Transactional Mails

General

On the main Notifications & Templates page you can activate/deactivate templates. Templates can be searched by keyword or filtered by template key and locale

Notifications & templates

Templates can be created for a variety of Checkout events and include:

Order invoices
Return stick notes
Shipment return documents
Order confirmation/cancellation emails
Order invoice emails
Shipment emails
Product undeliverable emails
Product return emails
Password reset emails
Customer bank account updates/reminders

Available templates

The following templates are available in the SCAYLE Panel.

In some cases, you may encounter additional template keys beyond those listed in the table below. These are known as dynamic template keys and are generated by add-ons. Dynamic template keys do not support placeholders or previews.

Template Key	Purpose
`order-invoice-pdf`	See `order-invoice-mail`
`partial-invoice-pdf`	See `shipment-mail`
`corrective-invoice-pdf`	See `products-return-mail`
`package-return-stick-note-pdf`	See `return-pickup-mail`
`shipment-return-document-pdf`	See `products-return-mail`
`order-confirmation-mail`	Email queued when the order has been completed.
`order-cancellation-mail`	Email queued during the transition from Aborted to Cancelled. This can vary in wording and content depending on the reason that led to the order being cancelled (e.g., Out of Stock, Customer Cancellation, RatePay Cancellation).
`order-invoice-mail` (+ `order-invoice-pdf`)	Email queued during the transition of the order from Shipped to Invoiced. Can include a full Invoice PDF as an attachment (for countries where this is a requirement).
`shipment-mail` (+ `partial-invoice-pdf`)	Email queued after the successful handling of a Shipment Message. This can include a Partial Invoice PDF as an attachment (for countries where this is a requirement).
`products-undeliverable-mail`	Triggered on the closing of a Return Window. It aims to notify the customer that one or more of their items has not been delivered successfully (due to issues locating the address, customer not being at home, etc.).
`products-return-mail` (+ `corrective-invoice-pdf`, + `shipment-return-document-pdf`)	Email queued during the closing of a Return Window. It can include a Corrective Invoice PDF as an attachment (for countries where this is a requirement).
`return-pickup-mail` (+ `package-return-stick-note-pdf`)	To inform a user about a return pickup time and place.
`password-reset-mail`	To send to a user a requested password reset link.
`customer-password-change-mail`	To inform a user about the password being successfully changed.
`customer-mail-change-mail`	To inform a user about an account email being changed.
`customer-bank-account-update-mail`	Email triggered when the IBAN on Customer account is changed.
`customer-bank-account-reminder-mail`	Triggered on the closing of the Return Window and then again every 7 days for a limited amount of time. Is only applicable for customers that have received returns for orders, yet have not provided a usable IBAN with which refunds can be provided.

Template activation/deactivation

Templates can be activated/deactivated using the toggle button.

The system checks that there is only one active template for a given shop_id, key, and locale. All other templates are set to inactive automatically in the background.

It is possible to set all templates to inactive. However, if no template is active, Checkout uses a fallback template. This means, for example, that an email will always be sent to a customer even if all email templates are deactivated in the SCAYLE Panel.

If no template is active, Checkout uses a fallback template.

Create new template

To create a new template, select New Document Template. On the New Template page, the required fields are as follows:

Internal name: string for the internal template name. Dates or versions can be added here (see screenshot above)
Template key: dropdown item is automatically selected for the corresponding Checkout action (order invoice, order confirmation, password reset, etc.)
Template type: mail or PDF (normally you would select the shop/country language)
Locale: country/language selection
Document subject: subject of document
Document body: main text/body (HTML)
- Include placeholders
- Click the expand icon to preview
When all fields are complete, click Save to add the template.

Placeholders

Placeholders are added to the body using mustache syntax. For example, for a personal greeting, the billing first name could be added with {{data.addresses.billing.name.first}}. You can view and copy the placeholders by clicking the Placeholder List button right above the document body editor provides a comprehensive list.

Edit/delete template

To edit a template:

Select it from the main Templates page
Click Edit
Make changes and click Save

To delete a template:

Selecting the menu icon (three vertical dots) to the right of the template and click Delete.

Preview template

Preview the mail or pdf template by selecting the menu icon (three vertical dots) to the right of the template. A menu will open to enter an order and customer number to generate the preview based on actual data.