Email Templates

Last updated 11/06/2025

On the Mail page, you can design two email templates. To use these emails in your application, you will need to set up your SMTP settings. When you click in the Invite Email field or the Password Reset Email field, a text editor will open for you to design the templates.

Figure 1 - Email fields

Invite Email

The Invite Email will be sent to a user welcoming them to your application when you save them in your application via the Users form. You will need to add their email on their user record.

Password Reset Email

The Reset Password Email will be sent to a user of your application when they click the Forgot Password button on the Sign In window. This will enable the user to reset their password.

Designing the Templates

The text editor has a ribbon of tools across the top, most of these tools are pretty standard across most text editors. When you hover your mouse above a tool, a tooltip will be displayed informing you of what the tool does. It holds functionalities such as:

• Text formatting
• Text alignment
• Ordered and unordered lists
• Insert tables

The Change Mode tool will display the other side of the text editor where you can design your template through HTML and embed CSS.

Figure 2 - Change Mode tool

For certain variables, such as links and images, you will need to use this side of the editor.

Figure 3 - Add HTML

The Preview tool will give you a preview of your email template.

Figure 4 - Preview tool

Tags

The Tags tool will hold the default placeholders that 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 you have set the variable using

five.setVariable()

.

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