Admin: Corporate Office
Page: Administration > Email Settings
Permission: EditEmailTemplates() or ViewEmailTemplates()
You can update and personalize all transaction Email Templates sent by Corporate Office. This includes both the built-in templates (Welcome Email, Order Confirmation, etc.) and any custom Email Templates.
What We’ll Cover
- Selecting a Template
- Editing Templates
Selecting a Template
Under the Edit Email Templates tab:
Click the Template dropdown to select your enabled templates for different email events (Customer Welcome or Order Receipt).
When you select a template, the template editor appears.
Type a relevant email subject line in the Subject field.
In the TinyMCE Text Editor, use the formatting tools to make your edits.
Inserting an Image
If you want to insert an image:
Place your mouse cursor where you want to insert the image.
Click Insert > Image.
The Select Image pop-up window opens.
Select from uploaded images, or click the Upload button to select an image from your computer.
Click the Select Image button to insert your image into the Email Template.
Using Email Variables
Email variables are expressions that allow you to insert user data dynamically. Many of these variables are client-specific for all email types—contact Customer Care for a list of your client-specific email variables.
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Any client can use the default email variables.
Editing the Source Code
Click View, then Source Code to edit the HTML of the template, if applicable.
Saving the Template
Click the Save Changes button when finished.