---
title: "Set up a custom email template"
slug: "set-up-a-custom-email-template"
updated: 2026-08-07T08:42:34Z
published: 2026-08-07T08:42:34Z
canonical: "help.frisbii.com/set-up-a-custom-email-template"
---

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

# Set up a custom email template

---

**Plans supporting this feature:** Starter Growth Scale

---

We provide default templates, however, each template can be customized as you see fit.

1. Clone an existing template
2. Create a new template from scratch

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-YB75SOV3.png)

---

## Create a new template

1. Open the template group by clicking on the name.
2. Click on the name of the template you would like to customize.
3. Enter a name for internal use and the subject that is used for the email.
4. Click on the pen symbol to edit the newly created template. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-C3STZ3ED.png)

### Different Tabs and their Use

The interface is composed by four tabs:

1. **Editor**: A drag and drop interface which allows you to add components to your template.
2. **Text**: A text editor which is displayed/sent to the customer if HTML is not supported by the email client.
3. **JSON**: An interface that gives you the possibility to upload your JSON file and download the JSON file of the template.
4. **HTML**: You can see and copy the HTML output of your template.

### Editor Tab: Building Your Template

#### Available Components

Drag any component into your template to add it.

| UX | Component | Use for | Key features |
| --- | --- | --- | --- |
| ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-PB4NHTR1.png) | Columns | Layout structure | 1-4 columns distributions, responsive design |
| Heading | Section titles | AI-powered Smart Heading |
| Text | Body content | AI-powered Smart Text |
| Image | Visuals | AI generation, stock photos, effects |
| Button | Call-to-action | AI-powered smart buttons |
| Divider | Visual separation | Customizable line styles |
| Menu | Navigation links, for example: link to customer support email address, homepage, linkedin, etc. | Multiple items with separators |
| HTML | Custom code | Direct HTML insertion |

Most components share these settings:

1. **Display Conditions:** Show or hide components based on data availability.

For detailed instructions, [click here](/frisbii/docs/set-up-a-custome-email-template#display-conditions).
2. **Links**: Decide on the color of the link and if the link should be underlined or not.
3. **General** (**Padding**): Define the padding around the container.
4. **Responsive Design**: Control visibility on desktop vs. mobile devices using the Desktop/Mobile toggle at the top.

#### Body Settings

Set global styling for your entire template:

| ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-5VOPR9OU.png) | **General** - Text color and background color - Template width (in pixels) - Content alignment (left or centered) - Font family and weight **Email Settings** - Add a preheader text **Links** - Default link color and underline settings |
| --- | --- |

### Adding Dynamic Content

Make your emails personal and relevant by inserting dynamic data from your system. We provide three features.

#### 1. Merge Tags

**What are merge tags?**

Merge tags insert customer-specific information into your emails automatically.

**When to use them:**

- Personalize greetings (e.g., "Hello {{customer.name}}")
- Display customer-specific data (email, company, subscription details)
- Show invoice or order information

**How to add a merge tag:**

1. Position your cursor where you want the data.
2. Click on **Merge** **Tags**. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-57YCKVZS.png)
3. Choose **Add a regular merge tag**.
4. Select the data section (e.g. Customer).
5. Select the field (e.g. Name).
6. Review the preview and click **Insert**.
7. Click on **Confirm**.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2025-11-27_11h50_27.gif)

#### 2. Merge Tag Rules

**What are merge tag rules?**

Rules let you display repeating information, like showing each line item in an invoice. Merge tag rules are defined for each block.

**When to use them:**

- List all order lines in an invoice
- Display multiple subscription products
- Show repeating data sets

**How to add a merge tag rule:**

1. Click on **Merge Tags**.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-53R7CRJY.png)
2. Select the data section (e.g. Invoice).
3. Select the repeating item (e.g. Orderlines).
4. Click the rule preview box, and **Insert**.
5. Position your cursor between the opening and closing tags.
6. Add merge tags within the rule (choose **Add a merge tag based on a merge tag rule**).
7. Select the fields you want to display for each item.
8. Click on **Confirm**.

**Example:**

```plaintext
{{#invoice.orderlines}}
- {{ordertext}}: {{amount}}
{{/invoice.orderlines}}
```

This displays each order line with its description and amount.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2025-11-27_12h01_20.gif)

#### 3. Overriding checkout configuration in payment link merge tags

The `{{subscription.payment_info_link}}` merge tag (used in dunning and signup templates) can be extended with a query parameter to force a specific checkout configuration instead of the customer's default one.

**When to use it:**

- Point a customer to a specific branded or campaign checkout configuration from a dunning or signup email

**How to use it:**

1. Insert the `{{subscription.payment_info_link}}` merge tag as usual.
2. Immediately after the closing `}}`, append `?configuration=<your-configuration-name>`.
3. Do not modify anything inside the `{{ }}` braces, or the link will break.

**Example:**

```plaintext
{{subscription.payment_info_link}}?configuration=colorful-configuration-w-priority
```

This overrides the customer's default checkout configuration with the named one when they click the link.

> **Note**
> 
> This is separate from the `invoice.paylink` tag, which generates a payment link for a single due invoice taking the customer to a payment window and presents the customer's available one-off payment methods only; it does not support the configuration override shown here.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image (148).png)

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image (147).png)

#### 4. Display Conditions

**What are display conditions?**

Conditions show or hide content based on whether specific data exists or meets certain criteria.

**When to use them:**

- Hide date ranges when they're not applicable
- Show content only for specific customer types
- Display information conditionally based on data availability

**How to add a display condition:**

1. Select the text you want to show conditionally.
2. Click on **Display conditions**.
3. Select the data section and field.
4. Choose the condition type:
  - Exists - shows content if the field has data
  - Contains - shows content if it matches specific text
  - Equals - shows content if it equals another value
5. Toggle **Negate** **condition** if needed (to hide instead of show).
6. Click on **Confirm**.

#### Practical Example: Invoice Email

Let's combine all three features:

```plaintext
Subject: Invoice {{invoice.id}} for {{customer.name}}

Hello {{customer.name}},

Your invoice is ready:

{{#invoice.orderlines}}
- {{ordertext}}
{{#period_from.date_medium}}Period: {{period_from.date_medium}} - {{period_to.date_medium}}{{/period_from.date_medium}}
  Amount: {{amount}}
{{/invoice.orderlines}}

Total: {{invoice.amount}}
```

**This example uses:**

- Merge tags: `{{customer.name}}`, `{{invoice.id}}`
- Merge tag rule: `{{#invoice.orderlines}}...{{/invoice.orderlines}}`
- Display condition: `{{#period_from.date_medium}}...{{/period_from.date_medium}}` (only shows period dates when they exist)

---

## Send preview

When you are done with customizing your email template and want to see it in action - how your customers will see your emails, you can send a preview of the template.

1. Open the email template in editing mode.
2. Click on **Send preview**.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-3L8ZYHBG.png)

The email is sent to the email address stored in your contact details (*Configurations → Admin and billing → Account settings → Contact Information*). If no email address is stored there, you cannot send a preview - an error message will be displayed pointing to the fact that you do not have an email address stored in your contact details.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-UFYKZTN7.png)