The feature is currently available for a subset of email templates (10). Our intention is to expand the capability of using a new email designer editor across all transactional email templates. Please see the details below.
The email designer is a powerful and easy-to-use content creation module that lets customers create beautiful documents with a simple drag-and-drop interface. They can choose from a variety of templates, layouts, and content blocks to suit their needs and preferences. They can also customize and design your content with fonts, colors, images, filters, frames, stickers, smart merge tags, and more.
A new document model type called “Designer Editor” has been introduced. This model allows customers to edit documents using the new drag-and-drop template designer editor.
You will find this new feature upon the creation of the new email template for transactional email under Document types. See below.
What document types are supported?
We support the following document types, the remaining ones will be delivered in the following releases.
Each document type has its own supported merge tags that allow operators to design personalized, dynamic email templates (see the example below):
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Contact first name”
Shows contact first name
“Contact last name”
Shows contact last name
“Contact email”
Shows contact mail 1
“Contact number”
Shows contact number
“Contact address”
Shows contact main address
“Contact username”
Shows contact username - mail 1
“Order number”
Shows order number
“Order amount”
Shows order amount
“Order creation date”
Shows order creation date
“File number”
Show file number
“File creation date”
Show file creation date
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Contact first name”
Shows contact first name
“Contact last name”
Shows contact last name
“Contact email”
Shows contact mail 1
“Contact number”
Shows contact number
“Contact address”
Shows contact main address
“Contact username”
Shows contact username - mail 1
“Order number”
Shows order number
“Order amount”
Shows order amount
“Order creation date”
Shows order creation date
“Order barcodes”
Shows simple order table with barcodes
“File number”
Show file number
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Contact first name”
Shows contact first name
“Contact last name”
Shows contact last name
“Contact email”
Shows contact mail 1
“Contact number”
Shows contact number
“Contact address”
Shows contact main address
“Contact username”
Shows contact username - mail 1
“Order number”
Shows order number
“Order amount”
Shows order amount
“Order creation date”
Shows order creation date
“File number”
Show file number
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Contact first name”
Shows contact first name
“Contact last name”
Shows contact last name
“Contact email”
Shows contact mail 1
“Contact number”
Shows contact number
“Contact address”
Shows contact main address
“Contact username”
Shows contact username - mail 1
“Order number”
Shows order number
“Order amount”
Shows order amount
“Order creation date”
Shows order creation date
“File number”
Show file number
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Contact first name”
Shows contact first name
“Contact last name”
Shows contact last name
“Contact email”
Shows contact mail 1
“Contact number”
Shows contact number
“Contact address”
Shows contact main address
“Contact username”
Shows contact username - mail 1
“Contact password”
Shows contact password
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Contact first name”
Shows contact first name
“Contact last name”
Shows contact last name
“Contact email”
Shows contact mail 1
“Contact number”
Shows contact number
“Contact address”
Shows contact main address
“Contact username”
Shows contact username - mail 1
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Contact first name”
Shows contact first name
“Contact last name”
Shows contact last name
“Contact email”
Shows contact mail 1
“Contact number”
Shows contact number
“Contact address”
Shows contact main address
“Contact username”
Shows contact username - mail 1
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Contact first name”
Shows contact first name
“Contact last name”
Shows contact last name
“Contact email”
Shows contact mail 1
“Contact number”
Shows contact number
“Contact address”
Shows contact main address
“Contact username”
Shows contact username - mail 1
“Contact password”
Shows contact password
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Contact first name”
Shows contact first name
“Contact last name”
Shows contact last name
“Contact email”
Shows contact mail 1
“Contact number”
Shows contact number
“Contact address”
Shows contact main address
“Contact username”
Shows contact username - mail 1
Merge tag name
Description
“Mark as specimen”
Marks the document as specimen if the institution is a test institution
“Salutation”
Shows letter salutation of the contact. It shows default text based on the language, if the contact does not have a specific one.
“Organisation address”
Shows complete organization address
“Operator login”
Show operator login
“Operator email”
Show operator internal email
How to set up a design editor for transactional email?
The instructions below outline how to set up a design editor for transactional email. For example: Accompanying letter.
The operator is able to create a new document type or re-use an existing one and just create a new document model (step 2).
Because one document type enables only one document model with the type "Email," the operator must invalidate an existing "Email" document model before creating a new document model with the new type.
If the operator reuses the existing document type, they invalidate the existing one and create a new one.
The operator has to create a new document model with the type "Design Editor" in order to configure the new designer email template.
If the operator does not set up a document template, the system uses the default template. If the operator wishes to customize the standard template, they need to create a new document template.
In the document template screen → A new menu "Template editor" is added. On click the designer editor is loaded and the operator is able to modify the content.
We recommend the operator to validate the new changes of the document template before putting it in use. The contact number input represents a link to concrete order number where the infomation stored. The system will use this information to generate a test email respecting the configuration, the data and structure of the email template.
The system will generate and send a document to the contact based on the document type and the business needs.
For example, to generate a letter document, the operator can select the letter document in the File detail screen and click on the generate button.
