{"id":3952,"date":"2025-12-16T16:00:07","date_gmt":"2025-12-16T16:00:07","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=3952"},"modified":"2026-04-10T20:14:14","modified_gmt":"2026-04-10T20:14:14","slug":"email-template-editor","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/email-template-editor\/","title":{"rendered":"Email Template Editor"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li>How to update and create email templates.<\/li>\n<li>Stone Edge uses double angle brackets to specify tags to grab order data and perform special functions.\n<ul>\n<li>Ex: &lt;&lt;OrderNumber&gt;&gt;<\/li>\n<li>Full email tag list: <a href=\"https:\/\/stoneedge.com\/kb\/articles\/email-tags\/\">HERE<\/a><\/li>\n<\/ul>\n<\/li>\n<li>Email templates can use simple HTML coding for extra formatting.\n<ul>\n<li>Some email templates have both plain text formatting and HTML formatting to allow emails to work regardless of the customer\u2019s email service.<\/li>\n<li>General HTML knowledge found this basic <a href=\"https:\/\/www.w3schools.com\/html\/\">HTML Tutorial<\/a>.<\/li>\n<\/ul>\n<\/li>\n<li>Enables Custom templates to move seamlessly with Stone Edge updates by saving with a new name.<\/li>\n<li>Email templates can be preset to send on specific actions, like sending out tracking numbers or issuing credit.\n<ul>\n<li>They can also be selected manually when doing a one-off email to a customer.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Using Email Template Editor<\/h2>\n<ol>\n<li>Main Menu -&gt; Settings (Gear Icon) -&gt; Report Functions -&gt; Email Template Editor.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3957\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-editor.png\" alt=\"\" width=\"626\" height=\"389\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-editor.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-editor-300x186.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-editor-50x31.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-editor-60x37.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-editor-100x62.png 100w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><\/li>\n<li>Use the dropdown to pick an existing template to edit or click \u201cNew\u201d to create a new template.<\/li>\n<li>Edit email template\n<ol type=\"a\">\n<li>Enter fixed Email text in template editor box.<\/li>\n<li>Use tags and double-click or use the right arrow to add to the template.<\/li>\n<li>Click \u201cReload\u201d to remove any edits to the template.<\/li>\n<\/ol>\n<\/li>\n<li>Click buttons next to \u201cTest With\u201d to show template against live order data\n<ol type=\"a\">\n<li>Order with lowest order number will be shown<\/li>\n<li>Arrows at bottom can change order used for testing<\/li>\n<li>Click \u201cBack to Edit\u201d to exit testing mode<br \/>\n<strong>NOTE<\/strong>: You cannot save in testing mode<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3956\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Example.png\" alt=\"\" width=\"504\" height=\"526\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Example.png 504w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Example-287x300.png 287w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Example-48x50.png 48w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Example-57x60.png 57w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Example-96x100.png 96w\" sizes=\"(max-width: 504px) 100vw, 504px\" \/><\/li>\n<\/ol>\n<\/li>\n<li>Click \u201cSave\u201d when done<\/li>\n<\/ol>\n<h2>Using a Text Editor<\/h2>\n<ol>\n<li>Locate where you email templates are saved\n<ol type=\"a\">\n<li>Click the i on the main menu and view the filepath next to Email Template Location<\/li>\n<li>Go to system parameters and check parameter\n<ol type=\"i\">\n<li>Access database: EmailTemplateLocation -&gt; direct filepath<\/li>\n<li>SQL database: SharedFileLocation -&gt; email template folder located in filepath<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Navigate to email template folder using file explorer\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Image show default filepath of: C:\\StoneEdge\\EmailTemplates<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3958\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location.png\" alt=\"\" width=\"2153\" height=\"1235\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location.png 2153w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location-300x172.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location-1024x587.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location-768x441.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location-50x29.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location-1536x881.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location-2048x1175.png 2048w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location-60x34.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/12\/Template-save-location-100x57.png 100w\" sizes=\"(max-width: 2153px) 100vw, 2153px\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Open an email template with a text editor (like notepad or notepad++)\n<ol>\n<li style=\"list-style-type: none;\">\n<ol type=\"a\">\n<li>To create a new email template, create a new .txt file in the folder or copy an existing file<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Edit email template and \u201cSave\u201d in text editor to save changes\n<ol>\n<li style=\"list-style-type: none;\">\n<ol type=\"a\">\n<li>Tags must be used to reference order data fields with double angle bracket<br \/>\nEx: &lt;&lt;OrderNumber&gt;&gt;<\/li>\n<li>Review attached excel document for full list of available tags<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Email template can be tested using Email Template Editor or sending email to self<\/li>\n<\/ol>\n<h2>Extra Settings<\/h2>\n<p>Parameters<\/p>\n<ul>\n<li>AllowDeleteEmailTemplate -&gt; True enables delete button on Email Template Editor screen<\/li>\n<li>AllowChangeEmailAddress -&gt; True allows email addresses (to and BCC) to be changed before sending email<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview How to update and create email templates. Stone Edge uses double angle brackets to specify tags to grab order data and perform special functions. Ex: &lt;&lt;OrderNumber&gt;&gt; Full email tag list: HERE Email templates can use simple HTML coding for extra formatting. Some email templates have both plain text formatting&#8230;<\/p>\n","protected":false},"author":8,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[24],"ht-kb-tag":[140,121,163],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Email Template Editor - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/email-template-editor\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Email Template Editor - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview How to update and create email templates. 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