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Invitations are a very important part of Onehub. It is generally the first thing your clients and coworkers see when you first invite them to collaborate. Because of this, we have seen a lot of requests for the ability to save these messages and have more control over their contents.

While you could always customize them, we didn’t offer full control over all of the text in the invitations or the ability to save them. This has been drastically improved with one of our latest new features, Email Templates featuring Auto Fields.

With all of our plans, you can now add special pieces of text we call Auto Fields that will automatically be replaced with information (such as the name of the person you are inviting) when the invitation is sent. On the Team Edition of Onehub and above you can also save these templates and assign certain ones to be the default template on a Hub by Hub basis.

Using Auto Fields

The list of available Auto Fields can always be found on the right side of the screen whenever you are editing an Email Template or sending a custom invitation. This makes it easy to copy and paste them into your message.

Each Auto Field is surrounded by double curly braces to distinguish it from the rest of your message:

Please join the {{ hub.name }} Hub by clicking here: {{ accept_link }}

You can place them anywhere in the message you would like. All of them are optional except for the accept link. This is needed to accept the invitation, after all.

Creating Email Templates

Email templates are created and managed from the Account tab in the Email Templates section. From here you can also set a template to be the default for all of your account Hubs. When creating the template you can provide the text that will appear in both the subject and the body of the email.

Default Email Templates can also be set for individual Hubs in the Hub’s Manage section under Email Templates.