Advanced email templates

Note: This is an advanced article!

Advanced customers can take greater control over the email templates in Content Snare.

We use Liquid templates.

This makes it simple to add conditional content to your emails, for example:

{% if request.name contains "Website" %}
  This will be displayed only if the request name contains the word "Website"
{% endif %}

To learn how conditionals work in Liquid, read this documentation. You can see what operators you can use here.

The Truthy rules can be used to create a condition like this, that will only display if a PIN code exists on the request.

{%- if request.share_passcode -%}  
The passcode required to access the link: {{request.share_passcode}}   {%- endif -%}

Note: This block has a hyphen in the tag, like {%- and -%}. This ensure that no extra whitespace, like a paragraph is added.

Here’s another example that would display the text only if the client has completed less than 20% of their request.

{% assign percent = request.completion_percentage | ceil %}
{% if percent_number < 20 %}
  This will be displayed only if the request is less than 20% complete
{% else %}
  20% complete or more
{% endif %}

In this example, our completion percentage variable is text that includes the percentage sign (e.g. 25%) – the “ceil” filter converts this to a number so we can use it with the < operator.

Liquid Variables & Objects

When writing your templates, here is a list of the objects & variables available to you.

Note, some of the below contain filters, which change the output of each variable. For example, the lines where you can see “img_tag” convert the image URL into a HTML image tag.

All of these are text types.

Description	Variable
Current Date	now | date
Your Company Name	company.name
Your Company Contact	company.contact
Your Company Image	company.image | img_tag
Your Company Image URL	company.image
Request Owner Full Name	owner.contact
Request Owner First Name	owner.contact_first_name
Request Owner Last Name	owner.contact_last_name
Request Owner Email	owner.email
Request Owner Image	owner.image | img_tag
Request Owner URL	owner.image
Request % Completed (includes % sign)	request.completion_percentage
Request Days Remaining	request.days_remaining
Client Company Name	client.company_name
Client Contact Full Name	client.contact
Client Contact First Name	client.contact_first_name
Client Contact Last Name	client.contact_last_name
Client Email	client.email
Client Image	client.image | img_tag
Client Image URL	client.image
Folder Name	folder.name
Request Name	request.name
Request Link URL	request.link | link_to: request.link
Request Link Button	Click here to access | button_to: request.link
Request Share Pin Code	request.share_passcode
Request Due Date	request.due_date
Client Password Reset Link	request.password_update_link | link_to: request.password_update_link

Plus these boolean values:

Description	Variable
Request is shared by link (no login needed)	request.is_shared
Request requires login and client has not accepted invitation	request.requires_activation