Transactional emails in Xplor Growth are triggered based on a client taking an action such as booking a class, cancelling a class, creating a Mariana Tek account, or making a purchase. 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 will be sent even if a client is unsubscribed from marketing emails. A customer cannot unsubscribe from transactional emails
Transactional emails have limited design and formatting options, and are intended to communicate vital transactional information only
Transactional emails will be triggered and sent multiple times (ie every time a customer books a class), whereas a customer can only be entered into a marketing automation once (ie when a customer books their first class)
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.
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, while in the Transactional Email tab, click the gear icon in the top right corner and click Account Settings. Here you can edit:
"From" Email
"From" Name
"Reply-to" Email
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.