option to adjust the image size and alignment.
Administrator Guide
Conga Advantage Platform Administration

February 23, 2026