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Create An Email Template With Dynamic Values

Email templates allow you to design your own email look and feel, then populate the template with data from Directus before sending it to the recipient. This guide will introduce you to the basics of LiquidJS and how to render data inside your email template.

Unlike many extensions types, email templates are not included in the Directus Extensions SDK so all you will need to get started is your favorite text editor and some knowledge of LiquidJS. A useful feature of LiquidJS is the ability to split the template into blocks such as base, header, footer, content etc then import the base and overwrite what needed.

Use a Base Template

For the base template, start with the raw essentials:

liquid
<!doctype html>
<html lang="en">
<head>
	<title></title>
</head>
<body>
	{% block header %}{% endblock %}
	{% block content %}{% endblock %}
	{% block footer %}{% endblock %}
</body>
</html>
<!doctype html>
<html lang="en">
<head>
	<title></title>
</head>
<body>
	{% block header %}{% endblock %}
	{% block content %}{% endblock %}
	{% block footer %}{% endblock %}
</body>
</html>

You can use a free responsive email template and adjust it to fit your brand. Be aware that images cannot be uploaded alongside your template and must be hosted. If you host them in Directus, make sure the image permission is set to public and you use the full URL in the template.

Extend the Template

Once you have your base template, you can create smaller templates with a specific purpose that reference your base template.

liquid
{% layout "my-custom-base" %}
{% block content %}
    <p>Content Here</p>
{% endblock %}
{% layout "my-custom-base" %}
{% block content %}
    <p>Content Here</p>
{% endblock %}

In this example, anything inside this content block will replace the content block in the base template.

Variables in Templates

There are a few predefined variables available to email templates. They are:

VariableDescriptionDefault
projectNameStringDirectus
projectColorHex Color#546e7a
projectLogoImage URL
projectUrlURL

Beyond this, you can inject whatever data you need. If you are using an extension, you can include information inside the data section:

js
await mailService.send({
	to: 'name@example.com',
	subject: 'This is an example email',
	template: {
		name: 'my-custom-email-template',
		data: {
			firstname: user.firstname,
		},
	},
});
await mailService.send({
	to: 'name@example.com',
	subject: 'This is an example email',
	template: {
		name: 'my-custom-email-template',
		data: {
			firstname: user.firstname,
		},
	},
});

If you are using Flows, you can also inject data into emails:

Type template. Template name 'my custom template' and data is a JSON object with a property named first name and a value of trigger.payload.firstname.

In your template, you can use the firstname variable like this:

liquid
{% layout "my-custom-base" %}
{% block content %}
    <p>Hi {{ firstname }},</p>
{% endblock %}
{% layout "my-custom-base" %}
{% block content %}
    <p>Hi {{ firstname }},</p>
{% endblock %}

You may also provide a fallback if this variable is not provided.

liquid
{% layout "my-custom-base" %}
{% block content %}
    <p>Hi{% if firstname %}{{ firstname }}{% endif %},</p>
{% endblock %}
{% layout "my-custom-base" %}
{% block content %}
    <p>Hi{% if firstname %}{{ firstname }}{% endif %},</p>
{% endblock %}

Items and For Loops

You can provide an array of data to a template and use a for loop to render the items.

liquid
{% layout "my-custom-base" %}
{% block content %}
    <div>
        {% for item in items %}
            <div><a href="{{ item.url }}">{{ item.title }}</a></div>
        {% endfor %}
    </div>
{% endblock %}
{% layout "my-custom-base" %}
{% block content %}
    <div>
        {% for item in items %}
            <div><a href="{{ item.url }}">{{ item.title }}</a></div>
        {% endfor %}
    </div>
{% endblock %}

Real-World Example

A team needs a weekly update of how many new subscriptions were created in the last week. The company has a base template called example-base and looks like this:

A designed boilerplate email with clear placeholders for header text and content

Using Flows, create a Schedule trigger with the value 0 8 * * 1 to send the email every Monday at 8am, then add a Read Data operation with the following filters:

A query on the customers collections showing a filter of active users in the last 7 days, aggregated by customer ID and grouped by subscription name.

The response may look like this:

json
[
	{
		"subscription": {
			"name": "Premium"
		},
		"count": {
			"customer_id": 10
		}
	},
	{
		"subscription": {
			"name": "Standard"
		},
		"count": {
			"customer_id": 23
		}
	},
	{
		"subscription": {
			"name": "Free"
		},
		"count": {
			"customer_id": 143
		}
	}
]
[
	{
		"subscription": {
			"name": "Premium"
		},
		"count": {
			"customer_id": 10
		}
	},
	{
		"subscription": {
			"name": "Standard"
		},
		"count": {
			"customer_id": 23
		}
	},
	{
		"subscription": {
			"name": "Free"
		},
		"count": {
			"customer_id": 143
		}
	}
]

Create an operation to Send an Email and change the type to Template. In the Data field, add the results of to a variable such as report.

An email showing the custom template and passing in an object with one property - report - and the value of last.

For this report, the template uses a for loop to generate a table of results and capitalize the name for better appearance:

liquid
{% layout "example-base" %}
{% block header %}
    <h1>Weekly Subscription Report</h1>
{% endblock %}
{% block content %}
    <table>
        <thead>
            <tr>
                <th>Subscription</th>
                <th>New Members</th>
                </tr>
                </thead>
        <tbody>
            {% for item in report %}
                <tr>
                    <td>{{ item.subscription.name | capitalize }}</td>
                    <td>{{ item.count.customer_id }}</td>
                </tr>
            {% endfor %}
        </tbody>
    </table>
{% endblock %}
{% layout "example-base" %}
{% block header %}
    <h1>Weekly Subscription Report</h1>
{% endblock %}
{% block content %}
    <table>
        <thead>
            <tr>
                <th>Subscription</th>
                <th>New Members</th>
                </tr>
                </thead>
        <tbody>
            {% for item in report %}
                <tr>
                    <td>{{ item.subscription.name | capitalize }}</td>
                    <td>{{ item.count.customer_id }}</td>
                </tr>
            {% endfor %}
        </tbody>
    </table>
{% endblock %}

Add Template to Directus

Custom email templates are stored in the configured EMAIL_TEMPLATES_PATH location, which defaults to the ./templates folder relative to your project.

  1. Inside the templates directory, copy and paste the required liquid files for your email. These cannot go in a subdirectory.
  2. Restart Directus.

The template is now available to Directus.

Make sure to keep a reference of what templates you have available because Directus will not provide a selection list for templates. You must type the filename of the template without the extension.

Summary

With this guide you have learned how to create your own email templates using LiquidJS and how to include data from Directus in your emails. Make sure to read up on the various documentation about LiquidJS to see what it’s fully capable of.

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Contributors
Tim Butterfield, Kevin Lewis

Last updated: