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createEmailTemplate

Create a new email template record for transactional or marketing communications. Requires a unique internal name; subject and body can be added later.

Instructions

Create an email template - Create a new emailtemplate record. Writes live data.

Use when: adding a new transactional/marketing template. Rare - most BD email templates are built into the admin UI.

Required: email_name.

Pre-check before create: BD does NOT enforce uniqueness on email_name. Duplicates cause the wrong template to fire on transactional triggers. Do a server-side filter-find: listEmailTemplates property=email_name property_value=<proposed> property_operator==. Zero rows = name free; >=1 row = taken. Do NOT paginate unfiltered lists looking for the name - on sites with many templates that burns rate limit for nothing. If taken: reuse via updateEmailTemplate, OR ask the user, OR pick an alternate email_name and re-check. Never silently create a duplicate.

Enums: signature: 0/1; notemplate: default 2 (template + logo center); other values 0 (logo left), 3 (logo right), 4 (template, no logo), 1 (plaintext-only, no wrapper); category_id: default 0 (My Saved Templates) — 1/3/4/15/16 are system-populated, do NOT create under them; unsubscribe_link: 0/1.

Parameter interactions:

  • email_subject and email_body can use template tokens (e.g. %%%website_name%%%, recipient field tokens)

  • email_body supports HTML

See also: updateEmailTemplate (modify existing).

On create: email_name is the only required field. Subject and body are optional at create time - you can create a template stub and fill in email_subject / email_body via updateEmailTemplate later. This lets you programmatically scaffold templates before customizing them via the admin UI.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
email_nameYesInternal name for this email template (used by `[email-template name=...]` references and admin lookups). **Lowercase, hyphens, no spaces** (e.g. `welcome-email`, `password-reset`, `lead-notification-admin`) — see **Rule: Email template recipe**.
email_subjectNoSupports merge tags
email_bodyNoContent-only HTML — BD wraps it in the document scaffold. Open with any content tag (`<p>`, `<table>`, `<div>`, `<h1>`/`<h2>`, `<img>`, etc.). Inline `style=""` only — no `<style>` blocks (Outlook strips them) and no `class=""` (emails have no site stylesheet). Gradients need a fallback `background-color:` first. Verify image URLs return 200 before embedding when possible. Supports `%%%merge_tag%%%` tokens and `[widget=Name]` shortcodes. See **Rule: Email template recipe**.
email_typeNo
triggersNoComma-separated events
websiteNo0=platform-wide
email_fromNo
priorityNo
signatureNoAppend the site's default email signature to this template. Default `0`. Set to `1` only when the user explicitly asks to include the site signature; BD appends it automatically at send time.
category_idNoTemplate category. On `create`: default to `0` (My Saved Templates); other values (`1`/`3`/`4`/`15`/`16`) are system-populated — do NOT create under them. `update` is unrestricted in any category.
notemplateNoTemplate + logo wrapper mode. `0` = template + logo left; `2` = template + logo center (default — use unless user specifies otherwise or it's a plaintext email); `3` = template + logo right; `4` = template, no logo; `1` = no template or logo (plaintext-only). When this is anything other than `1`, BD's global template already wraps `email_body` in a 600px-wide constraining table — do NOT add your own outer max-width wrapper in that case.
content_typeNo
unsubscribe_linkNo
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Warns that BD does not enforce uniqueness on email_name, describes enum side-effects, optional fields at create, and HTML wrapping behavior. No contradiction with annotations (readOnlyHint=false). Adds substantial behavioral context beyond annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with sections (use when, pre-check, enums, interactions, see also). Slightly verbose but justified by complexity (13 params). Front-loaded with purpose and usage.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Covers most aspects: required params, enums, pre-flight check. Missing return value description and error conditions. With no output schema, some information gap, but still comprehensive overall.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Adds meaning beyond schema: explains enum values (e.g., notemplate modes, category_id restrictions), parameter interactions (tokens in subject/body, HTML support), and naming rules for email_name. Schema coverage 62%, description compensates richly.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States verb+resource: 'Create an email template - Create a new emailtemplate record.' Distinguishes from siblings by noting rarity and referencing updateEmailTemplate as alternative.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says 'Use when: adding a new transactional/marketing template.' Provides a detailed pre-check procedure to avoid duplicates, recommends updateEmailTemplate if name is taken, and includes 'See also: updateEmailTemplate' for modification.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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