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Create templates

Email templates define invitation emails (including the form link). Create them under Email Templates and use them in flows.

What you will see

Email Templates lists all workspace templates for edit or create.

Editor: subject and body, often with a form link placeholder (e.g. {{form_link}}).

Variables (e.g. {{first_name}}) map to data table columns in the flow.

Preview shows the email; test sends may be available.

How to set it up

1. Click Email Templates in the left menu.

2. Edit an existing template or create a new one.

3. Enter subject and body; place the form link where respondents should click.

4. Add personalization variables; map them in the flow to table columns.

5. Save and select the template in the flow email step (see Send email via flow).

Tips

Keep emails short: why they receive it, what to do (click the link), optional deadline.

Test with a test send or one flow run to your own address.

Common issues

Link broken in email: verify the form link placeholder and flow mapping.

Variables show literally: map variables to columns in the flow.

FAQ

Under Email Templates in the left menu; then select them in the flow email step.

Next step

Get started with a free account or view Pro.

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