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How to Edit Order Confirmation Email Templates: https://help.pm.leapevent.tech/a/1466291
Confirmation email templates go out to your patrons for a variety of reasons: a ticket purchase, a membership purchase, a subscription purchase, and more.
In this article, we'll go over:
- How to find the email template you want to edit
- How to edit a PatronTicket Email Template
Depending on how many email templates you're planning to edit and how many changes you're making, this process will take anywhere from 10-45 minutes.
Finding an email template
Confirmation email templates are all Classic Email Templates and live in Setup.
1. Click on the gear icon, and go to Setup
2. Search for "email template" in the quick find box, and click on Classic Email Templates
3. Select the folder with your email template
These different folders categorize your email templates. Packaged Order Confirmation Email Templates are found in the PatronTicket Email Templates folder, which contains:
- Order Confirmation Template
- Subscription Order Confirmation Template
- Membership Order Confirmation Template
- Refund Confirmation Template
- This template sends when all or part of an order is refunded
- Exchange Confirmation Template
- This template sends when all or part of an order is exchanged
- Mobile Ticket Template
- This template sends when mobile tickets are enabled and some or all ticket from an order are emailed
- Subscription Renewal Template
- This template is used when opting to "Send Renewal Reminder" on pending renewal subscription orders
Any custom templates users at your organization have created may likely also be found in this folder! If you can't find it, try checking the Unfiled Classic Email Templates and My Personal Email Templates folders.
Please note that we highly advise against saving templates in the My Personal Email Templates folder, as it will prevent other Users from accessing it.
Need help figuring out which email you want to edit? We've got an explanation of when each email sends for you.
Are you looking for pre- and post-show email templates? You'll want to head over to Automated Communications for these templates.
This folder also contains some additional templates used for other box office features, such as the Group Sales Invoice template for Group Sales and PatronPortal templates for use with PatronPortal. These templates use a Text or Custom Template Type, and editing these templates is more similar to the process of editing donation email templates!
Once you know which template you need, edit it!
Do you want to create a new custom Order Confirmation Template? We have special instructions on how to create a new custom Order Confirmation Template for you!
1. Select the template you want to edit
Select the template you want to edit. Here we'll look at the single ticket order confirmation, but the process is the same for subscription, membership, or exchange confirmations.
2. When you click on a template, you'll see the basic properties of the template in the first section
While you can edit some of these properties, you shouldn't need to.
3. Click Edit Template
4. You should only edit the text parts of the message in the template, which are highlighted in red below
There is more text in the HTML version than is visible in this screenshot. Make sure you scroll down in the editing window!
5. Add or adjust the text in the Plain Text section and the HTML Email section
6. Tweak the HTML version with text formatting
Text formatting is not available in the Plain Text version.
| Text Formatting | Start Tag | End Tag |
|---|---|---|
| Bold | <b> | </b> |
| Italics | <i> | </i> |
| Underline | <u> | </u> |
| New Paragraph | <p> | </p> |
| Line Break | <br /> | No end tag |
Place the words you want formatted in between the start and end tag. For example, if I wanted the words "All sales are final; there are no refunds, cancellations, or exchanges." to be bolded, I would format it like so:
<b>All sales are final; there are no refunds, cancellations, or exchanges.</b>Not familiar with this concept and want more in depth instruction? We recommend this website to start experimenting with basic HTML text formatting.
If you're interested in changing text color or the font, check out this website.
Here's what the code looks like in the Edit Template window:
And here's what your formatted text would look like to your patrons.
7. When you're finished, click "Save"
8. Test the template to make sure it looks as you expected
Click the "Send Test and Verify Merge Fields" button, and then choose a Ticket Order to use as your test. It doesn't really matter what Ticket Order you choose, as the ticket buyer will NOT receive your test email.
You can enter your own email address to send the test email to yourself, or just view it in the screen here.
Want to go back to the original Order Confirmation Template?
We have the code for the original template--for Ticket Orders, Subscriptions, and Memberships, available for you.