Email Templates
Allegro sends transactional emails on your behalf — things like magic sign-in links for your members. Email Templates let you customize the look and feel of those emails so they match your brand.
Emails sent by a workflow, such as receipts, reminders, and drips, are written separately under Workflows → Emails. See Workflow Emails.
Built-in Email Types
Allegro includes the following transactional email types. Each one comes with a default template that's used until you save your own version.
| When it's sent | |
|---|---|
| Magic Link | When a member requests a passwordless sign-in link. |
| Magic Link & One-Time Passcode | When a member requests a sign-in link and a one-time code together. |
| One-Time Passcode | When a member requests a one-time sign-in code. |
Additional email types may appear here as Allegro gains new features. Any new type starts with a default template and can be customized in the same way.
Template Statuses
Each template in the list shows one of two statuses:
| Status | Meaning |
|---|---|
| Default | Allegro's built-in template is in use — nothing changed. |
| Customized | You've saved your own version of this email. |
The default templates are built from blocks and styled by your email theme, so your colors, fonts, logo, and footer reach them without customizing anything.
Editing a Template
- Go to Email Templates in the sidebar.
- Click the pencil icon next to the email type you want to change, or click the email name directly.
- The editor opens with the Subject and the Content tab on the left and a live Preview on the right.
A template you haven't customized opens in the builder with Allegro's default content, ready to edit. Your first save creates the customization.
Building with blocks
In the builder, you edit the email as blocks: headings, text, buttons, images,
dividers, and more. Type / on an empty line to add a block, and select text to
format it. The default One-Time Passcode email, for example, shows the sign-in
code in a Code display block and its fine print in a Muted text block.
See Building Emails for every block and control.
Writing HTML
To write the HTML yourself, open the Builder menu beside the tabs and choose Convert to HTML to keep the current content as HTML, or Write HTML from scratch to start over. The Content tab then holds the full HTML document.
Turn on Use email theme to style the HTML with your email theme, using the selectors listed under Markup contract. See Building Emails → Writing HTML.
Theme for this template
Click Theme beside the tabs to change theme settings, such as the button color, for this template only. See Overriding the theme for one email.
Placeholders
To include dynamic content — like the member's name or a sign-in code — use
variable placeholders in the format {% variable_name %}. Start typing {% and
the editor suggests available variables, in either mode. You can also choose a
variable on the Variables tab to insert it at your cursor.
Variables
Each email type has its own set of variables. The Variables tab lists every available placeholder and describes what it contains. The preview panel fills in example values so you can see how the finished email looks.
Shared variables
A few variables are available in every template, regardless of email type:
| Variable | Resolves to |
|---|---|
{% property_name %} | The property the email was sent through, falling back to the organization name when there is no property context. |
{% organization_name %} | Always your organization's name. |
The built-in templates use {% property_name %}, so out of the box an email
reflects the property it was sent through and shows the organization name
elsewhere. If you run a single brand with no properties, {% property_name %}
and {% organization_name %} produce the same value.
Saving
Click Save (or press ⌘S, Ctrl+S on Windows) when you're happy with the result. The button stays disabled until you make a change. After saving, the template's status updates to Customized.
When saving an existing customization, a dialog appears asking for an optional revision note. Use this to describe what changed (e.g., "Updated footer copy"). The note is attached to that saved version in the revision history. You can leave it blank if you don't need a record of the change.
Revision History
Every save to an existing customization creates a revision. Revisions let you browse past versions of the template and restore any of them if something goes wrong.
Viewing Revisions
Open the ⋯ menu in the page header and choose History to open the revision history modal dialog. It lists saved versions of the template, newest first. Each entry shows the revision number, who saved it, when it was saved, and any note that was added. If there are more revisions than fit in the initial list, click Load More to see older entries.
Click a revision to open its detail view. You'll see the full subject line and content as they were at that point, along with a rendered preview.
Restoring a Revision
From a revision's detail view, click Restore this revision. Optionally add a restore note to describe why you're rolling back, then confirm. Allegro replaces the current template with the restored content and records a new revision entry so the restore itself is part of the history. The restore also brings back the revision's mode (builder or HTML) and its theme settings.
Restoring does not delete more recent revisions — it adds a new revision on top of the existing history, making the restore itself reversible.
Sending a Test Email
Open the ⋯ menu and choose Send test email to send a rendered copy of the template to your own email address. Allegro fills in example values for all variables so you can check how the email looks in a real inbox.
The test email uses the last saved version of the template. If you have unsaved changes in the editor, Allegro asks you to confirm before sending the saved one.
Resetting to the Default Template
Want to start over? You can discard your customization and restore Allegro's built-in template:
- Open the template editor.
- Open the ⋯ menu and choose Reset to default (only there when a customization exists).
- Confirm in the dialog — your customization is removed and the default template is restored. It opens in the builder again.
Resetting permanently removes your saved customization and its entire revision history. There is no way to recover previous versions after a reset. If you think you may want the content later, convert it to HTML and copy it somewhere safe before resetting.
Allegro delivers email through your organization's sending service, such as Amazon SES, SMTP, Postmark, or Resend. Your templates won't be sent until one is set up under Organization Settings → Email. See Sending services.
For details on who can manage email templates, see Permissions.
Related Links
- Building Emails — the builder and HTML editors.
- Email Theme — the colors, fonts, logo, and footer every email shares.
- Settings — set up the sending service email is delivered through.
- Authentication — learn about magic links and other sign-in methods that trigger transactional emails.