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Operators can now make new transactional emails with our drag-and-drop email template designer.

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The feature is currently available for a subset of email templates (10). Our intention is We plan to expand the capability of using a new email designer editor across all transactional email templates. Please see the details below.

The email designer editor is a powerful and easy-to-use content creation module that lets customers create beautiful

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transactional email templates with a simple drag-and-drop interface.

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Operators can choose from

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various templates, layouts, and content blocks to build their templates that suit their business needs

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. They can also customize and design your content with fonts, colors, images, filters, frames, stickers, smart merge tags, and more.

A new document model type called “Designer Editor” has been introduced. This model allows customers to create and edit documents using the new drag-and-drop template designer editor.

You will find this new feature upon the creation of the new email template for transactional email under Document types. Once you create a new model for supported document type you will be able to create a new "document model" by selecting the "Designer editor". See below.

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What document types are supported?

The following We currently support only the subset of the document types are now supported, the remaining ones will be covered delivered in the following releases.

Each document type has its own supported merge tags that allow operators to design personalized, dynamic email templates (see the example below).

What are merge tags?

Merge tags are personalized variable pieces of information that is being applied to the email template dynamically respecting the data associated with (for example) an event name or individual receiving this email (e.g.: "Dear Mr Martin" - where "Mr" is "salutation" merge tag and "Martin" is "Contact first name" merge tag. Find more examples in the expansion section below per document type.

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Supported document types with merge tags available

Each document type (default templates) supports 6 languages (English, French, German, Italian, Spanish and Catalan) and has its own merge tags, as shown below:

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title	Accompanying letter

Merge tag name	Description
“Mark as specimen”	Marks the document as specimen if the institution is a test institution
“Salutation”	Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”	Shows complete organization address
“Contact first name”	Shows contact first name
“Contact last name”	Shows contact last name
“Contact email”	Shows contact mail 1
“Contact number”	Shows contact number
“Contact address”	Shows contact main address
“Contact username”	Shows contact username - mail 1
“Order number”	Shows order number
“Order amount”	Shows order amount
“Order creation date”	Shows order creation date
“File number”	Show file number
“File creation date”	Show file creation date

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title	Reset operator password

Merge tag name	Description
“Mark as specimen”	Marks the document as specimen if the institution is a test institution
“Salutation”	Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”	Shows complete organization address
“Operator login”	Show operator login
“Operator email”	Show operator internal email

How to set up a design editor for transactional email?

Ui steps

The instructions below outline how to set up a design editor for transactional email. For example: Accompanying letter.

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The operator is able to create a new document type or re-use an existing one and just create a new document model (step 2).

Because one document type enables only one document model with the type "Email," the operator must invalidate an existing "Email" document model before creating a new document model with the new type.

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If the operator reuses the existing document type, they invalidate the existing one and create a new one.

The operator has to create a new document model with the type "Design Editor" in order to configure the new designer email template.

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If the operator does not set up a document template, the system uses the default template. If the operator wishes to customize the standard template, they need to create a new document template.

In the document template screen → A new menu "Template editor" is added. On click the designer editor is loaded and the operator is able to modify the content.

Adding merge tags

To modify the content by using merge tags click on the editable content block and look for merge tags. The system will offer you the ones that are available for this document type.

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We recommend the operator to validate the new changes of to the document template before putting it in into use. The contact number input selected represents a link to the concrete order number where the infomation information is stored. The system will use this information to generate a test email respecting the configuration, the data, and structure of the email template and selected order example.

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The system will generate and send a document to the contact based on the document type and the business needs.

For example, to generate a letter document, the operator can select the letter document in the File detail screen and click on the generate button.

Email sent to the contact

Validating the email will provide an example as seen below.

When designing your email templates, we recommend you use a feature "Saved rows" which will make the process of applying shard design styles such as header or footer across multiple transactional emails much faster and more convenient. You have to create a row once (use save button as indicated below), store it, and simply reuse it in other email templates by finding it under Saved rows section (See below).

Multi-language support per document model

Multi-language support for your templates is available. Simply define multiple document models per each language you need. We provided some predefined templates per language for most used templates as part of the default setting.

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How to migrate a template from preproduction to production environments?

You will notice that every template newly created template will be generating a *.json file that is available for download. Currently (in Beta status of the release) the uploading is not yet enabled. In future releases, we'll enable the possibility to upload those templates so that you can test them first in testing environments (such as preproduction) before uploading a final version to your production environment.

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Other details

Specialities

While this new functionality provides a significant improvement to how transactional emails are managed today, you will notice that some of the documentation templates are populated with some technical code conditions. This will be improved over time but for now ...

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title	Important

We recommend NOT removing any of those code conditions and purely focusing on adapting the text associated with actual messaging. Some templates provide templates that cover multiple use cases and the text from such templates will be applied only when specific criteria of action are met before the template is generated and shipped to the end user. Such a case is the template for Orders that you can also see below. Such a template will trigger only a specific part of the messaging applied on the template respecting specific cases. An example can be when the user's order was made using the product "options" or "reservations".

Removing the mentioned code from the view will break the template and require you to configure the template from scratch.

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Formats available

While this feature was primarily built for transactional emails, it might be useful to design other formats of documents. We also support the creation of document models in PDF format.

Versions Compared

Old Version 2

New Version Current

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