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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 a HTML editor.

 

Variables:

In the default email templates, you will notice references to fields like: 

{{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 different field values that ShippingEasy can substitute in for you.
They are available from the 3 variable 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 value, click in the body of the email with your mouse, and then select the option you need from the Variable menus.  Learn more about: 

Shipment Line Items:

If you would like to insert a table of order line items, this custom variable can be added into your email template. There is special handling for the shipment.line_items variable:

{{ 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 configuration only displays sku, qty, name, price, and total, there are a number of values available for sorting or display in columns:

  • image: mapped from the Product Catalog
  • location: warehouse location or bin
  • condition: Amazon condition note 
  • name: product description
  • qty: count of unique product
  • price: cost of individual product
  • sku: unique identifier associated with each product
  • total: calculated by multiplying qty by price
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.
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' }}

 

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.

By clicking the Image icon in the toolbar, you can also add images not yet saved to you library by dragging and dropping them into the image uploader.

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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