Hey what's up everyone it's Mark with IWDAgency
and in this video i'm going to show you how to configure
and generally set up newsletter templates within your Magento 2 version.
Now remember IWD has a whole playlist of other how-to videos and tutorial for magento so be
sure to check those out after this video. So the first thing
you're going to do when you're trying to actually implement newsletter templates
and these are good to use in general you might want to send out a
weekly blast to your client you might want to send out a monthly
update maybe you just want to send a nice little holiday blast of happy
halloween merry christmas happy thanksgiving happy
fourth of july or maybe we're closed because of
something uh for current events like uh even the
covet virus or something along those lines
this is a good thing to be able to blast out and to receive
other people's information so how do you configure in the first place pretty fast
step so go to your admin panel on the far left
all right and you will go to your stores and you will go to configuration
under settings just click on configuration
under settings underneath that you have a tab called customers let's
search down for customers there it is and the very first
thing that i see is newsletters so click on newsletter
this becomes a matter of what your specific needs are
moving forward and how frequently you want to use these but
the first thing you want to do on the general option on the far left under
enabled is click this box and of course yes
enable it you want to be able to use these as far as when people are
subscribing to your newsletters you know you maybe you want them to
look at your actual things you're going to put out more frequently so they'll be
more likely to come into your business or come back to
check out maybe blitz sales or whatever it is that you're doing
this is a good place to do that so do you want to allow
people who are guests people who have no account on your website
if you want to do that go for it click the check mark next to it on the far
right and keep it at yes do they need to
confirm something you could say yes or no that's just a
double confirmation we'll say yes just to make sure that we get their
information twice you have two more options here we're
really three more options you have confirmation
email sender you have success email sender and then
unsubscription email sender we're going to just activate all of these
pretty simple next the confirmation email sender the check mark
we'll say this is coming from customer support nothing too crazy there
you could customize the email were there where you would put in
uh you know whichever client you have name your business at
marketing.com or whatever but we'll just keep it at customer support
uh success email sender who did it you successfully went through so we'll say
yeah we'll keep that at customer support as well and then
unsubscription emails to sender and we'll just keep that the same
so we're just going to check all of those keep those activated
and once you've done that you will go to the
top right and you will click save configuration pretty simple
that is just to make sure your newsletters are activated
then of course the next step is to set up and
again this can be modified however extensively
or as i suppose basically as you'd like so how do we get to that what do we do
for that so we're gonna now that we've saved our configuration
we've enabled it we're gonna go back to the far left and we're going to find
marketing right here on our admin bar click on marketing and
you will see under communications you've got a few
options newsletter templates newsletter q newsletter subscribers
in this video remember we're just configuring and looking at newsletter
templates a very basic how-to beginner's guide to newsletter
templates so click on newsletter templates
underneath communications which is right
there um you'll notice that i already have one
here that says happy holidays come unwrap some awesome sales but the
first step of course is adding a new one so we're not going
to look at this one uh just yet i do want to point out
something before we move forward though there are two different types of
templates that you can use there's an html
and then of course there's the text version which is
um you know no reach no rich text really no active links no photo or no pictures
and so both of them are easily able you're able to easily
activate both here but we're going to go to the top right and we're just going to
add a template right now so let's click on add new template and
that will prompt you to fill out a few things
template name template subject all that stuff
so maybe the template name could just be my halloween one maybe i want to say
happy halloween people and the subject could be ghosts
uh rules and um i don't know giveaways
to the dot dot dot to make it super dramatic
maybe you want to send a blast that there's going to be a pumpkin patch
giveaway or something like that i don't know
and the sender name customer support it'd be your um you could say
jack o'lantern that could be his name jack-o'-lantern
if you want something fun i suppose or just your name itself and
send your email uh that could be support at example.com
so that might be uh jack-o'-lantern at your business
name.com the next thing you want to do is right above your show or hide editor
click that you notice it's a star you have to do it
so click show or hide editor and at the moment if you were to look at
this right now it says follow this link to unsubscribe i know this gets a little
hazy i didn't have a clue what this stuff was either so don't feel like
you're you're crazy or you just don't know
anything you'll notice at the beginning right here i'm just going to highlight
it for you have this less than p greater than and it's
that's the worst that you're going to see follow this lane and then you have
this coming at the end as well less than you
have that slash which is kind of that end mark
so right now just you wanted to see a general version of this
and we looked up here in the top right you can click preview template if you
wanted to just click that right now click preview template it takes you to a
new file takes you to a new page altogether and you will see it's a very
generic follow this link to unsubscribe there's
nothing there at all so we don't need that we're going
to x out of that and go back to this so let's say you wanted to before you
get to that we wanted to have another message there
so remember you want to start with this so i'm going to type it out you could
paste it less than p greater than
and maybe you want to say happy halloween
happy halloween all you all you ghosts and
rules i don't know and remember to end it you want
this one uh less than the backslash p greater than so we'll do less than slash
e greater than there you go and let's just
say we wanted to see what that looks like
real quick you can go up here and click preview template
and you should see sort of a piece milled approach anything you put on
there will sort of foot that happy halloween
all you ghosts and ghouls there it is right there
bam let's say you want to be super adventurous and
underneath that we'll hit enter because remember it's going to go in wherever
you put it you want to insert an image just as an
example you can do that adobe or whatever you
actually have you could use some from their stock
photos you could have uh files yourselves so we're gonna choose
some files here and i actually have a halloween one
right here boom should pop up there's my christmas one
there's my most interesting man in the world
so let's click on that one so highlighted it is it's got a blue ring
around it and we will click up here add selected
the orange button and click add selected and there it is
it is in here somewhere it is ready for you to
use so again just to check go up to the top
click preview template
and you should have a nice little happy halloween
there's a nice photo for you all you ghosts and ghouls
and then of course follow this link to unsubscribe so
x out of that you can x out of it and then you're back to your actual thing
itself and you will see that um you have
other options this is um follow this link to unsubscribe
this tag is for the unsubscribe link so you would actually put your link here
whatever that happens to be we don't have an active link right now but you
would have one if you needed to okay then once you're done
you don't really need to insert anything here you will go to the top right
remember super generic and click save template
just save that template so that you can have this to pick from
at a later time so that you just know that it is there and set up
and there we go um you actually have it saved as an
html and you could preview it you can cue it have it coming up whatever you
want it to do whenever you want it to go and it will
right now tell you what the subject will be as you can see
it'll tell you the sender is from jack o'lantern and it is an html
now let's say i open this back up just real quick and showed you how to toggle
back remember i told you you could do html
or um live so at the top if we want to convert this to
plain text that's all you would do real quick just convert to plain text
and save the template and call it a day okay so that's super simple that's all
you have to do when you are configuring newsletters and there's a whole another
step and there's a lot of other things that you can do
to be able to blast those out but for now that is how you quickly set that up
so as always if you have any more questions you need
to drop those in the comments below if you liked this if this was helpful
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happy advertising
you