To create a transactional-email template directly in Plezi, take a look here!

Pre-requisite:

Have you created your form templates? 🤔

What is a “transactional” email?

A transactional email is an email that is automatically sent after a form has been submitted. It differs from the thank-you message because it’s sent by email, whereas the thank-you message usually appears on the form-submission page. You configure the email to be sent as part of the form’s workflow.

Why create a template?

The aim is to prepare the email’s visual identity. Once you’re in your workflow’s settings, all you have to do is select it and personalise the text.

As always in Plezi, you begin with a template: start by creating your email template to set your transactional emails’ visual identity.

1.Create a transactional-email template:

  1. Go to “Configuration > Email templates”:

    2. Click “+ Email template”;

    3.  Name your template and select the type “email template sent after           a form has been submitted”;

   4. Format your email:

  • In particular, customise the header, signature and your social media           links.

The idea is to design a template that reflects your brand, so add your brand’s colours and style. 👩🏻‍🎨

  • You’ll need to write the body of the text directly from your content, in the workflow tab.

In the space, add a “Merge” block: you’ll see a tag appear in your template {{email_content}}. This will be replaced by the text that you configure from your content.

2.Configuring this email from a form / landing page:

  1. Go to the “Workflow” tab;
  2. Check that the options “send an email when a form has been submitted” has been ticked;

 3. Configure your email by completing:

  • The fields “Sender’s name”, “Sender’s email” and “Subject”

>> Clearly state who the sender is in the “Name” section. Take advantage of this to start building a rapport with your future client, favouring your name over “Marketing Department”.
>>Be logical. Avoid putting marketing@xxx.com-type email addresses. Always use an actual email address so you get responses 😊

>> Subject: mention the content you have sent.

  • You can personalise the Subject field with information about your recipient. See the example below.
  • The email body;

>> Make it short and sweet>> If you want to mention other promotional info, do so at the foot of the email so you don’t make the message confusing.

  • The email template that you want to use in order to stylise your message.

>> You can also choose not to stylise it, sending it in “text” mode. This can help to optimise your deliverability.

And here is the result:

If your content is a URL (in the form of http://) select <other> under the protocol. Otherwise make sure you only insert your URL from “www…” onwards if you choose http:// or https:// in the protocol.

To get this window, click on “♾”

Tips and Tricks!

Insert the merge fields into the body of your emails by using the “Fields” option. For example, to get “Hello Thomas”, add “Hello {{contact_first_name}}”. This way, you start to build a rapport with your contacts.

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