{"id":5735,"date":"2021-12-13T10:25:52","date_gmt":"2021-12-13T10:25:52","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/how-to-create-an-email-trigger-template\/"},"modified":"2022-06-10T05:38:47","modified_gmt":"2022-06-10T05:38:47","slug":"how-to-create-an-email-trigger-template","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/templates\/how-to-create-email-trigger\/","title":{"rendered":"How to Create an Email Trigger Template"},"content":{"rendered":"<div class=\"aricle_container\">\n<h2>Step 1<\/h2>\n<p>Use the <strong>Main Menu<\/strong> on the left to expand the <strong>Create<\/strong> menu and click <strong>Template<\/strong>.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2324 size-full\" title=\"Email trigger template\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/create-email-trigger-template.png\" alt=\"How to create email trigger template, create menu. Template is highlighted\" width=\"488\" height=\"634\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h3>Step 2<\/h3>\n<p>The subsequent screen lists the different <a href=\"\/hc\/en_GB\/a-z-guide\/template\/\" target=\"_blank\" rel=\"noopener noreferrer\">Templates<\/a> that can be created in MainBrainer. Select the Email Trigger Template option <em>(as highlighted in the screenshot below).<\/em><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-2325\" title=\"Email trigger button\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/select-email-trigger-template.png\" alt=\"Email trigger templates. The email trigger button is highlighted\" width=\"640\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h3>Step 3<\/h3>\n<p>The subsequent page lists all the <a href=\"\/hc\/en_GB\/a-z-guide\/email-trigger-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">Email Trigger Templates<\/a> created so far. You can edit a previously saved Template by using the <strong>Edit<\/strong> button displayed against each listing, or you can create a new Template from scratch by using the <strong>Create New Template<\/strong> button <em>(as highlighted in the screenshot below).<\/em><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2327 size-full\" title=\"Create new email trigger template\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/new-email-trigger-template.png\" alt=\"Email trigger templates. The create new template button is highlighted\" width=\"601\" height=\"588\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h3>Step 4<\/h3>\n<p>Type in a relevant Template name and description, and click <strong>Continue<\/strong>. The Template name and description are only for your reference purpose. It is not visible to your customers in any way. Feel free to make it as descriptive as you want, as it would make Template identification easier in the future.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2328 size-full\" title=\"Name and describe email trigger\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/name-description-email-trigger-template.png\" alt=\"Email trigger templates. Name and describe your email trigger\" width=\"620\" height=\"799\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<blockquote class=\"elevio-box-info\"><p>If you choose not to enter a Template name, the platform assigns a default name to the Template with the following structure:<\/p>\n<p><strong>&lt;Email Trigger Template&nbsp; &nbsp;Creation date&nbsp; &nbsp;Creation time&gt;<\/strong><\/p>\n<p><strong>For example:<\/strong> Email Trigger Template&nbsp; &nbsp;30.07.2021&nbsp; &nbsp;10:00:00<\/p><\/blockquote>\n<div style=\"padding: 14px 0;\"><\/div>\n<h3>Step 5<\/h3>\n<p>Use the area shown in the screenshot below to enter the <a href=\"\/hc\/en_GB\/email\/send-email\/how-send-email-campaign\/\" target=\"_blank\" rel=\"noopener noreferrer\">Email Sending<\/a>&nbsp;details:<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2329 size-full\" title=\"Select sender name, mail and subject\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/email-trigger-templates-details.png\" alt=\"Email trigger templates. Select sender name, sender mail, subject and campaign\" width=\"461\" height=\"606\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<ul style=\"list-style-type: circle;\">\n<li><strong>Sender Name<\/strong> &#8211; Use this dropdown to select the Sender Name for this Email Sending.<\/li>\n<li><strong>Sender Email<\/strong> &#8211; Use this dropdown to select the Email address you would like to display as the sender for this Email Sending. By default, you can only send Emails with noreply@mainbrainer.com as the sender Email address. In case you would like to add a custom sender Email, write to us at <a style=\"color: #0070ba;\" href=\"mailto:support@mainbrainer.com\">support@mainbrainer.com<\/a>.<\/li>\n<li><strong>Subject<\/strong> &#8211; Use this field to enter the text you want to display as your Email\u2019s subject.<\/li>\n<li><strong>Preheader&nbsp;<\/strong>\u2013 Use this field to enter the text you want to display as your Email\u2019s preheader, i.e., the<br \/>\nsummary text that follows the subject line.<\/li>\n<li><strong>Email Campaign<\/strong> \u2013 Use this dropdown to select the Email campaign that you intend to send.<\/li>\n<\/ul>\n<div style=\"padding: 14px 0;\"><\/div>\n<p>Click <strong>Save<\/strong> when done.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<blockquote class=\"elevio-box-info\"><p><strong>Suggested &nbsp;Reading:&nbsp;<\/strong><a href=\"\/hc\/en_GB\/templates\/use-email-trigger\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to use Email Trigger Templates?<\/a><\/p><\/blockquote>\n<\/div>\n<style>\n  .aricle_container p,.aricle_container li{color: rgba(0,0,0,.8)!important}<br \/>\n  .aricle_container span{color:#0070ba!important}<br \/>\n  .aricle_container li,.aricle_container blockquote{font-size:18px!important;font-weight: 400;}<br \/>\n  .aricle_container a{font-size:18px!important;color: #0070BA!important; text-decoration:none!important;background-image:none!important}<br \/>\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>An Email trigger template allows you to save all the details necessary to trigger an Email sending as a template, for example, the Email sender&#8217;s name, the sender&#8217;s Email, the Email subject, etc.<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"open","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[347],"ht-kb-tag":[],"class_list":["post-5735","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-templates-en_gb"],"_links":{"self":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/5735","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/comments?post=5735"}],"version-history":[{"count":4,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/5735\/revisions"}],"predecessor-version":[{"id":9877,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/5735\/revisions\/9877"}],"wp:attachment":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/media?parent=5735"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-category?post=5735"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-tag?post=5735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}