Customize Magento 2 Email Template Settings

Mar 14, 2019378
Customize Magento 2 Email Template Settings

Emails are the basic and most traditional way of communicating with customers in ecommerce. Since there can be a wide range of situations that require sending a letter, it would be undoubtedly more convenient to have a number of email templates, automatically triggered by a certain event.

Table of contents:

How to configure basic types of email templates
How to configure email header template
How to customize message template
How to configure email footer template
How to configure email sending

Magento 2 offers a set of customizable email templates for a great number of events that may occur during an online store operation like purchase, return, failed payment, customer alert and so on. The templates can as well be optimized to any screen size and device.

Magento does its best to tend to the needs and peculiarities of its client merchants, and what concerns the supported email clients, there is a large number of services compatible with it. Magento is compatible with the following desktop clients: Outlook 2011,2013, 2007, 2003, 2010 and Apple Mail 6. As for mobile clients, it supports Android native email apps and the corresponding mail clients for IOS 8, 7 and 6. What comes to web clients, the supported browsers are Chrome, Firefox and Internet Explorer.

How to configure basic types of email templates in Magento 2

First things first, when working with any type of emails in Magento 2 you will need to prepare a brand logo that every letter will contain. This should be a clear image in JPG/JPEG / GIF / PNG format; since your letter can potentially be opened at a high-resolution device, it is advisable to make your logo image as high quality as possible. Also, leave minimum blank spaces at the sides of the image in order not to waste valuable space.

When you get your logo ready, we can go ahead with email template configuration. Log in to the admin panel and navigate to Content -> Design section – > Configuration.

content configuration magento 2

Select the store, if you run multiple, and click Edit against it.

design configuration

You’ll get to the following menu; scroll down to Transactional Emails tab and expand it.

transactional emails

Click Upload button to upload the prepared image from the file tree of your computer. Fill in the text to identify the image to the Logo Image Alt field.

Specify the logo width and height in the corresponding fields adding the px abbreviation after the number. You can also choose the header and footer images in the drop-down menus below (how to customize them will be described below).

Press Save Config to save changes.

How to customize a sales email in Magento 2

Sales emails are the letters associated with various stages and actions in the order processing. The list of all sales emails you can find in this list.

Go to Stores -> Settings -> Configuration.

stores settings configuration

In the menu on the left expand the Sales tab and click the Sales Emails.

Sales emails

We will need the first three sections – General Settings, Order and Order Comments.

general settings order

At General Settings, configure the Asynchronous Sending:

  • Enable – to send emails in certain intervals;
  • Disable – to send emails triggered by certain actions.

In the Order section, configure the following:

  • Enabled – set at Yes;
  • New Order Confirmation Email Sender – select the sender of the confirmation message;
  • New Order Confirmation Template – select the confirmation email template;
  • New Order Confirmation Template for Guest -select the confirmation message for the unlogged users;
  • Send Order Email Copy To – enter the email addresses of the people who you wish to receive a copy of the letter;
  • Send Order Email Copy Method – select either BCC (blind courtesy copy) or separate email.

Expand the Order Comments section and repeat the actions for Order sections.

order comments save

When finished, press Save Config.

How to customize a payment failed email in Magento 2

Go to Stores -> Settings -> Configuration.

stores settings configuration

In the Sales menu select Checkout tab. Expand the Payment Failed section and configure the following fields:

payment failed emails

  • Payment Failed Email Sender – select the sender of the confirmation message;
  • Payment Failed Email Receiver – who receives the failed email;
  • Payment Failed Template – select the confirmation email template;
  • Send Order Email Copy To – enter the email addresses of the people who you wish to receive a copy of the letter;
  • Send Order Email Copy Method – select either BCC (blind courtesy copy) or separate email.

When done, click Save Config.

How to customize an admin user email in Magento 2

Admin user emails are sent in case a user forgets or loses the account login and password.

Navigate to Stores -> Settings -> Configuration.

stores settings configuration

In the menu on the left expand the Advanced tab and select Admin. Expand Admin User Emails tab and configure the following fields:

admin user emails

  • Forgot Password Email Template – which template is sent when the user forgets the password;
  • Forgot and Reset Email Sender – who sends the forgot and reset email;
  • User Notification Template – select the user notification letter template.

When done, press Save Config.

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How to configure email header template in Magento 2

The major email header element is traditionally a company logo with the link to your store. However, you can easily configure it and add other elements.

Go to Marketing -> Communications – > Email templates.

marketing communication

Click the Add New Template button.

add new template magento 2

Open the Template drop-down list and select Header in the Magento_Email section. Click Load Template button.

load default template

At your will, configure the following:

  • Template Name,
  • Template Subject,
  • Template Content,
  • Template Styles.

header save template

Click the Insert Variable if you wish to add other elements.

Press Save Template in the upper right corner.

Go to Content -> Design -> Configuration.

content design configuration

Select the store view you want to configure and press Edit.

design configuration

Scroll down to Transactional Emails.

transactional emails header new

In the Header Template drop-down list select the suitable header and press Save Configuration.

How to customize message template in Magento 2

Go to Marketing -> Communication -> Email Templates.

marketing communication

Press the Add New Template button in the upper right corner.

add new template

In the Load default template select the template you want to customize and press Load Template.

load default template

 

Scroll down to the Template Information section, where the features of the template you selected have appeared. Here you can configure:

template information

  • Template Name;
  • Template Subject – the first line of the letter, usually a salutation;
  • Template Content – written in HTML code, consisting of a combination of HTML tags, CSS directives, variables. If you are missing a variable, you can always add one. Click the Insert Variable button above the Template Content box. Select from the list a variable and click on it. The corresponding HTML code will appear in the box;

insert variable

  • Template Styles – in case you need to make CSS declaration, fill in the styles in this box.

There is a breadcrumb path that demonstrates where this template configuration is located. Click the link to open template configuration page. Click the last link to get to the template configuration page.

Find the field where Email Template is specified and select the newly configured template from the list. Click the Save Config button in the upper right corner.

contact us page

When you are ready with the email template configuration, you can click on Preview Template button. If you are satisfied with how the template looks, click Save Template.

save config button

The new template will appear in the list of templates.

templates list

How to configure the footer template in Magento 2

A footer usually contains a closing paragraph with a signature, however, Magento 2 enables admins to change the footer template to suit your corporate style.

Navigate to Marketing -> Communications – > Email templates. Press the Add New Template button in the upper right corner.

Open the drop-down at the Template field. Select the Footer option in the Magento_Email section. Click Load Template.

footer select template

Configure the following fields:

footer configuration

  • Template Name,
  • Template Subject,
  • Template Content,
  • Template Styles,

and click Insert Variable if you wish to expand the number of elements.

Click Preview Template to make sure you have configured the template right and press Save Template.

Navigate to Content -> Design -> Configuration.

content design configuration

Select the store view and press Edit. Expand the Transactional Emails tab and select the newly created footer template.

transactional template new footer template

Press Save Configuration.

How to configure email sending in Magento 2

Navigate to Stores -> Settings section -> Configuration.

stores settings configuration

Expand the Advanced section and select System tab.

advanced system

Open the Mail Sending Settings. Perform the following settings:

mail sending

  • Disable Email Communications – at No,
  • Host – at localhost and Port (25) – at 25 (if you use Windows settings),
  • Set Return Path – at No (this is the security measure officially recommended by Magento).

Expand the Sales tab in the menu on the left and select Sales Emails.

Sales sales emails

Set Asynchronous sending at Enable.

general settings asynchronos

Click Save Config.

Wrapping it up

This is the comprehensive guide over how to customize email templates in Magento 2.  I hope the information we provided will be useful; if you have any questions or comments, feel free to leave them in the comments.


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