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The Email Templates screen provides a management interface for reusable email templates used in CE outreach. It is accessible at /ce/email-templates.

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Overview

The Email Templates screen renders an EmailTemplateList component below a page header titled “Email Templates” with the description “Create and manage reusable email templates with merge fields.” The list component handles display, creation, editing, and deletion of templates.

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Who it’s for

Required permission: ce.admin (route-level gate).

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Before you start

  • You need the ce.admin permission.

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Steps

1

Open Email Templates

Navigate to /ce/email-templates via the Community Engagement settings or menu.
2

Review existing templates

The EmailTemplateList shows all templates for your organization.
3

Create a template

Use the create action within EmailTemplateList to add a new template with a name, subject, body, and merge fields.
4

Edit or delete a template

Use the edit or delete actions on existing templates as needed.

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Key concepts

  • Merge fields — SME: confirm available merge fields and syntax.
  • Template usage — SME: confirm which CE features (sequences, campaigns) consume these templates.

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/EmailTemplatesPage.tsx