How to Create Custom Email Templates on Superdesk

Creating custom email templates on Superdesk allows you to tailor your communication with customers, enhancing your brand's voice and ensuring consistent and engaging emails. This guide will walk you through the steps of creating and customizing email templates within Superdesk, from basic setup to detailed adjustments.

Accessing Email Templates

To get started, navigate to Messages > Email Templates in your Superdesk account. This section contains all the available email templates you can customize.

Editing an Existing Template

Select a Template: Click on the Edit button next to the template you want to modify.

Duplicate Template: To create a variation of an existing template, click the three dots icon at the bottom right and select Duplicate. The copied template will appear inactive, allowing you to make changes without affecting the original.

Understanding the Email Template Builder

When you open the email template builder, you'll see various tools and options to customize your email. Here's a breakdown of the basic features:

Top Navigation

• Exit: Closes the email template builder.
• Send Test: Sends a test email to a specified address to preview your changes.
• Preview: Allows you to see how the email will look on both mobile and desktop devices.
• Save Changes: Saves all modifications made to the email template.
• Discard Changes: Cancels any changes made during the current session.

Global Settings and Styles

Global Settings

Edit the overarching settings for your email template, which apply to the entire template.

Global Styles

Customize the appearance of your email template, including:

• Background Colors: Set the background color for the email and its content.
• Padding: Adjust the top and bottom padding to control spacing.
• Content Border: Add and color borders around your email content.

Email Settings

Personalize your email with customer or store-specific details using placeholders such as:

• {{ customer.first_name }}
• {{ customer.last_name }}
• {{ store.name }}

Configure the email subject and preview text to make your emails more engaging:

• Email Subject: Example: Hi {{ customer.first_name }}, review your purchase
• Preview Text: Example: Tell us what you think

Section Settings

Adjust settings for individual sections within the email, excluding the Spacer section. Set background colors and spacing for each section here.

Building the Email Template

Superdesk's email template builder uses a pane-based architecture, making it easy to design your template by dragging and configuring different sections. Here are the main sections you can use:

Logo Section

Customize the top section of your email with your logo:

• Set the width and alignment (left, center, or right) of your logo.

Spacer Section

Add spacers to separate different sections:

• Set the background color and height of the spacer.

Content Section

Define the main message body:

• Use placeholders for customer/store details.
• Adjust font styles (font, color, size, alignment).

Products Section

Showcase products purchased by the customer:

• Adjust product image width, star color, and the maximum number of products to display.
• Customize product title font color and size.
• Enable/disable and style dividers between products.

Footer Section

Include essential information such as your store address and an unsubscribe link:

• Set font color and size.
• The address is pulled from your store settings.

Additional Sections for Specific Templates

• Review Replies: Customize the section where you reply to customer comments.
• Incentive Awards: Design reward coupon sections and "Shop Now" buttons.
• Verify Email Address / Identity: Configure sections for verification emails.

Activating or Deleting Templates

Activate: To activate a duplicated (inactive) template, click the ellipsis icon and select Activate.

Delete: To delete an inactive template, use the Delete option from the ellipsis menu.

Tips for Effective Email Templates

Regular Updates: Keep your templates updated with your latest branding elements.

Test Emails: Regularly send test emails to ensure everything looks and functions as intended.

Consistent Style: Maintain a consistent style across all your email templates for a cohesive brand experience.

Personalization: Use placeholders to personalize emails, making them more engaging for recipients.

By following these steps and utilizing the various customization options available, you can create professional and compelling email templates on Superdesk, enhancing your customer communication and brand presence.