How to configure email templates (header and footer)?

Email templates let you set a single HTML header and HTML footer for emails sent from each sender address. All emails from that address (operator replies in email chat or scenario-sent emails via the "Send email" action) will automatically include your logo, greeting, contacts, or other formatted blocks at the top and bottom.

When you need it

  • You need all emails from a specific address to have the same header (e.g. logo, greeting).
  • You need to add a footer with contacts, social links, or legal information to emails.
  • You need to quickly change the layout of emails for one or more addresses without editing each email manually.

What to know

  • Header and footer are HTML code. You can set them separately: header only, footer only, or both. At least one field must be filled when saving.
  • Email list on the page shows the same addresses used for sending in the operator panel and skill groups (Gmail, Outlook, Mailgun, etc.).
  • Application: the template is automatically added to emails sent by operators in email chat and to emails sent via scenario action "Send email" from the corresponding address. If the template is disabled or not configured — the email is sent with body only.
  • Size: each field (header or footer) is limited (up to 512 KB). Exceeding this will block saving with an error message.

Before you begin

  • You are logged in with permissions that allow viewing and saving operator panel settings (settings.canShow / settings.canSave).
  • At least one email address for sending is configured in the system (e.g. via Mailgun, Gmail, or Outlook).

Step-by-step instructions

1. Open the "Email templates" page

  1. Go to the Settings module (menu or direct address /settings-page).
  2. In the side menu, open the "Settings" section (operator panel).
  3. Click "Email templates" (/settings-page/op-settings/email-templates).

A table with all email addresses available in the system opens. For each address, it shows: the address, label, whether a template is saved, whether the template is active, and the "Configure template" action.

2. Open the template editor for the chosen address

  1. Find the needed email address in the table.
  2. Click "Configure template".

A panel (drawer) opens with two HTML fields: Header HTML and Footer HTML, a "Apply template" switch, and a "Preview" block.

3. Fill in header and/or footer

  1. In the Header HTML field, enter the HTML code for the top of the email (e.g. logo, greeting). The field can stay empty if you only need a footer.
  2. In the Footer HTML field, enter the HTML code for the bottom of the email (contacts, links, legal information). The field can stay empty if you only need a header.
  3. Ensure at least one of the fields is not empty — otherwise saving will fail.
  4. Check the result in the "Preview" block: it shows how the email will look (header + sample body + footer).

Tip: Use simple HTML tags (<div>, <p>, <a>, <img>, inline styles in style). Complex scripts in emails are not executed; the preview in the interface is shown in safe mode.

4. Save the template

  1. Ensure the "Apply template" switch is on if the template should apply to emails.
  2. Click "Save".

After a successful save, the panel closes and the table shows "Template saved" and "Active" for that address. All subsequent emails sent from that address will include the configured header and footer.

5. Temporarily disable or delete the template (if needed)

  • Disable without deleting: In the editor panel, turn off the "Apply template" switch. Changes save automatically (or click "Save"). Emails from that address will temporarily be sent without header and footer; the template stays in the system and can be re-enabled.
  • Delete completely: In the panel, click "Delete template", confirm. The template is removed; emails from that address will again be sent with body only.

Common issues

  • "Both fields cannot be empty" — when saving, at least one field (Header HTML or Footer HTML) must contain text or HTML. Add a header or footer and save again.
  • Size limit error — the size of one field exceeds the allowed limit (512 KB). Shorten the content or split it into separate blocks.
  • Emails still sent without header/footer after saving — check that the "Apply template" switch is on for that address. Ensure the email is sent from the address for which the template is configured.