How to Customize Email Templates in Magento 2

Table of Contents

  1. Introduction
  2. What are Email Templates?
  3. How to Customize Email Templates in Magento 2 Store
  4. Adding a Logo to Your Email Template
  5. How to Dynamically Add Variables to Email Templates in Magento 2
  6. Expert Tips for Customizing Magento 2 Email Templates
  7. Beyond Email - Engage through SMS and WhatsApp
  8. Conclusion
  9. FAQ

Introduction

In today's digital landscape, maintaining brand consistency across various touchpoints is crucial. This includes your website and the emails you send to your customers. Magento 2 offers default email templates, but they often lack the customized touch required to truly engage your audience. Fortunately, you have the ability to tailor these templates to better reflect your brand's identity and messaging. In this blog post, you’ll learn how to customize email templates in Magento 2, along with actionable expert tips to elevate your brand consistency and customer engagement.

What are Email Templates?

Email templates are pre-designed, customizable layouts used for sending email notifications to your customers. Magento 2 includes a variety of default email templates that cater to different notifications such as order confirmations, shipping updates, and more. However, these standard templates can be enhanced through personalization and design modifications, allowing you to align them more closely with your brand's voice and visual identity.

How to Customize Email Templates in Magento 2 Store

Customizing email templates in Magento 2 is a straightforward process involving two primary steps: creating a new template and assigning it to the store configurations. Let’s dive into the detailed steps required to accomplish this.

Step 1: Create a New Template

  1. Log in to Your Admin Panel: Start by logging in to your Magento 2 admin dashboard.
  2. Navigate to Email Templates: Go to Marketing > Communications > Email Templates.
  3. Add a New Template: Click on the "Add New Template" button.
  4. Select and Load Template: Choose an existing email template you wish to customize and click on "Load Template."
  5. Fill in the Template Information: Enter the necessary details such as the template name, subject, and content. You can use HTML and CSS to design your email to match your brand.
  6. Save the Template: Once you've made all the desired changes, simply click "Save."

Step 2: Assign the Email Template

After creating your customized email template, the next step is assigning it to the store’s configurations.

  1. Navigate to Store Settings: Go to Stores > Settings > Configuration.
  2. Head to Sales Emails: Under the Sales tab, find and select Sales Emails.
  3. Select the Custom Template: Choose the template you created from the dropdown menu.
  4. Save Configuration: Finally, save the settings to apply the newly created email template.

Once these steps are completed, your Magento 2 store will send emails in the updated format.

Adding a Logo to Your Email Template

Branding your email templates by adding a logo can enhance professional appeal and brand recognition. Here’s how you can do it:

  1. Go to Content > Design > Configuration: In your admin panel, navigate to Content > Design > Configuration.
  2. Choose Configuration Scope: Select the relevant configuration scope based on your website's needs.
  3. Access Transactional Emails Section: Click on the Transactional Emails section.
  4. Upload Your Logo: Fill out the required details and upload your logo.
  5. Save Configuration: Finish by saving these changes.

How to Dynamically Add Variables to Email Templates in Magento 2

Dynamic variables allow you to personalize the content of your email templates further. They automatically replace placeholders with specific information when the email is sent.

  1. Navigate to Template Content: While editing your email template, go to the Template Content section.

  2. Insert Variables Using Syntax: Utilize the appropriate syntax to insert dynamic variables. For example:

    • {{var customer.name}} for the customer's name.
    • {{var order.id}} for the order number.
    • {{var store.url}} for the store URL.

Incorporating these variables can make your emails more engaging and targeted.

Expert Tips for Customizing Magento 2 Email Templates

Customizing email templates in Magento 2 doesn’t stop at just making aesthetic changes. Here are some expert tips to elevate your email communication:

  1. Maintain Consistency: Ensure that your email templates are consistent with your overall branding, including colors, fonts, and messaging style.
  2. Personalize Content: Use dynamic variables to personalize emails based on customer data, such as names, purchase history, and preferences.
  3. Test for Responsiveness: Ensure your templates look good on all devices by conducting thorough testing.
  4. Optimize for Deliverability: Use spam-check tools to optimize your emails for better deliverability rates. Avoid using language or links that could trigger spam filters.
  5. Include Clear CTAs: Make sure your call-to-actions are clear and compelling, guiding the recipient on the next steps.
  6. Monitor Performance: Track key metrics like open rates, click-through rates, and conversion rates to measure the effectiveness of your email templates and make data-driven improvements.

Beyond Email - Engage through SMS and WhatsApp

While customizing email templates is crucial, consider expanding your communication strategy to include SMS and WhatsApp notifications. These platforms are popular for keeping users updated in real-time. Leveraging multiple channels can significantly boost customer engagement and satisfaction.

Conclusion

Customizing your email templates in Magento 2 is a powerful way to enhance your brand consistency and improve communication with your customers. By following the outlined steps and incorporating expert tips, you can create engaging and personalized email templates that resonate with your audience. Additionally, exploring other communication channels like SMS and WhatsApp can further enhance customer interaction and drive your store's success.

FAQ

How do I edit an existing email template in Magento 2?

To edit an existing email template, navigate to Marketing > Communications > Email Templates, select the template you wish to edit, make your changes, and save the updated template.

Can I use custom HTML and CSS in my Magento 2 email templates?

Yes, you can utilize custom HTML and CSS to fully customize the design and layout of your Magento 2 email templates.

How do I test my customized email templates?

You can send test emails from the Magento admin panel by creating a sample order or transaction. Also, preview them in different email clients and devices to ensure they appear as desired.

What type of dynamic variables can I add to my Magento 2 email templates?

You can add various dynamic variables, including customer-specific information, order details, and store URLs, to make your emails more personalized.

Are there predefined templates available in Magento 2?

Yes, Magento 2 offers a variety of default templates for different types of email notifications, which you can use as a base for customization.