Managing Email Templates

TABLE OF CONTENTS

Navigate to: CMS > Email & SMS Templates

Email Templates are used by Znode to send automated, transactional email messages to customers. (e.g. Account Information, Order Receipt, Account Activation)

  • Administrators can create/save/reuse email templates for multiple stores depending on the functionality.

  • Administrators can preview an existing template using the "Preview" action.

Note: After creating a new email template, Administrators need to enable the template for a store. If the template is not enabled for a store, then no email will be sent via Znode to customers.

Adding an Email & SMS Template

Navigate to: CMS > Email & SMS Templates > “Add New” Button

  • Complete email template details according to the requirements.

  • Administrators can add Source Code from the "Tools" if they want to customize the templates.

  • Save progress using the "Save" button.

Editing an Email & SMS Template

Navigate to: CMS > Email & SMS Templates > “Edit” Action

  • Edit Email & SMS Template Details

  • Administrators can edit Source Code from the "Tools" if they want to customize the templates.

  • Save progress using the "Save" button

Customizing an Email Template for a Store

Navigate to: CMS > Email & SMS Templates > “Tools” Menu > “Configure Email & SMS Notification” Option

  1. Find the existing template that you want to make a variation of, for your store.

  2. Open the existing template, and go to the source code (Tools menu, then Source Code).  And copy the source code.

  3. Close the template

  4. From the Email & SMS Template page, click Add New

  5. Name the new template with a variation of the template name so it is recognized (E.G. if you are copying the OrderReceipt, you name your new one OrderReceiptMaxwellHardware)

  6. Go to the source code and paste the source code from the original template.

  7. Edit the formatting to meet the requirements.

  8. Save the new template

  9. Select Tools, Configure Email & SMS Templates

    1. The Page below Appears

  10. Click the Pencil icon for the template you want to edit

  11. Change the Name of the template to the new template

  12. Click the Green Check Mark action to save the change

  13. Test out the new email template

Enabling and Disabling Email & SMS Notifications

Navigate to: CMS > Email & SMS Templates > “Tools” Menu > “Configure Email & SMS Notification” Option

The page below appears on the screen.

  1. Choose Store. The page will reload.

  2. Use the "Add New" button to associate "Area" of Znode to a new Email Template.

  3. Mark the checkbox for IsActive to checked.

    

  1. Use the “Edit” icon to enable/disable an email & SMS template and enable Blind CC.

  2. Save progress using the "Save" action.

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