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Docs: Transactional Templates guide, campaigns on homepage and facts - #31

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MarkNLD merged 4 commits into
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docs-transactional-templates
Oct 17, 2026
Merged

MarkNLD merged 4 commits into
mainfrom
docs-transactional-templates

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@MarkNLD MarkNLD commented Oct 15, 2026

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Summary

Adds a Transactional Templates guide and updates the homepage and facts page so they cover campaigns as well as transactional email.

New page: /send-api/templates

  • When to use a template rather than Create Message, and how it differs from campaign templates
  • Creating a template in the dashboard (Simple Editor, Advanced Editor, HTML upload) or with the API
  • Variables: required vs fallback, HTML escaping and |safe, reserved email and unsubscribe_url
  • Draft, publish and versions (50 kept), with a warning that unpublished changes are not sent
  • Sending with Create Template Message (curl example, what a request can and cannot override, up to 100 recipients)
  • Permissions, the exact error responses, tracking (template_id on messages, MCP)
  • Menu icon file-code, placed after Send email in the Send API group

Homepage (index.mdx)

  • Title "Transactional Email, SMTP Relay and Campaigns Docs"; description and intro mention Campaign Builder and the shared 1,000 free emails
  • New Quick Start cards: Transactional Templates, Campaigns, Marketing Domains
  • Campaign Builder in Built for Developers and in What's Next

Facts (facts.mdx)

  • Same intro as the homepage
  • "Emails included per month, transactional and campaigns combined"
  • Campaign Builder row on all plans, with marketing domains and the daily marketing limit
  • Limits: Create Template Message 100 recipients, 1 to 50 lists per campaign, template content 200 KB

Cross-links

  • send-email Template Variables accordion, October changelog entry, glossary (new "Transactional template" term)

Checks

For review

  • The page says templates are API only (SMTP cannot send one); this is stated nowhere else in the docs yet
  • The fallback syntax {{ name|default("...") }} is otherwise only documented on the CLI templates page

- New page send-api/templates: when to use a template, dashboard editors, variables and fallbacks, draft/publish/versions, sending with Create Template Message, permissions, errors, tracking
- Link it from the send-email Template Variables accordion, the October changelog entry, the glossary and the plans table in facts
- Homepage title, description and intro now say transactional email and campaigns; cards for Transactional Templates, Campaigns and Marketing Domains; Campaign Builder in the feature list and next steps
- Facts: shared monthly quota, Campaign Builder row on all plans, template and campaign limits
@MarkNLD
MarkNLD merged commit a145e47 into main Oct 17, 2026
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MarkNLD deleted the docs-transactional-templates branch October 17, 2026 06:17
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