Create a template

Learn how to create a template.

You can create templates using your predefined variables and detected data thanks to our powerful templating engine.

Setting the shortcut will help you to inject the template using the browser extension.

Configure the template

To find your template efficiently, fill in its name, and possibly a tag in the Settings section. You can also make this template public by making it available in the public library. Be aware that anyone will be able to see its content and import it into their own private library.

Using template variables

You can declare variables in your template by using the brackets {{ my_variable }}

Once the template variable is created, you will see it in the variables section:

You can then choose several options:

  • fill in a constant, i.e. a static value

  • connect it to a predefined variable defined in your space (see the section create a variable)

  • connect it to a data provider variable (for example the email of the recipient)

For more information about how to write a template, please go the advanced section.

Configure the trigger shortcut

If you want to inject this template (in Gmail for example) with the browser extension, you will have to configure the trigger shortcut. To do this, fill in the name of the shortcut in the Settings section:

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