Editing an email template
To edit a transactional email template, follow the steps below.
- In Admin's side menu, go to Message Center and click on Templates.
- Search for the desired template and click on the corresponding card.
- Change the e-mail title and the recipient (values bounded by double braces are variable; in the next article we will learn how to handle them). You can add recipients on Carbon Copy (
CC
) and Blind Carbon Copy (CCO
). - Check the box Use default sender to use the registered email address as default, as explained in the previous article on this track.
The list of templates is available in the article Order transactional email templates.
In the HTML field you will find the template's HTML code. You can edit the code in the field itself or copy it to an editor of your choice, edit it and then paste it back into the template field.
The preview rendered by this code is shown in the box below the HTML field. You can choose between three different screen sizes to test code responsiveness.
The JSON Data field shows a JSON object example that contains information regarding the subject of the email. This object's braces can be used as variables in the template's HTML code. We will learn how to do this in the next article.
Warning: To customize the email layout, you must enter inline CSS code. Don't insert CSS into the head of the template, because emails don't handle it well.
At the end, click on the Save button.
Creating an email template
The method for creating a transactional email template is similar to the one used to edit a template. Just follow the steps below:
- In Admin's side menu, go to Message Center and click on Templates.
- Click on the New template button.
- Check the __Enable e-mail sending __ box.
- Fill in E-mail Title, Sender and Recipient ("To") data.
- Enter the template code in the HTML field.
- Test it on preview.
- Click on Save.