How to: Create an Email Template

  1. Navigate to Settings -> Configuration -> Email Templates
  2. Click on the "Add Email Template" button on the top of the Email Templates grid.
  3. Give your new template a descriptive Display Name.
  4. In the email body, create the template.
    1. Emails are formatted using HTML, so please use the text editor to create content just as you would in an email editor.
    2. Use the "FIELDS" button to enter dynamic fields based on the order.  For example, you can use the the customer's full name by adding the "CustomerFullName" field to your template.
  5. Once finished, click on the "Update" button to save your template.
  6. Set your template in the Email Settings section of the settings page at Settings -> Settings in the menu.

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