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How to edit email types and templates
How to edit email types and templates

Learn how to customize email templates to suit specific store requirements in Booqable.

Igor avatar
Written by Igor
Updated over a week ago

There are two types of emails that your account can send out. These are automated emails and manual emails. All email templates are located in Settings > Emails

Automated emails

There are seven automated emails within Booqable. All of them can be edited by you to match your company's language and wording. 

These are the only automated emails that are possible at this time within Booqable. 

These automated emails are:

Webshop confirmation

This is sent out each time your customer orders from the webshop (your Booqable website). They receive an email with information about their order.

Payment SCA authentication

This email only impacts companies with European customers, this is the payment SCA email. This will be sent out whenever a customer need to re-authenticate their payment.

Customer account emails

These emails get sent to customers when they are creating their accounts during the Booqable checkout.

Manual emails

It is possible to create and send other email templates within Booqable which you can send manually from within the order or from within a documents in an order. These are located in your Manual Emails section.

Editing templates

Booqable email templates run on Markdown styling with special variables to pull in order specific information.
More information about markdown styling can be found here.

If you want to keep or create a table in your email template, you can use this building guide to markdown styled tables.
*Note: No text or characters should be directly before or after the table. This will cause your table to send incorrectly in emails. Always leave a blank line between a table and text outside a table.

Template settings

  1. Template name
    This is used to recognize a template before sending, the template name is not visible to customers.

  2. Template available when viewing
    This setting determines when a template will show up; when sending an email from an order, a customer, an invoice, a quote/contract, or for all emails.

  3. Subject
    The email subject your customers see when they receive the email.

  4. Message
    The main content of the email template. This is where you will use Markdown and HTML styling with variables.

Email variables

💡Note: Variables prefixed with order only work for manual email templates. To use these variables for the Webshop Confirmation email template, you need to replace order with cart . This applies to all variables except order.number which will always prefix with order

Variables are a dynamic way to pull order information into your email templates. The variables read information from the order and place that information into the email when you go to send it. 

💡Note: It is not possible to pull in custom field data to email templates at this time.

A list of email variables that can be used within your templates can be found here. Variables are made of three parts: the wrapper {{ }}, the object (this is the place within booqable that the variable will look), and the key (this is the piece of information the variable will pull).
Possible objects are cart, order, customer, company, employee, and document.

Variables will only pull in the specific information you ask for. More often than not, it will just be a number. Therefore it is also important to add a description or a currency symbol in front of the variable to show the information properly. If you are looking to deal with negative numbers (like discounts) you will want to add a negative symbol (-) before the variable so that it looks like a negative amount.

For example:

{{order.price}} will give you a number like 42
You will want to add information around the variable in your email template to get more information about what that number means:

 Your order total is ${{order.price}}. 

Adding that sentence to your email template will give you the following in the actual email:

Your order total is $42.

Conditional formatting

It is also possible to do conditional formatting in your email templates. 

Conditional formatting in the templates acts like if/then statements. It will behave as "if this variable has data with it, then show the following information. 

This currently works with order.lines and order.totalDiscount. They would each look as follows:

   {{quantity}} x {{title}} | {{displayPrice}}
Your discount is: {{order.totalDiscount}}

In both of these examples, the # initiates the conditional statement while the / indicates that the conditional statement is over.

Between the line with the # and the line with the / is where you will put your data. Any text put in that section will be shown. So in the above examples, the actual emails will look like this if the conditions are met:

5 x Example Item | 25.00
Your discount is : 5.00

💡Note: Variables prefixed with order are only for manual emails.
Variables in the webshop confirmation email must be prefixed with cart (Except for order.number).

BCC all outgoing messages

Sending a copy of every outgoing message to yourself or someone on your team is also possible! You can add the email addresses in this general section of the email settings. If you have multiple email addresses to receive the BCC, you can separate them by comma

This will include webshop confirmation emails as well. 

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