Email templates and placeholders

Q: How do I check what the finished email looks like?

Use Test email to send yourself the template with sample data. That shows the result with the placeholders filled in.

After reading this you'll know how to edit your email templates, which placeholders each template supports, and how the placeholder syntax works.

Email templates control the text your customers and your team automatically receive from you — for example when a quote is sent, a payment reminder goes out, or a shift is assigned. You can adapt every template to your tone and wording. Placeholders let Univents insert the right data automatically when the email is sent (customer name, invoice number, event date …).

Open your email templates

Go to Settings in the left-hand navigation.
Open the Email templates section.
Pick a template from the list — grouped by module (Inquiries, Finance, Contracts, Events, Staff, Tasks).
Edit the subject and content, then save. Use Test email to send yourself the template with sample data.

How placeholders work

A placeholder is written in double curly braces, lowercase with underscores, and without spaces:

{{customer_name}}

When the email is sent, Univents replaces the placeholder with the real value. So

Hello {{customer_name}}, your quote for {{event_name}} is ready.

becomes, for example,

Hello Ms. Müller, your quote for Summer Party 2026 is ready.

Good to know:

Placeholders work in the subject and in the content.
The fastest way to add them is the placeholder inserter in the editor — that guarantees the correct spelling.
A placeholder that doesn't exist in that template (e.g. a typo) is simply dropped when sending — no error appears, but no text either.
Only use the placeholders listed for the specific template. Each template knows only its own placeholders.

Placeholders available almost everywhere

Univents fills a few placeholders automatically from your workspace — you don't have to maintain them:

Placeholder	Meaning
`{{company_name}}`	Your company name
`{{account_name}}`	Your workspace name
`{{sender_name}}`	Name of the person triggering the email
`{{customer_name}}`	Customer name (in customer-facing templates)
`{{employee_name}}`	Team member name (in staff templates)
`{{event_name}}`	Event name
`{{event_date}}`	Event date
`{{portal_url}}`	Link to the customer portal / EventHub

Placeholder reference by template

Legend: 🔒 = transactional template, always active (can't be disabled).

Templates to your customers

Inquiries

Template	Purpose	Placeholders
Auto acknowledgement	Automatic reply after a booking inquiry	`{{customer_name}}` `{{page_name}}` `{{account_name}}` `{{message_excerpt}}` `{{sender_name}}`
Inquiry accepted	Confirmation that the inquiry was accepted	`{{customer_name}}` `{{event_name}}` `{{event_date}}` `{{booking_link}}` `{{company_name}}` `{{sender_name}}`
Inquiry rejected	Message about the rejected inquiry	`{{customer_name}}` `{{event_name}}` `{{company_name}}` `{{sender_name}}`

Finance

Template	Purpose	Placeholders
Quote sent	Email when a quote is sent	`{{customer_name}}` `{{event_name}}` `{{event_date}}` `{{quote_total}}` `{{quote_link}}` `{{doc_number}}` `{{valid_until}}` `{{company_name}}` `{{sender_name}}`
Quote signed 🔒	Confirmation after the quote is signed	`{{customer_name}}` `{{event_name}}` `{{doc_number}}` `{{signed_at}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`
Invoice sent 🔒	Email when an invoice is sent	`{{customer_name}}` `{{event_name}}` `{{invoice_number}}` `{{invoice_total}}` `{{due_date}}` `{{invoice_link}}` `{{company_name}}` `{{sender_name}}`
Payment reminder 1 🔒	First reminder for an overdue invoice	`{{customer_name}}` `{{invoice_number}}` `{{invoice_total}}` `{{due_date}}` `{{invoice_link}}` `{{days_overdue}}` `{{company_name}}` `{{sender_name}}`
Payment reminder 2 🔒	Second reminder for an overdue invoice	`{{customer_name}}` `{{invoice_number}}` `{{invoice_total}}` `{{due_date}}` `{{invoice_link}}` `{{days_overdue}}` `{{company_name}}` `{{sender_name}}`
Invoice overdue	Notice for a seriously overdue invoice	`{{customer_name}}` `{{invoice_number}}` `{{invoice_total}}` `{{due_date}}` `{{invoice_link}}` `{{days_overdue}}` `{{company_name}}` `{{sender_name}}`
Invoice cancelled 🔒	Confirmation after an invoice is cancelled	`{{customer_name}}` `{{event_name}}` `{{invoice_number}}` `{{company_name}}` `{{sender_name}}`

The {{days_overdue}} placeholder is a number (days overdue).

Contracts

Template	Purpose	Placeholders
Signature request 🔒	Ask the customer to sign	`{{customer_name}}` `{{contract_title}}` `{{event_name}}` `{{signature_link}}` `{{expires_at}}` `{{company_name}}` `{{sender_name}}`
Contract fully signed	Confirmation after all parties have signed	`{{customer_name}}` `{{event_name}}` `{{contract_title}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`

Events & EventHub

Template	Purpose	Placeholders
Event confirmed	Confirmation of the booked event	`{{customer_name}}` `{{event_name}}` `{{event_date}}` `{{event_location}}` `{{company_name}}` `{{sender_name}}`
EventHub invitation	Invitation to the customer EventHub portal	`{{customer_name}}` `{{event_name}}` `{{event_date}}` `{{eventhub_link}}` `{{company_name}}` `{{sender_name}}`
Change request accepted	Confirmation of an accepted change	`{{customer_name}}` `{{event_name}}` `{{items_summary}}` `{{portal_url}}` `{{new_quote_url}}` `{{company_name}}` `{{sender_name}}`
Change request rejected	Message about the rejected change	`{{customer_name}}` `{{event_name}}` `{{portal_url}}` `{{reason}}` `{{company_name}}` `{{sender_name}}`
Product booking confirmed	Confirmation of a product booking	`{{customer_name}}` `{{event_name}}` `{{event_date}}` `{{product_name}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`
Payment received	Confirmation of a payment / deposit received	`{{customer_name}}` `{{event_name}}` `{{deposit_amount}}` `{{doc_number}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`
Thank you for your event	Thank-you email after the event	`{{customer_name}}` `{{event_name}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`
Post-event feedback	Feedback / review request after the event	`{{customer_name}}` `{{event_name}}` `{{portal_url}}` `{{event_url}}` `{{gallery_url}}` `{{company_name}}`
New message to customer	Mirror of a message from the message thread	`{{customer_name}}` `{{company_name}}` `{{message_excerpt}}` `{{messages_url}}`

Tasks

Template	Purpose	Placeholders
Task assigned (customer)	Task assigned to a customer	`{{customer_name}}` `{{task_name}}` `{{event_name}}` `{{due_date}}` `{{assigned_by}}` `{{task_url}}` `{{company_name}}` `{{sender_name}}`

Templates to your team

Events

Template	Purpose	Placeholders
Contributor invitation	Invite a partner as a contributor	`{{partner_name}}` `{{event_name}}` `{{event_date}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`

Staff

Template	Purpose	Placeholders
Shift assigned	Notification when a shift is assigned	`{{employee_name}}` `{{event_name}}` `{{shift_date}}` `{{shift_start}}` `{{shift_end}}` `{{shift_name}}` `{{event_location}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`
Shift confirmed	Confirmation of an assigned shift	`{{employee_name}}` `{{event_name}}` `{{shift_date}}` `{{shift_start}}` `{{shift_end}}` `{{shift_name}}` `{{event_location}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`
Shift cancelled	Notification when a shift is cancelled	`{{employee_name}}` `{{event_name}}` `{{shift_name}}` `{{shift_date}}` `{{company_name}}` `{{sender_name}}`
Shift reminder	Reminder before an upcoming shift	`{{employee_name}}` `{{event_name}}` `{{shift_name}}` `{{shift_date}}` `{{shift_start}}` `{{event_location}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`
Application accepted	Confirmation of an accepted shift application	`{{employee_name}}` `{{event_name}}` `{{shift_name}}` `{{shift_date}}` `{{shift_start}}` `{{portal_url}}` `{{company_name}}` `{{sender_name}}`
Application rejected	Message about the rejected shift application	`{{employee_name}}` `{{event_name}}` `{{shift_name}}` `{{shift_date}}` `{{company_name}}` `{{sender_name}}`
Vacation approved	Approval of a vacation request	`{{employee_name}}` `{{vacation_start}}` `{{vacation_end}}` `{{company_name}}` `{{sender_name}}`
Vacation declined	Rejection of a vacation request	`{{employee_name}}` `{{vacation_start}}` `{{vacation_end}}` `{{reason}}` `{{company_name}}` `{{sender_name}}`

Tasks

Template	Purpose	Placeholders
Task assigned	Notification for a new task	`{{employee_name}}` `{{task_name}}` `{{event_name}}` `{{due_date}}` `{{assigned_by}}` `{{task_url}}` `{{company_name}}` `{{sender_name}}`
Task reminder	Reminder before a task is due	`{{employee_name}}` `{{task_name}}` `{{event_name}}` `{{due_date}}` `{{task_url}}` `{{company_name}}` `{{sender_name}}`

Activate or deactivate templates

The Active toggle next to a template controls whether the email is sent automatically. Transactional templates (marked with 🔒 in the reference) are always active and can't be switched off — they're part of the reliable quote, invoice and contract flow.

Frequently asked questions

How do I have to write placeholders? Always in double curly braces, lowercase and with underscores: {{customer_name}}. Best to use the placeholder inserter in the editor so nothing goes wrong.

What happens if I use a placeholder that doesn't exist? It's removed when sending, with no replacement. There's no error message, but there's also no text at that spot. Only use the placeholders listed for the specific template.

Do I have to fill in {{company_name}} or {{sender_name}} myself? No. Univents pulls these values automatically from your workspace and the person triggering the email.

Can I use the same placeholder more than once in an email? Yes. Every placeholder is replaced everywhere it appears — in the subject and in the content.

How do I check what the finished email looks like? Use Test email to send yourself the template with sample data. That shows the result with the placeholders filled in.