Picture of Configuring Email Accounts and Templates | BG_Ecom_003

Configuring Email Accounts and Templates | BG_Ecom_003

In this tutorial, you'll learn how to configure email accounts and customize email templates within the Infigo platform. We cover setting up your own email accounts to replace the default Infigo-provided mailbox, ensuring seamless communication with your customers. You'll also discover how to use the message queue to verify sent emails, monitor content, and troubleshoot any issues. Additionally, we guide you through personalizing email templates using both the code editor and the content template editor, utilizing tokens for dynamic information. This video will help you enhance your e-commerce communication by effectively managing email configurations in Infigo.

Tutorial Video Transcript

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So the next section is about,

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configuring email accounts

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and associated email templates.

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So it's obviously a very important
part of the e-commerce process

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is the ability to communicate
with your customers.

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You need the ability
to push information out to them.

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Now when you get your initial Infigo
platform,

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you do have a basic mailbox
setup on there that we provide.

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So it will be, your company
@infigomail.net

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that will be configured automatically
so that you can send and receive emails.

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However, that is not designed
to be a sort of permanent solution

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that's more designed to be whilst
you're getting to grips with the platform.

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And while so getting initially configured,

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what we would expect is that eventually
you put your own mailbox on there.

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We can,
they can handle the content you want.

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So if I go to

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email accounts.

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Now, what you can do is it's your choice
whether you set these up.

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And this actually, this applies
to the vast

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majority of things
I think I'm talking about on this webinar.

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This is one of the rare instances
where you can set a lot of things

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up on the platform level,
if you want them to be

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globally available
on, on all your storefronts,

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or you can set them up
on storefront level.

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Now, obviously
it's a bit more granular than that.

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Some things you might be able to do
platform, some you might not.

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But generally speaking,
a lot of these can be done on either.

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An email
account is a good example of that.

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So the one we set up for you
by default will be on the platform level.

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So this means that you can send
and receive email or send emails

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from all of your, 
storefronts that you create.

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However, if you need mailboxes
for each individual storefront.

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So let's say

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the mailbox has an email address
which is relevant to that storefront name.

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Then you can set them up
on a storefront level as well.

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The details
you need quite straightforward.

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As you can see,
there's just email address.

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You need credential information,
ports and a host.

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And then once you've got that information,
easiest thing to do

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is just to send a quick email test.

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That will tell you
if it's been successfully sent

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from the Infigo side of things.

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And it will also actually send you
a quick email as well.

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The shortest email you've ever received.

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Just saying email works fine, and if you
receive that, you know if things get.

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Okay.

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Following on from
that is the message queue.

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And I'll get onto email message templates
after that.

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But the message queue is good

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for verifying what's been sent out,
what's not been sent out, what content

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has actually been sent out in emails,
and just keeping a track of everything.

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So it's a bit
more or less unknown, to be honest.

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I think I went through
in a previous webinar,

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but if you search for a message queue.

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That will show you all of the emails.

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And it seems I do have a sender,
which I need to look into.

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So it's good.

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I came onto this page,

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but that will allow you to basically
filter between different emails,

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and then you also have the ability
to click

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on any of these individual emails as well,

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just to actually see
what that content was.

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You can resend it if you need to.

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Let me see what's going on here.

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These are just test orders.

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I put a motion to configure
that correctly, but you can see

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that the information
that's gone out as part of that email.

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This is especially useful

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because when you're creating your message
templates, as we'll see in a moment,

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you might have sort of placeholder
information in a lot of different places.

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So things such as the customer's name
or the products they've purchased or

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the address it's been sent to, it's
all going to be just placeholders

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waiting for dynamic information
to be sent to the customer.

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Whereas within the message queue
you can actually see

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if that's been populated correctly,
what information has been sent,

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and just keep a track of it.

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It will also give you more information
as to what the problem was with sending.

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If there was one.

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And gives you the ability to review,
to resend if you need to as well.

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So for example, if you go through,

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if you have a bunch of emails
that haven't sent,

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you could fix your inbox or fix
your message account for whatever reason,

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and then just re queue those emails to be
sent with the exact same content.

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Okay,

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next section is the email message
templates.

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Now what you'll find
is that there's a few of these activated

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by default on new platforms
and new storefronts.

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Things just

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what we probably consider critical.

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So password recovery
I think this is probably

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the default configuration to be honest.

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So password recovery,

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probably something to do with orders.

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So abandoned cart order canceled order
placed order page, that kind of thing.

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But you'll see that there's
a lot more templates available as well.

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And these try to account
for pretty much any scenario

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in which you're going
to want to send an email.

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And we provide you
with some very basic templates

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just to get you started with
some placeholder information in there.

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However, you have got full customization
of these emails.

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So for example,
if I go to my order paid or order placed.

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Let's go for
order page, which goes to the customer.

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It gives you a little indication of when
that email will actually be triggered.

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And then you've got a column here
which is showing you

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whether that particular
template is enabled.

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And you can enable or disable them
using edit.

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And then scrolling down,

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it gives you some information
on the content of that particular email.

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Now, if you're not particularly skilled

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as I'm not writing,

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the content of emails
in this particular way using code,

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then we do allow you to utilize
the content

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template functionality
to create your email templates as well.

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I caveat with this is it's not quite
as customizable as the content.

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templates for your main site.

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Just due to the inherent difficulties

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around website, email, HTML.

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However, you have got customization
in terms of things

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like logo
and text content and various other pieces.

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So if I switch from code

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editor to content template editor.

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You can see there I can choose

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my email template,

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and then I can put in the crucial bits
of information for that email.

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So things like logo or my title is going
to be what my content is going to be.

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And we can select

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what additional details we want
there as well from a pre-configured list.

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So whether it's things
like all the details,

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so that will be drawn into the email
automatically,

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password recovery and various
other specific scenarios.

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Please do note all of the tags

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or tokens over on the right hand
side as well.

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So these cover all these different forms
of specific dynamic information

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that might be from your specific customer,
your specific storefront,

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that specific order.

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And you can just copy and paste any of
those into the content of your email.

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And I will include
them in that email template.

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Those tokens can be used in the code
editor as well.

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You're not just limited
to using those in the content templates.

 

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Alternate Search Terms

Individual Search Words Notifications, Messaging, SMTP, Communication, Alerts, Correspondence, Mailbox, Automation, Customization, Tokens

Alternate Search Phrases Setting up email notifications, Custom email design, Managing outgoing messages, Personalizing automated emails, Email server configuration, Dynamic content in emails, Email integration settings, Creating email alerts, Configuring SMTP settings, Customizing email communications