Email templates are HTML documents with merge field placeholders that get populated with recipient data at send time. Templates sync bidirectionally with Campaigner for delivery.Documentation Index
Fetch the complete documentation index at: https://montereyfinancial.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Template lifecycle
Create a template
POST /email-templates/ creates the template in the database and syncs it to Campaigner.Add merge fields
Use merge field placeholders like
{{first_name}} or {{account_number}} in your HTML content. See merge fields for available fields.Preview with live data
GET /email-templates/{id}/preview renders the template with real data from a random MSSQL account, or pass ?account_number=123456789 for a specific one.Merge field categories
Templates support four categories of merge fields:| Category | Source | Example |
|---|---|---|
database | MSSQL legacy ERP | {{first_name}}, {{account_number}} |
workspace_defaults | Workspace configuration | {{company_name}}, {{support_email}} |
workspace | Custom fields per workspace | User-defined fields |
assets | Azure Blob Storage | {{logo_url}}, {{banner_image}} |
GET /email-templates/merge-fields to list all available fields grouped by category.
Preview endpoints
| Endpoint | Returns |
|---|---|
GET /email-templates/{id}/preview | JSON with merged template data |
GET /email-templates/{id}/preview/html | Rendered HTML (for browser iframe) |
POST /email-templates/preview-raw | Render arbitrary HTML content with merge data |
Campaigner sync
When you create, update, or delete a template through the API, it automatically syncs with Campaigner via theCreativeSyncService. This ensures templates are available for sending without manual Campaigner configuration.