​Email Templates

Transactional emails like OTPs, password resets or account notifications are sent more frequently than others. Instead of drafting the same email multiple times, you can use templates in ZeptoMail. Templates lets you: 

• Reuse common email formats quickly.
• Maintain consistency in the emails you send
• Standardise the structure and content of your transactional emails. 

Creating Templates for transactional emails

Templates are exclusive to Mail Agents and you cannot use a template in one Mail Agent in another. To create a new template:

1. Login to ZeptoMail.
2. Navigate to the Mail Agent where you would like to create the template.
3. Click on the Templates tab.
4. Click Add new template in the right corner to start creating a new template. The Add new template pop-up appears.
   
   
    
5. You can choose one of the sample templates available or use the blank template to create the template from scratch. 
   
   
    
6. Enter the Template Name and Subject.
   
   
    
7. Once you create a template, you can edit the placeholders and content in the editor. There are two types of editors— Text editor and HTML editor. You can edit the content to match your brand theme.
8. The text editor also has the provision to add placeholders called merge tags. They help add dynamic content like username, application name and more.
9. You can also attach files to the template using the Attach icon in the editor tools.
10. Click save once you finish editing your template.
    
    
     
11. The template has now been added to your Mail Agent in ZeptoMail. All the templates you create will be listed in the Templates tab along with the Subject, Template key, Last modified date, and size of the template.
12. Alternatively, you can upload a TXT or HTML template to the list. To do so:
    1. Click Import. 
       
       
        
    2. Select Choose files to upload to upload the desired files and select Import.

Template sections

Select a template to view it's sections. They are:

• Template info
• Edit template
• Test email
• Single email setup
• Batch email setup

Template info

This section gives a preview of the template including information like — subject, template key, created and modified date and the storage size. Further, you can also view the contents according to the screen modes - dark or light.

If you wish to edit the template, you can choose to do so by selecting the Edit icon at the top. You will be redirected to the Edit template section where you can edit it.


 

Edit Templates

This section allows you to edit an existing template.

1. The editor has the following sections:
   
   
    
2. Choose the type of editor you wish to work on from the Editor drop-down.
3. There are two options - Text Editor: that allows you to edit the plain text content and HTML: which allows you to edit the HTML code of the template.
4. Depending on the type you choose, you will find the corresponding formatting and editing options. 

Template alias key:

You can add an alias name to the template keys you use. This helps you identify and fetch them better. The alias name can be used in place of the template key within the request body of your API.

You can add the alias name in the editor. Click the Enter key alias button to add an alias name. 


 

Once you make the necessary changes, click Save.

Test email

The test email section allows you to add merge tags to customize your emails with dynamic values and check them by sending a test email. Enter the merge tag values on the console and click Change values. You can test the configuration by sending a test email. 

Click the Send test email button. Enter the recipient address and click Send. Sending test emails will count against your account credits.
 

Templates can be used with ZeptoMail APIs to send single as well as batch emails. 

Single email setup

This API is used to send the same email content to multiple recipients. For example, the email that is sent when a user registers for a webinar. Though the email is sent to multiple recipients, it will contain the same webinar link. In the case of Single Email API, each recipient can see the other recipients in the email. View the detailed instructions for the API here.

Batch email setup

This API is used to send different email content to multiple recipients with information specific to each recipient. Also in contrast to Single Email API, recipients will not be able to view the other recipients of the email. For example, emails that contain contact information or company details of each user. View the detailed instructions for the API here.

Search a Template 

1. You can search the desired template from the list using the search criteria drop-down menu.
2. Choose the criteria based on which you wish to search the template— Template name or Template key.
3. Fill in the corresponding value to view the desired Template.
   
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Duplicate templates

You can create copies of existing templates and add them to Mail Agents using the Duplicate option. Follow the steps to duplicate a template :

1. Hover over the template you wish to duplicate and click the Duplicate option on the right.
   
    
    
2. Set a name for the copy and choose the Mail Agent you wish to add the template to.
3. Click Duplicate and a copy of the template will be created in the respective Mail Agent.
   
   
    

Email reports

You can view the reports of the emails you have sent using a particular template using the View Report button. 


 

Delete Template

Hover on the template you wish to delete and click on the Delete icon on the right side. A confirm pop-up will appear. Click OK.