Transactional emails are designed to provide essential information based on specific user actions such as booking a class, canceling a class, creating a Mariana Tek account, or making a purchase. These emails are automatically triggered by individual transactions in Xplor Growth's Business Management System (BMS). You can view the full list of triggers and templates here.
Transactional Emails vs Marketing Automations
Transactional emails are different from Marketing Automations in the following ways:
Transactional Emails:
Purpose: Provide operational or transaction-specific updates.
Triggers: Sent automatically in response to user actions.
Email Preference Compliance: Ignored; sent regardless of opt-in/opt-out status.
Marketing Emails:
Purpose: Share promotional content and updates with users.
Triggers: Manually configured campaigns targeting selected user groups.
Email Preference Compliance: Only sent to users who have opted in.
Viewing Transactional Emails
To view your available transactional emails, log into Xplor Growth and Select Automation > Transactional Messaging. From here, you can view, edit, and activate/deactivate transactional emails. Click here to view a list of all available transactional emails and their triggers.
Editing Transactional Email Templates
You can edit a Transactional Email to add hyperlinks, emojis, custom subject lines, brand messaging, and edit the studio logo. You cannot add images to a transactional email unless you use the custom HTML editor.
To edit a Transactional Email template, open the template and click Edit Email.
There are two ways to edit the template:
Using the HTML editor (advanced).
By editing the text directly in the editor. A list of the available dynamic variables can be found here.
Using the HTML editor allows you to add colors, fonts, images, and layout styling to create a professional and branded look for your emails. To intentionally modify the styling of your transactional emails, such as changing text colors or adjusting other design elements, follow these steps:
Open the transactional email template you want to edit.
Navigate to the email editor by selecting View Email > Edit Email > Edit HTML.
In the HTML editor, locate the relevant style tags or inline styles and make the necessary adjustments (e.g., updating the color property to your desired value).
Save your changes to apply the updated styling to your email template.
In this view, you can also edit the subject line of the email.
Highlight any text to expose text formatting tools:
Click on 'Save Template' when you have finished making changes. Once you have saved that template, all changes will begin sending on any new transactions.
Activating / Deactivating Transactional Emails
By default, all Transactional Email templates are set to "Live". Click here to view a list of all available transactional emails and their triggers. You can deactivate any email by clicking on it and selecting Set to Inactive.
The "Client Communication" Transactional email is used for the Message Class feature in Mariana Tek. Please ensure you do not deactivate it.
Editing the "From" email address
Transactional email settings are separate from marketing email settings. To edit the Sender details:
"From" Email: The email address displayed to recipients.
"From" Name: The name associated with the sender's email.
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"Reply-to" Email: The email where replies will be directed.
Your sending email address cannot be a yahoo.com or gmail.com email address as these email domains cannot be verified. Instead, you will need to set up a custom professional email address with your own personal domain.
Editing the logo
Click here to learn how to edit the logo in transactional emails.
Best Practices for Email Design
To ensure your emails are effective and visually appealing:
Keep Branding Consistent: Use your brand colors, fonts, and logo in all emails.
Optimize for Mobile: Ensure your designs are responsive and look good on mobile devices.
Test Before Sending: Preview your emails to check for formatting issues or broken links.
Use High-Quality Images: If using images, ensure they are clear and optimized for email.
Use a Plain Text Editor: Always use a plain text editor to clean up text before pasting it into the email editor to avoid unintended formatting.