Email Templates (Settings)

What this surface does

Email-template authoring lives under the CRM area (`/admin/email-templates`), but operators sometimes look for it under Settings since it controls brand-wide email content. This article points you to the right surface.

When to use it

• You are setting up a new account and want to review/customise every system email before customers see them.
• Compliance asks for a list of every email template referenced anywhere in the system.
• Onboarding a new admin who is looking for "where do I edit the welcome email".

Key gotchas

• The 5 seed templates that ship with the rollout are placeholder copy — replace with real copy before flipping `crm_email_automation` on for customers.
• Plain-text fallback should always be filled in. Customers on text-only clients receive the fallback.
• Vendor-name blocklist applies to template content the same way it applies to help articles.

Related

• Email Templates (under CRM), Email Broadcasts, Drip Sequences.