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How to create and set up customized emails?

Victoria avatar
Written by Victoria
Updated over 10 months ago

How to create and set up customized emails?

Instructors are able to send customized emails to clients based on specific transactional scenarios. To create a custom email go to Tools and click on Transactional Emails:

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You will be brought here, click on the Create new email button:

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Now let's create some customized emails! First, you will need to set up the email for your customized email.

Select a trigger. A trigger is an automated email that is sent when the client takes a certain action, engages in a certain behavior pattern, or when certain changes occur:

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Once you have chosen your trigger, make sure to set the "Who should receive this email?" recipient to "Client(s)":

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Fill out the rest of the form, then select a date when the email should become active:

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Click on next to begin creating your new email template:

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Enter a subject name for the email. There are three different cells to choose from select which cell you would like to add to the section of the email body:

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Choose Text to enter a text box into the email body:

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Type in your custom message inside the text box:

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Now add a media to the email body by clicking on the Media icon, this will insert a photo into the body of your email template:

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You can add another section to the right or left side of a section. If you need to delete a section, hover over Cell and you will see an X. Clicking the X will remove the section from the email body:

Before:

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After:

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Next up, you have the option to add a button to your email. This is where you can enter the URL to your website. To add a button, click on the Button icon:

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Hover button to enter the URL to your website:

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When you are ready to preview your template, click on preview:

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If all looks good, click on save to activate your template:

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All of your customized emails will live here. They are sorted by specific triggers and you can go back to make edits to your templates or disable a template by clicking on the three dots and selecting Edit Email to edit a template or Make inactive to disable a template:

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How to utilize variables in custom emails:

Variables are a great way to personalize your custom emails based on certain transactional scenarios. Clicking on a variable copies the code snippet which allows you paste the variable into the email template.

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To apply a first name variable to your email template scroll down and click on User >> First Name to copy the variable:

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Paste the variable into the text box:

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Pro Tip: To paste the variable into the text box, press command + V on your keyboard on a Mac or CTRL + V on your PC keyboard

When you are ready to preview your template, click on preview:

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Click on save to apply the changes to the template:

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Variables Glossary:

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