The process of customizing the body of each message is the same as the customizing the header or footer. The only difference is that there is a different message template for each activity or event that triggers a notification. You can use the templates as they are, or customize them to match your voice and brand. In addition to the template text, there’s a wide selection of variables that can be incorporated into the template.
Step 1. Load the Default Template
On the Admin sidebar, tap Marketing. Then under Communications, choose Email Templates.
Tap Add New Template. Then, do the following:
Under Load default template, in the Template list, choose the template that you want to customize.
Tap Load Template.
Default Message Template
Step 2. Customize the Template
In the Template Name field, enter a name for your custom template.
By default, the Template Subject contains the first line of the message, which is the salutation. You can leave it as is, or enter something more descriptive.
Take note of the Currently Used For path to the template configuration. You will later follow this path to update the configuration.
Message Template Information
In the Template Content box, modify the HTML as needed. The content consists of a combination of HTML tags, CSS directives, variables, and text.
When working in the template code, be careful not to accidentally type over the code that is enclosed in double braces.
Template Message Content
To insert a variable, position the cursor in the code where you want the variable to appear, and tap Insert Variable. Then, choose the variable that you want to insert.
When a variable is selected, a markup tag for the variable is inserted in the code.
In addition to the Store Contact variables, the list includes the Customer Account URL, Customer Email, and Customer Name. However, you are not limited to the variables in this list. You can enter the code for any system or custom variable directly into the template.
If you need to make any CSS declarations, enter the styles in the Template Styles box.
Step 3. Update the Configuration
In the breadcrumb trail at the top of the Template Information section, find the following information, as it relates to your template. In this example the template configuration is located on the Customer Configuration page, in the Create New Account Options section, and in the Default Welcome Email field.
Page Customer Configuration Section Create New Account Options Field Default Welcome Email
Tap the link to open the template configuration page.
Current email template
Expand the section. Then, find the field for the email template that you customized, and specify the new template as the default.
Welcome Email Configuration
Step 4. Preview and Save the Template
When you are ready to review your work, tap Preview Template. Then, make adjustments to the template as needed.
When complete, tap Save Template.
Your custom template is now available in the list of Email templates.
Load Default Template
|Template||Lists the selection of available templates, and identifies the template to be customized.|
|Template Name||The name of your custom template.|
|Insert Variable||Inserts a variable into the template at the cursor location.|
|Template Subject||The Template Subject appears in the Subject column, and can be used to sort and filter the templates in the list.|
|Template Content||The content of the template in HTML.|
|Template Styles||Any CSS style declarations that are needed to format the template can be entered in the Template Styles box.|