Email Templates Skill Skill

Email Templates Skill

Purpose

Produces HTML + plain text email templates for form submissions. Transactional only.

Scope

| ✅ Transactional | ❌ NOT Supported | |-----------------|-----------------| | Form confirmations | Marketing campaigns | | Lead notifications | Newsletters | | Quote results | Nurture sequences | | System alerts | Promotional emails |

This skill is for transactional emails only. No marketing.

Skill Output

For each form, this skill produces:

| Template | To | Required | |----------|-----|----------| | Lead Notification | Business | ✅ | | Customer Confirmation | Customer | ✅ | | Quote Result | Customer | If calculator |

Rule: Every form needs BOTH business + customer email. No exceptions.

Core Rules

Two emails per form — Business notification + customer confirmation
HTML + plain text — Both versions required
No external images — Inline styles only
Mobile-first — 600px max width, large text
Brand colors from design-tokens — No hardcoded colors
Reply-to = business email — Never noreply-only

Required Fields

Lead Notification

interface LeadNotificationData {
  name: string;        // Required
  email: string;       // Required
  phone?: string;
  message?: string;
  source: string;      // Required - page URL
  timestamp: string;   // Required
  utm?: { source?: string; medium?: string; campaign?: string; };
}

Customer Confirmation

interface ConfirmationData {
  name: string;           // Required
  businessName: string;   // Required
  businessPhone: string;  // Required
  businessEmail: string;  // Required
  responseTime: string;   // Required - e.g., "within 2 hours"
}

Quote Result

interface QuoteData {
  name: string;         // Required
  businessName: string; // Required
  resultUrl: string;    // Required
  summary: string;      // Required
  priceRange?: string;
  validUntil?: string;
}

Blocking Conditions (STOP)

Do NOT send email if:

| Condition | Check | |-----------|-------| | Missing required field | name, email, businessName | | No plain text version | Both versions required | | Invalid email format | Basic validation | | No reply-to set | Business must be reachable |

Missing required field = email NOT sent. Log error.

Email Structure

Lead Notification (to Business)

| Section | Content | |---------|---------| | Header | "🎉 New Lead!" + accent color | | Body | Name, Email, Phone, Message | | Actions | Call button, Reply button | | Footer | Source URL, UTM data, Timestamp |

Customer Confirmation (to Customer)

| Section | Content | |---------|---------| | Header | "Thanks, {name}!" | | Body | Confirmation message | | Next Steps | Numbered list | | Footer | Business contact info |

Quote Result (to Customer)

| Section | Content | |---------|---------| | Header | "Your Quote is Ready" | | Body | Price range, Summary | | CTA | "View Full Quote" button | | Footer | Validity date |

Subject Lines

| Type | Pattern | Example | |------|---------|---------| | Lead notification | 🎉 New lead: {name} | "🎉 New lead: John Smith" | | Confirmation | Thanks for your enquiry - {business} | "Thanks for your enquiry - Bristol Removals" | | Quote | Your quote from {business} | "Your quote from Bristol Removals" |

Plain Text Rules

Max 70 characters per line
No HTML references
Same content as HTML
Clear section breaks with blank lines

Testing Checklist

[ ] Renders on Gmail (web + mobile)
[ ] Renders on Outlook
[ ] Renders on Apple Mail
[ ] Plain text readable
[ ] Links work
[ ] Reply-to correct
[ ] From name = business name

Forbidden

❌ External image URLs
❌ HTML-only (no plain text)
❌ Generic "noreply@" without business name
❌ Marketing content in transactional
❌ Sending with missing required fields
❌ Only business OR only customer email

References

lead-notification.md — Full HTML template
customer-confirmation.md — Full HTML template
quote-result.md — Full HTML template
resend-setup.md — Sending implementation

Definition of Done

[ ] Lead notification template (HTML + text)
[ ] Customer confirmation template (HTML + text)
[ ] Quote template if calculator (HTML + text)
[ ] Both emails sent per form submission
[ ] Tested on Gmail, Outlook, Apple Mail
[ ] From name = business name
[ ] Reply-to = business email

Agent Skills: Email Templates Skill

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