How to Create a Transactional Email using Templates on LeadsWithDemos

LeadsWithDemos enables you to create emails from scratch, but our email templates can help you get started more quickly. With LeadsWithDemos, you can send transactional emails, such as welcome messages or emails containing login details for the WordPress demo copy, each time a lead submits their information to request access.

This tutorial will guide you through the process of creating a transactional email using LeadsWithDemos email templates. Follow the steps below to set up and customize your email successfully.

Step-by-Step Instructions:

Step 1: Access the Transactional Email Section

• Login to your LeadsWithDemos account.

• From the main Dashboard, select the site where you want to add the transactional email.

• Navigate to the “Transactional Emails” section in the left-hand menu.

• Then click on “Email Builder”.

Step 2: Selecting an Existing Template

• You have the option to create the email from scratch by clicking on “New Email”, but in this tutorial, we will focus on using a template.

• Go to the “Email templates” tab.

• Locate the template you wish to use from the list.

• Click on the “Copy to emails” icon located under the “Actions” column.

Step 3: Customize Your Transactional Email

• Click on the “Open template” icon to open the email builder editor.

• Customize the content as needed. This may include changing the text, adding variables, and configuring layout elements.

• Click on the “Variables” button to insert dynamic data fields like the lead’s name, email, etc.

• Once you’ve customized your email, click the “Save” button.

• Toggle the email on to ensure it is sent automatically each time a lead takes an action.

Your transactional email is now created and ready to be sent to your leads!