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How to: Design a custom Email Template

Created:   |   Updated:

ShippingEasy offers nearly limitless options to customize your shipping confirmation emails. If you're just getting started, take a look at how to create an email template and save it to your store.

If the default template options look good to you, there is nothing more to do. But if you want to customize the content or layout of those emails, you can design a custom template. Here we provide more details about the tools available:

 

Format Tool Bar:

Bold  Applies Bold formatting to selected text.
Italic  Applies Italic formatting to selected text.
Underline  Applies Underline formatting to selected text. 
" Font Family  Applies specified font family to selected text. 
Text Size  Applies specified font size to selected text. 
Color  Apply text or background color to selected area. 
Alignment  Control alignment of selected text or objects. 
Format Table  Insert, format, or delete a table.
Bullets Add numeric or dot bullets to a list.
Hyperlink  Insert links to website URLs.
Undo or Redo Action Quickly reverse an action or reapply an action that was removed.
HTML View template in an HTML editor.
*To save changes made in the HTML editor, click the icon again to return to the WYSIWYG editor and click Save.

 

Variables:

In your email you can insert fields using a special syntax. Each field variable is enclosed in curly brackets: {{ }}.

{{shipment.customer_name}}

When ShippingEasy creates the email, it will substitute in the correct value for that field - in this example, the name of your customer. There are a wide variety of field variables that ShippingEasy can substitute in for you.
Variables are available from the 3 menus in the tool bar, Store, Recipient, and Shipment:
Screen_Shot_2017-03-06_at_4.22.40_PM.png

Store Variables:

Recipient Variables:

Shipment Variables:

PS_Store_Variables.png PS_Recipient_Variables.png PS_Shipment_Variables.png

To insert a field variable, click in the body of the email with your mouse, and then select the option you need from the Variable menus. Variables can also be typed using the special syntax. Learn more about: 

Shipment Line Items:

The shipment.line_items variable generates a table of line items included in an order, but also requires special handling. To add the custom variable below, simply copy and paste the entire line, including the {{ curly brackets }} at each end, into your template:

{{ shipment.line_items | sort: 'name' | columns: 'sku qty name price total' }}

NOTE: The Shipment Line Item font type is adjustable, but may not be visible when previewing existing templates. Shipment Line Item font size is not adjustable at this time.
Available values:

The default Line Item configuration (above) only displays the sku, qty, item name, price, and total values. Below is a list of all values available for sorting or displaying in columns:

  • bundle_details: the items within the bundle and their details are displayed below the bundle in the appropriate columns
  • condition: Amazon condition note 
  • format_grid: add grid lines 
  • format_shade: add shading to every other line
  • image: mapped from the Product Catalog (default 75x75 pixels)
  • image_size: specify an image size other than default
  • item name: product name, obtained from order/store.(requires the use of vertical bar separators)
  • location: warehouse location or bin
  • name: product name, obtained from order/store.(does not require vertical bar separators)
  • name_and_product_options: product name with product options listed on separate lines
  • name_and_bundle: product name with bundled items (and quantity) included 
  • qty: count of unique product
  • price: cost of individual product
  • sku: unique identifier associated with each product
  • total: calculated by multiplying qty by price
  • total_quantity: calculated by summing the quantity of each line item
  • total_expanded_quantity: calculated by summing the quantity of each line item with the quantity of items within bundles. Displays the quantity of the component SKUs within each bundle.
NOTE: The 'item name' variable is used by default and requires vertical bar separators to be placed between all column variables. The 'name' variable can be used without the need for vertical bar separators, if preferred.
Sorting line items:

By default, it is sorted by item name, but you can specify any of the other available columns for the sort order.  

NOTE: only a value specified as a column can be used to sort the line items.

Indicate which column controls the sort order by editing the term after "sort". In the following example, the line items are sorted by product SKU.

{{ shipment.line_items | sort: 'sku' | columns: 'sku|qty|item name|price|total' }}

Columns displayed:

By default, five values are displayed: sku, qty, name, price, total. Any of the available values may be assigned to a column. The order of the values determines the order of the columns.

Product images:

By default, all images from the Product Catalog are sized at 75x75 pixels, but you can change that by specifying a size with image_size:

{{ shipment.line_items | sort: 'name' | columns: 'sku image qty name price total' | image_size: '60x60' }}

Formatting:

By default, the line items are displayed without any formatting. A formatting option can be inserted into the list of requested columns to draw grid lines around the list of line items:

{{ shipment.line_items | columns: 'sku|qty|item name|price|total|format_grid' }} 

Another option is to display alternating rows of the list of line items on a shaded background:

{{ shipment.line_items | columns: 'sku|qty|item name|price|total|format_shade' }} 

Alternative Line Item Variables:

Similar to the {{ shipment.line_items }} variable, there are two other variables will display a list of shipment line items:

  • {{ shipment.list_of_items }}
  • {{ shipment.list_of_items_and_bundles }}

However, neither of these additional variables can be modified. Both of these variables include the following columns: Item Name, QTY, Price, Total. The line items are sorted by Item Name.

The {{ shipment.list_of_items }} variable displays products on a single line, just like {{ shipment.line_items }}.

The {{ shipment.list_of_items_and_bundles }} variable lists bundled items below each Item Name.

Use these variables when the additional customization of the {{ shipment.line_items }} variable is not needed.

 

Logo:

Using the top toolbar navigation, you can add your store logo by selecting the Store icon and then the Logo from the drop down. 
store_logo_dropdown.png

The store logo variable will be inserted into the email. There is special handling for the store.logo variable that allows you to control the exact width and height. 

By default, the variable looks like this:

{{ store.logo }}

To specify the logo dimensions, add the following information:

{{ store.logo | image_size: 'WxH' }}

In place of W and H, specify the pixels for the width (W) and height (H). For example:

{{ store.logo | image_size: '200x400' }} 

 

Custom Images:

Custom images, which have been uploaded to the Image Library, can be added to email templates. Learn more about saving images to your Image Library and adding the images to your shipment notification emails.

You can also add images not yet saved to your library, by clicking the Image icon in the toolbar, or by simply dragging and dropping them into the body of the template. 

drag_and_drop_image_packing_slip.PNG

By default, the image size will be limited by the file dimensions. You can change the size of the image by specifying the dimensions by clicking the image and then clicking the Change Size icon from the menu that appears under the image.

change_size.png

In addition, there is special handling for the custom_image variable that allows you to control the exact width and height. 

The variable looks like this:

{% custom_image #_label %}

NOTE: "image_#" refers to the order in which the image was uploaded to your library and "label" refers to the Label name you entered when you added your custom image to the IMAGE LIBRARY settings. 

To specify the image dimensions, add the following information:

{% custom_image #_label | image_size: 'WxH' %}

In place of W and H, specify the pixels for the width (W) and height (H). For example:

{% custom_image 1_shippingeasy | image_size: '10x20' %}

 


Related articles:

How to: Preview a custom Email Template
How are my variables on my Email templates mapped?
How can I change the name that is displayed on my confirmation emails?
Why doesn't my logo appear on my emails?
When are my shipment confirmation emails sent?

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