How to edit Email Templates in Email editor
Introduction
In Turis, you have the option to customize the standard auto-emails sent to your retailers. We understand that our default wording might not fully align with your brand's tone and identity, which is why we’ve made it easy for you to edit our email templates. In this guide, we’ll walk you through where to find the email editor and how to personalize your emails to better fit your business.
Where do I find the Email editor?
The email editor is found on your admin page when expanding Tools > Emails;
When accessing the email editor your page will look like so;
*Note: It will always be the last edited email, you will be shown as default.
Here you can choose which email you would like to edit in the top drop-down menu;
What and how can I edit emails in your email editor?
In our email editor, you can edit the email headers along with the body of the mail. To edit an email simply start by choosing the email you'd want to edit in the "Select email for editing"-dropdown. You will now be shown the selected email's current subject and body. From here you can delete the current text and enter your own within the fields.
Example: Buyer invitation (for buyers)
Original:
Updated:
Personalization
It's possible to also personalize the emails by entering the retailers' company name, buyer name, your company name, etc. Each template will have a personalization button in both the field for the subject and for the body.
The possible personalization varies between the templates, this means you might not be able to personalize the buyer invitations with the same fields as the order confirmation.
Languages
It's also possible to have email templates in multiple languages.
To have templates available in multiple language, you must first make sure to have all languages (max. 5) activated on your account in your Settings > Languages > Language Selector
When activated, these will now be available to edit in your email editor;
*Note that email in other languages than the default(english), will not some with an already set template, here you would need to write the text from scratch.
When you have the templates for the other languages set, you need to also make sure the correct languages are assigned to the retailers - If you don't assign the language to the retailer, Turis will send the default template in english to the retailer. Assigning the language to the retailer is done on the retailerscard in the field "Language"
What does it look like for my retailers?
Taking the example from previously, this is what the updated buyer invitation would look like when received on the buyers end;
How can I send a test email to myself?
Before settling with the template you might would want to see what the email looks like through a test, so you can see exactly what the email looks like and make any adjustments, if needed.
Depending on the email you are editing, there would be different triggers for sending your self a test.
The most common emails to edit in Turis would be the Buyer invitation (for buyer) and Orderconfirmation (for buyers) - You can see below, how you can trigger a test for these two to your email.
Buyer invitation (for buyer)
If you are editing the buyer invitation (for buyers) you can send a test invitation by going to your test buyer in Users > Buyer and click "Resend invitation" in the email field.
Orderconfirmation (for buyers)
To trigger this, you need to create an test order with your test order - You can create an order by going to either Orders or Retailer and click Create new order. Here you choose your test retailer (or any retailer to which you have email access).
Start the order and add a few items to your basket. Submit the order in checkout and wait till you receive the order confirmation to your email.
When received to your email, you can see what the order confirmation would look like for your buyers.
When you have reviewed the email, you go into your admin account and delete the test order again;
*Please note, if you are creating a test order to view the email template, be aware of any integrations linked to receiving new orders in Turis, as you might need to delete the test order in other systems if transferred.
What to be aware of when editing the standard emails?
- If you are not pleased with your updated email, you can always change the email back to Turis original template and start from scratch - You do this on the button "Revert to original" left of the "Save" button
- The personalization possibilities vary between the templates, this means you might not be able to personalize the buyer invitations with the same fields as the order confirmation.
- You cannot add Images to the email templates
- You cannot edit the buttons in the emails
- The autogenerated part of the email, eg. the items list in the order confirmation, cannot be edited.
- Be aware of integrations when triggering test emails, as this potentially can make changes in other another software.
- Logo and footer in the emails can be changed in Settings > Site settings > Email footer logo + Email footer.
By customizing your standard emails in Turis, you ensure that your communication with retailers reflects your brand’s identity and tone. Whether you want to adjust the email content, add personalization, or create templates in multiple languages, the email editor provides the flexibility to do so. Remember, you can always revert to Turis’ original templates if needed. With the right adjustments, you can create a more seamless and professional experience for your retailers.