Email Templates

Last updated 17/10/2025

Tags Tool

The Tags tool will hold the default placeholders which you can use in your email template. These are inserted into your template using

{{five.variable}}

. You can add other variables to your template as long as you have set the variable using

five.setVariable()

. You will need to manually type these into the editor as they won't be listed in the Tags tool.

The Tags tool is located in the Toolbar when you create your invite and reset email templates and your mail merge templates.

Figure 1 - Tag tool

When you use the text editor to create your invite and reset emails, you will see the Tags button. The Tags tool holds placeholders that can be inserted into your template. By default you will have the following placeholders:

• Homepage Link
• Password Reset Link
• Username
• Full Name
• Email
• Instance Name
• Logo
• Small Logo
• One Time Password

When you use the text editor to create a mail merge, the following placeholders are available by default in the Tags:

• Instance Name
• Logo
• Small Logo
• Homepage Link

Tags in mail merges will also have your data fields and any screen fields you add.

Homepage Link and Password Reset Link

The Homepage Link will navigate a user to your Homepage where they can sign in. The Password Reset Link will navigate a user to the Reset Password window where they can reset their password.

The Homepage Link and Password Reset Link, need the

href

attribute within an

<a>

(anchor) tag to specify the URL to be navigated to when clicked. Here's a simple example:

<a href="{{five.variable.homepage}}">Homepage</a>

You will need to click the Change Mode button and add these into your template as shown in the image below.

Figure 5 - Homepage Link and Password Reset Link

Username, Full Name, and Email

These values will come directly from the User ID, Full Name, and Email fields on your Users form. In the Invite Email template you can see the Username, Full Name, and Email placeholders are being used.

Figure 6 - Invite Email template

On the Users form in the application, you can see the values in the User ID, Full Name, and Email fields.

Figure 7 - Users form

When the user was saved in the system, she received an email with these values populated in her email message.

Figure 8 - Email message

Instance Name

This value will come from the Name field on your Instance record.

Figure 9 - Instance record

Logo and Small Logo

The Logo and Small Logo will come from the images in the Logo and Small Logo fields on your instance record.

The logos, need the

src

attribute within an

<img>

(image) tag to display the file as an image. You may need to use the

height

and

width

attributes within the image tag to adjust the size of your image. Here's a simple example:

<img src="{{five.variable.logo}}"> style="width:100%; height:100%">

You will need to click the Change Mode button and add these into your template as shown in the image below.

Figure 10 - Logo and Small Logo