How to customize Email template, Transactional Email in Magento 2

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Transactional Email is the short message that is sent by the system as a response to customer’s activities on your site while a default template for the body content is supported and associated with the header and footer template for a completed email. Especially, because the format of the content is HTML and CSS, it is flexible to customize the email template how to fit with each website or each store view. Only need to insert variables and save it in the backend, your custom email template is available to use.

The email template contains your logo and store information, so there is nothing more for you to edit or design. Follow this tutorial, you can get the guides in detail to edit the email template even or create a new template. Moreover, to ensure that your customization is right as you expect, you should tap Preview link to check before sending them to the customers.

How to customize Email Template Magento 2, Transactional Email Email Templates

As mentioned above, the email is divided into three elements: Header, Body, and Footer.

  • Header Template

The Header is the top of the email that is sent to customers, simultaneously, it attracts the viewer’s sight very well, so your logo is placed there and linked directly to your store. This is the great idea to drive more traffic to your site.

  • Footer Template

The footer template includes the conclusion and the signature of the sender. Feel free to edit the content of the footer, and aslo add more information such as company contact.

  • Message Template

The message template is referred to as the body of the email and the customization is similar when you do with the header and footer template. However, with the message template, it is different when you apply different activities or events. Magento provides you the corresponding templates to usse or modify how to be suitable for your brand. For example, you can start with the main information realed to the recipients.

Therefore, to customize the transactional email template, let scroll down the topic:

Customize Email Template, Transactional Email:

  • Step 1: Load the Default Template
  • Step 2: Fill out the Template Information
  • Step 3: Preview the Template
  • Step 4: Apply the new Template

Step 1: Load the Default Template

  • On the Admin Panel, Marketing > Communications > Email Templates.
  • Click on Add New Template,
    • Choose the types of the Template: Header, Footer, or Message Templates.
    • Click on Load Template, the corresponding format will appear.

How to customize Email Template Magento 2, Transactional Email Load Templates

Step 2: Fill out the Template Information

  • Name for the new template in the Template Name field.
  • Insert the Template Subject for the organization of the templates. The list of templates can be sorted and filtered by the Subject column.

How to customize Email Template Magento 2, Transactional Email Template Information

  • Customize the HTML as you need in the Template Content box.
  • Click on Insert Variable to insert a variable in the Template Content box.

How to customize Email Template Magento 2, Transactional Email Insert Variable

With the inserted variable, you can custom it directly into the template.

  • If you want to declare any CSS, enter the styles in the Template Styles box.

Step 3: Preview the Template

  • To ensure that the template is applied correctly as you expect, click on Preview Template to adjust if need.
  • Save Template to complete.

Each completed new template is auto-updated in the list of available Email templates.

Step 4: Apply the new Template

  • Footer/ Header Template

    • Go to Magento Admin, follow the path: Store > Configurations > General > Design, open Email section.

    How to customize Email Template Magento 2, Transactional Email Footer/Header Template

    • Set name for new Footer/Header Template
    • Save Config to complete.
  • Message Template

    • Go to Magento Admin, follow the path: Store > Configuration > Customers > Customer Configuration

    Basing on where the template is placed to open the relevant option. For example, the template belongs to Create New Account Options:

    How to customize Email Template Magento 2, Transactional Email Message Template

    • Set the new template for Welcome Email.
    • Save Config to complete

Ref: Magento 2 User Guide

Please leave comments if you have any questions, feedbacks.

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