Creating an Email

Purpose:

The purpose of this walkthrough is to help you set up an email, with your logo that will be communicated to your customer when they make a purchase or when you send them any notification via email.

Pre Requisites:

• Company Logo

• Customer service email address

• Telephone where to be contacted

The most common emails you will use are Welcome and Receipt, but as you can see there are many you can utilize for your customers. 

• On the left side menu click Settings and then click Email Communication

Open

• We will start with the Welcome email, scroll down to Other and click the builder tool for the welcome email.

Open

• Once here, a new tab will appear and this is where you can build the email.

• Each section of the email is customizable but using the editor tool in the right corner of each section

1. Each icon performs different action:

   • Move tool 

   • Paint brush 

     • Text editor, with optional CSS coding 

   • Duplicate/copy 

   • Delete 

• At the top of the screen you can preview your email on tablet and mobile by switching between these icons to see:

• Preview the email by clicking the eye icon

• You also have editing options under this drop down

• Here you can see there are options for: 

• SEO, Social, and Metatags

• Adding additional banners, pop ups, and more

• You also have coding options through CSS as well as JS here 

• Once you are happy with your email, you can navigate to the top right and:

Save 

Save as Draft 

And Publish

• As you can see there are plenty of ways to customize your emails with easy-to-use features! 

Checklist:

• Company Logo

• Customer service email address

• Telephone where to be contacted

• optional CSS Code