How to Create and Edit Your Store Transactional Emails
Here you will learn how to edit default email templates. To access the templates editing page, follow the instructions below.
Step-by-Step action:
- Click on the “System” tab in main menu.
- Choose “Transactional Emails”.
![Emails-templates-1](/docs/wp-content/uploads/2020/05/Emails-templates-1.png)
Step-by-Step action:
- You can select any template from the list.
- Option “Add New Template”: allows you to select and edit a new template.
![Emails-templates-2](/docs/wp-content/uploads/2020/05/Emails-templates-2.png)
After you select the email template you want to edit, follow the instructions seen in the the screenshot and explained below.
Detailed description:
- Option “Template”: requires you to upload the existing default email template.
- Option “Locale”: allows you to set the location.
- “Load Template”: Press here to upload the template you want to edit.
![Emails-templates-4](/docs/wp-content/uploads/2020/05/Emails-templates-4.png)
After you select one of the previously edited templates, you will be directed to the page shown in the screenshot below:
Detailed description:
- Option “Template Name”: allows you to change the title of the selected template.
- Option “Template Subject”: allows you to edit the template subject (you can also use Magento variables as shown below).
- Option “Insert Variable”: Press here to add a new variable to the template subject.
- Option “Template Content”: allows you to edit the code determining the email content.
- Option “Template Styles”: allows you to edit the styles of email content representation.
- Option “Save Template”: Press here to save the changes.
![Emails-templates-3](/docs/wp-content/uploads/2020/05/Emails-templates-3.png)
After editing is finished and all the changes have been saved you will see a new template in the list of edited templates. This is shown in the screenshot below.
Detailed description:
- This is a successful message.
- This is a new template.
![Edit-emails-templates](/docs/wp-content/uploads/2020/05/Edit-emails-templates.png)
Using Existing Email Templates
In order to use the newly edited template or select the template you want to apply, follow the instructions below:
Step-by-Step action:
- Press the “System” tab in the menu.
- Select “Configuration”.
![Change-time-zone1](/docs/wp-content/uploads/2020/05/Change-time-zone1.png)
The screenshots below show how to set the desired template. The changes will be enabled after you press “Save config”.
Admin Forgot Password Email Template
Detailed description:
- Select “Admin” in the left menu.
- Select the tab “Admin User Emails”.
- Option “Forgot Password Email Template”: allows you to select the template to be used in password recovery email.
![Admin-emails](/docs/wp-content/uploads/2020/05/Admin-emails.png)
Stock Alert and Cron Error Email Templates
Detailed description:
- Select “Catalog” in the left menu.
- Select the tab “Product Alerts”.
- “Stock Alert Email Template”: allows you to select the template to be used in alert emails.
- Select the tab “Product Alerts Run Settings”.
- Option “Error Email Template”: allows you to select the template to be used in error emails.
![Catalog-emails](/docs/wp-content/uploads/2020/05/Catalog-emails.png)
Checkout Payment Failed Email Template
Detailed description:
- Select “Checkout” in the left menu.
- Select the tab “Payment Failed Emails”.
- Option “Payment Failed Template”: allows you to select the template to be used in ‘payment failed’ notifications.
![Checkout-emails](/docs/wp-content/uploads/2020/05/Checkout-emails.png)
Contact Form Email Template
Detailed description:
- Select “Contacts” in the left menu.
- Select the tab “Email Options”.
- Option “Email Template”: allows you to select the template to be used in emails that will come to you from the “Contacts” page.
![Contacts-emails](/docs/wp-content/uploads/2020/05/Contacts-emails.png)
Error Email Template for Currency Import
Detailed description:
- Select “Currency Setup” in the left menu.
- Select the tab “Sheduled Import Settings”.
- Option “Error Email Template”: allows you to select the template to be used for currency import failure.
![Currency-setup-emails](/docs/wp-content/uploads/2020/05/Currency-setup-emails.png)
Customer Forgot Password and Remind Password Email Templates
Detailed description:
- Select “Customer Configuration” in the left menu.
- Select the tab “Create New Account Options”.
- Option “Default Welcome Email”: allows you to set a default template for Welcome Email.
- Option “Confirmation Link Email”: allows you to set the template to be used in link confirmation email.
- Option “Welcome Email”: Allows you to set the template to used instead of the default Welcome Email template that is sent after account confirmation.
- Select the tab “Password Options”.
- Option “Forgot Email Template”: allows you set the template to be used in ‘forgot password’ notifications.
- Option “Remind Email Template”: allows you set the template to be used in password recovery emails.
![Customer-configuration-emails](/docs/wp-content/uploads/2020/05/Customer-configuration-emails.png)
Email to a Friend Template for Customers
Detailed description:
- Select “Email to a Friend” in the left menu.
- Select the tab “Email Templates”.
- Option “Select Email Template”: allows you set the template to be used for a customer to invite his friends.
![Email-to-a-friend-emails](/docs/wp-content/uploads/2020/05/Email-to-a-friend-emails.png)
Error Email Template for Google Sitemap
Detailed description:
- Select “Google Sitemap”.
- Move to the tab “Generation Settings”.
- Option “Error Email Template”: allows you to set the template to be used sitemap error email.
![Google-sitemap-emails](/docs/wp-content/uploads/2020/05/Google-sitemap-emails.png)
Email Templates for Magento Based Newsletters
Detailed description:
- Select “Newsletter” in the left menu.
- Select the tab “Subscription Options”.
- Option “Success Email Template”: allows you set the template to be used in successful newsletter subscription emails.
- Option “Unsubscription Email Template”: allows you to set the template to be used in ‘end of newsletter subscription’ emails.
- Option “Confirmation Email Template”: allows you to set the template to be used in subscription confirmation emails.
![Newsletter-emails](/docs/wp-content/uploads/2020/05/Newsletter-emails.png)
Emails templates for Reward Module Subscription and Confirmation
Detailed description:
- Select “Reward Points” in the left menu.
- Select the tab “Registration/Referral points”.
- Option “Select email template (Referral subscribe)”: allows you to select the template for a subscription email (…).
- Option “Select email template (Referral confirm)”: allows you to select the template for a confirmation email (…).
![Reward-points-emails](/docs/wp-content/uploads/2020/05/Reward-points-emails.png)
Sales Emails (Orders, Invoices, Shipments and Credit Memos)
Detailed description:
- Select “Sales Emails” in the menu .
- Options “New Order Confirmation Template” and “New Order Confirmation Template for Guest”: allows you to select the templates of order confirmation for clients and guests respectively.
- Options “Order Comment Email Template” and “Order Comment Email Template for Guest”: allows you to select the templates of order commenting for clients and guests respectively.
- Options “Invoice Email Template” and “Invoice Email Template for Guest”: allows you to select the templates of invoice issue for clients and guests respectively.
- Options “Invoice Comment Email Template” and “Invoice Comment Email Template for Guest”: allows you to select the templates of invoice commenting for clients and guests respectively.
- Options “Shipment Comment Email Template” and “Shipment Comment Email Template for Guest”: allows you to select the templates of shipment commenting for clients and guests respectively.
- Options “Credit Memo Email Template” and “Credit Memo Email Template for Guest”: allows you to select the templates of a credit note or credit memorandum, that will be sent to clients and guests respectively.
- Options “Credit Memo Comment Email Template” and “Credit Memo Comment Email Template for Guest”: allows you to select the templates of credit note or credit memorandum commenting that will be sent to clients and guests respectively.
![Sales-emails-emails](/docs/wp-content/uploads/2020/05/Sales-emails-emails.png)
Log Cleanup Warning Email Template
Detailed description:
- Select “System in the menu.
- Move to the tab “Log Cleaning”.
- Option “Error Email Template”: allows you set the template to be used in error notification or log (history) cleaning warning emails.
![System-emails](/docs/wp-content/uploads/2020/05/System-emails.png)
Share Wishlist Email Template
Detailed description:
- Select “Wishlist” in the left menu.
- Select the tab “Share Options”.
- Option “Email Template”: allows you set the template to be used in wishlist emails.
![Wishlist-emails](/docs/wp-content/uploads/2020/05/Wishlist-emails.png)