Your marketplace site includes automated emails that are triggered when the actions in the list below occur in your marketplace.
Automated Emails List:
Automated Email Examples:
- Click HERE to view standard auto email examples for Product style sites.
- Click HERE to view standard auto email examples for Service/Rental style sites.
Marketplace Automated Email Templates - Admin Panel
As the marketplace owner, the only email template you'll need to design and create the content for is the Activation - Welcome email. The other automated emails are already setup and coded to automatically send when triggered. Please avoid modifying or changing any of the other templates besides the Activation - Welcome email template.
To create your Activation - Welcome email template, we like to recommend the company MailChimp because their entire company is designed for users to create aesthetic emails. MailChimp has templates that you can use for FREE that you can use to create your Activation - Welcome email template. I’ve provided a brief how to below to help you get started.
Step 1 – Sign up with MailChimp
Sign up with MailChimp for free at: https://login.mailchimp.com/signup/
Once you've signed up, you will be asked to confirm your email. Check your email and you should see an email from MailChimp with directions on how to confirm your email.
You will then be asked a series of questions. Select the "Free" version on the pricing page, fill out all mandatory info, but feel free to skip over the optional items.
Step 2 – Selecting a Template
Once you've completed the log in questions, you'll be directed to a page like the below screenshot example:
From the top menu, click on "Brand" then select "Templates"
You'll be directed to the below Templates page. Click on "Create Template"
You’ll see a variety of Featured and Basic Layouts, but you also have a choice to select from their “Themed” templates. Avoid selecting templates with buttons or links.
Step 3 – Editing Your Template
For this example I’ve selected a simple 1 column basic layout.
When you select the template, you will be taken to the design/editing screen where you will create your Welcome email.
When you hover your mouse over the content blocks, you’ll notice a gray bar with options to edit the block, duplicate it or delete the block entirely. When you click the pencil symbol, you’ll see a text box on the right side of the screen. This is where you will enter the text you want for that specific block. Remember to click “Save and Close”.
To upload your logo, click on the Logo box on the left side and then click on "Replace" on the right side
Then in the next screen, select "Upload" and you'll be able to upload your logo from your computer files
You can also add your marketplace Facebook, Twitter, other social media and website URL in the email template by clicking on the section with the Twitter and Facebook icons.
NOTE: Don’t let the HTML code below scare you! You don’t need to type out the information in HTML. Just type the information like you would normally or remove it by deleting the text.
So, for example for “Copyright © *|CURRENT_YEAR|* *|LIST:COMPANY|*, All rights reserved.” section, you would simply type in “Copyright © 2020 YOUR MARKETPLACE NAME, All rights reserved.” You don’t have to type it out in HTML format. Same thing for the other sections you see in HTML.
After clicking "Save & Close" you can preview your template by clicking on "Preview and Test" > "Enter preview mode" on the top right hand corner of the page. You can also send your template as a test email.
To exit out of "Preview Mode" click on the "X" on the top right corner:
Once you're satisfied with your Welcome email template, click "Save and Exit" at the bottom right of the screen:
Enter a name for your template and hit "Save"
Now you're ready for Step 4!
Step 4 – Export Your Template to HTML
Once you’ve setup your Activation - Welcome email template, you’ll need to export it to HTML. Go to your main Templates page in MailChimp. On the far right side of the page, click on the arrow pointing down and select “Export as HTML”.
In the pop-up window, select “Export Template”, which will prompt you to save your exported HTML email template file.
You will see the exported file downloaded to your computer:
You're ready to move on to Step 5!
Step 5 – Entering Your Activation - Welcome Email Template in the Admin Panel
Once you've exported your MailChimp Activation - Welcome email template, you'll need to copy and paste the HTML source code under the "ACTIVATION" Email Template in the Admin Panel.
To do this, first click on the downloaded file to open your exported HTML MailChimp email template. It will open up as a web page.
On the page, you'll need to right click and select "View page source".
This will open up a new tab on your browser with a bunch of code (don't let it scare you). You'll want to select all and copy this code.
For this next step, you'll want to be logged into your marketplace and have your Admin Panel open. From your Admin Panel, click on "Automated Emails" and select "Email Templates". This will take you to the original admin view of the email templates.
Now, you'll paste the email template code into the "ACTIVATION" email template - the very first one.
To do this, you'll simply click on "Edit", delete the existing code from the template and paste the code from your new template. Then hit "Save".
*You may edit the text in the "Subject", but do not edit or change the text under Email Template Code. The recipient will only see the Subject text, not the Email Template Code text.
Step 6 – Entering your Email Under SMTP Setup Settings
From your Admin Panel, click on "Automated Emails" and select "SMTP Setup Settings"
Enter your gmail or G-Suite email and password that you'll be using for the marketplace. The email you enter MUST be either a gmail or G-Suite email because our sites are integrated with a universal Gmail API. For more details about this, click here.
You're almost done!
Now, you'll need to log into the email address you set up under "Email". Click on the Settings gear on the top right side of your screen and select "Settings" from the dropdown.
You'll be directed to your Gmail Settings page. From here, click on "Forwarding and POP/IMAP" on the top menu bar.
In the POP Download section, click "Enable POP for all mail (even mail that's already been downloaded).
In the IMAP Access section, click "Enable IMAP".
Click on "Save Changes" on the bottom of your Gmail Settings screen.
If you set up a Gmail...
*If you set up a G-Suite scroll down to those instructions.
Now, from your Gmail, click on the square made up of smaller squares icon on the top right of your Gmail screen. Select "My Account" from the menu.
This will open up a new tab to your Gmail Account. Click on "Sign-in & security". This will take you to your Sign-in & security page.
Select "Apps with account access" from the options on the dashboard on the left.
Scroll to the bottom of the page and under "Allow less secure apps", you'll need to toggle it ON. If this isn't toggled ON, your automated emails will not work.
If you set up a G-Suite email...
The steps to allow less secure apps are different. If you set up a G-Suite email, please follow the below directions to allow less secure apps. You will also need to complete the steps from the email account.
1) Go to https://admin.google.com/, sign into your G-Suite account.
2) Click "More Controls"
3) Click "Security"
4) Select Basic Settings
5) Click "Go to settings for less secure apps"
6) Select "Enforce access to less secure apps for all users and then click Save.
Step 7 – Validating SMTP Setup Settings Email
Next, from your SMTP Setup Settings, click on the "Verify Credentials" button. If you see a message in green stating "Account information is valid", that means you've set up your email correctly and you can move on to the next step.
If you see a message in red stating "Account information invalid", that means you may have missed a step or maybe entered an incorrect password. Check that you've completed each step. Also, check that your recovery email is set to a gmail or G-Suite email as that will cause your setup to be "invalid".
To check your Recovery Email, go to your Google Account settings, check "Personal info & privacy", and select "Email".
Step 8 – Setting up your Admin Email
For your final step, from your Admin Panel, click on "Settings" and select "Your Company Info"
Enter the email that you want to use as the Admin email in the "Contact Email" field. This email can be the same as the email entered in SMTP Setup Settings if you wish.
This field may already be filled out since you previously set up the Contact Email as part of Get Started - Step 1 Set up your account information.
Remember to click "Save"
You're all done setting up your automated email!
* If you have any questions or need help, click on "Submit a Request" at the link in red below. This will create a ticket for one of our help center team members to assist you.