Customize Email Templates with Variables

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.

Format Text

Use the toolbar to change the font, color, links, and more! You can even insert tables and lists.

SET_EmailTemplate_Toolbar.png

Using the HTML Editor

To view and make changes to your template in an HTML editor, click the wrench icon SET_EmailTemplate_Editor_Toolbar-HTML_Icon.jpeg in the toolbar.

To save changes made in the HTML editor, click the wrench icon again to return to the WYSIWYG editor and click Save.

Insert Variables

In the default email templates, you will notice references to fields like {{shipment.customer_name}}. These fields are called variables. Each variable field is enclosed in curly brackets: {{ }}.

When ShippingEasy creates the email to send to your customer, it will substitute the correct value for the variable field based on the order details - in the above example, the name of your customer.

There is a wide variety of variables that ShippingEasy can substitute for you. They are available from the three variable menu buttons in the toolbar for the Store, Recipient, and Shipment: SET_EmailTemplate_Toolbar-StoreRecipientShipment.png

To insert a variable, click in the body of the email where you want the variable field to go, then select the variable from the menu. You can also type in the variable field using the special syntax and curly brackets. Learn more about available variables to map your store and order information.

Store Variable

Recipient Variables

Shipment Variables

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SET_EmailTemplate_RecipientVariable_MRK.png
SET_EmailTemplate_ShipmentVariable_MRK.png

Customize Table of "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' }}

Shipment Line Items Font

The Shipment Line Item font type is adjustable, but may not be visible when previewing existing templates. This font size is not adjustable.

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 of the Shipment Line Items table.

Value

Description

bundle_details

The items within the bundle and their details are displayed below the bundle in the appropriate columns, obtained from Products catalog

condition

Amazon condition note

format_grid

Show grid lines

format_shade

Add shading to every other line

image

Mapped from the Product Catalog

image_size

Specify an image size other than the default

item name

Product name obtained from the order or store (requires the use of vertical bar separators). Used by default.

location

Warehouse location or bin

name

Product name obtained from the order or 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 quantities included

order.product_name

Name of the product in the order

qty

Quantity (count) of each unique product

price

Cost of each individual product

sku

Unique identifier associated with each product

total

Calculation of the price multiplied by quantity

total_quantity

Sum of the quantity of each item

total_expanded_quantity

Sum of the total quantity plus the quantity of items within bundles. Displays the quantity of the component SKUs within each bundle.

Sort Line Items

By default, Line Items are sorted by item name. You can specify any of the other available columns for the sort order. 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". For example, the following variable is used to sort the Shipment Line Items table by product SKU: {{ shipment.line_items | sort: 'sku' | columns: 'sku|qty|item name|price|total' }}

Columns Displayed

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

Product Images

By default, images from the Product Catalog are sized in the Shipment Line Items table at 75 x 75 pixels. You can change the size of the image by specifying the dimensions in the image_size value. For example: {{ shipment.line_items | sort: 'name' | columns: 'sku image qty name price total' | image_size: '60x60' }}

Format the Table

By default, the Shipment Line Items table does not have any formatting. A formatting option can be inserted into the list of columns displayed to draw grid lines around the list of 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 that will display a list of shipment line items:

  • {{ shipment.list_of_items }}: Displays products on a single line, just like the {{ shipment.line_items }} variable.

  • {{ shipment.list_of_items_and_bundles }}: Lists bundled items below each Item Name.

Both of these variables include the following columns values: item name, qty, price, and total.

These variables cannot be modified. We recommend using these variables when additional customization of the {{ shipment.line_items }} variable is not needed.

Preview a Custom Email Template

As you experiment with different content and formatting options, we recommend periodically sending yourself an example email message. This way, you can see what your template looks like.

To preview a custom email template:

  1. Click the pencil icon to the right of the template that you want to preview.

    SET_EmailTemplate_EditPencil_MRK.png
  2. Click the Send Test button at the bottom of the template editor.

    SET_EmailTemplate_SendTestBTN_MRK.png
  3. Enter the email address you would like to receive the test email at in the Test email recipient field, then click Send Test.

    send_test_email.png

    Note

    Selecting an email address from possible autofill options in your browser may override the email subject line with your email address.

    You will receive the test email shortly and see a preview of your custom template.

Notes about test emails:

  • The test email messages will not contain information from an actual order or from any stores you have connected to ShippingEasy. Variable fields will be populated with sample values, including a test logo.

    When an actual customer email is generated, we will map the information saved to your STORES & ORDERS settings.

  • The limit to sending test emails is 10 emails per hour. After 10 emails have been sent, ShippingEasy will then only allow one test email per hour.

  • The test email will be queued with other scheduled confirmation emails, so there may be a delay from when you request the test email until it sends.

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