Personalisations in Email Templates

Learn how to manage your email templates from content and formatting to Personalisations.

Personalisations

In-built Personalisations

Email Templates in Tahua come with a list of Personalisations out of the box which can be accessed from the Personalisations menu in the Email Template Builder.

The list of Personalisations available within a given Email Template differs slightly from Template to Template depending on what data is available within the context of that Email.

Tagged Fields Personalisations

If you wish to include responses from your Registration and Application Forms within your email template, Tagged Field Personalisations are the solution.

First you will need to Tag the fields within the form Template you wish to pull response data from.

Once this is done the Tag value will become available as a Personalisation within the Email Builder Personalisation menu under the Applicant and Application sections respectively.

Select the Personalisation from the menu and position it in the email as desired.

Tagged fields screenshot

Personalisation placement screenshot

Previewing an Email

Before sending or saving changes to a system email, you can preview exactly how it will render with real data.

From the Emails settings page, click the dropdown menu next to an email and select Preview Email. A modal opens where you can optionally choose a specific Application to use as the preview's context:

• With an Application selected, the preview populates using that Application's real data — Applicant name, Application title, Milestones, and so on.

• Without an Application selected, only base variables (organisation name, sign-in links, etc.) are populated; anything requiring Application context is left out.

Submitting the modal opens the rendered subject and body in a new tab.

If you trigger Preview from the email edit page, your current unsaved changes to the subject and body are used — there's no need to save first. Triggering it from the Emails index page instead uses the currently saved content.

Preview is only available for emails that have been migrated to Tahua's newer email template system. If you don't see a Preview Email option for a particular email, it hasn't been migrated yet — contact Tahua Support if you'd like it prioritised.