How to Setup/Change Transactional Emails (Part 2)

How to Setup/Change Transactional Emails (Part 2)

This article will guide you through the process of setting up the transactional email you found in Part 1. Transactional emails include Order emails, Invoice emails, and Shipping emails.

Step-by-step guide

If you are already logged in, you can skip to step 5.

Creating a New Template

  1. If you are not already logged in, go to your webstore's management panel address.
    1. This will be located at thestore website addresswith a/manage after it.

      1. For example,example.com/manageorshop.example.com/manage.

        The links above areNOTthe actual website address to your Admin Panel!

  2. Once you are at your webstore's management panel, you will see the following screen.
    19008474.png
  3. Enter theUsernameandPasswordfor your account.

  4. Press19008475.png.
  5. You should now be at your dashboard which will look similar to the following:
    19008476.png
  6. In the Magento Admin Panel, in the left hand navigation bar, clickMarketingand then underCommunicationsclickEmail Templatesas can be seen below:

    19008477.png
  7. After clickingEmail Templates, you should be brought to the following page:

    19008478.png
  8. Click19008479.png.

  9. After clicking19008479.png, you should be brought to the following page:19008480.png


Editing the Email Template

  1. Below is an image of the highlighted section above.
    19008481.png
  2. Next toTemplate, click the dropdown menu which is the following area:
    19008482.png
    • This will bring up a list of options for you to choose from:
      19008483.png
  3. In the dropdown menu, click on the name of the template you found in Part 1.
    • You may be curious about the other email templates that say (Magento/luma) or (Smartwave/porto). These are different variations of the email template that you can select from.
  4. After selecting the option, click19008484.png.
    1. For this guide, I will be usingNew Orderas an example.
  5. Once you have loaded in the template, the area under Template Information will look similar to the following:
    19008485.png
    • Next to Template Name, enter in what you would like the template to be called.
      • This is not customer facing and is just for you to remember which email template it is.
  6. To see what the email looks like before changing anything in the template, click the Preview Template button:
    19008843.png
    • This should bring you to a screen similar to the following:
      19008844.png
  7. Comparing the two:
    1. 19008849.png19008851.png
      1. 19008850.png
        1. Thegreen text inside of the quotesis what changes the green text on the right.
        2. If you want to add another sentence, add another{{trans " "}} element.
      2. Aparagraphstarts at the<p> and end at the</p>.
        1. For example, if you wanted to add another paragraph after "You can check the status of your order...", you would setup the email as the following:
          1. 19008852.png
  8. Press Save Template
    1. 19008853.png

Using the Template

  1. Go to Stores>Settings> Configuration
    1. 19008854.png
  2. On the left you should see the following section:
    1. 19008855.png
    2. go to Sales> Sales Emails
  3. Click Order and uncheck the Use system value box.
    1. Next to New Order Confirmation Template, click the dropdown and select the name of the template you made earlier.
      1. 19008856.png
  4. Click19008857.png
  5. Clear Cache.



    • Related Articles

    • How to setup order confirmations and copies/store email addresses/transactional emails

      This article will help users understand how sales email settings and sender settings relate. Step-by-step guide First, we want to set up the store email addresses so that order confirmations come from the right email. Navigate to Stores> Settings> ...
    • How to Setup/Change Your Admin Account Password

      This guide provides a tutorial on how to set or change your Magento 2 store's admin account password. Step-by-step guide 1. Log in to the Magento admin panel. 2. ClickForgot your password? UnderEmail address, enter the email address associated with ...
    • How to Change your Admin Account Info

      This guide will explain where to go to change the username and password for your admin account or someone else's. Step-by-step guide Log in to your Magento admin panel. Navigate toSystem → Permissions → All Users. Find the user to edit from the list ...
    • How to Setup/Change Store Email Addresses

      Step-by-step Guide 1.Navigate to Stores> Settings> Configuration 2.In the side bar on the left, scroll down to the General section open it and click on “Store Email Addresses”. 3.Enter a Name and Email for each contact.
    • Event Tickets: Pre-event Setup: Setting Up Ticket Types

      Ticket Types in Counterpoint In Counterpoint, go to Setup → Inventory → Units. Next to Unit, click the magnifying glass icon. In the Unit LookUp menu, you can see the units already created. If the units you need for the ticket are already there, you ...