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

There are two types of email in Plezi:

  • Transactional emails, sent following a form submission;
  • “Emails used in a campaign” for the newsletter, intelligent campaign or ad-hoc emails.

Email templates will save you time by pre-creating a ready-to-use visual identity. That means that when you create an email, all you have to do is focus on the message you want to communicate.

To create a new template: 

  1. Go to “Configuration > Email templates”. Click on “+ Email template”
  2. Give your email a name and choose the type.

3. From the editor, customise your template.
️Warning: don’t add any information about a specific piece of content because this template will be used in various different contexts. Focus here on the design of your email.

Creating a template for a campaign is easy, but what about a transactional email that you would use in your landing pages, your webforms ?

How do I create a transactional email?

In this article, you will learn how to create a transactional email, i.e. an email that is automatically sent after submitting a form. 

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

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.

⚠️In a transactional e-mail, there is no online version (block) ⚠️

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!

  • Add merge fields in order to personalise your emails and build rapport as much as possible. To do this, use the “Fields” found in the text-editing bar. For example, add “Hello (contact’s first name)” to say “Hello Claudia”.
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