Templates
Customize your communication with templates using Templates for Clerk.
A Template is a custom Snippet created to personalize messages with Custom Properties. You can use Templates with Custom Properties to automatically replace metatags with custom values.
To create a new Template, navigate to New message. And select the Snippet option.
Select the Create a new Snippet option.
In the textbox, enter the message for your template. Select the Custom Properties option and select a Property from the list of saved values. The system will automatically replace the tags with the information saved in your Custom Properties when the message is sent.
In the following Template example, a new Snippet called Confirmation was created using the custom properties: Name, Company, and Email.
Save your Template using the Save option. To use your Template, navigate to New message. And select the Snippet option.
From the available Snippets, select the one you want to use, and it will be added to the textbox. You can use the Search Bar to find it faster.
Send your message, the system will replace the metatags with the values saved in your Custom Properties. In the example: Name, Company, and Email.
Last modified 4mo ago