Custom Email Templates (Beta)

Custom email templates, give you the ability to personalize the content and messaging of system emails sent to your customers — all while keeping your brand front and center.

How It Works

Setting up a custom email template involves three main steps:

1. Create Your Template

To create a new template:

1. Navigate to Settings

2. Click on Emails

3. Click + Create Template in the top-right corner

This will open the Email Template Editor, where you can begin building your template. Be sure to publish the template when you're ready to use it.

2. Customize Your Template

Once inside the editor, you can configure the content and structure of your email.

What You Can Customize

• Template Name (internal only)

• Subject Line (supports merge fields)

• Body Content (rich text editor)

• CTA Button Text (e.g., “Accept Invite & Join Project”)

You can type / in the editor to insert merge fields, which dynamically populate with real data when the email is sent.

Merge Fields

Merge fields allow you to personalize emails using dynamic data. Available categories include:

• Project Fields (e.g., project name, custom fields)

• Account Fields (e.g., account name)

• Owner Fields (e.g., recipient name, email)

• Org Fields (e.g., your organization name)

Use the Fields tab to browse and copy available fields.

Preview & Testing

• Auto-save keeps your draft updated as you work

• Use Send Test Email to preview how the email will appear in an inbox

3. Activate Your Template in a Playbook

Creating a template does not automatically send it to customers.

To use your template, assign it within a Playbook. Once mapped, it will be used for all relevant emails triggered by that Playbook. Here's how:

1. Go to the Library.

2. Choose the playbook you want to use this email.

3. Click on the email dropdown.

4. Choose the new custom email you created.

Important: Only published templates are used in live emails.

Editing & Publishing Templates

All changes are saved as drafts until you publish them.

• Click Publish to make your changes live

• Click Discard Draft to revert to the last published version

You can safely make updates without impacting customers until you publish.

Branding

Email branding is automatically applied based on your organization settings.

To update branding:

1. Go to Settings → Organization

2. Configure:

   • Logos (Details tab)

   • Colors & button styling (Portal tab)

All changes will apply across all email templates and other branded areas in OnRamp.

Additional Insights

Template Performance

Within the Details tab, you can view:

• Usage — Number of active Playbooks and Projects using the template

• Analytics — Email performance over 7, 30, or 90 days

Analytics only reflect the published version of a template.

Key Takeaway

Custom email templates give you full control over messaging while keeping branding consistent. Create, customize, and activate templates through Playbooks to deliver a more tailored customer experience.