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Set Up Email Templates

Set up Point of Sale email templates using pre-configured options or custom HTML. Learn to convert tags and test your templates for a seamless, personalized customer experience.

  • Point of Sale App build: 5.0.0 or above
  • Platform Support: iPhone and iPad
  • Offline Support: No
  • Technical Prerequisites: Specific email types must be supported by Point of Sale's platform and configured correctly to be sent to users. Customers should configure and use their own domain-specific email address instead of internal Point of Sale addresses. To create email templates, you also need a basic understanding of HTML and CSS.
Important
Important When a template is published it becomes live immediately. Changes should always be tested and verified in Staging before making changes in Production.

The configuration settings mentioned in this article are managed at the merchant account level.

Using a Preconfigured Template

The recommended method to get started with email templates is to use a pre-configured template:

  1. In CMS, go to Layouts | Layout Templates | Email & Print Templates.
  2. Click Add From Template.
  3. Select a template.
  4. Complete the following fields:
    From

    Configure your own domain-specific email address.

    Type
    The type of transactional email.
    Subject
    The subject of the email.
    Body
    Edit the template using the editor.
  5. Click PUBLISH.
    Note
    Note When all template types have been created, you won't have the option to create a new one. You must either delete or edit an existing template.

Using Custom HTML

If you already have an HTML email template, you can paste the source code (recommended only when we want to paste source code from staging CMS to production CMS):

  1. In CMS, go to Layouts | Layout Templates | Email & Print Templates.
  2. Click Add Blank Template.
  3. Complete the following fields:
    From
    By default only works with insights@predictspring.com. Other emails work only when the email address is allow listed. Contact Salesforce Customer Support to arrange for an email address to be allowed listed.
    Type
    The type of transactional email.
    Subject
    The subject of the email.
    Body
    Select the Source Code icon (<>) in the toolbar and create it from scratch or paste code from staging CMS to the production CMS environment if the code is well tested.
  4. Click PUBLISH.

Template Syntax

  • The starting tag inside the <body> must be a <table> tag with a width of 100%.
  • Don't forget to write alt property with the image; it’s a required field in HTML email design.
  • Keep one inner table inside the outer table and keep the width under 600 pixels.
  • Set every <table> tag with this style: 
    style="margin:0; padding:0; cellpadding:0; cellspacing:0;"
  • Style every <td> tag from the property with this style: 
    style="margin:0 auto;"
  • Use inline CSS in your HTML email.
  • Assign the style the <table> tag instead of the <body> tag.
  • Float and position are not supported in the email client.
  • Always define the CSS property individually:

    Correct way:

    style="border-width:1px; border-style:solid; border-color:grey;"

    Incorrect way:

    style="border:1 px solid grey;"
  • Avoid using a background-image property.
  • Avoid adding JavaScript in HTML code as it will make the email stripped.

Converting Editable Tags

You may come across templates with non-editable tags (noted with a locked icon). As these tags are locked, this means that they cannot be adjusted for size. To accommodate this, Point of Sale offers the ability to convert these tags to editable, allowing the user to customize them.

  1. Create a template.
  2. Click Convert to Editable Tags in the page header bar. This button is only visible when there are non-editable tags in the email template.
  3. Confirm the action.
  4. Make the necessary changes to the tags.
  5. Save and publish your changes.

Testing Templates

The editor allows you to test how the template looks in your mailbox before it goes live.

  1. Click Send Test Email in page header bar.
  2. Enter the Destination Email Address.
  3. Enter Order ID. A valid order ID can be found in CMS from Orders | Successful Orders.
  4. Click SEND.

You should be able to view the test email content and how it looks from the destination email address.

Note
Note Only Order Print Receipt & Transaction Receipt templates have this support.