Editing Transactional Email Templates

Overview

You may want to modify one of the Transactional Email templates; for example: 

• Order confirmation
• Backorder delay
• Order shipped
• Order canceled, etc.

Solution

1. From Symphony Manage, navigate to Notifications > Email.
2. Select the required email template from the drop-down menu.
   
   
   
   
3. Edit the required part of the email:
   • Subject Line: Enter the desired text in the field at the top of the page.
     
     
     
     
   • To replace an image in any section:
     1. Click on the required picture.
     2. Click on the circular arrows icon next to the same image on the right panel.
        
        
        
        
     3. Select the new image from your computer.
     4. Click Open.
   • To modify a link for an image:
     1. Click on the required image.
     2. Expand the Link section on the right panel.
     3. Paste the required URL or select the required Page from your site.
        
        
        
        
   • To edit the text in one of the sections:
     1. Click on the required block.
     2. Enter the desired text.
     3. You can edit the size, font, color, alignment of the text using options on the right panel.
        
        
        
        
4. Click on the Preview button at the top of the page to review how the final template will be displayed.
5. Click Publish in the top right corner of the page.
   
   Note: If you need to redesign a template significantly, submit a request to Symphony Support including all of the details: sections that need to be modified, pictures, links, description, etc.

<supportagent>

Complex redesign requests should be elevated to the PS team.

</supportagent>

Testing

1. Click Send Test at the top of the page.
2. Your email address is auto-populated, enter another email if needed.
3. Click Send.
4. Check your mail to confirm that the delivered template is displayed properly.