Create an Email Template | How To

ShippingEasy can automatically send emails to your customers letting them know when their order has shipped or when a return label is needed.

ShippingEasy comes with default templates used to create email messages. You can the look and content of these email messages and save them to a specific store. Learn more about designing email templates in ShippingEasy and the variables available to map your store and order information.

Stores Restricted from Sending Email Notifications

The following stores restrict sending email notifications:

  • Amazon*

  • Jane

  • Reverb

  • Wish

*For Amazon, Shipment Confirmation emails are automated by Amazon's Merchant Services and sent automatically from Amazon once an order has been updated and marked as shipped. However, ShippingEasy does allow Amazon merchants to send automated campaigns to customers which can boost your reputation and increase sales.

To create a new email template:

  1. Click the + Add New button to add a new template.

    SET_EmailTemplate_AddNewBTN_MRK.png

    Or,

  2. Type in the name of the new template in the Template Name field.

    SET_EmailTemplate_Name_MRK.png
  3. Click the Type drop-down menu and select a ShippingEasy default template to give yourself a starting point.

    SET_EmailTemplate_Type_MRK.png

    ShippingEasy provides three default templates:

    • Shipping Confirmation Email: Lets your customers know that their order has been shipped.

    • Delivery Confirmation Email: Notifies your customer that their shipment has been delivered.

    • Return Shipping Email: Contains a return shipping label as an attachment with instructions for your customer on how to return a purchase.

  4. Click the Load Default button after picking a default template.

    SET_EmailTemplate_Type-LoadDefault.png

Test Your Email Template

If you create a custom email template, we recommend previewing the email before assigning the template to your store.

You can preview your email template from SETTINGS > EMAIL TEMPLATES. Click the pencil icon to the right of the template you want to preview, then click the Send Test button at the bottom of the template editor.

SET_EmailTemplate_SendTestBTN_MRK.png

A popup will appear showing the email address associated with the account. Click Send Test.

Send test email popup showing blurred account owner email address and the send test button marked

Assign an Email Template to a Store

After you create and save your email template, you can assign the template to a specific store. This way, all shipment confirmation emails or return emails from that store will be created using your new template.

Tip

You can also assign an email template via a Shipping Rule. You do not need to assign the template to a store if you plan to assign it via a Shipping Rule. Learn more about Shipping Rules.

To assign an email template to a store:

  1. Click Edit store settings for the store with which you want to use the template.

    Stores and orders then edit store settings
  2. Click the Notifications tab. You will see options for Shipment Tracking Email Settings and Return Email Settings.

    INTG_StoresOrders_Settings_Notifications-EmailSET_MRK.png
  3. Check the box next to the type of email to which you want to assign a template.

    INTG_StoresOrders_Settings_Notifications_DeliveryConfEmail-Checked_MRK.png
  4. Select your template from the drop-down menu.

    INTG_StoresOrders_Settings_Notifications_DeliveryConfEmail-TemplateSelect_MRK.png
  5. Click the Save button at the bottom of the page to update your settings.

    INTG_StoresOrder_Settings_SaveBTN_MRK.png

    Attachments

Comments

Add a Comment

Article is closed for comments.

    Tags: