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This article will guide you through the process of setting up the transactional email you found in Part 1. Transactional emails include Order emails, Invoice emails, and Shipping emails.

Step-by-step guide

If you are already logged in, you can skip to step 5.

Creating a New Template

  1. If you are not already logged in, go to your webstore's management panel address.
    1. This will be located at the store website address with a /manage after it.

      1. For example, example.com/manage or shop.example.com/manage.

        The links above are NOT the actual website address to your Admin Panel!

  2. Once you are at your webstore's management panel, you will see the following screen. 

    Enter the Username and Password for your account.

  3. Press .

  4. You should now be at your dashboard which will look similar to the following:


  5. In the Magento Admin Panel, in the left hand navigation bar, click Marketing and then under Communications click Email Templates as can be seen below:



  6. After clicking Email Templates, you should be brought to the following page:

  7. Click .

  8. After clicking , you should be brought to the following page:


Editing the Email Template

  1. Below is an image of the highlighted section above.
  2. Next to Template, click the dropdown menu which is the following area:


    1. This will bring up a list of options for you to choose from:
  3. In the dropdown menu, click on the name of the template you found in Part 1.
    1. You may be curious about the other email templates that say (Magento/luma) or (Smartwave/porto). These are different variations of the email template that you can select from.
  4. After selecting the option, click .
    1. For this guide, I will be using New Order as an example.
  5. Once you have loaded in the template, the area under Template Information will look similar to the following:

    1. Next to Template Name, enter in what you would like the template to be called.
      1. This is not customer facing and is just for you to remember which email template it is.
  6. To see what the email looks like before changing anything in the template, click the Preview Template button:

    1. This should bring you to a screen similar to the following:
  7. Comparing the two:
        1. The green text inside of the quotes is what changes the green text on the right.
        2. If you want to add another sentence, add another {{trans " "}} element.
      1. A paragraph starts at the <p> and end at the </p>.
        1. For example, if you wanted to add another paragraph after "You can check the status of your order...", you would setup the email as the following:
  8. Press Save Template

Using the Template

  1. Go to Stores > Settings > Configuration
  2. On the left you should see the following section:
    1. go to Sales > Sales Emails
  3. Click Order and uncheck the Use system value box.
    1. Next to New Order Confirmation Template, click the dropdown and select the name of the template you made earlier.
  4. Click 
  5. Clear Cache.