KnowledgeCenter/AmeriCommerce/Driving Sales, Marketing, & SEO

What are Email Templates and How to Use Them?

Americart Support
posted this on September 05, 2012 18:28

Email templates are used for automation and consistency, when working with customers, drop shippers, affiliates, etc. Event driven notification emails can be sent using the email templates.

Common email notifications sent are: auto generated notifications for new orders received, tracking information for orders shipped, new customer registration, affiliate registration etc.

Email templates can also be populated with merge codes to customize the email with event specific information such as order details, customer names for personalizing etc.

Where Can Email Templates be Created and Modified:

To create or modify existing templates browse to Customers > Email Templates Editor.


 

You can either select the template you wish to edit or click the New button to create a new template.


 

 

 A few templates are created by default when you open your AmeriCommerce store. You can modify and edit settings for all email templates as per your requirements.

Abandoned Cart

Sent to customers/potential customers who started an order but for whatever reason didn't finish.

(There is no default template for this item as is highly user/customer specific, this template will need to be create for you specific needs)

 

Affiliate Accepted

Sent to affiliates when their application is accepted and approved by you.

 

Affiliate Denied

Sent to affiliates whose applications are not approved.

Affiliate Registration Confirmation

Sent to affiliates confirming that their affiliate application has been received.

 

E-Product Delivery

Basic template to start from when sending download/access instructions for e-products.

 

Gift Certificate Purchaser

Sent to purchaser of a gift certificate with instructions on how/where to access their gift certificate.

 

Gift Certificate Recipient

Sent to receiver of a gift certificate with instructions on how/where to access their gift certificate, as well
as who bought it for them and for which store.

 

Gift Certificate Recipient Generated

Sent to receiver of a gift certificate with instructions on how/where to access their gift certificate

 

Lost Password

Sent when "reset password" is requested, with instructions on how/where to reset password.

 

 

 

 

 

New Order Notification (Drop Shipper)

This template is sent to a drop-ship warehouse when an order is placed on a product that is to be shipped from there. The template includes order details like customer contact, order id, items, shipping address, etc.

 

New Review Created

Sent to the author of a new product review, explaining it may need to be moderated and also confirming the details they submitted for the review.

 

Order Cancelled

Sent to customers when the status of their order changes to "cancelled".

Order Confirmation

Sent to customers when an order is placed. Includes order details which are populated using merge codes.

Order Shipped

Sent when the status of an order changes to "Shipped".

Payment Declined

Used when the payment specified by the customer is declined for any reason.

Payment Received (Drop Shipper)

When a drop-ship order's payment is successfully received the drop-shipper can be notified using this template.

 

Quote Cart

Sent to receiver of a quote cart with link to quote cart created.

 

Registration

If a customer registers as a new user on your store this email template is used to send a registration confirmation.

 

Review Approved

Sent to author of a review once it's been moderated and approved, along with a link to their now published review.

 

 

How to Modify and Define Settings in the Email Editor:

 

You can modify and customize your email templates here with custom text and merge codes. The following descriptions and snapshot provide more information on how you can modify your templates.

 

From Name

You can use the merge code ##STORENAME## to use the store name as specified in your Store Settings or enter it manually.

From Email

You can use the merge code ##STOREEMAIL## to use the store email as specified in your Store Settings or enter another email address manually.

Format

You can choose between TEXT or HTML for the format to send your email in.

Subject

The subject of the email being sent; you can use merge codes here as well..

Body

The main body of the email where you specify the content of the email. You can use text as well as merge codes to personalize the email (example, ##CUSTOMERNAME## merge code) and populate event related information like order details etc

Alert Email Subject

This is the subject of the alert email sent to the store admins. It is a copy of the email sent to the customer but can have a different Email Subject.

Send (Bottom of Page)

Enable this box to send alerts to the store admins. This keeps you notified with a copy of the email.Commonly used to get a copy of order notifications, customer registrations, abandoned cart emails etc. 
The alert admin emails need to be configured here: Global Settings > Email Alert Addresses

Alert Email Header

Admin emails have an additional option to receive order specific information which is not visible to the customer. Here you can specify details about the session id, source, search phrase etc. It can be populated with merge codes as well as text and can give a  quick overview of the source of the order, search phrase used, the PPC campaign, Ad campaign information etc.

The admin email alert addresses receive a copy of the email sent to the customer + the information in the Alert Email Header.

The Alert Email Header is sent only to the email addresses specified under Global Settings > Email Alert Addresses.

Email Template Merge Codes

Click on the View Site Merges link to view the available merge codes that you can use inside the email template. When you insert a merge code it is replaced by the value it represents. So ##ORDERID## will be replaced by the actual order number.

A number of email merge codes are available. Please review the knowledgebase articles 'Merge Codes' for a list of all available merge codes. Please Note: Only the email based merge codes will work in email templates. Merge codes are specific to certain areas of the site and will function only within those defined areas.

Email Events

Once you have your email templates created, you can define settings and events that will trigger an email automatically.
There are 3 main areas where you can associate an event with an email template.

  1. Store Settings > Email Settings

    - Order Confirmation
    - New Registation Email
    - Mailing List Signup Email
    - Send Abandoned Cart Emails

    Store Settings - Email Settings

  2. Marketing > Affiliates > (Settings tab)

- Registration Confirmation Email
- Affiliate Accepted Email
- Affiliate Denied Email

Affiliate Email Settings

  1. Orders > Order Statuses

    - You can create/choose an email template for each order status that you use on your store. In the Email Notification dropdowns you can choose the relevant template or choose [NONE] to avoid sending an email for that order status.

    Please Note: Every time the status of an order changes the email is triggered if an email template has been selected and the 'Send' box is enabled on the email template editor.

    Order Email Notification Settings

Note: If you select Order confirmation template in Store Settings > Email settings as well as in Orders > Order Statuses then you/your customers will be receiving the same email twice.