Updating Default Templates

Email templates are formatted with HTML and CSS, and can be easily edited. In addition, you can further customize the template by adding variables and widgets.

Many of the default email templates contain placeholder information that must be changed before any transactional email messages are sent to customers. When the template is ready to be used, make sure to update your system configuration, so the updated template will be used instead of the sample template.

Step 1: Choose a Default Template

1.

On the Admin menu, select System > Transactional Emails.

2.

Click the Add New Template button.

3.

In the Template list, select a default template from the list of predefined templates.

Load Default Template

4.

If necessary, set the Locale to the store language.

5.

Click the Load Template button.

Template Information

The path to the configuration settings for each default template appears at the top of the Template Information section. Make note of this “Used as Default for” path, because you will later need to update the configuration with the name of the new template.

Step 2: Customize the Content

1.

In the Template Information section, do the following:

a.

Enter a Template Name for the new email template.

b.

In the Template Subject field, type the text to appear in the Subject header of the message.

c.

Complete the Template Content as needed.

2.

(Optional) To insert a variable, do the following:

a.

Position the cursor in the text where you want the variable to appear.

b.

Click the Insert Variable button.

c.

In the list of available predefined variables, click the variable you want to insert into the template.

Insert Variable

3.

When complete, click the Save Template button.

4.

Make sure to Preview the template before associating it with a transactional email message that is sent to customers.

Step 3: Update Your Configuration

Before the template can be used, the configuration must be updated with the name of the new template. Refer to the path that you recorded in Step 1 when updating your configuration with the name of the new template. To learn more, see: Configuring Email Templates.

1.

On the Admin menu, select System > Configuration.

2.

In the panel on the left, under Sales, select Sales Emails.

Sales Emails

3.

Update the templates as needed.

4.

When complete, click the Save Config button.

• Email Template Variables

  Predefined Variables

  Store Contact Information Base Unsecure URL Base Secure URL General Contact Name General Contact Email Sales Representative Contact Name Sale Representative Contact Email Custom 1 Contact Name Custom 1 Contact Email Custom 2 Contact Name Custom 2 Contact Email Store Name Store Contact Telephone Store Contact Address Template Variables Store Url Email Logo Image Url Customer Name Customer Account Url Customer Email Customer Password