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Configuring Email Templates

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Accessing Template Configuration

1. From the Templates tab at Settings → Subscriptions → Email:
   • Click on the template name or the edit icon
2. From an Email Subscription detail page:
   • Click Edit Fields or Change Template for any configuration
3. Direct URL: https://app.fabius.io/settings/subscriptions/email/template/[template-id]

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Template Configuration Interface

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Page Header

• Template Name: Click the edit icon to rename the template
• Associated Configuration: Shows which Analysis Configuration this template uses
• Save Changes Button: Appears when you have unsaved modifications

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Field List

• Field Name: The original field name from the configuration
• Display Name: What recipients will see in the email (click to edit)
• Include Toggle: Check/uncheck to include or exclude the field
• Drag Handle: Six dots icon for reordering fields

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Customizing Fields

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Including/Excluding Fields

1. Uncheck fields that aren’t relevant for email recipients
2. Excluded fields appear grayed out but remain visible for easy re-inclusion
3. Only included fields will appear in sent emails

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Reordering Fields

1. Click and hold the drag handle (⋮⋮) next to any field
2. Drag the field to its new position
3. Release to drop the field
4. Other fields will automatically adjust

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Customizing Display Names

1. Click the edit icon (pencil) next to any field
2. Type the new name in the modal (e.g., change “call_score” to “Call Quality Score”)
3. Click Save to apply the change
4. The original field name remains unchanged in the system

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Filter Templates

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When to Use Filter Templates

• Focus on exceptions: Only show scores that are unusually high or low
• Create coaching emails: Highlight areas needing improvement (low scores)
• Celebrate wins: Show only high-performing metrics
• Reduce email length: Hide fields with typical/expected values
• Improve signal-to-noise ratio: Show only what requires attention

{{if and .HasScore (lt .Score 3)}}true{{end}}

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How to Configure Filter Templates

1. In the template configuration page, locate a score field you want to filter
2. Click the filter icon (🔽) next to the field - this only appears for score fields
3. In the filter modal, you’ll see:
   • Common filter examples with explanations
   • A text area to enter your custom filter template
   • Options to save, clear, or cancel
4. Enter a Go template expression that evaluates to “true” to show the field:
   Copy

   {{if and .HasScore (or (gt .Score 8) (lt .Score 3))}}true{{end}}
   

   This example shows the field only for very high (>8) or very low (<3) scores.

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Common Filter Patterns

Filter Template Examples

// Very Low Scores
{{if and .HasScore (lt .Score 3)}}true{{end}}

// Low Scores  
{{if and .HasScore (lt .Score 7)}}true{{end}}

// High Scores
{{if and .HasScore (gt .Score 7)}}true{{end}}

// Very High Scores
{{if and .HasScore (gt .Score 8)}}true{{end}}

// Extremes Only
{{if and .HasScore (or (gt .Score 8) (lt .Score 3))}}true{{end}}

// Has Any Score
{{if .HasScore}}true{{end}}

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Understanding Filter Behavior

• Per-field filtering: Each score field can have its own filter template
• Runtime evaluation: Filters are applied when the email is generated, based on actual scores
• Smart email handling: If ALL score fields are filtered out, the email won’t be sent (assuming no non-score fields are included)
• Visual indicators: Fields with active filters show a blue filter icon in the configuration interface

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Best Practices for Filter Templates

1. Start simple: Begin with basic threshold filters before creating complex logic
2. Test thoroughly: Use test data to ensure your filters work as expected
3. Document your logic: Use clear filter expressions that others can understand
4. Consider the recipient: Think about what information is most valuable for the email recipient
5. Balance filtering: Don’t filter so aggressively that important context is lost

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Live Preview

1. Save your template configuration
2. Trigger a test analysis on a sample interaction
3. Check the resulting email to see your formatting

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Saving Changes

1. Click Save Changes after making modifications
2. Wait for the success notification
3. Your changes are now live for all future emails using this template

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Common Configuration Patterns

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Executive Summary Template

• Include only high-level metrics and action items
• Order: Score → Key Findings → Risks → Next Steps
• Custom names: Use business-friendly terminology

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Detailed Analysis Template

• Include all fields for comprehensive review
• Group related fields together
• Order: Context fields → Analysis results → Recommendations

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Action-Focused Template

• Include only fields that require action
• Filter out fields with empty values
• Order by priority/urgency

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Coaching Template

• Use “Only show low scores” filter template
• Include all score fields for performance metrics
• Add fields for improvement suggestions and next steps
• Order: Low scores → Suggestions → Action items

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Exception Reporting Template

• Apply appropriate filter template (low or high scores)
• Include context fields to understand the situation
• Focus on fields that help explain the exception
• Order: Exception scores → Context → Remediation steps

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Troubleshooting

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Fields Not Appearing

• Ensure the field is checked (included)
• Verify the field exists in the Analysis Configuration
• Check that the field has data in the analyzed interaction

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Display Names Not Updating

• Make sure to click Save in the modal after editing
• Save all changes before leaving the page
• Refresh if changes don’t appear immediately

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Cannot Reorder Fields

• Ensure JavaScript is enabled
• Try refreshing the page
• Check browser console for errors

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Next Steps

• Best Practices - Tips for creating effective templates
• How It Works - Understand the complete email flow