Email Templates

Customize > Email Templates

Email templates define a standard look for Email correspondence that can be customized for individual messages.

About Email Templates

Templates are created using an online editor, or by pasting in HTML created in an external editor.

Templates can also include variables to information so you can personalize each email that goes out.

Working with Email Templates

Add or Edit an Email Template

1. Go to Customize > Email Templates.
2. Choose an existing template, or click [New Template].
3. Select your template editor:

Editors

Use the HTML Editor Toolbar

The toolbar appears when using the free-form HTML editor.

Editing Toolbar

Add Template Variables

Use Template Variables to personalize email templates:

• From any template editor, Click the Show Template Fields link.
  The Template Variable Tool pops up.
• Select a category and a field.
  The name for the field appears in the Variable column. (For example:$Customer.discount.)
• Copy the variable name, close the popup, and insert the variable into your template.

For a list of Template Variables, see: Template Variables in Email Templates

Adding Images

In HTML, an image is referenced using a tag that has the form: <img src="...">, where the src attribute contains the path to the image. That path must be a URL of the form http://....

Insert the URL into an <img src="..."> tag. The result is a tag of the form <img src="{imageURL}/...">.