This article aims to instruct on how to manage system emails using the Email Content Management System in PBJ Admin.
Current transactional emails include:
- Ticket Confirmation
- Password Update
- Password Reset
- Account Locked
- Recurring Purchase status (paused/cancelled/failed)
Prerequisites
- Access to PBJ Admin
- Capability to edit and view email templates
The email editor accepts Jet. You can view the Jet Syntax Reference here.
Premade Blocks
Premade blocks are customisable blocks you can include in your emails. They help create and manage consistent designs across your emails. They can be as simple as a button, or as complex as an entire header or footer.
1. Navigate To System Emails In PBJ Admin
From the home page, select Content + Marketing > Emails > Premade blocks.
2. Add Or Edit A Premade Block
To add a new premade block, click the Add button at the bottom of each block type. There are three premade block types you can add or edit: Headers, Content, and Footers.
To edit a premade block, click the Edit button on the right side of the premade block.
3. Add Or Edit Desired Content
When creating a new premade block, you will need to enter a name for the block and add content by dragging content blocks from the Content menu on the right-hand side of your screen.
Similarly, you can use the tools on the right to make changes to a premade block.
4. Save Your Changes
Once you are happy with your premade blocks, click Save changes at the bottom of the page. You can also click Cancel changes to discard your changes.
5. Accessing Premade Blocks
You can find your premade blocks under Premade, in the Content tab of the email editor.
To add a premade block to your email, simply drag and drop the block from the Content tab to where you would like to add it.
You can also add premade blocks by clicking the + sign before or after an existing block.
Please note that changes made to a premade block does not automatically reflect in the email once you have added them in. The updated premade block needs to be re-added to your email.
Editing System Emails
1. Navigate To System Emails In PBJ Admin
From the home page, select Content + Marketing > Emails > System Emails.
2. Select An Email From The List Of Available System Emails
You can view the email by clicking View Item.
Emails with drafts are tagged with Has draft for easier identification.
3. Click The “Edit Email” Button
To make changes to your selected email, navigate to the bottom of the page and click the Edit email button.
4. Edit The Email As Desired
From here, you can change the email content directly by clicking on the content block that you would like to edit.
A cursor should appear along with the format menu.
For a list of available personalisation tags for a particular system email, you can click on Personalisation to view and insert a personalisation tag.
Tags under Global Merge Tags are available across all system emails while email-specific tags are found in the subsequent option.
Use the tools under the Content tab to add content blocks in your email. This can be a basic or a premade content block.
Or click on the + sign on an existing content block.
5. Save Or Discard Draft
Once you are done editing, click Save draft to save your changes or Discard draft to start again.
6. Send A Test Email
To make sure that your email is working correctly, click the Send test button on the bottom right-hand side of the screen.
This will open a preview of the email along with a field where you can enter an email address to send the test email to.
There will be a popup indicating that the email has been sent successfully.
Click Back to editor to go back to the previous page.
7. Publish Your Changes
After reviewing the email, you can now publish your changes by clicking the Publish button on the bottom right-hand side of your screen.
The next steps are optional but recommended. To avoid mistakes in a live environment, you can create or edit the email templates in Admin Sandbox then use the export tool to copy it over to Admin Production.
8. Export Your Email Template From Sandbox
Click the Export button to export your template as a JSON file.
9. Import Your Email Template Into Production
On the Edit Email page, click Import to import the email template in JSON format.
After these steps, you can save and publish your email template.