Email & Templates

Email templates are the reusable HTML or plain-text content behind your outbound campaigns and automations. This API manages the templates saved in your account’s email builder — list them, create new ones, fetch a single template’s content, update it, or delete it.

Base URL: https://services.smbcrm.com · Version header: v3 · Scopes: emails/templates.readonly, emails/templates.write. See Scopes.

Every endpoint on this page takes your account/location ID as a path segment. See Base URL & Headers for where <location_id> comes from.

List email templates

GET/emails/locations/{locationId}/templates

List email templates and folders saved in your account's email builder.

scope emails/templates.readonlyauth Location token or PIT

Page through results with limit and offset, or narrow the list with search, archived, and folderId.

curl "https://services.smbcrm.com/emails/locations/<location_id>/templates?limit=20&offset=0" \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

{
  "items": [
    {
      "id": "<template_id>",
      "name": "Welcome Email",
      "type": "template",
      "editorType": "html",
      "isPlainText": false,
      "updatedAt": "2026-06-02T10:15:00.000Z",
      "createdAt": "2026-05-28T09:00:00.000Z"
    }
  ],
  "total": 1
}

Query param	Type	Required	Description
`limit`	number	No	Maximum number of items to return per page.
`offset`	number	No	Number of items to skip, for pagination.
`search`	string	No	Filter by template or folder name.
`sortBy`	string	No	Field to sort by. Currently only `updatedAt` is supported.
`sortOrder`	string	No	`asc` or `desc`.
`archived`	boolean	No	Include or exclude archived templates.
`folderId`	string	No	List the contents of a single folder.
`include`	string	No	`all`, `templates`, or `folders`.

Create an email template

POST/emails/locations/{locationId}/templates

Create an email template in your account's email builder.

scope emails/templates.writeauth Location token or PIT

name and editorType are required. Send the template body as editorContent, along with the default subjectLine, fromName, and fromEmail for messages sent from it.

curl -X POST https://services.smbcrm.com/emails/locations/<location_id>/templates \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Welcome Email",
    "editorType": "html",
    "editorContent": "<html>...</html>",
    "subjectLine": "Welcome to Acme",
    "fromName": "Acme Support",
    "fromEmail": "[email protected]"
  }'

{
  "id": "<template_id>",
  "name": "Welcome Email",
  "editorType": "html",
  "isPlainText": false,
  "fromName": "Acme Support",
  "fromEmail": "[email protected]",
  "subjectLine": "Welcome to Acme",
  "createdAt": "2026-06-02T10:15:00.000Z",
  "updatedAt": "2026-06-02T10:15:00.000Z"
}

editorType is html or text.

Retrieve an email template

GET/emails/locations/{locationId}/templates/{templateId}

Get a single email template, including a link to its content.

scope emails/templates.readonlyauth Location token or PIT

curl https://services.smbcrm.com/emails/locations/<location_id>/templates/<template_id> \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

{
  "id": "<template_id>",
  "name": "Welcome Email",
  "editorType": "html",
  "isPlainText": false,
  "fromName": "Acme Support",
  "fromEmail": "[email protected]",
  "subject": "Welcome to Acme",
  "editorContentUrl": "https://storage.smbcrm.com/templates/<template_id>.html",
  "deleted": false,
  "createdAt": "2026-05-28T09:00:00.000Z",
  "updatedAt": "2026-06-02T10:15:00.000Z"
}

Update an email template

PATCH/emails/locations/{locationId}/templates/{templateId}

Update an email template's content or metadata.

scope emails/templates.writeauth Location token or PIT

Send only the fields you want to change.

curl -X PATCH https://services.smbcrm.com/emails/locations/<location_id>/templates/<template_id> \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Welcome Email (v2)",
    "subjectLine": "Welcome to the Acme family"
  }'

{
  "id": "<template_id>",
  "name": "Welcome Email (v2)",
  "archived": false,
  "fromName": "Acme Support",
  "fromEmail": "[email protected]",
  "subjectLine": "Welcome to the Acme family",
  "updatedAt": "2026-07-01T12:00:00.000Z"
}

Set archived to true to archive a template without deleting it; archived templates are excluded from List email templates unless you pass archived=true.

Delete an email template

DELETE/emails/locations/{locationId}/templates/{templateId}

Delete an email template.

scope emails/templates.writeauth Location token or PIT

curl -X DELETE https://services.smbcrm.com/emails/locations/<location_id>/templates/<template_id> \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

{
  "deleted": true
}

Conversations & Messages — send a message using a template’s content.
Custom Fields, Values & Tags — personalize templates with custom values.
Locations — other settings and resources on your account.

Email & Templates

List email templates

Create an email template

Retrieve an email template

Update an email template

Delete an email template

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