Description: This tool allows you to create, modify, and manage reusable templates for all digital communications (emails, newsletters, promotional messages), ensuring visual consistency and ease of use.
What is it for? (Practical examples)
Use it to define the structure and design of your corporate communications.
- Newsletter Creation: Prepare the standard layout for your email marketing campaigns, including logos, footers, and predefined sections.
- Transactional Emails: Define specific templates for automatic messages (e.g., registration confirmation, shipping notification, password recovery).
- Standardization: Ensure that all communications sent from the system maintain a uniform corporate image, thanks to the use of an optimized visual editor.
Main Features
The module offers comprehensive tools for managing communication templates.
- Complete Management: View, edit, create, and delete existing templates through a summary list that includes a visual preview.
- Advanced Visual Editor: Use an optimized drag-and-drop editor for creating email and promotional content, ensuring correct display on all devices.
- Automatic Preview: The system automatically generates a preview image of the saved template, facilitating quick identification in the main list.
- Attachments: It is possible to associate up to 10 files (images, PDFs, compressed documents) with each template, which will be included in the sent communications.
- Multilingual Support: The template content can be managed in different languages if the translation feature is enabled in the system.
How to configure it
Creating a new template is guided by a tabbed procedure.
| Option | Description |
|---|---|
| Template Name | The internal title used to identify the template within the system. |
| Type | The classification of the template (e.g., "Newsletter," "Service Email," "Promotion"). This classification helps the system categorize the template's use. |
| Content | The main area where the visual editor is used to build the message body. |
| Attachments | Section dedicated to uploading files to be sent along with the template. Common formats such as JPEG, PNG, PDF, ZIP, and RAR are supported. |
Automatic Integrations
Templates created in this module are the foundation for your communication campaigns.
- Dynamic Content (Shortcodes): Within the "Content" field, you can insert shortcodes (placeholders) that are automatically replaced by the system with specific information (e.g., recipient's first and last name, personalized links, order details) at the time of sending.
- Use in Automations: Templates are immediately available to be selected as the basis for sending automatic emails triggered by specific events (e.g., a user performs an action, or data is modified in the system).
- Marketing Campaigns: Templates are ready to be used and customized within mass sending modules (newsletters and promotional campaigns).
