Using transactional email templates for Salesforce Commerce Cloud

Learn how to edit and enable transactional email templates for Salesforce Commerce Cloud, so you can keep your marketing communications consistent.

Overview

If you’re a Salesforce Commerce Cloud merchant, you can create and enable transactional email templates, so you can provide your customers with consistent and relevant order details. You can see a list of different events that happen in your Salesforce Commerce Cloud store, such as a new account, account updates, or new order confirmations. You can apply different settings to each storefront, as well as each version of your storefront.

Version availability

Transactional email templates are available for cartridge v20.1.0.

Design transactional email templates

To design your transactional email template, you need to use EasyEditor and insert variables into text blocks where they are needed.

To learn more about using EasyEditor, check out the EasyEditor area in our help centre.

When designing your transactional email campaign, make sure to remove all unsupported blocks. You don’t have to remove your unsubscribe link because it’s automatically removed at the time of the campaign send.

To learn more about unsupported blocks for transactional email campaigns, check out Create and design a transactional email.

Inserting variables

Liquid variables help to personalise your email campaign so that the information is correct and relevant to your customers’ orders. For example, if you create an order confirmation email campaign, you might use the following Liquid variables for your campaign layout:

Hi, {{ data.order.billing_address.first_name }}.
Thanks for your order {{ data.order.id }}!

Your order status is now: {{ data.order.order_status }}.
You've ordered the following products:

Items

{% for product in data.order.products %}
{{ product.name }} ({{product.sku}}) x {{ product.qty }}
{% if product.options %}
{% for option in product.options %} {{ option.name }}:{{option.value }} | {% endfor %}
{% endif %}
Price:{{ product.price_inc_tax }}
-----------------------------------------------
{% endfor %}

 

To learn more about the different types of Liquid variables you can use, check out Transactional email variables for Salesforce Commerce Cloud.

Start sending a transactional email template

Once you design your transactional email template, you need to enable it in your Salesforce Commerce Cloud Business Manager:

  1. Select the site you want to customise the transactional email template from for.
  2. Go to Merchant Tools > Site Preferences > Engagement Cloud Configs.
  3. Add your API username, API password, and account region.
    imagesfccet.png
  4. Enter the campaign ID for each template you want to customise.
    campaignidsfcc.png
  5. Select Save.

    Make sure you’re applying the changes to the correct site. For example, sandbox, staging, or production.

See also

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