Email templates
Design branded emails for scheduled and one-off report delivery at account level.
Where to find them
Open Account settings → Email templates. These layouts brand the messages that accompany report PDFs — separate from Report templates (PDF content) and from Project settings.
Template library
Create from starters such as Blank, Light, Dark, Compact, or Contrast. Mark one template as Default, duplicate, or delete from the list.
Each card shows theme, default star, and block count.
Edit branding and content
Basics: name, theme, description, subject, and preheader (with placeholders such as report title and date range).
Branding: logo source (Amplifi, Account, Project, or None) and alignment.
Design: header, body, button, and footer colours.
Content blocks: Heading, Paragraph, Rich text, Summary metrics (energy / cost), Highlights, Report meta, CTA, Divider, Spacer. Advanced HTML is available when you need full control.
- Preview at Mobile, Tablet, Laptop, or Desktop widths before saving.
- Account Settings → default email logo applies when new templates are created.
How delivery uses them
When a report or automation sends email, Amplifi applies the selected (or default) email template for subject, branding, and body blocks, and can attach the generated PDF.
Recipient lists and groups are chosen on the report or automation delivery settings — not inside the email template itself.