Templates

Templates let you define reusable message content -- like emails, SMS messages, or notifications -- that your workflows can send to contacts.

What is a template?

A template is a pre-written message with placeholders for dynamic content. Instead of writing message text directly inside each workflow node, you create a template once and reference it wherever you need it.

Think of templates like mail merge: you write the structure once, and Orqio fills in the details for each recipient.

Template types

Orqio supports two kinds of templates:

Type	Best for	Supports
HTML	Rich emails with formatting, images, and links	Full HTML markup, inline styles, variables
Text	SMS, plain-text emails, and simple notifications	Plain text with variables

Variables

Variables are placeholders inside your template that get replaced with real values when the message is sent.

Syntax: {{variableName}}

Example:

Hi {{firstName}}, your order {{orderId}} has shipped!

When the workflow runs, Orqio replaces {{firstName}} and {{orderId}} with the actual values from the workflow context.

Common variables include:

• {{firstName}}, {{lastName}} -- contact details
• {{orderId}}, {{ticketNumber}} -- business data passed into the workflow
• Any custom attribute defined on your contacts

Creating a template

1. Open Templates in the Orqio app
2. Click Create Template
3. Choose HTML or Text
4. Write your content and insert variables where needed
5. Save as Draft

Draft and published versions

Templates follow a versioning model similar to workflows:

• Draft -- your working copy. Edit freely without affecting live workflows.
• Published -- a locked version that workflows can reference. Publishing creates a new version.

This means you can update a template without breaking workflows that are already running. They continue using the published version until you explicitly publish a new one.

tip

Always preview your template before publishing. Check that variables render correctly and that formatting looks right across email clients.

Using templates in workflows

To send a message using a template:

1. Add a delivery node (like Send Email or Send SMS) to your workflow
2. In the node settings, select the template you want to use
3. Map workflow data to the template's variables

The node pulls the published version of the template and fills in the variables at runtime.

Best practices

• Name templates clearly. Use names like order-confirmation-email or appointment-reminder-sms so your team can find them easily.
• Keep variables consistent. Use the same variable names across templates to make mapping simpler.
• Test with real data. Use the Run once feature to verify that your template renders correctly with actual values.
• Version deliberately. Treat publishing a template like a release -- review the content before making it live.