Adding Predefined Variables

Predefined variables make it easy to personalize email and newsletter templates, as well as other types of content. The list of allowed predefined variables appears when you click the Insert Variable button. As shown in the following image, the list of available variables for a specific email template is determined by the data that is associated with the template. See the Variable Reference for a list of frequently-used email templates and their associated variables.

Predefined Variables for Email Template

Add a variable to an email template

  1. On the Admin sidebar, go to Marketing > Communications > Email Templates.

  2. Do one of the following:

    • To add the variable to an existing template, click the template in the list to open in edit mode.

    • To use the variable in a new template, click Add New Template and customize the default template code. See Message Templates.

  3. Under Load default template, choose the Template that you want to customize.

  4. To apply a template, click Load Template.

    • The configuration path where the template is used is displayed in the Currently used for field.

    • The Template Subject and Template Content are automatically generated relative to the selected template.

    Template Subject This text is displayed in the subject line of an email.
    Template Content This text is displayed in the full content of the sent email.
  5. Enter a Template Name.

  6. For a list of the predefined variables that can be used with this email template, click Insert Variable.

    Determine which variable you want to insert into the template. Then, click Close (x) in the upper-right corner. (You will return to this later.)

  7. To see a mock-up of the template, click Preview Template in the button bar.

    When the preview opens in a new tab, determine where you want to place the variable in relation to the other content. Then return to the original tab to continue.

    Preview Template

  8. In the Template Content box, position the insertion point where you want the variable to appear and click Insert Variable.

  9. In the list of available variables, click the one that you want to insert into the template.

    In this example, the Order Items Grid variable is added to the template.

    Email Template Content

  10. When complete, click Save Template.

Convert the template to plain text

  1. Open a template in edit mode.

  2. At the top of the page, click Convert to Plain Text.

  3. When prompted to strip tags, click OK.

  4. To save the plain text version, click Save Template.

Restore the HTML version

  1. At the top of the page, click Return HTML Version.

  2. To save the HTML version of the template, click Save Template.