Generate email from template

Action ID: generate_email_from_template_fsi

Description

Quickly create an email content by filling in pre-written content from a template.

Input Parameters

Name
Type
Required
Default
Description

email_template

dropdown

-

Credit/debit card

The email template to use for generating the email content. Available options: Credit/debit card, Insurance, Promotion

email_content

string

-

The email content to include in the template.

hero_image

string

-

The hero image to include in the email. Accepts JPEG, PNG, SVG, WebP, GIF formats.

cta

string

-

The call to action link to include in the email.

View JSON Schema

Input Schema

{
  "description": "Generate email from template node input.",
  "properties": {
    "email_template": {
      "default": "Credit/debit card",
      "description": "The email template to use for generating the email content.",
      "enum": [
        "Credit/debit card",
        "Insurance",
        "Promotion"
      ],
      "title": "Email template",
      "type": "string"
    },
    "email_content": {
      "description": "The email content to include in the template.",
      "title": "Email content",
      "type": "string"
    },
    "hero_image": {
      "description": "The hero image to include in the email.",
      "title": "Hero image",
      "type": "string"
    },
    "cta": {
      "description": "The call to action link to include in the email.",
      "title": "Call to action",
      "type": "string"
    }
  },
  "required": [
    "email_content",
    "hero_image",
    "cta"
  ],
  "title": "GenerateEmailFromTemplateNodeInput",
  "type": "object"
}

Output Parameters

Name
Type
Description

file_url

string

URL to the generated email file (HTML format)

email_content

string

The content of the email generated from the template

View JSON Schema
{
  "description": "Generate email from template node output.",
  "properties": {
    "file_url": {
      "title": "File generated",
      "type": "string"
    },
    "email_content": {
      "description": "The content of the email generated from the template",
      "title": "Email content",
      "type": "string"
    }
  },
  "required": [
    "file_url",
    "email_content"
  ],
  "title": "GenerateEmailFromTemplateNodeOutput",
  "type": "object"
}

How It Works

This node takes your email content, hero image, and call-to-action, then combines them with a professionally designed FSI (Financial Services Industry) email template. The node processes your inputs, applies the selected template styling and layout, inserts your content and images, and generates both an HTML email file and returns the complete email content ready for sending through email service providers.

Usage Examples

Example 1: Credit Card Promotion

Input:

email_template: "Credit/debit card"
email_content: "Introducing the new Premium Rewards Card with 3% cashback on all purchases, no annual fee for the first year, and exclusive travel benefits. Apply today and start earning rewards!"
hero_image: "https://example.com/images/premium-card.jpg"
cta: "https://bank.example.com/apply-now"

Output:

file_url: "https://storage.example.com/emails/premium-card-email.html"
email_content: "<!DOCTYPE html><html>...complete formatted HTML email with credit card template styling...</html>"

Example 2: Insurance Policy Announcement

Input:

email_template: "Insurance"
email_content: "Protect what matters most with our comprehensive Life Insurance plan. Coverage up to $1M, flexible payment options, and 24/7 customer support. Get a free quote in minutes."
hero_image: "https://example.com/images/family-insurance.jpg"
cta: "https://insurance.example.com/get-quote"

Output:

file_url: "https://storage.example.com/emails/insurance-offer.html"
email_content: "<!DOCTYPE html><html>...complete formatted HTML email with insurance template styling...</html>"

Example 3: Seasonal Banking Promotion

Input:

email_template: "Promotion"
email_content: "Special limited-time offer! Open a new checking account and receive a $200 bonus. Plus enjoy zero monthly fees, unlimited transactions, and exclusive member benefits."
hero_image: "https://example.com/images/banking-promo.jpg"
cta: "https://bank.example.com/promotions/checking-bonus"

Output:

file_url: "https://storage.example.com/emails/checking-promo.html"
email_content: "<!DOCTYPE html><html>...complete formatted HTML email with promotion template styling...</html>"

Common Use Cases

  • Credit Card Marketing: Promote new credit card products, rewards programs, or special APR offers to potential customers

  • Insurance Campaigns: Announce new insurance products, policy renewals, or coverage upgrades with professional templates

  • Banking Promotions: Advertise special offers, account bonuses, or seasonal campaigns to existing and prospective customers

  • Product Launches: Introduce new financial products with eye-catching hero images and clear calls-to-action

  • Customer Retention: Send targeted promotional emails to retain customers with exclusive offers and benefits

  • Financial Education: Share financial tips and product information using branded, professional email templates

  • Seasonal Campaigns: Create holiday or event-specific financial service promotions with consistent branding

Error Handling

Error Type
Cause
Solution

Invalid Image URL

Hero image URL is inaccessible or invalid

Verify the image URL is publicly accessible and returns a valid image file

Invalid Image Format

Image format not supported

Use supported image formats: JPEG, PNG, SVG, WebP, or GIF

Missing Required Fields

One or more required fields are empty

Ensure email_content, hero_image, and cta fields are all provided

Invalid CTA URL

Call-to-action URL is malformed

Provide a valid URL starting with http:// or https://

Template Generation Failed

System error during email generation

Retry the request or check that all inputs are properly formatted

File Upload Failed

Unable to save generated email file

Check storage service availability and retry

Content Too Long

Email content exceeds reasonable length limits

Shorten the email content to a more concise message

Notes

  • FSI Compliance: Templates are designed for Financial Services Industry communications with appropriate styling and layouts.

  • Template Selection: Choose "Credit/debit card" for card-related offers, "Insurance" for policy information, or "Promotion" for general banking promotions.

  • Hero Images: Use high-quality images (minimum 600px wide) that are relevant to your message and visually appealing.

  • Call-to-Action: Ensure your CTA URL is tested and leads to a valid landing page with a clear next step for recipients.

  • Email Content: Keep content concise and focused on key benefits. Aim for 2-3 short paragraphs for best engagement.

  • File Output: The file_url provides a hosted HTML version of the email that can be used directly with email service providers.

  • Responsive Design: Templates are mobile-responsive and will display correctly on various devices and email clients.

  • Brand Consistency: Templates maintain professional FSI branding standards while allowing customization with your content and images.

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