---
title: "Email Templates"
slug: "email-templates"
tags: ["email", "Templates"]
updated: 2025-06-24T17:11:44Z
published: 2025-06-24T17:11:44Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Templates

## Overview

**Email Templates** are HTML documents that define the look and feel of Emails sent from a Flow via the [**Send Email**](https://documentation.decisions.com/step-library/docs/send-email) step. Email Templates are useful in that they provide an opportunity for demonstrating brand identity and consistency in correspondence sent from a Decisions-based environment.

The following document demonstrates how to apply the **Default Email Template**, as well as how to create and apply **Custom Email Templates** to an Email.

---

## What changed from V8 to V9?

| Version 8 | Version 9 |
| --- | --- |
| Email Templates were configured at the System level and were visible across the platform. | Email Templates are now Project-level and are visible only within the Project. |

---

## Creating an Email Template

1. In the Decisions Studio, navigate to **Projects****> Desired Project > Settings > Templates > Email Templates**. This is where Email Templates are stored including the **Default Template**. Right-click Default Template and select **Download.**  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-02-22%20145434.png)
2. Navigate to the download location displayed in the address bar.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-04-25_09h49_33.png)
3. **Open**, edit, and **Save**the Default Template as desired. 

![2019-07-02_1516.png](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2019-07-02_1516.png)
4. After editing or creating an **Email Template**, navigate to **Projects****> Desired Project > Settings > Templates > Email Templates****,**click ADD, and select **Email****Template**.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-02-22%20145658.png)
5. In the **Email Template** window, enter the **Title** and **Description**. Then, drag and drop or choose the Email Template HTML document and click ADD EMAIL TEMPLATE.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-02-22%20145828.png)
6. Navigate back to the Flow. In the Flow Designer, select the **Send Email** step. From the Email Template, dropdown menu, select the added Email Template. Click **Save**and close the Flow Designer.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_13h08_14.png)
7. Back in the Designer Project, run the Flow again. This time the Email is decorated with the customized Email Template.  
The {{content}} variable can be modified by the Body input from the [Send Email](https://documentation.decisions.com/step-library/docs/send-email)steps. Since the Body input is a String, the inputted values can be modified with HTML.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1654885190837.png)

---

## Applying an Email Template

1. Begin in the Designer Project, click CREATE FLOW and select Flow. Name the Flow and click CREATE.
2. In the Flow Designer, add a **Send Email** step from the FAVORITE STEPS category in the **Toolbox**panel to the **Start**and **End**steps.
3. On the **Properties**panel, enter **Constant** values in the **From**, **To**, **Subject**and **Body**fields.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_13h09_33.png)
4. In the [SETTINGS _ CONTENTS](/v9/docs/email-templates#settingscontent-properties) category, select the **Pick Email Template** box and select **Default****Template**. Click **Save**and close the Flow Designer.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_13h10_08.png)
5. In the Designer Project, right-click the Flow and select **Run Flow.**  
**![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_13h11_09.png)**
6. The Flow sends the Email that looks as follows and the selected Email Template applied to it.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1658325158923.png)

### SETTINGS-CONTENT Properties

Adjusting the parameters within the SETTINGS - CONTENT category allows further customization options.

| Property | Description |
| --- | --- |
| Clean Up HTML | Converts HTML codes containing "&" to their standard characters. |
| Send Raw HTML | Sends Email in Raw HTML****format. |
| Email Content Type | Allows the user to select the formatting for an Email. Selecting Auto, auto-selects an option, selecting HTML sends the Email in HTML format, and selecting Plain sends the Email as plain text. |
| Pick Email Template | Enables the ability to select from a list of pre-existing Email Templates. |
| Email Template | The Input is utilized for mapping in an Email Template. Can be dynamically mapped (Pick Email Template unchecked), or selected via dropdown (Pick Email Template checked). |

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For further information on Flows, visit the [Decisions Forum](https://community.decisions.com/categories/Flows).
