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Email Templates

Email templates are the blueprint for how analysis results are formatted and presented in subscription emails. They determine which fields are included, their order, and how they appear to recipients.

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Understanding Email Templates

Email templates serve as a bridge between Analysis Configurations and Email Subscriptions:
  • Analysis Configurations determine what data is extracted from interactions
  • Email Templates determine which of that data is included in emails and how it’s formatted
  • Email Subscriptions determine who receives the emails and when

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Key Concepts

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Template-Configuration Relationship

Each email template is associated with exactly one Analysis Configuration. This means:
  • The template can only include fields that are part of that configuration
  • Multiple templates can be created for the same configuration (e.g., executive summary vs. detailed report)
  • The same template can be used by multiple email subscriptions

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Field Management

Templates don’t analyze data themselves - they organize and present fields that have already been analyzed by the configuration. Each field in a template can be:
  • Included or Excluded: Control which fields appear in emails
  • Reordered: Drag and drop to arrange fields in the desired sequence
  • Customized: Override the display name for better email readability
For score fields specifically, you can also apply:
  • Field-Level Filters: Set conditions to only show individual score fields when they meet certain criteria (e.g., scores below 3 or above 8)

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Email-Level Filtering

Beyond field-level control, templates now support Email Filters that determine whether an email should be sent at all. These powerful filters evaluate conditions across all scores and fields:
  • Aggregate Conditions: Send emails only when the average score is below 5, or when any score is critically low
  • Presence Checks: Send emails only when specific fields have values (e.g., “Competitor Mentioned”)
  • Complex Logic: Combine multiple conditions with AND/OR logic for sophisticated filtering
This dual-filtering capability (email-level and field-level) provides ultimate flexibility - you can ensure emails are only sent when truly needed, and when they are sent, they contain only the most relevant information.

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Viewing Email Templates

Navigate to Settings → Subscriptions → Email and click the Templates tab. The templates table shows:
  • Template Name: Click to edit the template configuration
  • Configuration: The associated Analysis Configuration
  • Fields: Number of fields included in the template
  • Active Subscriptions: How many subscriptions are currently using this template

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Creating a New Template

There are two ways to create email templates:

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Method 1: From the Templates Tab

  1. Go to Settings → Subscriptions → Email
  2. Click the Templates tab
  3. Click Create Template
  4. Enter a Template Name (e.g., “Weekly Sales Summary”, “Executive Briefing”)
  5. Select the Analysis Configuration this template will use
  6. Click Create Template
You’ll be redirected to the template configuration page where you can customize which fields to include.

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Method 2: When Creating a Subscription

  1. When creating a new email subscription, expand Advanced Options
  2. For any Analysis Configuration, you can:
    • Select an existing template from the dropdown
    • Click Create Template to make a new one inline
When creating a template, all fields from the associated Analysis Configuration are automatically added. You can then customize which ones to include in emails.

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Template vs. Subscription

It’s important to understand the distinction: Email Subscription:
  • Defines who gets the email (recipient)
  • Defines when to send (which attendees trigger it)
  • Links to one or more configurations with their templates
Email Template:
  • Defines what content is in the email
  • Defines how the content is formatted
  • Can be reused across multiple subscriptions
Example Scenario: You want managers to receive weekly summaries of their team’s calls, while executives get a condensed version. Solution: 1. Create two templates from the same Analysis Configuration: - “Detailed Team Summary” - includes all fields - “Executive Summary” - includes only key metrics 2. Create two subscriptions: - Manager subscription → uses “Detailed Team Summary” template - Executive subscription → uses “Executive Summary” template

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Next Steps