How to create and edit Transactional e-mails in Magento Commerce

Within Magento there are about 30 pre-defined e-mail templates. These e-mails are sent to customers when they subscribe to the newsletter, register to the site or place an order. Magento gives you the chance to customize the email templates as you wish, if you have some basic html skills you can personalize the templates by your own. You can add your own design template, your own color scheme & text.

STEP 1

First you have to load & save all transactional e-mails. You can load the transactional e-mails from admin => system => transactional e-mails. When you load the transactional e-mails, there is an option, to select “Locale”, you can dropdown under “locale” and select which language you prefer. In our case I have selected “Locale” => Dutch (Netherlands), respective Dutch language. Our e-mails templates are in Dutch language. Make sure the locale extension is already available in your Magento install. If not: install the extension using the Magento Connect Manager.

Once the first step is made, you can edit the transactional e-mails.

Go to your admin panel => select system => transactional e-mails & select the e-mail template you wish to edit.

Within the pre-defined e-mail texts there are four items to change:

a. Edit the ‘ALT’ tag of the image

b. Edit the dummy email address used

c. Edit the example phone number

d. Edit the e-mail text.

In our first example, we selected the first e-mail template named: new_invoice_nl.

Under Action tab you have the possibility to “Preview” the template. Press preview to see how the e-mail looks. Bare in mind variables (like the store name, customer name etc) will not show in the preview mode.

Template Preview Screen Shoot. Top one is the logo Magento demo store, once you upload your own logo, this will be replaced with your logo.

a. Edit Alt

First you have to change the “Alt” option. In the html code it is written as alt=”Magento”, you should replace the “Magento” word for example alt=”YourStoreName”.

Magento Replace alt tag

Magento Replace alt tag

b. Edit E-mail Address

Replace the e-mail with your own e-mail:

<a href=”mailto:magento@varien.com” style=”color:#1E7EC8;”>demo@website.nl</a> of telefonisch via +31 (0) 10 1234 5678. </p>

For example:

<a href=”mailto:username@domain.nl” style=”color:#1E7EC8;”>user@domain.nl</a> of telefonisch via +31 (0) 10 1234 5678. </p>

Replace e-mail

c. Edit Phone Number

Replace phone number with your own phone number.

Replace phone

When you finished editing the template, you have the option to preview it.

presspreview

Once all editing has made, save the template.

Repeat the steps for all transactional e-mails. Good luck!

It is important that in your store configuration you point to the new e-mails you have created. Most of these settings can be found under System -> Configuration. If you want to receive an precise explanation where, which e-mail setting is stored, just drop me an e-mail.

If you have any trouble with transactional e-mails please do not hesitate to contact Younify at: info@younify.nl

UPDATE:
Check also this video:

If you need any help on this post, or are looking for an experienced Magento partner, feel free to contact us!

~ by emilekoolstra on May 30, 2009.

2 Responses to “How to create and edit Transactional e-mails in Magento Commerce”

  1. Thank you so much for the great tutorial…Awesome inspiration!

  2. [...] If you have any trouble with the Transactional e-mails please review our article regarding How to create and edit transactional e-mails in Magento Commerce. [...]

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