Preliminary Remarks
All relevant templates for correct automated communication with the end customer are available in the e-mail template area. Both headers and footers can be maintained. In addition, standard attachments such as general terms and conditions, cancellation policy and service description can be stored to ensure compliance with legal requirements. A Frisbii Media standard template is available for each template, which can be personalized.
Note
In the Mail Settings you can choose which system e-mails are to be sent to your customers. Give it some thought which system e-mails you want to sent and after that you can create e-mail templates.
A list of all system e-mails can be found here: Mail Settings
Frisbii Media provides the following options for creating e-mail templates:
Create and customize e-mail templates
Create up to 25 different e-mail templates for system e-mails
Use Frisbii Media default templates or upload your own HTML templates
Note
Our default templates are only available in German, English and French.
Create templates in several languages
Use template placeholders for dynamic content
Set template as default: This template is used as fallback if the customer’s language is not available.
Send test e-mails to preview the template
The test e-mail is sent to the e-mail address stored in the user’s profile.Approve template and track changes: Newly created templates need to be approved before they can be sent out to your customers.
Customize header and footer
Store your company logo for all e-mail templates
Create a footer containing legal information and links
Maintain header and footer independently of mail templates
Important
The header and footer created are not automatically inserted into your e-mail templates!
If you want to have the same header and footer for all your e-mail templates, they need to be added in each template using two functions. This approach makes the creating e-mail templates with header and footer less prone to errors and gives more flexibility.
You can find detailed instructions how to insert header and footer into templates in the step-by-step guide.
Manage mail attachments
Add standard attachments such as terms and conditions, cancellation policy, and service description
Assign attachments to specific email templates
Use template placeholders
What are template placeholders?
Template placeholders are dynamic fields that are automatically filled with customer-specific data. They always begin with {{ and end with }}. Depending on the email template, we provide predefined template placeholders that can be copied by clicking on them and inserted into the HTML.
Example 1: Personal salutation
<p>Hello {{.customer.firstName}},</p>
<p>Thank you for your order.</p>Result in the e-mail:
Hello Isabel,
Thank you for your order.Example 2: Invoice information
<p>Hello {{.customer.firstName}},</p>
<p>Please find attached your invoice for <strong>{{.invoice.accumulatedPrice}} EUR</strong>.</p>
<p>Please transfer the amount within 14 days.</p>Result in the e-mail:
Hello Isabel,
Please find attached your invoice for 49.99 EUR.
Please transfer the amount within 14 days.Example 3: E-mail template combined
<p>Hello {{.customer.firstName}},</p>
<p>Thank you for your trust. Your subscription has been successfully activated.</p>
<h3>Your subscription details:</h3>
<table style="border-collapse:collapse;width:100%;">
<tr>
<td style="padding:8px;border:1px solid #ddd;"><strong>Starting date:</strong></td>
<td style="padding:8px;border:1px solid #ddd;">{{.subscriptions.0.firstBookingDate}}</td>
</tr>
<tr>
<td style="padding:8px;border:1px solid #ddd;"><strong>Notice period:</strong></td>
<td style="padding:8px;border:1px solid #ddd;">{{.subscriptions.0.cancellationPeriod}}</td>
</tr>
<tr>
<td style="padding:8px;border:1px solid #ddd;"><strong>Invoice amount:</strong></td>
<td style="padding:8px;border:1px solid #ddd;">{{.invoice.accumulatedPrice}} EUR</td>
</tr>
</table>
<p>If you have any questions, do not hesitate to contact us.</p>
<p>Kind regards <br>Your Frisbii Media Team</p>Result in the e-mail:
Hello Isabel,
Thank you for your trust. Your subscription has been successfully activated.
Your subscription details:
┌─────────────────────┬──────────────┐
│ Startng date: │ 01.03.2024 │
│ Notice period: │ 1 month │
│ Invoice amount: │ 49.99 EUR │
└─────────────────────┴──────────────┘
If you have any questions, do not hesitate to contact us.
Kind regards
Your Frisbii Media TeamExtended functions
Conditional content (if/else)
Content can be linked to conditions in order to make an email variable.
{{ if .recurring }}
Thank you for renewing your subscription.
{{ else }}
Welcome to {{.company.name}}.
{{ end }}Format date
Dates can be displayed in various formats.
<!-- DD.MM.YYYY -->
{{ toDate "2006-01-02" (substr 0 10 ( .subscriptions.0.firstBookingDate | toString )) | date "02.01.2006" }}
<!-- YYYY-MM-DD -->
{{ toDate "2006-01-02" (substr 0 10 ( .subscriptions.0.firstBookingDate | toString )) | date "2006-01-02" }}Iterate over multiple items
For displaying all positions of an invoice in a list
{{ range .invoice.items }}
<p>{{.title}}: {{.price}} {{$.invoice.currency}}</p>
{{ end }}Add global header and footer
{{ safeHTML .header }}
<!-- Your E-Mail content -->
{{ safeHTML .footer }}Step-by-step guide: Create e-mail template in the client
Use case: We want to create an e-mail template for a payment receipt in English. For this template, we want to include a header and footer, and we always want to attach our general terms and conditions as an email attachment.
Click on Templates > Mail Templates.
In the action bar, click on Add Header/Footer Template.
Important
The headers and footers must be inserted into the email template later, otherwise they will not be displayed. We use the following functions for this:
{{ safeHTML .header}}and{{ safeHTML .footer}}(see step 11).Select English as language.
Enter the HTML in the header.
Example for header:LOGO: <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header" style="border-collapse:separate;mso-table-lspace:0pt;mso-table-rspace:0pt;width:100%;min-width:100%;" width="100%"> <tr> <td style="color:#222222;font-family:Ubuntu, Arial, Helvetica, sans-serif;padding:30px 0;text-align:center;vertical-align:middle;font-size:0;line-height:0;" align="center" valign="middle"> <img src="LOGO URL" alt="Logo" style="border:none;-ms-interpolation-mode:bicubic;max-width:100%;width:150px;height:auto;" width="150"> </td> </tr> </table> Or Text: <table width="100%" cellpadding="0" cellspacing="0" border="0" style="background-color:#ffffff;"> <tr> <td align="center" style="padding:30px 20px;"> <table width="600" cellpadding="0" cellspacing="0" border="0"> <tr> <td align="center" style="border-bottom:3px solid #0066cc;padding-bottom:20px;"> <h1 style="margin:0;color:#0057ff;font-size:32px;font-weight:bold;">Your company</h1> </td> </tr> </table> </td> </tr> </table>Enter the HTML in the footer.
Example of footer:<table width="100%" cellpadding="0" cellspacing="0" border="0" style="background-color:#f8f8f8;"> <tr> <td align="center" style="padding:30px 20px;"> <table width="600" cellpadding="0" cellspacing="0" border="0"> <tr> <td style="border-top:2px solid #e0e0e0;padding-top:20px;"> <table width="100%" cellpadding="0" cellspacing="0" border="0"> <tr> <td align="center" style="padding-bottom:15px;"> <p style="margin:0;font-size:18px;font-weight:bold;color:#0066cc;">Company</p> </td> </tr> <tr> <td align="center" style="padding-bottom:15px;"> <p style="margin:0;font-size:14px;color:#666666;line-height:1.5;"> Address<br> Postcode City, Country<br> <a href="mailto:contact@company.com" style="color:#0066cc;text-decoration:none;">E-mail address</a> | <a href="https://www.company.com" style="color:#0066cc;text-decoration:none;">www.yourcompany.com</a> </p> </td> </tr> <tr> <td align="center" style="padding:15px 0;"> <table cellpadding="0" cellspacing="0" border="0"> <tr> <td style="padding:0 10px;"> <a href="Link" style="color:#0066cc;text-decoration:none;font-size:14px;">LinkedIn</a> </td> <td style="padding:0 10px;"> <a href="Link" style="color:#0066cc;text-decoration:none;font-size:14px;">Instagram</a> </td> <td style="padding:0 10px;"> <a href="Link" style="color:#0066cc;text-decoration:none;font-size:14px;">Facebook</a> </td> </tr> </table> </td> </tr> <tr> <td align="center" style="padding-top:15px;"> <p style="margin:0;font-size:12px;color:#999999;"> © 2025 Your company. All rights reserved.<br> <a href="Link" style="color:#999999;text-decoration:underline;">Unsubscribe</a> | <a href="Link" style="color:#999999;text-decoration:underline;">Data Protection</a> | <a href="Link" style="color:#999999;text-decoration:underline;">Imprint</a> </p> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table>Save and then in the action bar, click on Approve.
Go back to the overviwe page.
In the action bar, click on Add Mail Template.
Select English as language.
Choose payment receipt as Template.
Below the text field, click on the button Use default template and confirm. Now we already have a text and style guide which we can adjust as we need. You also have the possibility to create an e-mail template from scratch without using the default template.
Insert header and footer.
Note
The standard templates already contain a footer. If you want to use your own footer, make sure to delete the predefined footer from the template.
<!-- Here is the "footer" of the email template. --> <p class="main-bottom" style="font-family:Ubuntu, Arial, Helvetica, sans-serif;line-height:1.5;mso-line-height-rule:exactly;font-weight:normal;margin:50px 0 0;padding:15px 0 0;border-top:1px solid #B0B3B3;font-size:15px;color:#B0B3B3;text-align:center;">This is an automatically generated e-mail. Please do not reply to this e-mail. If you have any questions, please do not hesitate to contact our customer support.</p>Insert the following functions at the desired position in the HTML:
{{ safeHTML .header}}for the header{{ safeHTML .footer}}for the footer
Click on Save and then in the action bar on Approve.
Go back to the overview page.
In the action bar, click on Add Mail Attachment.
Enter a title, such as General Terms and Conditions.
Upload the PDF and optionally select to which e-mail it should be attached - e.g. only payment receipt.
Click on Save.
Test your e-mail template.
Once all settings have been configured, you can test the email delivery. To do this, open the email template in edit mode and click on Send test draft in the action bar. The email will be sent to the email address stored in the user profile.The template can also be set as standard so that this e-mail template is sent as fallback if the customer’s language is not available.
The e-mail could look something like this:
