This guide provides a detailed walkthrough on creating or editing an email template in a late shipment account.

Step 1: Navigate to the settings.

Step 2: Select notifications.

Step 3: In the automate section, choose the trigger to edit or create a new template for.

Step 4: Click edit. Modify the existing template or create a new one.

Step 5: Follow the dynamic merge tags listed below.

(Merge tags add dynamic content. For example, the tag customer_name automatically fills in the customer's name based on the order. This applies to all merge tags listed below).

Step 6: Drag and drop an image into the desired location to add it to the template.

Step 7: Save the template. Provide a subject line and a name for the template before saving.

Step 8: Click save.

Step 9: Preview the template by clicking Preview.

Exporting a template outside of the platform

Step 1: If a template has been created outside of the platform, it can be imported. Copy the HTML code of the external template.

Step 2: Go to source code.

Step 3: Delete the existing code and paste the copied HTML code.

(Remember to follow the merge tag's listed below).

Step 4: Save the imported template.

Step 5: Preview the template by clicking preview.

Sending a test email

Step 1: Click test to send a test email.

Step 2: Enter the email ID for whom the test email should be sent and click send.

Step 3: Click the toggle to make the email live.

This action changes the toggle to live, enabling customers to receive the created email notification.

Before sending emails to customers, ensure the domain is verified.