How to Create an Email Template

by Zack Cilia

Last updated: 09-Jul-2026

Email templates allow managers to send personalised emails to multiple affiliates by using dynamic placeholders. They are commonly used together with Saved Search Profiles, enabling the system to generate individual emails for each affiliate.

Step-By-Step Guide

Navigate to Communication > Mailing > Template Editor

Click Create New Template.

Under the HTML / Text Content tab, create the body of your email by adding the required text, images, logos, and formatting.

Note: Insert any required dynamic placeholders to personalise the email for each recipient.
Example:
`Dear %col:username%%’
When the email is sent, %col:username%% is automatically replaced with the affiliate's username.
A list of placeholders can be found by expanding the Replacements Legend bar at the bottom of the page

In the ‘Options’ tab the email settings can be configured by filling the required fields.

Fields	Description
Template Name	A friendly name used to identify the template.
Subject	The subject line of the email. The subject line of the email.
To Address	The recipient's email address. Typically set to %col:email%%, which is replaced with each affiliate's email address when the mailing is generated.
BCC Address	Optional. Sends a copy of the email to another recipient, such as an internal manager. A static email address or a placeholder (for example, %col:manager_email%%) can be used.
From Address	The sender's email address. If a default sender address has been configured in settings, the placeholder %default_from_address%% can be used.
Return-path Address	The email address that receives any bounced or undeliverable emails.

Once all the information is added, click Create Template and the template will be saved and ready to use.

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