Overview
On implementation of a Best Practice Design (BPD) website, several email templates are configured for use 'out of the box'. These include:
- Order Confirmation
- Order Shipped
- Password Recovery
- New User Registration
These email templates are easily maintained within the Content Management System (CMS) by a site Administrator. This article outlines the steps required to edit existing email templates.
A full list of email templates is presented for reference at the end of this article. Note that some templates may not appear in your CMS if the associated feature is not in use.
Step-by-step guide
- Login to the CMS.
- Navigate to 'Content' --> 'Emails'.
- Click the icon for the required template (e.g. 'Registration Email')
- The widget list will be displayed and organised by zone (e.g. Header, Header Left, Content, Footer).
- Locate the required widget and click the 'Edit' button.
- A 'Widget Configuration' modal window will appear. The configuration options will vary depending on the widget type.
- Edit the fields as required (in this example we'll edit the 'User Registration' widget, which forms the main body content of the email.):
- Description - A reference for the Administrator, the description appears on the widget list page and can signify the content of the widget.
- Layer - N/A for email templates. Leave as 'All Pages'.
- Include Surname - The template contains the greeting "Hi <FirstName>" by default. To include the user's surname in the greeting, tick this box.
- Registered Message - The main content area. Edit and format text as required. Insert images, links, and lists. To view and edit the html, click the '</>' icon.
TIP: Use '{0}' as a placeholder for where the user's Login ID should appear in the message. (Note that the {0} placeholder will trigger different content or data to appear, depending on the context of the field it's used in. Another example of this is below, in the 'Login Message' field.)- Login Message - A line of text can be inserted at the end of the email prompting the user to login to the website. In this field, a link to the login page is represented by '{0}'. Example: Click {0} to login now!
- Login Link Text - The word or words to replace '{0}' in the Login Message field.
- Click the 'Save' button to save changes.
The end result would look something like this:
BPD Email Templates
| Template Name | Use | Audience |
|---|---|---|
| Alerts | ||
| APR Approval Required | ||
| APR Submitted | ||
| APR User Notification | ||
| B2B User Creation | ||
| BPAY Payment Detail | Provides BPAY details (Biller Code, Reference, order total) so the user can pay for their recently submitted order. | B2B & B2C |
| Budget Expiry Warning | ||
Budget Remaining | ||
| Customer Statements Available | Advises that a new Customer Statement is available to view. Includes company name and login link. | B2B |
| EFT Payment Detail | Provides EFT payment details so the user can pay for their recently submitted order. | B2B & B2C |
| Offline Order Confirmation | ||
| Offline Order Shipped | ||
| Order Approval Email | ||
| Order Approval New Approver | ||
| Order Approval No Longer Required | ||
| Order Approval Replaced Approver | ||
| Order Approved | ||
| Order Approver Proxy Approved | ||
| Order Confirmation | Sent to the user to confirm that their order has been received by the system. | |
| Order Placed | ||
| Order Received | ||
| Order Rejected | Sent to the user to advise that the Approver has rejected their order. | B2B |
| Order Shipped | Sent to the user to advise that their online order has been dispatched. | B2B & B2C |
| Order Shipped Pickup Ready | Sent to the user to advise that their online pickup order is ready to be collected from the store location. | B2B & B2C |
| Password Recovery | The 'forgot password' email sent to the user, containing the password reset message and link. | B2B & B2C |
| Questionnaire Results | The response to a web form (e.g. 'Contact Us'), sent to the site Administrator (or other internal recipient). | Internal |
| Quote Confirmation | ||
| Receipting Information | ||
| Standard Quote Submitted | Sent to the site Administrator when a customer requests a quote on their shopping cart contents. | Internal |
| User Approval Granted | ||
| User Approval Rejected | ||
| User Approval Request | ||
| User Approval Unrejected | ||
| User Exists | ||
| User For Customer Registration | Sent to the newly registered user that a customer has registered online or instore | |
| User For Customer Warnings | Internal |
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