Email Templates

[API Docs] [SDK]

The Email Template API manages reusable email templates in epilot. Templates define the structure and content of outgoing emails, supporting HTML content, variable substitution, branding, and file attachments.

Each email template is stored as an entity with metadata (sender, recipients, subject), an HTML body with optional plaintext fallback, and references to attached files.

Template Components

Component	Description
Name	Display name for the template
Brand	Associated brand for styling and sender identity. Set to 0 for all brands
From	Sender email address (supports custom email domains)
To / Cc / Bcc	Default recipient addresses
Subject	Email subject line (supports template variables)
Body	HTML and/or plaintext content with variable placeholders
Attachments	File references stored in S3. Files over 10 MB are sent as download links. Supports document templates as attachments -- documents are generated with variable substitution at send time and attached as PDF/DOCX

Variables

Templates support Handlebars-based variable substitution powered by the Template Variables API. Insert variables into subject lines and body content using double curly braces:

Hello {{contact.first_name}},

Your order {{order._title}} has been confirmed.

Variables are resolved at send time against entity data. Use the variable picker in the template editor to browse available variables.

System Templates

epilot provides built-in system templates for platform features:

Template	Purpose
Double Opt-in	Sends a confirmation link for consent management / newsletter opt-in
Portal Invitation	Invites end customers to register for the Customer Portal (ECP)
Installer Portal Invitation	Invites partners to register for the Installer Portal

System templates can be customized per organization but cannot be deleted.

Key API Operations

Operation	Description
createEmailTemplate	Create a new email template entity
getEmailTemplate	Retrieve a template by ID
updateEmailTemplate	Update an existing template
deleteEmailTemplate	Delete a template
getSystemEmailTemplate	Retrieve a system template by type

See the full API reference for request and response schemas.

Sending Emails with Templates

To send an email using a template, use the Message API with a template_id. The Message API resolves template variables against the provided entity context before sending.

curl -X POST https://message.sls.epilot.io/v1/message/send \
  -H "Authorization: Bearer $EPILOT_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "template_id": "abc-123-template-id",
    "to": ["customer@example.com"],
    "entity_id": "entity-uuid",
    "schema": "contact"
  }'

The entity_id and schema fields provide the context for variable resolution. The template's subject, body, and attachments are used, with all {{variables}} replaced with actual entity data.

Bulk Messaging

For sending the same template to multiple recipients (e.g. campaigns or notifications), use bulk automation with email templates. The automation engine iterates over a set of entities and sends individualized emails with per-recipient variable resolution.

Configure bulk messaging through Automation > Actions > Send Email and select the target template.

Creating a Template

curl -X POST https://email-template.sls.epilot.io/v1/email-template \
  -H "Authorization: Bearer $EPILOT_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Order Confirmation",
    "brand_id": 0,
    "from": "noreply@example.com",
    "to": [],
    "subject": "Your order {{order._title}} is confirmed",
    "body": {
      "html": "<h1>Hi {{contact.first_name}},</h1><p>Thank you for your order.</p>",
      "text": "Hi {{contact.first_name}}, Thank you for your order."
    },
    "attachments": []
  }'