The Email Templates page gives you the ability to update and personalize all transaction email templates sent by Corporate Office.

This includes both the built-in templates (Welcome Email, Order Confirmation, etc), as well as any custom email templates. Any new custom templates need to be added to your Client Extension before they will show up in the editor.

What We’ll Cover

• Finding the Page
• Selecting a Template
• Editing Templates
  • Inserting an Image
  • Using Email Variables
  • Editing the Source Code
  • Saving the Template

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Finding the Page

In Corporate Office, navigate to: Administration > Email Settings.

[CLIENTID].corpadmin.directscale.com/Corporate/Admin/EmailSettings

Click the Edit Email Templates tab.

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Selecting a Template

The Template dropdown contains pre-made templates for different email events (such as the Customer Welcome or Order Receipt templates).

When you select a template, the template editor appears.

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Editing Templates

1. In the Subject field, type a relevant email subject line.

   

2. In the TinyMCE text editor, use the formatting tools to make your edits. For more information, see: TinyMCE Text Editor

   

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Inserting an Image

If you want to insert an image:

1. Place your mouse cursor in the template editor where you want the image to be inserted.

2. Click Insert > Image. The Select Image pop-up window opens.

   

3. Select from uploaded images, or click the Upload button to select and image from your computer.

4. Click the Select Image button to insert your image into the email template.

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Using Email Variables

Email variables are Handlebars expressions that allow you to dynamically insert user data.

Many of these variables are client-specific for all email types and are provided to you by DirectScale. Contact Customer Care for a list of your client-specific email variables.

There are a some default variables that can used by any client. For more information, see: List of Default String Variables in the Default Email Templates

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Editing the Source Code

Click View, then Source Code to edit the HTML of the template, if applicable.

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Saving the Template

Click the Save Changes button, when finished.