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How to Create and Use Email Templates
How to Create and Use Email Templates

Customise default email templates for customer communication with personalised messaging.

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Written by Lucia Burin Sestakova
Updated over a week ago

Email templates have a standard hardcoded format, parts of which can be modified to reflect your unique branding, ensuring your emails are consistent with your brand identity while providing all necessary information.

Content created using email templates is then appended to the predefined sections.

Email Template Body Text

You can choose to enable only some email types, and specify whether to enable them for your entire supplier account or only for certain products.
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You can customise the following types of emails:

Email Type

Description

Where can I enable the email?

Order Confirmation Email

sent to the customer when a booking is made in their name

Order Cancellation Email

sent to the customer when the booking is cancelled

Order Update Email

sent to the customer when their booking is redeemed, a payment has been added to a balance due booking, a cancellation of one or more bookings included in the order or the entire order

Booking Reminder Email

sent to the customer 1 day before the travel date

Booking Feedback Email

sent to the customer a certain amount of time after the travel date; you can set this in the 'Feedback Email Delay' field on the Supplier Settings form

Reseller Application Email

sent to a reseller when they register on your sales portal

Reseller Welcome Email

sent to a reseller when their agent account is activated

Order Recovery Email

sent to the customer when they start a booking on the web checkout but abandon it before completing it

Waiver Reminder Email

sent to the customer as a reminder to sign a waiver attached to the booking

Create Email Template

  1. In the Ventrata dashboard, go to Products > Email Templates.

    Products - Email Templates

  2. Enter the name of the template.

    Name


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    This can contain the purpose of the email (booking, cancellation) and the product for which the email is intended.


  3. Attach any supplementary documents relevant to the email type.

    Attachments


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    This can be used to attach departure schedules, which will be automatically included in the email. Please note that it is not possible to remove uploaded attachments. If you uploaded an attachment by mistake or the wrong one, we recommend creating a new template, copying the contents without attaching documents or attaching the correct one.


    πŸ“’ NOTE

    PDF vouchers are appended to confirmation emails by the system.


  4. Click in the 'HTML Body' field.


    πŸ“’ NOTE

    The 'Text body' field is designated for your SMS template. This functionality has been outsourced to Twilio.


  5. Press the large pen icon in the top left corner of the screen.

    Edit HTML Body

  6. Click in the body field area. A tool pane appears onscreen. Use the pane (options described below) to format your text, or add tables or images to your email.

  7. When you are happy with your content, press the green checkmark in the top left corner of the screen to save your changes.

    Save Changes

  8. Press the Create Email Template button.

    Create Email Template

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If you support multiple languages, make sure to enter the appropriate language variations.


Tool Pane Options

Button

Function

Move

Move

hover over the three dots, then click and move the pane around your screen

Bold

Bold

highlight text and select to format text in bold

Italic

Italic

highlight text and select to format text in italic

Link

Link

highlight text and select to insert link to text selection

Justify Content

Justify Content

align text to the left, centre or right

Heading H1

Heading H1

highlight text and select to make text a H1 heading

Heading H2

Heading H2

highlight text and select to make text a H2 heading

Paragraph

Paragraph

highlight text and select to make text a paragraph

Bulleted List

Bulleted List

select to make text a bulleted list

Numbered List

Numbered List

select to make text a numbered list

Table

Table

select to create a table

Right Indent

Right Indent

bulleted lists: turn bullet point into a lower level bullet point;

numbered lists: start numbering from 1., indented to the right

Left Indent

Left Indent

bulleted lists: turn bullet point into higher level or remove bulleted list;

numbered lists: return to the numbering of the first level or remove numbered list

Line Break

Line Break

add a line break

Image

Image

add an image, see how you can adjust image size

Video

currently not supported

Preformatted Text

Preformatted Text

present snippets of code as written in HTML source code

Step Back

Undo Step

undo the previous step

Step Forward

Redo Step

redo one step ahead

Delete

Delete

delete text or element


Adjust Image Size

When you add an image, it initially appears as a thin black line. However, upon saving, it may appear significantly larger than expected. This behaviour is normal and does not accurately reflect how the image will display in the email. To confirm the image size, we recommend sending a couple of test emails.

If the image size needs adjustment, hover over the image element and move the mouse pointer to the far-right corner. Then, drag the element to the right to enlarge the image or to the left to reduce its size. Pay attention to the size indicator to ensure your image dimensions are correct.

Resize Image
Image Size: Original Image Size (left) & Reduced Image Size (right)

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The area highlighted in red is edited using Email Templates. Learn more about adjusting the colour scheme and logo (coloured band at the top) using Brands.

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