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. How to Dynamically Add Variables to Email Templates in Magento 2?
  5. Expert Tips on Customizing Magento 2 Email Templates
  6. Conclusion
  7. FAQ

Introduction

Emails are a vital communication channel between businesses and customers. They not only convey essential information but also contribute significantly to brand perception. However, the default email templates provided by Magento 2 can be quite lackluster. If you want to create a memorable and cohesive brand presence, customizing these templates is a must.

In this blog post, we will guide you through the steps to customize email templates in Magento 2. You’ll learn how to create new templates, assign them within your store, and dynamically add variables for personalized emails. By the end of this guide, you will have the tools needed to enhance your email communication and reinforce your brand identity.

What are Email Templates?

Email templates are pre-designed layouts that can be easily modified to suit your brand's needs. Magento 2 comes equipped with various default email templates for transactional emails such as order confirmations, shipment notifications, and more. Despite their functional aspect, these templates often lack the bespoke touch that helps in engaging your audience.

Benefits of Customizing Email Templates

  1. Brand Consistency: Ensures that your emails maintain the same look and feel as your website and other marketing materials.
  2. Improved Engagement: Well-designed emails are more likely to catch the recipient's eye and encourage interaction.
  3. Enhanced Personalization: Custom templates can be tailored to incorporate personalized elements, making them more relevant to the recipient.

How to Customize Email Templates in Magento 2 Store?

Customizing email templates in Magento 2 is a straightforward process involving two main steps: creating a new template and assigning it to the store. Let’s look at each step in detail.

Step 1: Create a New Template

Follow these steps to create a custom email template in Magento 2:

  1. Log into Admin Panel: Navigate to Marketing > Communications > Email Templates.
  2. Add New Template: Click on the "Add New Template" button.
  3. Load Template: Select an email template and click on the "Load Template" button.
  4. Fill Template Information: Start filling in the necessary template information, such as Template Name, Subject, and Content.
  5. Save: After filling in all required fields, click on "Save" to create the new template.

Step 2: Assign Email Template

Now that your new template is saved, the next step is to assign it to your store configurations:

  1. Navigate to Configuration Settings: Go to Stores > Settings > Configuration.
  2. Go to Sales Emails: Head to Sales Emails under the Sales tab.
  3. Select Your Template: Choose the template you’ve created from the dropdown menu.
  4. Save Configuration: Click on "Save Configuration" to finalize the changes.

By following these steps, you ensure that all future emails use your newly designed format.

Adding a Logo to Your Email

An essential element of email customization is the incorporation of your brand’s logo. Here is how you can add or change your email logo in Magento 2:

  1. Navigate to Content > Design > Configuration: Select the configuration scope (like your specific store view).
  2. Go to Transactional Emails Section: Click and fill out the necessary logo details.
  3. Save Configuration: Save your changes to apply the logo to your email templates.

How to Dynamically Add Variables to Email Templates in Magento 2?

One of the key features of Magento 2 email customization is the ability to add dynamic variables. These variables dynamically load personalized information, making each email more relevant to the individual recipient. You can use these in the Template Content section with the appropriate syntax.

Common Dynamic Variables

  1. Customer Name: {{var customer.name}}
  2. Order Number: {{var order.increment_id}}
  3. Store URL: {{var store.url}}

These variables allow you to create a personalized and engaging email format.

Expert Tips on Customizing Magento 2 Email Templates

Customizing your email templates can significantly improve your customer engagement and brand consistency. Here are some expert tips to maximize the effectiveness of your Magento 2 email customization:

  1. Consistency is Key: Ensure that the colors, fonts, and overall design elements align with your brand's identity.
  2. Clear and Concise: Keep your email content brief but informative. Overloading information can deter recipients from reading the entire email.
  3. Personalization: Use dynamic variables to add a personal touch. Personalized emails have higher open rates and engagement levels.
  4. Mobile-Friendly Design: Ensure that your email templates are responsive and look good on various devices, especially mobile phones.

Beyond Emails: Alternative Communication Channels

While email remains essential, don't limit your customer interaction to just one channel. Consider integrating SMS notifications and WhatsApp messages. These platforms are increasingly popular among users for staying updated and offer additional touchpoints to reach your audience.

Conclusion

Customizing email templates in Magento 2 is a strategic move to enhance your brand’s communication and engagement with customers. By creating and assigning new templates, adding dynamic variables, and following best practices, you can ensure that your emails are not just functional but also memorable and aligned with your brand.

Take your customer engagement to the next level by coupling customized emails with SMS and WhatsApp notifications. The strategic use of these communication tools can significantly contribute to your store’s success.

FAQ

What are email templates in Magento 2?

Email templates in Magento 2 are pre-designed layouts that can be modified to match your brand’s identity. They are used for various transactional emails sent to customers.

How do I create a new email template in Magento 2?

Log into your Magento 2 admin panel, go to Marketing > Communications > Email Templates, and click "Add New Template". Fill in the required information and save the template.

How do I assign an email template to my store in Magento 2?

Navigate to Stores > Settings > Configuration, then go to Sales Emails under the Sales tab. Select your custom template from the dropdown menu and save the configuration.

Can I add my logo to Magento 2 email templates?

Yes, you can. Navigate to Content > Design > Configuration and update the logo details under the Transactional Emails section. Save the configuration to apply the changes.

What are dynamic variables in Magento 2 email templates?

Dynamic variables allow you to insert personalized information into your emails. For example, you can use {{var customer.name}} to include the recipient's name in the email.

By following this guide, you will be well on your way to creating eye-catching, brand-consistent emails that resonate with your customers and enhance their overall experience with your store.