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Creating an E-Receipt Template

Step 1: Navigate to the Template Builder

  1. From the main dashboard, hover over the Engagement tab.

  2. Click on Assets, and then select Templates.

   

Step 2: Select the E-Receipt Communication Channel

This is where you specify that you are building a transactional e-receipt.

  1. On the "Communication Templates" page, click the + Create a Template button.

  2. On the "Mode of Communication" screen, select the Transactional radio button.

  3. From the transactional options, choose e-receipt.

Step 3: Design Your E-Receipt with Available Components

You will now be in the template builder. This is a drag-and-drop interface where you will add and arrange content blocks. The right side of the screen shows a live preview of your e-receipt.

You can drag and drop a variety of components from the "Available Components" list on the left side of the screen onto the e-receipt preview area.

Available Components:

  • NPS Survey: A "On a scale of 1 to 10..." rating component to gather customer feedback.

  • Current Offers: A section to display your latest promotions.

  • Check our latest collection: A component with a "Shop Now" button that links to your website.

  • Customer Profile: Displays the customer's name and contact information, with an "Update Profile" button.

  • Invoice Section: A dynamic block that automatically populates with invoice details like item name, subtotal, and total amount.

  • Terms & Conditions: A collapsible section for legal and store policies.

  • Video Component: Embed a promotional video from platforms like YouTube.

  • Social Media Links: Icons for Facebook, Instagram, X (Twitter), LinkedIn, YouTube, and TikTok.

  • Store Information: Displays the store's name, registration ID, address, and city.

  • Loyalty Information: Shows the customer's loyalty tier, points, and balance.

  • Contact Us: Displays store contact number and email.

  • Review Us: A component with a direct link to your Google reviews.

 

   

Step 4: Save and Manage Your Template

After you have arranged and customized all the desired components, you need to save the template.

  1. Click on the Save button in the top right corner of the screen.

  2. A dialog box will appear asking you to name your template. Provide a clear and descriptive name (e.g., "Post-Purchase E-Receipt - Main Template").

  3. Click Save to finalize your template.

Your new template will now appear on the "Communication Templates" list, ready to be configured and used.

 

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