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Transactional Emails

Transactional Emails are automated messages sent to customers at key stages of their order journey. Customize these emails to maintain your brand experience from order to delivery.

Email Types

Stampix sends the following automated emails:

TypeWhen SentPurpose
Order ConfirmationImmediately after orderConfirms the order was received
Order PrintedWhen printing completesLets customer know production is done
Order ShippedWhen order shipsProvides tracking information
Order CancelledIf order is cancelledExplains the cancellation
NPS Survey21 days after shippingGathers customer satisfaction feedback

Default vs Custom Emails

Default Emails

If you don't create custom email templates:

  • Stampix default templates are used
  • They include your basic campaign information
  • Professional and functional
  • Sent in the customer's selected language

Custom Emails

Creating custom templates allows you to:

  • Match your brand's visual identity
  • Use your brand voice and messaging
  • Include specific campaign information
  • Add your logo and colors

Creating Custom Emails

Step 1: Create Email Template Set

  1. Go to Set up → Transactional emails
  2. Click Create Email
  3. Fill in:
    • Name: Internal reference name
    • Description: Optional notes
    • Email Type: Which email to customize
    • Languages: Which languages to create templates for

Step 2: Edit Template Content

  1. Open your email template
  2. Click on an email type
  3. Select a language
  4. Click Edit to open the template editor

Step 3: Customize the Template

In the template editor, you can modify:

ElementWhat you can change
Subject LineEmail subject (can include variables)
HeaderTop section with logo/branding
Body ContentMain message text
FooterBottom section with contact info

Step 4: Preview and Test

  1. Click Preview to see how the email looks
  2. Toggle between Mobile and Desktop views
  3. Click Test email to send yourself a sample
  4. Verify everything looks correct

Step 5: Assign to Campaign

  1. Open your campaign
  2. In Linked Resources, find Email templates
  3. Select your custom email template set
  4. Save the campaign

Email Template Variables

Templates can include dynamic information using variables:

VariableDisplays
Customer nameRecipient's name
Order numberUnique order identifier
Product nameWhat was ordered
Tracking linkShipment tracking URL
Campaign nameCampaign title

INFO

Variables are inserted automatically when the email is sent. In the editor, they appear as placeholders.

Language Support

How Multi-Language Works

  1. Create templates for each language your webapp supports
  2. Customers receive emails in their selected language
  3. Missing language templates fall back to defaults

Adding Languages

  1. Open your email template set
  2. Click Add language
  3. Select the language to add
  4. This copies the default template for you to translate

Activating Languages

New language templates must be activated:

  1. Create/translate the template
  2. Click Activate to enable it
  3. Customers can now receive emails in that language

Preview and Testing

Preview Mode

  • Shows exactly how the email will appear
  • Toggle between mobile and desktop views
  • Verify layout, images, and formatting

Test Emails

Send a test email to your inbox:

  1. Click Test email
  2. A sample is sent to your account email
  3. Check subject line, formatting, and links

TIP

Always send test emails before launching a campaign. Check them on mobile devices too.

Per-Email Customization

Order Confirmation

Purpose: Confirm the order and set expectations

Best practices:

  • Thank the customer
  • Confirm what they ordered
  • Set delivery expectations
  • Include support contact information

Example subject: "Thanks for your order! Here's your confirmation"

Order Printed

Purpose: Update customer on production progress

Best practices:

  • Brief and informative
  • Build anticipation
  • Remind them what's coming

Example subject: "Your photos are printed and looking great!"

Order Shipped

Purpose: Provide tracking and delivery information

Best practices:

  • Include clear tracking link
  • Set delivery expectations
  • Provide support contact for issues

Example subject: "Your order is on its way! Track your delivery"

Order Cancelled

Purpose: Explain what happened

Best practices:

  • Clear explanation
  • Apologize for inconvenience
  • Offer next steps or alternatives
  • Provide support contact

Example subject: "Update about your order"

NPS Survey

Purpose: Gather customer satisfaction feedback

Best practices:

  • Keep it simple
  • Make it easy to respond
  • Thank them for their time

Example subject: "How did we do? Quick question about your recent order"

Managing Email Templates

Editing Existing Templates

  1. Go to Set up → Transactional emails
  2. Find your template set
  3. Click to open
  4. Select email type and language
  5. Click Edit
  6. Make changes and save

Viewing Which Campaigns Use a Template

Open the email template set to see linked campaigns in the header.

Switching Templates

To change which template a campaign uses:

  1. Open the campaign
  2. Find Email templates in Linked Resources
  3. Select a different template (or "Default")
  4. Save the campaign

Best Practices

Branding

  • Use your logo consistently
  • Match colors to your webapp branding
  • Keep the same tone of voice

Content

  • Keep messages concise
  • Focus on essential information
  • Use clear calls to action
  • Avoid jargon

Technical

  • Test on multiple email clients
  • Verify images load correctly
  • Check links work
  • Test on mobile

Compliance

  • Include required legal information
  • Provide unsubscribe options where required
  • Include your contact information

Common Questions

Can I use my own email domain?

The emails are sent from Stampix's email system. Your brand name appears in the "from" field based on your campaign configuration.

What if I only customize one email type?

Other email types will use Stampix defaults. You can customize only the ones important to you.

Can I disable certain emails?

The NPS survey can be disabled in campaign settings. Other transactional emails cannot be disabled as they're essential for customer communication.

How do I include tracking numbers?

Tracking information is automatically included in "Order Shipped" emails when available.

  • Campaigns — Assign email templates to campaigns
  • Branding — Maintain consistent visual identity
  • Content — Manage webapp content