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  3. Admin - Settings - Email & Order Templates

How Do I... Use the Variables Not in the Default Email Templates

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Lee Prazner
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How to Show Parent Store Name Instead of Fulfillment Center in the Campaign Created Email Template

The default Campaign Created Email Template shows the name of the Fulfillment Center as the sender of the email. You can change the template to sign off with the name of the parent store under which the campaign was created, using the variable site.parent_store.name.

Custom Code Example

Here is an example of how you can modify the default Campaign Created Template to show the name of the parent store instead of the Fulfillment Center:

Default Code

Code to be modified highlighted in red:

Sincerely,

{{ fulfillment_system.name }}

{{ message_plain }

Custom Code

Replace the code in red above with the code in red below, as follows:

Sincerely,

{% if site.parent_store %}
     {{ site.parent_store.name }}
{% else %}
     {{ site.name }}
{% endif %}

{{ message_plain }}

This code will show the parent store name on the condition that a parent store exists, otherwise, it will show the Fulfillment Center name.

Note: All variables against site (i.e., site.primary_domain, site.account) will also be valid when using the site.parent_store variable if site.parent_store is not null (i.e., a parent store exists).

 

Result

ParentStoreName.png

How to Show Sales Team Member Name in Quote/Order Sent to Customer Emails

You can use the quote.sales_team_member and order.sales_team_member variables to show the name of the assigned salesperson in the quote and order emails sent to the customer.

Custom Code Example

Here is an example of how you can modify the default Order Sent to Customer Email Template to show the name of the salesperson the order is assigned to:

Default Code

Code to be modified highlighted in red:

Thank you<br/>
{{ site.name }} <a href="http://{{ site.primary_domain }}">{{ site.primary_domain }}</a><br/><br/><br/>

{{ message_html }}

Custom Code

Replace the code in red above with the code in red below, as follows:

Thank you<br/>
{% if order.has_sales_team_member? %}
     {{ order.sales_team_member }}<br/>
     {{ site.name }}<br/>
{% else %}
     {{ site.name }}<br/>
{% endif %} <a href="http://{{ site.primary_domain }}">{{ site.primary_domain }}</a><br/><br/><br/>

{{ message_html }}

Result

SalesTeamMemberName.png

How to Show Part Name Rather than Full Name in Email Templates

You can use the customer.firstname and customer.lastname variables to only show part of the customer's name in the emails sent to the customer.

Custom Code Example

Here is an example of how you can modify the default User-Registration Email Template to only show the initial of the customer's first name, followed by their last name:

Default Code

Code to be modified highlighted in red:

Dear {{customer.full_name}}, <br/>
<br/>
Your login credentials are:<br/><br/>
Username: {{ customer.login }}<br/>
Password: {{ password }}<br/>

Custom Code

Replace the code in red above with the code in red below, as follows:

Dear {{ customer.firstname | truncate: 2, "." }} {{ customer.lastname }}, <br/>
<br/>
Your login credentials are:<br/><br/>
Username: {{ customer.login }}<br/>
Password: {{ password }}<br/>

The string filter, truncate, truncates a string down to a specified number of characters. You can then specify a sequence of characters to be appended to the end of the string. The appended characters are included in the specified character count.

In the example above, we want to add a full stop at the end of the customer's initial, so we specify the number of characters required as "2".

 

Result

CustomerFirstLastName.png

How to Show the Category of a Pre-decorated Product in the Site-made-a-sale Email Template

You can use the order_item.predecorated_product.category_name variable to show the name of the category a decorated product belongs to in the Site-made-a-sale Email Template.

Custom Code Example

Here is an example of how you can modify the default Site-made-a-sale Email Template to show the name of the category a decorated product belongs to:

Default Code

Code to be modified highlighted in red:

    <table>
        <tr>
            <th>Product</th>
            <th>Options</th>
            <th width="30">Quantity</th>
            <th width="20"></th>
            <th width="50" class="total">Price</th>
            <th width="20"></th>
            <th width="60" class="total">Total</th>
        </tr>
        {% for order_item in order.order_items %}
            <tr>
                <td >
                    {{ order_item.product_name}}
                </td>
                <td >
                    {{ order_item.get_options }}
                </td>
                <td >
                    {{ order_item.qty }}
                </td>
                <td>x</td>
                <td class="total">
                    {{ order_item.currency_unit_price | format_currency }}
                </td>
                <td>=</td>
                <td class="total">
                    {{ order_item.currency_price | format_currency}}
                </td>
            </tr>
        {% endfor %}
        <tr class="cost">
            <td colspan="6">
                Shipping Cost
            </td>
            <td class="total">
                {{ order.currency_shipping_total | format_currency }}
            </td>
        </tr>
        {% if order.currency_total_tax > 0 %}
            <tr class="cost">
                <td colspan="6">
                    Tax ({{ order.tax_list }})
                </td>
                <td class="total">
                    {{ order.currency_total_tax | format_currency }}
                </td>
            </tr>
        {% endif %}

        {% if order.uses_coupon? %}
            <tr class="cost">
                <td colspan="5">Coupon Discount ({{ order.coupon.name }}: {{ order.coupon.code }})</td>
                <td>-</td>
                <td class="total">
                    {{ order.currency_coupon_discount | format_currency }}
                </td>
            </tr>
        {% endif %}

        {% if order.uses_gift_certificate? %}
            <tr class="cost">
                <td colspan="5">Pay by Gift Certificate</td>
                <td>-</td>
                <td class="total">
                    {{ order.currency_certificate_total | format_currency }}
                </td>
            </tr>
        {% endif %}
        <tr class="final">
            <td colspan="6">Total</td>
            <td class="total"><span id="cart_total">{{ order.currency_final_billable_total | format_currency }}</span>
            </td>
        </tr>
    </table>

Custom Code

Add/replace the code in red to the default code shown above as follows:

    <table>
        <tr>
            <th>Product</th>
            {% for order_item in order.order_items %}
                {% if order_item.is_predecorated_product? %}
                    <th>Product Category</th>
                {% endif %}
            {% endfor %}
            <th>Options</th>
            <th width="30">Quantity</th>
            <th width="20"></th>
            <th width="50" class="total">Price</th>
            <th width="20"></th>
            <th width="60" class="total">Total</th>
        </tr>
        {% for order_item in order.order_items %}
            <tr>
                <td >
                    {{ order_item.product_name}}
                </td>
                {% if order_item.is_predecorated_product? %}
                    <td >
                        {{ order_item.predecorated_product.category_name}}
                    </td>
                {% endif %}
                <td >
                    {{ order_item.get_options }}
                </td>
                <td >
                    {{ order_item.qty }}
                </td>
                <td>x</td>
                <td class="total">
                    {{ order_item.currency_unit_price | format_currency }}
                </td>
                <td>=</td>
                <td class="total">
                    {{ order_item.currency_price | format_currency}}
                </td>
            </tr>
        {% endfor %}
        <tr class="cost">
            <td colspan="7">
                Shipping Cost
            </td>
            <td class="total">
                {{ order.currency_shipping_total | format_currency }}
            </td>
        </tr>
        {% if order.currency_total_tax > 0 %}
            <tr class="cost">
                <td colspan="7">
                    Tax ({{ order.tax_list }})
                </td>
                <td class="total">
                    {{ order.currency_total_tax | format_currency }}
                </td>
            </tr>
        {% endif %}

        {% if order.uses_coupon? %}
            <tr class="cost">
                <td colspan="6">Coupon Discount ({{ order.coupon.name }}: {{ order.coupon.code }})</td>
                <td>-</td>
                <td class="total">
                    {{ order.currency_coupon_discount | format_currency }}
                </td>
            </tr>
        {% endif %}

        {% if order.uses_gift_certificate? %}
            <tr class="cost">
                <td colspan="6">Pay by Gift Certificate</td>
                <td>-</td>
                <td class="total">
                    {{ order.currency_certificate_total | format_currency }}
                </td>
            </tr>
        {% endif %}
        <tr class="final">
            <td colspan="7">Total</td>
            <td class="total"><span id="cart_total">{{ order.currency_final_billable_total | format_currency }}</span>
            </td>
        </tr>
    </table>

Result

ProductCategory.png

How to Show Product Colors in the Site-made-a-sale Email Template

You can use the order_item.color_names variable to list the colors of a product in the Site-made-a-sale Email Template.

Custom Code Example

Here is an example of how you can modify the default Site-made-a-sale Email Template to show a list of colors for a product:

Default Code

Code to be modified highlighted in red:

    <table>
        <tr>
            <th>Product</th>
            <th>Options</th>
            <th width="30">Quantity</th>
            <th width="20"></th>
            <th width="50" class="total">Price</th>
            <th width="20"></th>
            <th width="60" class="total">Total</th>
        </tr>
        {% for order_item in order.order_items %}
            <tr>
                <td >
                    {{ order_item.product_name}}
                </td>
                <td >
                    {{ order_item.get_options }}
                </td>
                <td >
                    {{ order_item.qty }}
                </td>
                <td>x</td>
                <td class="total">
                    {{ order_item.currency_unit_price | format_currency }}
                </td>
                <td>=</td>
                <td class="total">
                    {{ order_item.currency_price | format_currency}}
                </td>
            </tr>
        {% endfor %}
        <tr class="cost">
            <td colspan="6">
                Shipping Cost
            </td>
            <td class="total">
                {{ order.currency_shipping_total | format_currency }}
            </td>
        </tr>
        {% if order.currency_total_tax > 0 %}
            <tr class="cost">
                <td colspan="6">
                    Tax ({{ order.tax_list }})
                </td>
                <td class="total">
                    {{ order.currency_total_tax | format_currency }}
                </td>
            </tr>
        {% endif %}

        {% if order.uses_coupon? %}
            <tr class="cost">
                <td colspan="5">Coupon Discount ({{ order.coupon.name }}: {{ order.coupon.code }})</td>
                <td>-</td>
                <td class="total">
                    {{ order.currency_coupon_discount | format_currency }}
                </td>
            </tr>
        {% endif %}

        {% if order.uses_gift_certificate? %}
            <tr class="cost">
                <td colspan="5">Pay by Gift Certificate</td>
                <td>-</td>
                <td class="total">
                    {{ order.currency_certificate_total | format_currency }}
                </td>
            </tr>
        {% endif %}
        <tr class="final">
            <td colspan="6">Total</td>
            <td class="total"><span id="cart_total">{{ order.currency_final_billable_total | format_currency }}</span>
            </td>
        </tr>
    </table>

Custom Code

Replace the code in red above with the code in red below, as follows:

    <table>
        <tr>
            <th>Product</th>
            <th>Color</th>
            <th>Options</th>
            <th width="30">Quantity</th>
            <th width="20"></th>
            <th width="50" class="total">Price</th>
            <th width="20"></th>
            <th width="60" class="total">Total</th>
        </tr>
        {% for order_item in order.order_items %}
            <tr>
                <td >
                    {{ order_item.product_name}}
                </td>
                <td >
                    {{ order_item.color_names }}
                </td>
                <td >
                    {{ order_item.get_options }}
                </td>
                <td >
                    {{ order_item.qty }}
                </td>
                <td>x</td>
                <td class="total">
                    {{ order_item.currency_unit_price | format_currency }}
                </td>
                <td>=</td>
                <td class="total">
                    {{ order_item.currency_price | format_currency}}
                </td>
            </tr>
        {% endfor %}
        <tr class="cost">
            <td colspan="7">
                Shipping Cost
            </td>
            <td class="total">
                {{ order.currency_shipping_total | format_currency }}
            </td>
        </tr>
        {% if order.currency_total_tax > 0 %}
            <tr class="cost">
                <td colspan="7">
                    Tax ({{ order.tax_list }})
                </td>
                <td class="total">
                    {{ order.currency_total_tax | format_currency }}
                </td>
            </tr>
        {% endif %}

        {% if order.uses_coupon? %}
            <tr class="cost">
                <td colspan="6">Coupon Discount ({{ order.coupon.name }}: {{ order.coupon.code }})</td>
                <td>-</td>
                <td class="total">
                    {{ order.currency_coupon_discount | format_currency }}
                </td>
            </tr>
        {% endif %}

        {% if order.uses_gift_certificate? %}
            <tr class="cost">
                <td colspan="6">Pay by Gift Certificate</td>
                <td>-</td>
                <td class="total">
                    {{ order.currency_certificate_total | format_currency }}
                </td>
            </tr>
        {% endif %}
        <tr class="final">
            <td colspan="7">Total</td>
            <td class="total"><span id="cart_total">{{ order.currency_final_billable_total | format_currency }}</span>
            </td>
        </tr>
    </table>

Result

ProductColors.png

How to Show the Customer Details & Notes in Team Member Emails

You can use the following variables to include the customer details and customer notes in the Team Member Email Templates.

  • Linked Order:
    • has_order?
    • order.order_number
  • Customer Details:
    • customer.full_name
    • customer.phone_number
    • customer.email
    • customer.company
  • Customer Notes:
    • order.formatted_customer_notes

Custom Code Example

Here is an example of how you can modify the default Artwork Job Assigned Email Template to show the order number, customer details, and customer notes:

Default Code

Dear {{user.full_name}},
<br/><br/>

Artwork Job number {{artwork.number}}{% if has_order %} for Order {{order.order_number}}{% endif %} has been assigned to you by {{current_user.full_name}}.
<br/><br/>

Thank you<br/>
{{ site.name }} <a href="http://{{ site.primary_domain }}">{{ site.primary_domain }}</a><br/><br/><br />


{{ message_html }}

Custom Code

Add the code in red to the default code shown above as follows:

Dear {{user.full_name}},
<br/><br/>

Artwork Job number {{artwork.number}}{% if has_order %} for Order {{order.order_number}}{% endif %} has been assigned to you by {{current_user.full_name}}.
<br/><br/>

{{% if has_order? %}}
    <strong>Order Number: </strong>{{ order.order_number }}<br/>
  <strong>Customer Name: </strong>{{ customer.full_name }}<br/>
  <strong>Customer Phone Number: </strong>{{ customer.phone_number }}<br/>
  <strong>Customer Email: </strong>{{ customer.email }}<br/>
  <strong>Customer Company: </strong>{{ customer.company }}<br/>
  <strong>Customer Notes: </strong>{{ order.formatted_customer_notes }}<br/>
{{% endif %}}
<br/>
<br/>

Thank you<br/>
{{ site.name }} <a href="http://{{ site.primary_domain }}">{{ site.primary_domain }}</a><br/><br/><br />


{{ message_html }}

Result

ArtworkJobAssignedEmail.png

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