HCL Commerce Version 9.1.19.0 or later

Manage Email templates

Use the Management Center for HCL Commerce to view, create, edit, delete, and duplicate the email template.

Before you begin

Note: If you use HCL Commerce with an earlier version of the Management Center, follow the steps in these documents.
Important: This version of the email template applies only to the new Management Center.
  1. Open Management Center tools.
  2. Enter your login credentials for the Management Center and sign in.
  3. In the Management Center, navigate to Business Tools > Marketing > Email Templates. The Email Templates List page opens.

About this task

This document provides steps to perform various functionalities using the Email template tool within the Management Center. An overview of the email template list:

The list of email templates for a selected store is displayed in the email template list. If there are no email templates, then the Getting Started icon is displayed.

Viewing email template

Procedure

To view the email template:
  1. On the email template page, enter the name of the email template in the Search field. The email template gets listed on the email template landing page.
  2. View Email Template opens when you select the email template name. You can view the following information related to the email template:
    1. General properties
      • Associated store
      • Name
      • Description
      • Subject
      • Record number of emails opened
    2. Email Content

Editing email template

Procedure

To edit the email template:
  1. Choose to edit the email template in one of the following ways:
    • From the View Email Template page:
      1. Select the desired template name.
      2. On the View Email Template page, go to the button.
    • From the email template listing page:
      1. Go to the Edit icon An image of the Edit icon from the Actions menu.
    The Edit Email Template page opens.
  2. Edit the email template information according to your requirements.
    Note: You cannot edit the store name.
  3. You can save the changes using the Save button.
    Remember: The Cancel button closes the page without saving your changes.
  4. The following confirmation message is displayed on the screen:
    Email template "abc" updated successfully.

Deleting email template

Procedure

To delete the email template:
  1. On the Email Templates List page, go to the Delete icon from the Actions menu to delete the email template.
  2. In the Delete window, selecting Yes, Continue button confirms the deletion.
    Note: If you select the No, Cancel button, you will be redirected to the email template listing page without deleting the email template.
  3. The following confirmation message appears on the screen:
    "abc" has been deleted successfully.
  4. You can delete multiple email templates at once by performing a bulk deletion. Select the check box given beside the Name heading to select all, or select the check box in front of all the names you wish to delete. From the Delete All button, you can confirm multiple deletions. Selecting Yes, Continue processes the bulk deletion.

Duplicating email template

Procedure

To create a duplicate email template:
  1. On the Email Templates List page, go to the Duplicate icon from the Actions menu to create a duplicate email template.
  2. Update the Name of the duplicated file.
    Note: If the file name is ABC, the default name of the duplicate file is "Copy of ABC".
  3. In the duplicate email template window, go to the Duplicate button to confirm the duplication.
  4. The following confirmation message appears on the screen:
    Duplicate email template created successfully.
    Note: If you are on the Edit Email Template page, you can update the details after receiving the Duplicate email template created successfully message. You can update and Save the changes, or save a copy without updating any changes. You can see the duplicate email template on the Email Template List page.