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
- If you are not already logged in, go to your webstore's management panel address.
This will be located at the store website address with a /manage after it.
For example, example.com/manage or shop.example.com/manage.
The links above are NOT the actual website address to your Admin Panel!
- Once you are at your webstore's management panel, you will see the following screen.
- Enter the Username and Password for your account.
- Press
.
- You should now be at your dashboard which will look similar to the following:
- In the Magento Admin Panel, in the left hand navigation bar, click Marketing and then under Communications click Email Templates as can be seen below:
- After clicking Email Templates, you should be brought to the following page:
- Click
.
- After clicking
, you should be brought to the following page:
Editing the Email Template
- Below is an image of the highlighted section above.
- Next to Template, click the dropdown menu which is the following area:
- This will bring up a list of options for you to choose from:
- This will bring up a list of options for you to choose from:
- 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.
- After selecting the option, click
.
- For this guide, I will be using New Order as an example.
- Once you have loaded in the template, the area under Template Information will look similar to the following:
- 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.
- Next to Template Name, enter in what you would like the template to be called.
- To see what the email looks like before changing anything in the template, click the Preview Template button:
- This should bring you to a screen similar to the following:
- This should bring you to a screen similar to the following:
- Comparing the two:
- The green text inside of the quotes is what changes the green text on the right.
- If you want to add another sentence, add another
{{trans " "}
} element.
- A paragraphstarts at the <p> and end at the </p>.
- 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:
- 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:
- Press Save Template
Using the Template
- Go to Stores > Settings> Configuration
- On the left you should see the following section:
- go to Sales > Sales Emails
- Click Order and uncheck the Use system value box.
- Next to New Order Confirmation Template, click the dropdown and select the name of the template you made earlier.
- Next to New Order Confirmation Template, click the dropdown and select the name of the template you made earlier.
- Click
- Clear Cache.