Transactional Message Templates

Just like other messages, the first step when creating a transactional message is creating a template. When you create a transactional message template, you'll find many of the fields are familiar. You'll enter a template name, folder, friendly from, from address, and reply-to address. Unlike typical message templates, however, there are no content areas for stories. Rather, the template is exactly what contacts see when they receive the mailing, and a PDF attachment can be the actual invoice, bill, receipt, or other transactional document.

Create a transactional message template

1. Navigate to Messages > Transactional > Message Template.
2. Click Create Mailing Template.

3. On the resulting page, at the top, configure the template's details:

1. Name
2. Folder
3. Friendly from
4. From address
5. Reply to address

4. In the HTML Template section, use the HTML editor to create your template.

NOTE: As with any template, you'll have the full editor capabilities, including the ability to add HTML Head and Body tags.

5. After your content is in place, click Create Text Template to generate a text template.
6. Click Create at the bottom of the page to finish.

Your template now displays on the Messages > Transactional > Message Template page.

NOTE: Remember, templates for transactional messages do not contain stories or other content. They are simply the layout and design for what contacts see in their inbox.