Personalize email messages

You can personalize your email messages using templates. Each template can contain additional variables that will be replaced with the corresponding values. For example, {{template.name}} will be replaced with the template’s name. Note that it’s not mandatory to use the variables.

Show all email message variables
{{template.name}} Name of the template document form
{{template.id}} ID of the template document form
{{submitter.link}} Signing form link
{{account.name}} Your company name
{{sender.name}} Full name of the user requesting signature
{{sender.first_name}} First name of the user requesting signature
{{submitter.email}} Signer (aka Submitter) email address
{{submitter.name}} Signer (aka Submitter) full name
{{submitter.first_name}} Signer (aka Submitter) first name
{{submitter.slug}} Unique key which is used to open the embedded signing form
{{submission.submitters}} A list of submitter emails
{{submitters[1].email}} Email of the first party
{{submitters[1].name}} Name of the first party
{{submitters[1].FieldName}} Form field value of the first party

To personalize email messages:

  1. In the top menu, click on Settings and select Personalization from the menu on the left.
  2. Click on the + button next to the email template you wish to personalize.
  3. In the expanded section, you will see the template’s title and its content. You can modify these details.
  4. Click on Save to save your changes.
  5. Now you have successfully personalized the email template.

Email Temple Personalization

Note

If you have not applied all template variables but wish to use them in the future, hover over the icon. A tooltip will display a list of variables that can be utilized.