How to create a transactional email?

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Transactional emails are automatic emails that are sent to the users based on their actions or events related to the user. For example, an email about a successful payment on the platform or a notification about the end of a promotion.

  1. To create a transactional email, go to Transactional emails page and click on ➕. On the same page, you can see the list of your transactional emails.
  1. In the first section of the window that opens:
  • Select the project among the existing ones for which this transactional email will be created;
  • Enter the name for this transactional email;
  • Choose a category (trigger or system);
  • Enter ID (Type ID).

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Please note that this is not the ID of this transactional email.

Therefore, there can be Transactional emails with the same Type ID (but not with the same combination Type ID + Project).

How do we recommend to use it?

Mark emails of the same type with the same Type ID. For example, all welcome emails will have Type ID 1, all Reset passwords emails - Type ID 2, etc.

  1. In the next Subject section, type the Subject of the email and click ➕ or press Enter to save.

This is what the recipient will see first and understand what kind of email it is.

You can add one or several Subjects. The client will receive an email with one of the existing Subject options with the probability indicated next to it.

You can also use variables in the email subject. The values for these variables are forwarded through the API.

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Variables are entities whose values (numeric or text) may change. For example, the variable {{user.name}} can have a different value for each user.

If you want to use translations for your subject, please contact your CSM to activate the option, then it will be possible to enable the Translate checkbox.

  1. Let's move to Templates section. Here you can add a template for this particular transactional email. For one transactional email, you can add several templates, the same way as adding several subjects of email.

That is, with two email subjects created and two templates added, you have four options for the email, each of which may be sent to the user with a probability of 25%.

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You can learn how to create a template here. Also in this section, you can see a template preview by clicking on its name.

  1. The last section Additional settings is optional. Here you can configure custom values for:
    1. Sender name - the name of the sender, which the recipient sees in the email;
    2. Sender email - the email address from which the email is sent;
    3. Reply to - the email address to which replies to your email will be received.

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The fact that these values are custom means that they will only be used for these transactional emails.

If you don't add custom values, the default values you configured when creating the projectwill be used. They are highlighted in red under each input field.

  1. You can also add UTM tags in Additional settings section. They are needed to get information about each of your traffic sources.

Updated 5 months ago