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Ui steps

The instructions below outline how to set up a design editor for transactional email. For example: Accompanying letter.

Ui step

The operator is able to create a new document type or re-use an existing one and just create a new document model (step 2).

Because one document type enables only one document model with the type "Email," the operator must invalidate an existing "Email" document model before creating a new document model with the new type.


Ui step

 If the operator reuses the existing document type, they invalidate the existing one and create a new one.

The operator has to create a new document model with the type "Design Editor" in order to


Ui step

If the operator does not set up a document template, the system uses the default template. If the operator wishes to customize the standard template, they need to create a new document template.

In the document template screen → A new menu "Template editor" is added. On click the designer editor is loaded and the operator is able to modify the content.

Adding merge tags

To modify the content by using merge tags click on the editable content block and look for merge tags. The system will offer you the ones that are available for his document type.


Ui step

We recommend the operator to validate the new changes of to the document template before putting it in into use. The contact number input selected represents a link to the concrete order number where the infomation information is stored. The system will use this information to generate a test email respecting the configuration, the data, and structure of the email template and selected order example.   

Ui step

The system will generate and send a document to the contact based on the document type and the business needs.

For example, to generate a letter document, the operator can select the letter document in the File detail screen and click on the generate button.

Email sent to the contact

 

Validating the email will provide an example as seen below. 





Multi-language support per document model 

Multi-language support for your templates is available. Simply define multiple document models per each language you need. We provided some predefined templates per language for most used templates as part of the default setting.   

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How to migrate a template from preproduction to production environments? 

You will notice that every template newly created template will be generating a *.json file that is available for download. Currently (in Beta status of the release) the uploading is not yet enabled. In future releases, we'll enable the possibility to upload those templates so that you can test them first in testing environments (such as preproduction) before uploading a final version to your production environment.

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Other details

While this new functionality provides a significant improvement to how transactional emails are managed today, you will notice that some of the documentation templates are populated with some technical code conditions. This will be improved over time but for now ...

Info
titleImportant

We recommend NOT removing any of those code conditions and purely focusing on adapting the text associated with actual messaging. Some templates provide templates that cover multiple use cases and the text from such templates will be applied only when specific criteria of action are met. Such a case is the template for Orders that you can also see below. Such a template will trigger only a specific part of the messaging applied on the template respecting specific cases. An example can be when the user's order was made by the use of the product "options" or "reservations". 

Removing the mentioned code from the view will break the template and require you to configure the template from scratch.

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