Update an email template
Changes a template. Send only the fields to change; the rest keep their values. Only the template’s author may change it: anyone else gets 403, team admins included. No field may be null.
Edits take effect at the next send. The template is read when a step runs, so every step that uses it, in running sequences too, sends the new version from then on. Manual email tasks already created keep the draft they were created with. Setting archived: true does not stop steps that use the template from sending it.
Safe to retry. Counts toward the Sequencer writes rate limit.
Example
When an edit takes effect
The template is read each time a step sends, so the next email from every step that uses it, in running sequences too, has the new text. Two things do not change:- Manual email tasks that already exist keep the draft they were created with.
- Emails already sent.
Archiving
"archived": true only affects the archived filter on
List email templates. Steps that use the template keep
sending it, and it can still be attached to steps. To stop a template being sent, take it off its steps
with Update a step.
No field may be null. Sending the same body twice leaves the same result, so a retry is safe.Authorizations
Team-scoped API key generated in the Salesfinity dashboard under Settings → Connections → API & Webhooks. A missing or invalid key returns HTTP 403.
Path Parameters
24-character template id.
Body
The team member making the change. Must be the template's author, and have an active plan or seat; anyone else, a team admin included, gets 403. A 24-character hexadecimal ID.
"507f1f77bcf86cd799439011"
Template name, 1 to 200 characters.
200"Follow-up - logistics report"
Subject line, up to 500 characters, with merge fields such as {{first_name}}. Only sent by an email step that starts a thread (the first email step, or one with new_thread: true). Leave it out, or send "", for a template used only by steps that reply in a thread.
500"{{first_name}}, the Q3 logistics numbers"
HTML body, 1 to 100,000 characters. Merge fields, case-insensitive, filled from the contact when the step runs: {{first_name}}, {{last_name}}, {{company}} (the contact's account), {{title}}, and {{custom.<label>}} for a custom field by label. A known field with no value renders empty; anything else in double braces, including a misspelled name, is sent exactly as written. Values are HTML-escaped.
100000Up to 20 labels, each up to 50 characters.
2050Archiving only affects the archived filter on the list: steps that use the template keep sending it.
Response
The updated template.
A reusable email: subject and HTML body with merge fields.
24-character hexadecimal id.
"507f1f77bcf86cd799439011"
The team that owns the template (24-character id).
Author's team member id. Only the author can change or delete the template.
Template name.
Subject line, with merge fields. Only sent by email steps that start a thread. Empty on a template written for steps that reply in a thread.
HTML body, with merge fields.
Whether the template is archived. Archiving only affects the archived filter on the list: steps that use it keep sending it, and it can still be attached to steps.
Emails sent from this template. Rebuilt every 15 minutes.
Number of opens on emails sent from this template, counted as events. Rebuilt every 15 minutes.
Number of replies on emails sent from this template, counted as events. Rebuilt every 15 minutes.
Number of bounces on emails sent from this template, counted as events. Rebuilt every 15 minutes.
Number of link clicks on emails sent from this template, counted as events. Rebuilt every 15 minutes.
Number of opt-outs on emails sent from this template. Rebuilt every 15 minutes.
When the template was created.
When it last changed.