How to Setup and Configure Email Templates in Magento How to Setup and Configure Email Templates in Magento

Magento naturally sends value-based messages to clients when some particular activities are performed. These include welcome messages for recently enlisted clients, overlook your secret key messages, request affirmation, shipment affirmation, and so on.

Magento comes preconfigured with numerous email formats and each is appointed to be utilized when one of these activities are performed and a programmed message is sent.

How To Create and Configure Email Template

From the administrator board of your Magento you can alter the current formats and include new ones. You can likewise choose which format ought to be utilized for a particular reason (e.g. welcome text).

To oversee email formats sign into the backend of your Magento admin and go to System > Transactional Emails. On the page that opens, there’s a table with the layouts that you’ve included and altered. If you have have not altered the formats, then it should be left empty. Tap on the Add New Template catch in the upper right corner to include/alter email layouts: image02


After you click on Add New Template button, there are two panels with settings: Load default template and Template Information.


You can make another layout sans preparation by writing a name, subject and substance for the format in the particular fields in the Template Information board, or you can construct the new format in light of one of the preconfigured ones by stacking it, utilizing the settings as a part of the Load default layout board.

This is likewise helpful in the event that you simply need to alter a preconfigured layout; note, however, that another format will be made at any rate, regardless of the fact that you utilize the same name as the first format. In this sense, entirely talking you don’t overwrite a preconfigured format, rather you make another one taking the initial one into account. To do that simply select the format from the Template drop-down menu and tap on the Load Template catch. The fields for Template Subject, Template Content and Template Style will be consequently loaded with the data of the default layout that you chose.


In my illustration screenshot above, I have stacked the email format (New record) utilized when sending welcome messages to recently enrolled clients. You have to sort a name for the format in the Template Name field. That is the name that will show up in the different choices from which you can choose email layouts.

The quality determined in the field for Template Subject will show up in the Subject field of email messages sent to clients. The substance of the format is organized utilizing HTML along with some preconfigured variables. In the message sent to the client, these variables are supplanted with the genuine qualities for which they stand. These qualities are dynamic; for instance, the variable {{var}} is supplanted with the real email location connected with the specific client.

HTML labels are utilized to determine how the email message ought to look as far as configuration (e.g. headings, passages, and so on.) and to some degree, style (e.g. text style, size, and so on.) is concerned. In the content territory for Template Styles, which is simply under there for the substance, there’s likewise some code for the style (CSS coding is utilized).


If you need to change the arrangement and style of the format, you might need to have some information of HTML. To perceive how the layout will look when sent to clients, tap on the Preview Template catch in the upper right corner. The qualities for which the variables stand, obviously, won’t be demonstrated since right now the data (e.g. client name, email address, and so forth.) is not accessible. One thing that you can simply do regardless of the possibility that you don’t know anything about HTML is to alter the content that is inside of the HTML labels.

This is likewise exceptionally helpful in the event that you have a multilingual store and you need to interpret the content of a default format. You can then utilize the deciphered layout with the store perspective of the specific dialect. After you’re finished with the progressions, keep in mind to tap on the Save Template catch in the upper right corner of the page.

Now go to System > Transactional Emails the new layout will be recorded in the table and you can alter it by tapping on its line in the table:

You can utilize these formats and appoint them to be used for a specific value-based reason. Case in point, if you need to change the format utilized for welcome messages, for email affirmation messages (if email affirmation is empowered), and for welcome messages that are sent after an email location is affirmed, go to System > Configuration > Customer Configuration in the Customers segment on the left, extend the Create New Account Options board on the privilege and alter individually the drop-down menus named Default Welcome Email, Confirmation Link Email and Welcome Email:


From these drop-down menus you can choose any email layout that you’ve included. In agreement, there’s additionally the Password Options board which contains settings for changing the layout utilized for overlooking your watchword messages.

To change Templates utilized for emails for the distinctive sales steps (order confirmation, shipment, etc.) go to System > Configuration > Sales Emails in the Sales section on the left. Extend each of the boards on the privilege relates to a business stage (e.g. Request, Order Comments, Invoice, and so forth.) and in every board you’ll see a few drop down menus for changing the email layout:

There are likewise some different choices for changing the email formats. For instance, from System  > Configuration > Newsletter in the Customers area on the left you can change the layouts utilized for sending messages for subscribing/unsubscribing to the bulletin.

Every one of these choices for selecting formats can be arranged per store view. For example, you have a multilingual store with English and French and you need to change the layouts for the French store so that those clients who enroll through the French store perspective will get messages just in French (not the default English ones).
At that point first you have to go to System > Transactional Emails and alter the specific layouts and interpret them. After that you need to go to System > Configuration and select the French store view from the Current Configuration Scope drop down menu in the upper left corner. When you do that you can then alter the choices depicted above for changing the formats.

Did you find this article useful?

Wajid Hussain is a Magento Community Manager at Cloudways. He is an experienced in Magento Front-end and PHP development. He loves to play football & basketball. You can find him on Twitter or Linkedin.

  • Neal

    January 28, 2016 #1 Author

    How do you change the color of the text at the bottom of the emails?


Your email address will not be published. Required fields are marked *