Regularly, WordPress sends out email notifications in plain text that are neither aesthetically pleasing nor helpful for showing your professionalism. Therefore, it is necessary for you to refine the layout of all outgoing messages, especially when you are running a membership site, a multi-author site, or any other site that requires frequent email notices.
In this beginners’ guide, we will carefully introduce a simple method to help you create professional WordPress email templates. That is, using a lightweight plugin named as Email Templates. Now, scroll down to see how the plugin will be used.
Install and Activate the Email Templates Plugin
Above all, you need to install and activate the Email Templates plugin. If you have encountered any problems during this process, check our tutorial about how to install WordPress plugins for some detailed guidance.
Create and Modify Your Email Templates
When the installation process is completed, you can now navigate to “Appearance” > “Email Templates” in the sidebar menu of your dashboard to enter the plugin customizer.
In total, the plugin allows you to modify five sections of your email templates, including “Settings”, “Template”, “Email Header”, “Email Body”, and “Footer”. In the parts below, we will detail the configuration for these sections one by one.
Settings – This is the section where you can specify the from name and email address for all your outgoing messages. By default, the plugin uses the name and email that you have defined in WordPress settings. However, it allows you to change theses settings to your taste.
Template – In this section, you can decide to display the email template in a boxed or full-width layout. Also, you can change the email background color based on your own preference.
Email Header – Shown as below, the plugin offers you multiple options to customize the appearance of your template header. Firstly, you can change the default header to an image or a custom text. Moreover, you can define the alignment, background color, font size, and text color.
Email Body – As for the “Email Body” section, it is provided for you to style the background color, text size, and text color for the template body.
Footer – Besides providing some common personalization options like background color and font size, the plugin also makes it possible for you to change the email footer text. By default, it uses your site’s name along with a copyright sign as the footer here. However, you can change it according to your needs. In addition, you can choose to display a tiny link to the plugin page or not.
Whenever you are done with the configuration of a section mentioned above, you can click the back arrow to return to the plugin customizer screen and move to the next section. Once done with all the settings, you can click the “Save & Publish” button to enable all the changes.
Troubleshoot the Email Templates
After the operations above, it is time for you to get a preview on the email template you have created and see whether it is working in the way you like. All you need to do here is clicking on the last tab on the plugin customizer screen, namely, “Send test email” and hit the “Send” button on the page that it opens up.
Then, the plugin will send an email to the admin address that you have specified in the WordPress settings. In general, the plugin is fully compatible with most thirty-party providers of subscription services. Therefore, it can work properly on your WordPress site in a theoretical sense.
However, if you find any problems like not receiving emails from the WordPrees site of your own, you can search for some guidance in this tutorial about how to fix WordPress email sending issue or head back to the plugin customizer and revise the settings to your desire.
If everything is working alright, then, you can notify your users with professional and beautiful emails as the following example.