Working with the template editor
The template editor is used to create and edit email, SMS, and HTML component templates with live preview using real lead data — making it easy to test dynamic content before sending.
TL;DR
Access: Via Campaign settings → Templates or any automation rule. Left side: code editor (HTML/raw or plain text). Right side: live preview with real lead data. Ctrl+K / Cmd+K → search and insert placeholders. Use @include(component-name) to insert reusable components. Built-in examples for @if/@else, @foreach, variables, and JSON data. SMS: auto character + message count. Always test with edge-case leads (empty fields, multiple events).
5 things to know
Editor layout
Left: code editor (plain text or HTML/raw). Right: live preview panel. Click Update result to refresh the preview with current code + selected lead. Use the Lead ID arrows or type a specific ID to test with different leads. The placeholders panel lists all available dynamic fields with descriptions.
Inserting placeholders (Ctrl+K)
Press Ctrl+K (Win/Linux) or Cmd+K (Mac) to open the placeholder search. Type a keyword (e.g. "name", "event", "phone") and click to insert. This is faster than browsing the panel. Common placeholders: %lead_name%, %lead_firstname%, %event_datetime%, %assigned_person_name%.
Conditional logic and loops
Use built-in examples (expandable sections in the editor): Conditionals: @if(%assigned_person_name%){ ... }@else{ ... }@endif. Loops: @foreach(calendarEvents){ %event_title% }@endforeach. Don't write these from scratch — copy from the built-in examples and customize. Always add @else fallback for important conditionals.
Reusable components with @include
Insert pre-built HTML components using @include(component-name). Example: @include(booking-signatur), @include(e-mail-signatur). Click Select template to choose a starting template or insert a component. Components update everywhere they're used when edited — centralized maintenance.
SMS character counting
For SMS templates, the editor automatically shows character count and number of SMS segments. Standard SMS: 160 chars = 1 message. With special characters (æøå): 70 chars = 1 message. Use %lead_firstname% (not %lead_name%) to save characters. Preview with multiple leads — placeholder lengths vary by lead.
Common searches
template editor • email template • SMS template • placeholder search • @if logic • @foreach loop • @include component
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