Settings · Article 4 of 5
Email templates
Email templates are saved, reusable email formats your team can apply when composing in Navigator. Instead of typing the same message repeatedly, a template gives you a pre-written subject and body in one step.
Where templates are managed
Created and managed in Settings → Templates. Any administrator or user with template management permissions can add, edit, or remove templates.
What a template contains
- Name — internal label
- Subject — pre-filled subject line (can include placeholders)
- Body — email content (can include placeholders and formatted text)
Variable placeholders
Templates support placeholders — markers replaced with real data when the template is applied.
| Placeholder | What it inserts |
|---|---|
| Account name | Your organisation's name |
| Customer first name | Participant's given name |
| Customer full name | Participant's full name |
| Contact first name | Contact's given name |
| Supplier name | Supplier's name |
Exact placeholders available are shown in the template editor. Applied automatically using data from the linked customer, contact, or supplier.
Creating a new template
- Go to Settings → Templates.
- Click New template.
- Enter a name (internal use only).
- Write the subject — include placeholders as needed.
- Write the body — format text and insert placeholders.
- Save.
The template is immediately available to all team members.
Using a template when composing
- Open a new email compose window (from a customer/supplier/contact profile, or from the inbox).
- Click Templates.
- Select the template.
- Subject and body are populated with placeholders replaced.
- Review and edit before sending.
Applying a template doesn't lock the email — you can freely edit afterwards.
Editing and deleting
Open the template in Settings → Templates, make changes, and save. Edits take effect immediately. Previously sent emails aren't affected.
Deleting a template doesn't affect emails already sent using it.