Settings
Email and text templates
The page where every email and text is built — the words, the design, the variables — while Workflows decide when each goes.
- 1 min read
- Checked against MoveBoard
- For owners & admins
On this page
Settings › Communication › Templates holds the words of every email and text MoveBoard sends — the quote, the booking confirmation, reminders, invoices. Build every email and text — when they go is set in Workflows. The full guide — cards, the four tabs, the designer, variables and testing — is in Email and text templates.
Before you start
Anyone who can open Settings can change templates. Each template saves with its own Save, which lights only on a real change.
What's on the page
- Every template is a card, grouped by folder, with its kind (email or text), when it's used, which workflow sends it, and how many it has sent.
- Search templates, All / Emails / Texts and All topics narrow the list. Folders makes, renames and orders folders.
- Open a card to change its Subject, Inbox preview line and words, design the email, and see it as the customer will.
Also used by
- Every email goes out inside your Header & footer.
- Workflows decide when each template is sent and to which orders.
- Custom documents add their own signing-link variable — see Custom documents.
Related guides
- Workflows & automationBuild your email and text templatesEvery email and text your company sends, as cards — see each one exactly as your customer gets it, build an email in the designer (from a ready-made one or blank), send yourself a test.
- SettingsWorkflows settingsThe page that lists every automatic email, text, document and task as a plain sentence — and the company switch that lets workflows send them.
- SettingsEmail header & footerThe header and footer every email template is sent with — your logo and banner at the top, your address, phone, licenses and social links at the bottom.
- SettingsTemplate foldersMake, rename and delete template folders, and sort the templates your office adds to orders into them.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.