As with standard messages, the first step when creating a transactional message is to create a template.

The difference with templates for transactional messages (versus standard message templates) is that there are no content areas in which you add stories. Transactional-message templates are much simpler by design because their intent is to convey, typically, very specific "transaction" information to the recipient.

NOTE: You cannot attach files (e.g., invoices or receipts) to these templates, they are text-only templates.

To learn how to create templates for transactional messages to which you want to add an attachment, see Transactional Messages - Attachment Template.

This article describes how to create a template for a transactional message and how to manage your transactional-message templates.

Create a transactional-message template

1. Access the Admin interface.
2. Navigate to Messages > Transactional > Message Template.
3. Click Create Mailing Template.

4. At the top of the design page, specify the template's properties:

5. In the HTML Template section, add your message text to create your template.

• • Use the fields in the upper part to add HTML Head tags and HTML Body tag parameters.
  • Use the text-editor field to add your content, and then customize your content (e.g., format the text size, color, and font; add links, bullets, images, and personalizations) with the options in the toolbar.

6. When your content is as you want it, click Create Text Template to generate a text template.

• • If you want to change your content, do so only in the HTML field; then click Recreate Text Template to review the changes in the text version.
  • Click Mailing Content Codes to open an overlay dialog that has helpful information.

7. Click Create to finish and save your template.

Manage your transactional-message templates

Your transactional-message templates are stored in a central location and can be managed there.

To access and manage these templates:

1. Access the Admin interface.
2. Navigate to Messages > Transactional > Message Template.

On this page, you can:

• Hover on a template's icon to Modify, Copy, and Delete the template.
• Click a folder name to display its templates.
• Create a folder in which to store templates.
• Check the box to include your deleted templates (which you can "undelete") in the template list.
• Click to create a new template.
• Search for templates by name.