Editing Automated Email Templates
For more information on automated emails, please review our guide: Introduction to Automated Emails
Each automated email can be fully customized. They are pre-populated with a sample message, but every aspect of the message can be changed by any Admin. Each message has a customizable subject, email heading, and Additional Content. You also have the option of using shortcodes to customize each message with information pulled from the user's account. It's possible to give each user a personalized experience, even from an automatically triggered email.
This guide will show you how you can create your automated email message, and how and where to apply shortcodes.
In this article
Edit the Email Template
The Subject of the email is customizable, and the use of shortcodes is allowed. The Subject will appear in the customer's inbox when they receive the message.
The Email Heading is also customizable, and the use of shortcodes is allowed.
The Email Heading will appear to the customer at the top of the body of the message, with the header background color chosen in your General Email Settings.
Each eCommerce email has a pre-formatted template, ready for use as soon as you enable the email. However, you are free to customize the message in any way you see fit.
The HTML editor is available to help further customize the message. You also have the option of using shortcodes to include information specific to a single order.
New Order Email template:
New Order Email when delivered:
Shortcodes are variables that are used to inject personal information into an email template. The information will be pulled from the user's profile, the order, and your account settings. When an automated email is sent, the shortcodes will be replaced with the corresponding information regarding that specific order.
The following shortcodes are available for use in eCommerce emails:
- [customer_first_name] taken from the customer's user profile
- [customer_last_name] taken from the customer's user profile
- [customer_email] taken from the customer's user profile
- [site_url] the URL of your Academy of Mine site
- [site_name] the name of your Academy of Mine site
- [order_number] taken from the order
- [order_details] an inventory of the Products purchased, the quantity, and the price
- [order_date] taken from the order
- [order_notes] any public notes included on the order
- [reply_to_email] the email address listed as the Reply-to Email in your General Email Settings
- [billing_address] taken from the customer's user profile
Send a Test Email
At any point in your setup, you can send a test email to see exactly what the finished product will look like when delivered.
Select the Send a Test Email button.
Choose any email address to send the message.
When the email is delivered, it will be marked as from the name and address listed in your Email General Settings.
The Subject and Email Heading will match what is listed in your template, and your message will display with your Additional Content formatted to populate the shortcodes used with sample information.
At the bottom of your test email, a message will be displayed: **This is a test email.
Up next, learn about New Account emails sent to newly created users, and how the Forgot Password tool helps users log in: