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Creating a transactional email automation in Listrack
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This guide provides a step-by-step process to create a transactional email automation in Listrack.

 

Step 1: Navigate to Messages.

Step 2: Proceed to Transactional Email. Scroll down to the next step.

Step 3: Click on Create Message. Assign a name and a subject line to your message.

Step 4: To create a template from scratch, go to Composer and select a template. Alternatively, paste an HTML code by following the next steps.

Step 5: Go to HTML Code, paste your code, and save it. For this demonstration, we'll use a pre-existing template.

Step 6: Go to Select Template and choose the template you've already created. To preview it, click View.

Step 7: If you're satisfied with the template, click Load.

Step 8: To edit the template, select Edit Design.

Step 9: Inside the template editor, make changes as needed. To add an image, drag and drop the block to your desired location. To upload an image, click Browse.

Step 10: Click Upload. Choose the image you want to upload and click Upload again. Then, select the image and click Embed Media.

Step 11: To add text, drag and drop the text box to your desired location. You're able to change the color of the font, the font family, and the font size. 

Step 12: While editing the email content, follow the merge tag guidelines provided in a separate document. Verify the merge tags offered for use inside Listrack. 

Step 13: Add other content to your template. For instance, add a button and customize it, or add your social media links. 

Step 14: Once you've finished designing your template, click Preview to ensure it meets your expectations.

Step 15: If you're satisfied with the template, click Apply Design. 

Step 16: To send a test email, click Send Test, enter the recipient's email ID, and click Send. 

Step 17: To finalize and take your transactional email live, scroll to the bottom of the page and click Create Transactional Message.

 

Congratulations! You've now designed your transactional email automation in Listrack.

 

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