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Where do I find it?
Account > Templates > Email Templates
What does it mean?
With this functionality, we can influence the text and appearance of emails sent by Palisis. The following emails can be configured:
- Booking Info: This is the email address added in the specific Operation Line. This is usually used to inform either a supplier or a specific department in your company about a booking.
- Cancel Info: This email is sent to the email address provided in the Operation Line. It's used to inform your staff or the supplier about a cancelled or refunded booking.
- Ticket Boxoffice: This is the automated answer for a booking through a boxoffice.
- Ticket Online: This is the automated answer if somebody successfully books in one of your webshops/Widgets.
- Internal Cooperation Request: This email is sent to Partners you wish to cooperate with that are already existing Palsisis partners.
- External Cooperation Request: This one is sent to Partners without an existing affiliation to Palisis.
- Reservation: It's the automated email sent for a reservation.
- Two-Factor Add: This email notifies you once Two-Factor Authentication has been successfully added to your profile.
- Two-Factor Remove: This email notifies you when the Two-Factor Authentication has been removed from your profile.
- Password Change: This email notifies you when your password has been changed.
We choose to structure the creation of those emails into two parts. Template and Text body. While the Template roughly defines the structure of the mail, the Text body is just the text that you send in it. Please note that at the bottom of this page, you can enter the Text body language specific.
What should I do?
A quick heads-up beforehand:
Configuring emails in HTML is by far more complicated than one would think! Depending on the email application and screen resolution, emails will look completely different. If something looks good in your Outlook, there is absolutely no guarantee that it will look good in Gmail. If you want to make considerable changes to those emails, we strongly suggest you ask your web developer for some help. The good message is this: if anything goes wrong, you always have the "Restore defaults" button!
Crafting your email content with the editor
This guide will help you create and customise the text for your email templates using our easy-to-use editor. You don't need any knowledge of special coding languages like HTML to get started!
You will find a designated area ‘Text body’ where you can type and format the main content of your email.
You have two main options when building your email:
- Start from scratch: Simply begin typing directly into the text body field. You can then use the available formatting tools (explained below) to shape your message.
- Use a standard template: We provide a standard "Booking info" template that you can easily copy and paste into the body field. This acts as a pre-designed starting point that you can then adapt to your specific needs. It's a great way to save time and ensure a consistent layout.
Our editor, often referred to as a WYSIWYG (What You See Is What You Get) editor, is designed to be intuitive. This means that as you apply formatting, you'll see how your text will look in the final email. You can edit the email template without touching the HTML code, so you don’t need HTML knowledge, and you can easily format text, add images, and design email layouts.
You'll find a toolbar with various options, much like those in common word processing software. Here's a breakdown of the typical menu tabs you'll encounter:
File
This menu generally contains options related to the overall document. While creating email templates, you might find options like:
- New document: To start a fresh, blank email template.
- Preview: To see how your email will look before you finalise it.
- Print: To print a draft of your email content.
Simply select the text you wish to format and then click the corresponding button on the toolbar.
A Note on HTML (For Your Information Only)
You might notice an 'HTML tab' alongside the main editor. This tab is for users who are experienced with HTML code and wish to directly manipulate the underlying structure of the email. You do not need to use this tab to create your email templates. Stick to the main editor for a straightforward and visual editing experience.
Edit
This section offers common editing commands:
- Undo/Redo: To reverse or reapply your last actions, helping you correct mistakes easily.
- Cut/Copy/Paste: Standard commands for moving or duplicating text and images within your template.
- Select all: To quickly highlight all the content in your email body.
- Find and replace: To search for specific words or phrases in your email and replace them with others.
View
This menu allows you to change how you see the editor itself or your content:
- Source code: This displays the underlying HTML code for advanced users. You do not need to use this for basic editing.
- Visual aids: These can help you see non-printing elements like margins or layout guides.
- Preview: Another way to quickly see how your email will appear.
- Fullscreen: To expand the editor to fill your entire screen, giving you more space to work. To revert the changes, disable the option.
Insert
This is where you add different types of content to your email:
- Image: To insert pictures or logos into your email, you can either upload an image from your own storage or copy the URL of an image directly from your Palisis webshop and paste it here.
- Link: To add clickable web addresses (URLs) that direct recipients to other pages or resources.
- Media: To embed videos or audio files (though these are less common and often not recommended for email compatibility). Example:
- Table: To insert a grid of rows and columns, useful for organising information neatly.
- Special character: To add symbols or characters not found on your keyboard.
- Horizontal line: To add a simple line to separate sections of your email.
- Anchor: Used for creating internal links within your email (e.g., to jump to a specific section).
- Merge tag: To insert dynamic content that changes for each recipient, such as their name or booking details (UID of the booking). For more information about all the available tokens or placeholders, please visit this support article. Please note: When using the editor, you are limited to the tokens specifically available under the 'Merge tag' option.
- Date / time: To automatically insert the current date or time into your email.
Format
This menu is dedicated to styling your text:
- Bold, Italic, Underline, Strikethrough (draw a line through text), Superscript/Subscript: Emphasise words or phrases.
- Fonts: Choose different font styles for your text.
- Formats:
- Headings: Apply different heading styles (e.g., Heading 1, Heading 2) to structure your email content clearly.
- Inline: Bold, Italic, Underline, etc.
- Blocks: Apply predefined styles to entire blocks of text, such as paragraphs or quotes.
- Fonts: Arial, Georgia, Times New Roman, Verdana, etc.
- Font sizes: Adjust the size of your text.
- Align: Position your text to the left, centre, right, or justify it.
- Line height: Adjust the spacing between lines of text.
- Text Colour/Background Colour: Change the colour of your text or add a highlight.
- Clear formatting: Remove all applied styles from selected text, returning it to its default appearance.
Tools
This menu might contain various utility functions:
- Word count: To see how many words are in your email content.
- Source code (HTML tab): As mentioned, this is for advanced users. You do not need to use this tab for everyday editing.
Table
This menu becomes active when you are working with a table in your email:
- Table: To add a structured grid of rows and columns to your email.
- Row/Column: To add or delete rows and columns from your table.
- Cell: To merge cells or split them, and to adjust cell properties.
Help
This tab typically provides information about the editor version and links to documentation or support resources. You can also often find a list of useful keyboard shortcuts here.
A note on HTML
You might notice an 'HTML tab' (sometimes under the 'Tools' or 'View' menu, or as a separate tab) alongside the main editor. This tab is for users who are experienced with HTML code and wish to directly manipulate the underlying structure of the email. You do not need to use this tab to create your email templates. Stick to the main editor for a straightforward and visual editing experience.
You can also add an attachment of your choosing to each one of those emails (any file extension is supported).