Email Templates with Dynamic Fields
Communication that's triggered by the right event, with the right information, at the right time is worth far more than communication that requires someone to remember to send it.
Email templates with dynamic fields in Swifty automate that communication — without sacrificing personalization.
Templates That Know Your Data
An email template in Swifty is a message with dynamic placeholders. The customer's name. The order number. The due date. The total amount. The status that just changed.
Those placeholders are filled automatically from the record that triggered the email. The result is a personalized, contextually relevant message — not a generic notification.
Trigger on Workflow Events
Templates are connected to workflow events: when a record reaches a specific state, when a field reaches a certain value, when a specific action is taken. The email fires automatically when the trigger condition is met.
An invoice moving to "Issued" sends the invoice to the customer. An order reaching "Shipped" sends tracking information. A contract reaching its renewal window sends a reminder to the assigned account manager.
None of these require manual action. They happen because the workflow happened.
Multi-Language Templates
For businesses that serve customers in multiple languages, templates can be configured per language. The platform selects the right language template based on the customer's preferred language, and sends the message in their language automatically.
HTML and Plain Text
Templates support both HTML-formatted emails and plain text alternatives. HTML templates allow branding, structured layouts, and visual hierarchy. Plain text templates are appropriate for internal communications or situations where a simpler format is preferred.
Both render dynamic fields the same way.
Audit Trail on Sent Emails
Every email sent from Swifty is logged. When was it sent, to which address, from which record, using which template. That log is available on the record, so you can see the full communication history alongside the operational history.
No more "did we send that?" — the record shows exactly what was sent and when.