In Iteras, you can configure automatic emails to be sent to your subscribers, for example a welcome email when they sign up, when they have edited specific parts of their subscriber information, password resets, etc.
Depending on the email type, a standard email containing standard information is sent to subscribers. If you want to control the content and styling of these emails, this can be done under the Email templates menu item (in the left-hand menu, click Sales > click the Email templates submenu item).
By default, the overview will contain a standard Iteras-generated ‘Welcome email’ template linked to your business policy.
If you want to edit another type of email, click the “+New template” button
Under Use type, you can select which of the automated emails you want to edit, as well as which business policy it should be linked to.
Note that an email template can be linked to a specific business policy. This allows you to customize the content based on, for example, subscriber type or other relevant factors.
If you do not create a separate template, Iteras will automatically use the standard content for the selected use type.
Therefore you only need to create a template if you want to change or customize the standard content. It is not possible to delete a usage type entirely, as Iteras always has a standard email as a backup.
Edit email templates
The configuration options follow the same standard as described below.
Open the menu item Sales > click the sub-menu item Email templates.
If you click the name in blue text, the template will open and you can edit the content of the given email.
Template name: Internal name – relevant if you have different types of emails linked to different business policies.
Email subject: The subject line the customer will see in the email when they receive it.
Tags: The listed tags can be inserted into the text boxes below. If a tag is inserted, it generates information in the email about the customer’s specific subscription(s) or the customer’s basic data, e.g. the subscription start date or login for self-service.
Images: When inserting images into text boxes, please note that the maximum width of images is 600 pixels in accordance with the email template design.
The email templates are built according to responsive design principles, which means that the content automatically adapts to the recipient's screen size. To ensure that images also scale correctly on different screen sizes, click on the image and then click the “100 %” button.
Note: Images must be fully edited, including cropped and in the correct format, before they are uploaded to Iteras, as Iteras is not an image editing program.
Text boxes: In the text boxes, you can customize the texts and format the content. Regarding styling of the content, you have the options available in the text editor, such as text color, size, bullet points, etc. If you want to style further, you can click the HTML button.
However, please note that there are some limitations regarding what CSS styling the system approves. You will be notified of an error if what you enter cannot be added.
Text boxes
The standard template consists of 9 text boxes, each with its own setting for when it is displayed, as shown in the image below:
For example, ‘show always’ is relevant for intro text, customer number, and the option to change password, and ‘show if subscription has upcoming products’ is relevant if the customer receives print issues. This makes it possible to tailor emails to customers’ specific information needs.
If you want to add new text boxes, scroll to the bottom and click ‘Add box’.
If you want to delete a text box, do this by clicking the ‘delete’ icon to the right of the text box.
If you want to move a text box further up or down in the order, click the ‘arrow’ icon to the right of the box and “drag” it to the desired position in the order.
When you are done editing the template, scroll to the bottom and click ‘Save’.
You are now back in the overview. To see a preview of the email template you have just adjusted, you can click ‘View preview’. You also have the option to send a test email by clicking the ‘email’ icon to the right of the template.
