An Exclusive Guide To Setup And Configure Magento Email Templates

Guide To Setup And Configure Magento Email Templates

Magento has now completely matured and is continuously evolving as one of the leading eCommerce platforms. With the ever growing and vibrant community of Magento, we have regularly seen and experienced some of the best improvements that ultimately makes it one of the most convenient and user-friendly eCommerce platform. As a result, with this continuous series of improvements, the most important one is the Magento email templates.

If you are a regular user of Magento, you must be knowing that the Magento naturally sends the value-based messages to the clients at the execution of some of the activities. This generally includes welcome messages for recently enlisted clients, request affirmation, overlooking the secret key messages, shipment affirmation and many more. As it comes with pre-configured email formats, an automated email is sent on the occurrence of specific events.

So, this was all about pre-configured email templates of the Magento platform. But what if the eCommerce store administrator or store owner wants to setup and configure its own email template? In order to help you out, below is presented an exclusive guide to setup and configure different types of email templates on Magento platform. Let us have a quick glance over that:

Creating and Configuring Email Templates

The Magento store administrator have rights to modify the default or current email formats and include the new ones. For this you need to follow some of the steps:

  • First, in order to oversee all the existing email formats, you need to sign in to the Magento admin panel. Through this, you will be enter to the back-end panel of Magento and from there you need to click on System > Transactional Emails.

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  • You can view a table with the layouts that you have included and altered. If, in case, you have not altered any of the layouts, then it will appear empty. In order to include or alter any of the email layouts, you need to click on “Add New Template” button, located at the upper right corner of the web page.

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  • As you click on Add New Template button, you will come across two panels- Load Default Template and Template Information, with full settings.

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  • With the Load Default Template option, you can view all the default templates of Magento. With the Template Information option, you can opt to make another layout sans by giving it a name, subject as well as substance for the format in particular fields. Also, you can create a new format by using pre-configured templates while utilizing the settings as a part of Load default layout board.

  • Other than altering the pre-configured layout, any other new format can be made at any rate, even though if one is using the same name as the first format. For creating an entirely unique format, you can simply select the format from Template drop-down menu and click on the Load Template catch. Gradually, the fields for the Template Subject, Template Content, and Template Style will be loaded consequently that too with the data of the default layout that you choose.

  • The quality that is determined in the field of Template subject will reveal within the Subject field of the email messages that is being sent to clients. With the help of some pre-configured variables, the message is sent to the client as they are implemented with genuine qualities for what they stand. These qualities could be dynamic, like the variable {{var customer.email}} could be supplanted with real email location combined with a specific client.

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  • The HTML labels are taken into account for determining how the email message would look through the configuration part, which includes headings, passages and many other number of things. This can also take text style. Text size and many other things into consideration. For this, one can configure the Templates Style section as well as some CSS coding style feature. Finally, you can save your customized email template by clicking on Save Template button at the upper right corner of the page.

  • The next comes the Transaction Emails by clicking on System > Transactional Emails.

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The format of these transaction emails could be utilized for using with specific value-based reason. In case, if you want to alter the format that are used for welcome messages, email affirmation messages or any other such things, one can go to System > Configuration > Customer Configuration section in the Customers panel listed on the left. There you can extend the Create New Account Options menu and can alter them from choosing it from drop-down menus named as Default Welcome Email and Confirmation Link Email.

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  • For changing the email templates involved with the distinctive sales steps, one can just navigate through System > Configuration > Sales Emails in the Sales section.

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From there, one can have access to each and every email templates associated with the sales process. This includes Order Template, Order Comments Template, Invoice Template, Invoice Comments Template, Shipment, Shipment Comments Template, Credit Memo and Credit Memo Comments Template.

Similar way, one could have an access to Newsletter email formats. This can be navigated from System > Configuration > Newsletter section. The similar way, other section of the email templates could be modified according to the eCommerce store administrator or eCommerce store owner requirements.

Final thought:

Being an eCommerce store owner, especially that is based on the Magento platform, one could customize different types of email templates according to their requirements. Undoubtedly, you may require professional help in customizing these email templates and thus you could approach to Kodematix- one of the leading eCommerce solution providing company. You would get guaranteed high-quality services related to any of the services that you need in setting up your eCommerce store.

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