Email message templates allow you to send personalized messages to your customers, automating processes and optimizing communication. For example, you can create a welcome campaign template, which will be automatically sent whenever a new customer signs up.

In this guide, we will show you step by step how to register new templates, edit existing ones, and ensure everything works correctly.

⚠️ Attention: This feature is only available to users with Operator or Admin profiles.

Prerequisites

Before you start, make sure the email channel is integrated into your Zenvia Customer Cloud account. This integration is necessary for you to create and send your message templates.

Email Templates

To get started, go to Settings > Message Templates > Email.

On this screen, you will be able to:

• Manage existing templates
• Create a new email template

Below are detailed instructions for each of these actions.

To manage and create your email templates, go to Settings > Message Templates > Email. 

Manage Email Templates

To manage existing templates:

1. Use the search or filters to locate existing templates;
2. On the templates screen, you will see: Template ID, Name, Status, and Last Update;
3. In the options , you can:
   1. Edit Template: Modify the content and settings of the existing template.

   2. Copy JSON: Obtain the JSON code of the template for use in other integrations or systems.

   3. Copy Template ID: Copy the unique identifier of the template for reference or use in other parts of the system.

   4. Delete Template: Remove the template from the system if it is no longer needed.

💡 Tip: Click the Report of Sendings button to generate reports on sendings from the current month or previous months.

Create New Email Template

To create a new email template:

1. Click the Create New Template button and fill in the following information:
   1. Template Name: This field should be uniquely defined for your organization. Choose a name that makes the template distinguishable if you have multiple message templates. Examples: welcome | payment_update | delivery_status. Remember that special characters and numbers are not allowed in this field.
   2. Language: Specify the language of the message content. The selected language should match the text and content inserted in the message.
   3. Email Address: Select the sender's email, which will be displayed to recipients. It must be pre-registered and configured.
   4. Email: Define the email address to which Zenvia should send update information about the registered template.
   5. Category: In this field, indicate the purpose of the message template. It should be equivalent to the message's theme/subject. Learn more about Template Categories.
2. After defining all fields, click Next.

Message Type

In this step, choose the desired message type. This is a crucial point, as you must decide whether to use a simple message, just with subject, body, and attachments, or if you want to create a message using the email builder.

💡 Tip: The resources available in the email builder make it easier to create and customize the body of the email message.

After choosing the message type and clicking Next, you are directed to the next section: Template Content.

Template Content

In this step, you need to define the template's content. Follow the steps below:

1. Subject of the Message: Define the subject of the email. Your message may or may not contain a subject;
2. Body of the Message: Required field. If the chosen message type includes subject, body, and attachments, type the message or import an external HTML file. If you use the email builder, simply drag the desired resources into the message body;
3. Attachments: Define whether your message will have attachments. Remember, the message can contain up to 30 MB in total;
4. Reply-to (Email for Replies): Email replies from contacts can be forwarded to an exclusive recipient.

💡 Tip: You can customize your message with variables.

Variables in the Template

A variable is the message information that will be replaced by your customers' personalized data.

To include a variable, simply use two curly braces, the variable name, and close the two braces, as shown in the example: "Hello, {{name}}! Welcome to our community. We received your message at {{time}} and will get in touch with you as soon as possible. We are happy to have you with us!"

When you insert a variable into the body of the message, the screen will automatically display additional fields for you to enter example values.

These examples serve to simulate the information that will be displayed to the message recipient. This way, you can preview how the final message will appear to the recipient.

The examples for the variables {{name}} and {{time}} could be, respectively, Maria and 10:30 AM.

⚠️ Attention: If you receive the error message "Sorry, we couldn't save your template" when finalizing the message template, check the following points:

• Unique Names: Ensure that each name is unique within the same channel. Duplicate names are not allowed.
• Variables: Avoid using special characters in variables (such as $, commas, spaces, hyphens, cedillas, percentages, etc.). These characters may not be recognized correctly, which can cause errors in template creation.

Click on Preview to see how your template will be displayed, and you're done! Now just click on Finish and your template will be automatically created and approved.

Template Categories

Understand each of the template categories and their functions: