You can format almost everything in your email template, customizing it to better suit your needs. You can:

  • Insert hyperlinks or images;
  • Use bold or italic fonts, lists, title formats and more.

Dynamic Content

Dynamic content is a great email template feature that allows you to "fetch" information from a specific field on one or more cards.

It allows you to create customized emails with the customer's name as well and use it on the "To email" field when setting up the template so that it'll fetch the email address to send the email to from each card. 

You can use dynamic content (variable fields, as the ones on the e-mails your credit card company sends you, with your name on it), select the ‘Generate dynamic content’ option to choose the data that must be input on the email content.

Using dynamic content is simple: you’ll use short codes presented between handlebars to tell us from where you'd like to take the information from to create your automated email. 

Use the ‘Generate dynamic content’ tab to create the short codes:

In this example you’d like to extract the ‘name’ information from the start form. You can use it to personalize your email greeting for example. Copy the generated value and paste it where you'd like it to appear on your text.

Learn more about creating dynamic contents here


We allow you to format your email text by using simple markdown notation. This method allows you to format your content in a way that won’t create conflict with your email’s html. Using simple markdown formatting also increases your message’s deliverability.

To make your life easier, we offer you a simple visual editor:

If you prefer, you can use markdown language directly in your text, here is where you can learn more about how to use Markdown.


You can also use HTML to format your emails. For those who are not that familiar with HTML and want access to sample pieces of code to insert on the email template, click here

A good example of using HTML, one that many of our customers use, is to insert hyperlinks to documents or specific parts of their websites (typically very long URLs) on the body text of their automated emails. 

To do so, they use the following code: <a href="TheURL">TheText</a>.

Likewise, there are plenty more options available to customize your email template using HTML!

Click here to learn more about the advanced html/markdown options to format the content in your email templates.

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