Email Templates

Create and manage dynamic email templates with merge tags for professional client communication.

Overview

Email templates power all automated and manual emails:

Invoice notifications
Project updates
Ticket confirmations
Client onboarding
Payment reminders

Default Templates

Agency OS AI includes these pre-built templates:

Template	Usage
Invoice Created	Sent when new invoice created
Invoice Reminder	Payment due reminder
Invoice Paid	Payment confirmation
Project Updated	Project status changes
Task Assigned	New task notification
Ticket Created	Ticket submission confirmation
Ticket Reply	Response to ticket
Client Portal Access	Welcome and login details

Creating Templates

Navigate to Agency OS → Email Templates
Click New Template
Configure:
- Name - Template identifier
- Subject - Email subject line
- Content - Email body with merge tags
Click Save Template

Merge Tags

Use merge tags to insert dynamic content:

Tag	Description
`{site_name}`	Website title
`{client_name}`	Client/company name
`{client_email}`	Client email address
`{project_name}`	Project name
`{task_name}`	Task title
`{invoice_number}`	Invoice number
`{invoice_amount}`	Invoice total
`{invoice_due_date}`	Payment due date
`{ticket_id}`	Ticket ID number
`{ticket_subject}`	Ticket title
`{portal_url}`	Client portal link
`{login_url}`	Login page URL

Template Example

        Subject: Invoice {invoice_number} from {site_name}

Dear {client_name},

Your invoice #{invoice_number} is now available.

Amount Due: {invoice_amount}
Due Date: {invoice_due_date}

You can view and pay your invoice in the client portal:
{portal_url}

Thank you for your business!

{company_name}
{company_address}

Email Settings

Configure email sender details in Agency OS → Settings → SMTP:

From Name - Sender name displayed
From Email - Sender email address
Reply-To - Reply address

API Endpoints

GET /wp-json/agency-os-ai/v1/email-templates

List all email templates.

POST /wp-json/agency-os-ai/v1/email-templates/{id}/preview

Preview rendered template with sample data.