Editing Template Content

Whether you have just created a new locale or want to edit the defaults, you will follow the same general instructions. In addition to basic html and text content, you can use a number of predefined variables to populate the e-mails with information from the database.

To edit content of a template:

1. Go to Business Setup > All Settings > E-mail Templates.
2. Choose the template you would like to edit. Click on the green pencil icon to view the edit screen for this template.
3. Click the green pencil icon for an existing locale or edit the content while adding a new locale.
4. Here you have a couple of options: you can develop the content on your own, or load our default template and then edit it. If you are looking at using our default templates, we recommend that you reload them before editing to be sure you have the latest version.
   • If you choose to use your own content, you would enter it in the fields E-mail Template HTML Body and E-mail Template Text Body. As you edit, you can click preview on most templates and it will allow you to see how your work will be parsed by the system.
   • If you prefer to save time by editing our template, you can scroll to the bottom of the page, choose the template you would like to use, click Test for both the HTML and text e-mail, and then click reload. You can now edit the template as above.

     Note: All contacts are set to receive HTML by default when they come through the online store. If you do not want a specific customer to receive HTML e-mails, go to the customer's account details page and click Edit primary. Uncheck HTML for the E-mail Format. Click Edit contact.

5. Reload Options: If you need to reload the original e-mail templates, perform the following steps:
   1. Select the template you want to reload.
   2. Reload HTML: Select Yes.
   3. Reload Text: Select Yes.

      Caution: This will replace this existing template. Please make a backup of your existing template if you do not wish to lose it.

6. Click Save.
7. You will see your new template added with the locale you want to use for the e-mail template group you selected. You can add as many e-mail templates to this group or any other group as you need based on your specific needs.