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Email templates
Reference documentation for editing built-in or transaction email templates.
Table of Contents
Sharetribe supports customizing the contents of all the emails that are sent from the platform.
The platform sends two types of emails:
- built-in emails on events like email changed or user joined
- transaction emails as notifications as part of the transaction process.
The built-in emails can be customized using the Built-in email notifications editor in the Sharetribe Console. You find the editor in Console under Build > Advanced > Email notifications section.
To change the transaction emails, follow the Edit email templates with Sharetribe CLI tutorial.
Best practices
In addition to the basic branding of the emails to follow your marketplace brand and visual guidelines, we recommend that you follow these best practises for email branding to avoid spam folders:
- Make the email personal, add a starting line with the name of the recipient and other distinct elements like the title of the listing.
- Add a common footer to the emails with basic information about your marketplace.
- Currently, the emails sent from the platform are purely notifications on actions in the marketplace, there isn't a way to unsubscribe from these emails, so make sure your users have given consent to receiving these emails when registering to the platform.
- Design your emails so that they encourage users to navigate to the marketplace and continue the actions there - we don't support e.g. responding to messages in the platform through email.
Sharetribe’s email system handles SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail) automatically to improve your email deliverability.
Handlebars
The template language used to build the email templates is called Handlebars.
With Handlebars you get direct access to the HTML that will be sent to
your users. The Handlebars template defined by you will be applied to
the email context
, that contains the data for the email, e.g.
recipient name, marketplace name and all the transaction details such as
booking dates, line items etc. if the email is related to a transaction.
The result of applying the email context to the template is the rendered
HTML that will be sent to your users.
Please read through the Handlebars documentation for more information about the templating language.
Helpers
Sharetribe email templating supports a subset of Handlebars built in helpers.
In addition to the built-in helpers, we have implemented a small set of custom helpers that make e.g. comparisons and number formatting possible.
The helpers may support positional parameters, hash parameters or both.
For example: {{helper param-1 param-2 hash-param=value}}
.
Some documentation on the syntax and how to use them can be found in the documentation for Handlebars expressions.
Built-in helpers
We support the following built-in helpers:
each
with
if
unless
Have a look at the Handlebars built-in helpers documentation to see examples how to use them.
In addition to those, we also support inline partials.
Custom helpers
This paragraph lists all the custom helpers we provide, including the parameters they take and example how to use them:
Can't find a helper you are looking for? Let us know!
t
Params:
- message key
- fallback message
Hash:
- list of hash parameters and their respective values used with the messages
Example usage:
Inline helper that makes it possible to modify the email template texts without making changes in the template code. This helper uses the ICU message format to render messages and parameters into a string.
The helper renders the message corresponding to the key, if the key exists in the email text asset. If the key does not exist, the helper renders the fallback message.
Any hash parameters used inside either message must be wrapped in single curly brackets, and the values for those hash parameters need to be defined after the message key and the fallback message.
format-text
Params:
- message
Hash:
- list of hash parameters and their respective values used with the messages
Example usage:
Inline helper that formats a text string using the
ICU message format.
This helper works similarly to the t
helper, but instead of accepting
a message key and a fallback message, it accepts a single string.
Any hash parameters used inside either message must be wrapped in single curly brackets, and the values for those hash parameters need to be defined after the message.
contains
Params:
- collection
- value
Example usage:
true false
Block helper that renders the block if collection
has the given
value
, otherwise the else block is rendered (if specified).
eq
Params:
- value
- test
Example usage:
true false
Block helper that renders a block if value
is equal to test
. If
an else block is specified it will be rendered when falsy.
inflect
Params
- count
- singular
- plural
Example usage:
Returns either the singular
or plural
inflection of a word based on
the given count
.
date
Params:
- time
Hash:
- format
- lang: optional, default: "en-US"
- tz: optional, default "UTC"
Example usage:
Renders a properly localized time
based on the format
, lang
and
tz
hash parameters.
The format
supports
Joda-Time formatting.
The lang
supports IETF BCP 47
language tag strings. More info about language tags can be found in the
W3C Internationalization article for language tags.
E.g. "en-US" is a valid string.
The tz
supports
Joda-Time timezones.
date-day-before
Params:
- time
Hash:
- format
- lang: optional, default
en-US
- tz: optional, default "UTC"
Example usage:
Renders a properly localized time
, one day before the given date,
based on the format
and lang
hash parameters.
The format
supports
Joda-Time formatting.
The lang
supports IETF BCP 47
language tag strings. More info about language tags can be found
W3C Internationalization article for language tags.
E.g. "en-US" is a valid string.
The tz
supports
Joda-Time timezones.
date-transform
Params:
- date
Hash:
- days
Example usage:
Can be used with the format-text helper to transform a
date value to past or future days according to the days
hash
parameter:
- negative values for transforming to the past of the date
- positive values for transforming to the future of the date
money-amount
Params:
- money
Hash:
- lang: optional, default "en-US"
Example usage:
Takes money and formats the amount according to the currency.
For example:
- EUR amounts are formatted with 2 decimals
- JPY amounts are formatted with no decimals
Does not output the currency code or symbol, only the amount.
The lang
supports IETF BCP 47
language tag strings. More info about language tags can be found
W3C Internationalization article for language tags.
E.g. "en-US" is a valid string.
number
Params:
- number
Hash:
- lang: optional, default "en-US"
- max-fraction-digits: optional
- min-fraction-digits: optional
Example usage:
Formats the given number
. lang
, max-fraction-digits
and
min-fraction-digits
can be given as hash params."
The lang
supports IETF BCP 47
language tag strings. More info about language tags can be found
W3C Internationalization article for language tags.
E.g. "en-US" is a valid string.
url-encode
Params:
- str
Example usage:
URL encodes the given string. Should be used for encoding all user input. E.g. a link to user profile with the user name in the link should be encoded.
form-encode
Params:
- str
Example usage:
Encode the given string as application/x-www-form-urlencoded. Should be used for query string components.
asset
Params:
- asset path
- (optional) JSON key or dot-separated nested keys
- (optional) default value
The helper is used to retrieve data from assets. It can locate values
within nested fields by providing a sequence of keys, separated by dots,
to traverse the JSON structure. For example, the colour of a button in
the email template can be assigned dynamically by accessing the
design/branding.json
asset. The use of this helper is not limited to
the branding asset – any asset data can be used in the templates.
In addition, in the email templates, this helper is used to define the correct localization settings in the email templates without modifying the template structure itself:
Editing email content
For both built-in emails and transaction process emails, you can edit content with the email text editor under Build > Content > Email texts.
Editing built-in emails
The built-in emails can be customized using the Built-in email notifications editor in the Sharetribe Console. You find the editor in the Console under Build > Advanced > Email notifications section.
In addition to the code editor that allows you to edit the template, the editor also contains a context viewer that shows you a sample of the context that will be used with that particular email.
The editor also let's you to see a preview of the email before and let's you send test emails to your own email address.
These built-in email notifications can be disabled through Console:
- Listing approved
- New message
- User approved
- User joined
- User permissions changed
- Verify email address
Editing transaction emails
To understand how to change the transaction emails, see the Edit email templates with Sharetribe CLI tutorial.
Transaction email context
Context for transaction emails:
{
"recipient": {
"id": "uuid",
"first-name": "string",
"last-name": "string",
"display-name": "string",
"private-data": "extended-data",
"public-data": "extended-data",
"protected-data": "extended-data",
"metadata": "extended-data"
},
"marketplace": {
"name": "string",
"url": "string"
},
"recipient-role": "string", // either "provider" or "customer"
"other-party": {
"id": "uuid",
"first-name": "string",
"last-name": "string",
"display-name": "string",
"private-data": "extended-data",
"public-data": "extended-data",
"protected-data": "extended-data",
"metadata": "extended-data"
},
"transaction": {
"id": "uuid",
"tx-line-items": [
{
"code": "string",
"unit-price": {
"amount": "decimal",
"currency": "string"
} ,
"line-total":
{
"amount": "decimal",
"currency": "string"
} ,
"include-for": {"any-of": ["provider", "customer"]},
"quantity": "decimal",
"percentage": "decimal"}
],
"payout-total": {
"amount": "decimal",
"currency": "string"
},
"booking": {
"start": "date",
"end": "date",
"displayStart": "date",
"displayEnd": "date",
"seats": "integer",
"state": "string"
},
"stock-reservation": {
"quantity": "integer",
"state": "string"
},
"reviews": [
{
"content": "string",
"subject": {
"id": "uuid",
"first-name": "string",
"last-name": "string",
"display-name": "string",
"private-data": "extended-data",
"public-data": "extended-data",
"protected-data": "extended-data",
"metadata": "extended-data"
}
}
],
"provider": {
"id": "uuid",
"first-name": "string",
"last-name": "string",
"display-name": "string",
"private-data": "extended-data",
"public-data": "extended-data",
"protected-data": "extended-data",
"metadata": "extended-data"
},
"payin-total": {
"amount": "decimal",
"currency": "string"
},
"listing": {
"id": "uuid",
"title": "string,"
"availability-plan": {
"type": "string", // either availability-plan/time or availability-plan/day
"timezone": "string"
},
"current-stock": {
"quantity": "integer"
},
"private-data": "extended-data",
"public-data": "extended-data",
"metadata": "extended-data"
},
"customer": {
"id": "uuid",
"first-name": "string",
"last-name": "string",
"display-name": "string",
"private-data": "extended-data",
"public-data": "extended-data",
"protected-data": "extended-data",
"metadata": "extended-data"
},
"delayed-transition": {
"run-at": "date"
},
"protected-data": "extended-data",
"metadata": "extended-data"
}
}
Inside the templates there are number of properties that you can utilize when customizing the templates. What properties are available is email specific and the following data structure describes what resources are available for each email template.
How to read the data structure
- The type and content of the property can be deducted from the value of
the property. E.g.
{"marketplace": {"name": "string", "url": "string"}
, is an object with propertiesname
andurl
that are strings. - An object with property
"any-of"
describe an array of elements. For example,{"any-of": ["customer", "provider"]}
is an array containing one of the values or both. - Properties of type
"date"
define a date object with properties"year"
,"month"
,"day"
,"hours"
,"minutes"
,"seconds"
and"milliseconds"
. It's higly recommended that you use the available helpers described above to display dates. - Objects with the exact two propeties of
"amount"
and"currency"
are of type money, and can be passed as is tomoney-amount
helper. - Properties of type
"extended-data"
define an extended data object. Properties in such an object can have any valid JSON values, including JSON data structures. - The listing
availability-plan
propertytimezone
is in TZ time zone database format, for example "Europe/Berlin". It is only available for plans with typeavailability-plan/time
. - Remember to traverse the context properly. For example, in
"transaction-transition"
"payin-total"
is nested under"transaction"
. This means that the correct way to refer to that istransaction.payin-total
or using the builtinwith
helper.