Fully customizable email templates

Email templates are designs that can be reused when sending emails through scenarios or email campaigns. They include the entire email structure with the availability of data personalization.

Uses

Email templates are used for newsletters or automated scenarios (e.g. cart abandonment). It allows for simple reuse of the same template in multiple scenarios, and also simple content change for daily marketing purposes. It is also possible to send emails not to customers, but to a specific email address that can inform relevant parties about desired information either about customer behavior (e.g. sending of lead information using event triggers in scenarios) or scheduled repeated emails to the management with important metrics.

It is also possible to upload an image in an email template to get a direct hyperlink to this image, which is especially useful when there is a limited possibility to put it on one’s own web page. These images can later be used in web layers.

Creating a template

Email templates are created in the campaign section.

There are two ways of creating an email template:

• HTML builder – consists of fields for HTML and CSS input in case you have pre-created email templates or are proficient in the languages
• Visual builder – interactive email creator that allows you to build the email from different components

Personalization

Emails sent from Exponea allow for the content to be personalized. This is achieved using Jinja tags in the email. (You can find thorough Jinja specification here). You can use Exponea to create the Jinja code for personalization for you. This can be simply pasted into the text field within email.

When you click on Personalization tab in the bottom of the template, a small menu will appear. Jinja allows advanced inputs, such as if conditions or for cycles to bring the personalization even further.

The menu lets you choose from multiple options, such as:

• customer attributes
• trigger event properties – when used in a scenario with an event trigger, the attributes of the specific event that triggered the scenario will be used; this is usually used in cart abandonment scenarios
• webhook response
• metrics
• reports
• catalog items
• recommendations
• surveys
• unsubscribe link – custom link for each customer that will allow them to unsubscribe from mailings; note that when when this link is shared, other people can unsubscribe the customer if they proceed with it
• view link – custom link that will show the email in browser
• current timestamp

Multilingual versions

It is possible to create multiple versions of an email template, and the versions will be sent to customers based on their “language” property, which can be set by a scenario. Different language options can be set in project settings -> languages.

When a customer does not have any language set, the default template will be used. When creating a new language mutation, default template will be copied. Afterwards, when default template is changed, the copies will not be updated.

Afterwards, you can edit each template separately:

The attribute in a customer: