Email templates

Email templates allow you to create predefined email messages, which can be used when sending invoices or estimates. Dynamic placeholder make it easier to personalise the message automatically, based on customer and document details.

Additionally, you can define the template language, which makes it easier to send invoices and estimates to your foreign customers.

Setting up a template

Every existing email template can be viewed, modified or deleted by navigating to Business settings and then choosing the Emails tab. New templates can be created by clicking on Add email template.

The template name is only visible to the user and other members of the business on Sliptree. Customers will not see this.

Choosing a document type determines whether the template can be used for invoices or estimates.

The selected language determines the language of other elements in the email, such as the 'View invoice' button.

The subject and message are what customers see. The following paragraphs expand further on these.

Using Markdown for formatting

Sliptree supports a number of Markdown syntax elements to help make emails easily customisable. To learn more about the specifics of Markdown, we recommend reading the Markdown Guide.

List of Markdown syntax elements available in Sliptree

Using placeholders in emails

Placeholders can be used to automatically fill in customer's names, email addresses or even data related to the current invoice. Placeholders can also be used in the subject line, not just the body of the message. These placeholders look different from normal text and they will be replaced with the relevant information automatically.

While placeholders can be used with invoice messages on any single invoice, it is much more powerful when creating an email template.

As an example, instead of writing an impersonal 'Hello, customer!', a simple 'Hello, :customer.name!' can be used, which will use the customer's name, based on the current customer's profile.

Note that these values are always formatted according to invoice language and region.

Here's an example of an email with several placeholders used and what it would look like for the recipient:

A list of available text placeholders