Email templates in OfficeRnD trigger automatically based on specific system events, such as invoice generation, booking confirmations, or membership changes. While the template editor allows small adjustments, large-scale or improperly formatted changes can break templates or cause incorrect system behavior.
While small text edits are allowed, significant changes or improper formatting can break your templates or prevent them from sending correctly. Follow these best practices to edit your templates safely.
Edit templates only if you have technical knowledge.
1. Make small text edits only
You can:
Update text for clarity or tone.
Correct typos or change punctuation.
Avoid:
Removing or changing merge tags.
Editing the underlying HTML unless you know what you're doing.
2. Don't copy text from PDF or Word files
Text copied from formatted sources can include hidden styles that break layouts.
Do this instead:
Paste text as plain text.
Use the formatting options available in the template editor.
3. Limit large customizations
The template editor is designed for small text or layout updates.
For larger design changes:
Submit a customization request using the Template Submission Form, or
Use the Code field if you have basic HTML knowledge.
4. Add logic only if you're familiar with code
OfficeRnD templates use the SWIG templating language for conditional logic and dynamic content. You can also use them to conditionally display text or variables.
Learn more in the SWIG documentation.