Using Templates for Additional Product emails
- Additional emails (Electronic Deliverables) can be set up for products, which are sent automatically when a purchase is made. See Setting Up Products
- There are two types of additional email templates you can use: A Simple Template (using a WYSIWYG editor) or a Pro Template.
- You can create a new Product template or select one you have already created.
IMPORTANT NOTE:
If you edit the email template under Products, this will OVERRIDE the same template under Mail Generation > Email Templates. (This is different from using other Email Body templates via the Mail Generation - for those, editing the template from within the mail distribution itself does not override the template you have selected)
Create a new Simple Template
- Under Mail Generation > Email Templates click New Simple Template.
Select Product from the Email Template Type drop down list. - In the WYSIWYG editor, write your email.
- Use the Insert Field options to include merge fields in your message.
- The Reference tag (available in the drop down list) will insert purchase details if you wish to include those.
- When you have finished creating your new template, it will be available to select for your product(s).
Create a Pro Template
- Under Mail Generation > Email Templates click New Pro Template.
- In the Pro Editor, select the template you want to use as a starting point. (We suggest using the Blank Template, as this allows you to format your email so it is most suited to your brand and colour palette.)
- Click Create From Template and select “Product” from the Template Type drop down.
- Use the Pro Editor to set out the email to suit your brand.
- The Reference Merge Tag will insert details of the purchase, if you wish to include these.
- When you have finished creating your template, click Save and then click Back.
- When you have saved the template, it will be available to select as the additional email for your product(s).
Editing existing templates
Existing product email templates can be edited from Mail Generation > Email Templates by selecting the template type of Product and clicking search OR the same template can be edited from the corresponding product details under Administration > System Configuration > Products.
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