AlgoSphere ships with pre-built email templates for every automated email it sends. All templates are fully customisable from Setup → Email Templates.
Accessing Email Templates
Navigate to Setup → Email Templates. Templates are organised by category — Sales, Support Tickets, Contracts, Leads, etc. Click any template to edit it.
Template Editor
The template editor provides a rich-text (WYSIWYG) HTML editor. You can:
- Edit the subject line of the email
- Modify the body HTML with your own branding and messaging
- Insert merge fields (dynamic variables) from the dropdown
- Toggle between the visual editor and raw HTML source
Merge Fields (Dynamic Variables)
Merge fields insert dynamic data from AlgoSphere into each email. For example, {invoice_number} is replaced with the actual invoice number when sent.
| Merge Field | Description |
|---|---|
{client_company} | Customer's company name |
{contact_firstname} | Contact first name |
{invoice_number} | Invoice number |
{invoice_duedate} | Invoice due date |
{invoice_link} | Direct link to view invoice |
{ticket_id} | Support ticket ID |
{email_signature} | Global email signature |
{logo} | Company logo image tag |
{companyname} | Your company name |
Resetting a Template
Click the Reset to Default button at the top of the template editor to restore the AlgoSphere default content for that template.
HTML Email Header & Footer
A shared HTML header and footer wraps every email. Customise these under Setup → Settings → Email in the Predefined Header and Predefined Footer fields.
If you open a <div> or other HTML element in the predefined header, make sure you close it in the footer. Unclosed tags will break all email layouts.
Language-Specific Templates
AlgoSphere supports multiple languages. Create separate template versions by adding translations under Setup → Languages. The per-customer language setting determines which template version is sent.