Please note
Transactional email templates are supported only by Magento v2.2.0 and above, and by Engagement Cloud for Magento v2.4.4 and above.
Overview
Creating Magento transactional templates is now a quick, simple and intuitive process by utilising Engagement Cloud's EasyEditor.
It's important to note that these emails are not triggered out of Engagement Cloud directly. Instead, the source of the campaign is synchronised back to Magento every six hours once mapped via the 'Engagement Cloud for Magento' connector. After synchronisation is complete the campaigns become available under 'Transactional Templates' within Magento and replaces the default templates that were selected previously.
For more information and guidance about Engagement Cloud's transactional email service, read Using transactional email.
Replacing default email templates with Engagement Cloud campaigns
- Go to STORES > Configuration > ENGAGEMENT CLOUD > Email Templates
- For the appropriate Magento email template, select an Engagement Cloud campaign from the dropdown next to it (a triggered campaign type is recommended but you can select from any)
- Select Save Config
This will automatically cause your template synchronisation to run (it normally runs every 6 hours and can be run manually by going to Developer > Sync Settings), which will do the following:
- In MARKETING > Email Templates (under the 'Communications' section), a new email template will be created for the template which was mapped to in step 2
- the Engagement Cloud campaign's content will be copied into the new email template
- the Engagement Cloud campaign's subject line will be copied into the new email template's subject
- the Engagement Cloud campaign's 'From address' and 'Friendly from name' will be copied to the correct location in Magento admin
Using Magento variables
You can make use of any official Magento variables in your campaign, provided they're placed inside Liquid raw tags within a text box building block. This makes sure the variables aren't misinterpreted as Liquid when the campaign is compiled, therefore will be formatted correctly in Magento.
Here are some examples:
Gets the customer's first name
{% raw %}{{var customer.firstname}}{% endraw %}
Gets the payment method used
{% raw %}{{var paymentMethod}}{% endraw %}
Gets the first line of the shipping address
{% raw %}{{var order.getShippingAddress().getStreet1()}}{% endraw %}
Read more about Magento variables and customising email content »
Restrictions
Email templates sent using an Engagement Cloud campaign don't support the following EasyEditor features, building blocks and link types:
- Personalisation
- Product recommendations
- Emojis
- 'RSS feed'
- 'Sharing'
- 'Social links'
- 'Dynamic content'
- 'External dynamic content'
- 'Advanced personalisation' blocks
- 'Forward to a friend' link
- 'Unsubscribe' link (but you will need to include one in order to save your template in EasyEditor; see 'About unsubscribe links')
- 'View in browser' link
- 'Double opt-in' link
Don't make use of these types of features, blocks or links in your transactional email template, otherwise your email won't render correctly.