How to Create an Email Template

Email templates hold the subject line and content for any email Ticketsolve sends, whether that's a system email like a booking confirmation or the email behind a Ticketsolve Automation. We'll walk you through how to create a template and share ready-made MJML you can use as a starting point. Some automations send a series of emails and handle templates a little differently, creating a set for you automatically; we'll cover that too.

 Branding

Templates control the subject line and content of an email. Your branding, header, footer, and colours are controlled separately in your look and feel settings. See How to style your MJML emails for more details.

How to create an email template

  1. Go to Settings > Templates.
  2. Click Add New to create a new template.

  3. Give your template a name. Name it clearly and specifically so it's obvious to all system users what it's for. This is especially important the more automations you build.
  4. Click Add to save your template.

  5. Enter your subject line and email content into the MJML tab.
  6. Click Update.

How to preview a template

Once you've added your content, you can preview how the template renders without leaving Ticketsolve. The preview opens in a pop-up box, so nothing is sent to an inbox.

  1. Go to Settings > Templates and select the email you want to preview.
  2. Click Preview to open the template in a pop-up. This renders using placeholder data, so you can check the layout even when there's no real data in your account to pull from.

  3. To see the template with your own data, click Live Preview. This renders using real data from your account.
  4. Use the desktop and mobile view icons to check how the template looks on each.

  5. If anything looks off, close the preview, edit the MJML, click Update, and preview again until you're happy.

 Preview and Live Preview

Preview renders your template with placeholder data, so you can check the layout at any point, even before there's real data to pull from.

Live Preview renders it with real data from your account, chosen at random. You may sometimes see odd combinations like past events or unrelated products. That's fine, the data is only there to check the template renders properly.

How templates work for multi-email automations

Some automations send a series of emails rather than a single message. For these, you don't build each template yourself. Every account comes with a set of source templates that these automations use as their starting point, so the templates are ready the moment you create the automation.

This applies to the following automations:

What source templates are

Source templates are the default templates behind each of the automations above. You'll find them in Settings > Templates, each named with the prefix Template source: so they're easy to spot. There's one set for each automation type, and they hold ready-to-use subject lines and content.

How your templates are created

  1. When you create one of the automations above, the matching source templates are pre-selected for you in the automation form. You can change them if you'd prefer to use different templates.

  2. When you click Save, the automation creates its own set of templates, copied from the source templates and named after the automation itself.
  3. Each generated template takes the automation's name followed by its position in the sequence. For an automation named Gold Patron Expiry Flow, you'd get Gold Patron Expiry Flow - Email 1, Gold Patron Expiry Flow - Email 2, and so on.

These generated templates are independent copies. You can edit and design them for that specific automation without affecting the source templates or any other automation.

 Don't Forget!

For these automations there's nothing you need to build from scratch. The source templates are already in your account, and each automation generates its own set when you save it.

Running more than one version

Because each automation gets its own set of templates, you can run the same type of automation several times over without any manual template work. If you want a separate Membership Expiry Reminder automation for each benefit product, for example, create each one and it'll generate its own uniquely named templates. You can then tailor the wording of each set to the product it relates to.

 Ticketsolve Tip

Because each generated template takes its name from the automation, give every automation a clear, specific name. It keeps your Settings > Templates list easy to scan when you're running several versions of the same automation type.

Editing the source templates

You can edit and design the source templates too, so future automations start from a layout and wording you're happy with. Editing a source template updates the starting point for automations you create afterwards. Templates already generated for existing automations are separate copies, so they aren't changed.

Ready-made MJML content

To save you starting with a blank page, we've put together MJML content for the most common automation types. Pick the closest match, edit the wording, links, and styling to suit your needs, then paste it into your template's MJML tab.

Customer with tag order alert automation

Product follow-up automation

Event alert by tag automation

If you need assistance with your email templates, get in touch with Support.

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