Overview
Email templates standardize the emails Seminode sends on your behalf — so every request for quote and every approval request goes out with consistent wording, regardless of who sends it. Navigate to Settings → Email Templates to manage your templates.Template Types
Every template has a type, which determines where it shows up in the app:
When you open one of those flows, the template picker only offers templates of the matching type. Seminode preselects your team’s default for that type, so most sends need no choice at all.
Creating a Template
1
Open the editor
Click Create Template. This opens a dedicated full-page editor rather than an inline form, giving you room to work on the subject and body.
2
Describe the template
Fill in the details on the left:
- Template Name — how the template appears in pickers and in the list
- Description — optional notes about when to use it
- Template Type — Approval Request or Share Listings
3
Write the email
On the right, fill in the Email Subject and Email Body. The body is a rich-text editor, so what you compose is what recipients receive.Choosing a template type loads starter content for that type into the subject and body, giving you a working draft to edit instead of a blank page. On a new template that already has content, Seminode asks before replacing your draft.
4
Set availability
Toggle Active to make the template available for use, and Default to have it preselected for its type.
5
Save
Click Create (or Update when editing an existing template).
Template Variables
Insert dynamic values into the subject and body using the Variable button beside each field. Variables use double-brace syntax — for example{{internal_no}} — and are inserted at your cursor.
The available variables depend on the template type, so the picker only lists what that type can actually fill. Turn on Include label to insert the variable’s description alongside the value, which is useful for building labelled detail blocks in the body.
Managing Templates
The templates list shows every template available to your team.- Search by name, and use the Type filter to narrow to Approval Request or Share Listings.
- The Active column is a toggle — flip it directly in the table to take a template out of circulation without deleting it.
- The Default column marks the template that’s preselected for its type.
- The row menu offers View, Edit, Set as Default, and Delete.
Setting a Default
Each type can have one default. If you save a template as the default from the editor while another default of that type already exists, Seminode asks you to resolve the conflict — you can Set as default (which demotes the current one) or Don’t set as default (which saves your other changes and leaves the existing default alone).System Templates
Some templates ship with the platform and are marked with a lock. They’re read-only: you can view them and use them, but you can’t edit, deactivate, or delete them. Create your own template if you need different wording.Creating, editing, and setting defaults are separate permissions, granted through Settings → Access Controls. If an action isn’t available to you, ask your administrator to grant the corresponding email template permission.