Send Email with Mailjet Template Zap

General Information

In every business it is often necessary to communicate quickly about new developments, be it to clients or partners / employees. To do this automatically, you can create a zap with the ‘Send Email Using a Saved Mailjet Template’ action.

You can create highly customizable templates in Mailjet using our powerful and easy-to-use drag-and-drop Passport tool. You can then use these templates to send automatic emails to concerned parties, whenever the Zap is triggered. For example, thanking someone when an online survey is completed, or sending someone a welcome email when you add them to a Google Spreadsheet contact list or anything else you can dream of.

The main benefits from using Mailjet Passport templates are:

• Extremely user-friendly design interface
• Variety of options to customize your emails
• Easy to collaborate between teams on template design and content
• Templates are stored in the editor and can be reused for other purposes

For this example we will build a zap using WooCommerce + Mailjet. The zap will send an automatic customized email to users, whose purchases were paid for (order changes status to Processing).

Trigger Phase

1. Click on ‘Make a Zap!’, choose a zap name, then for a Trigger App search for and select WooCommerce.

   

2. Afterwards, choose the actual trigger. For our example, we need the ‘New Order’ trigger - it will activate when a WooCommerce order has been paid for and changes its status to ‘Processing’.

   

3. You now need to provide a webhook URL to WooCommerce, so the order statuses can be properly tracked by Zapier.

   You will see the URL in the box shown - cick on ‘Copy to Clipboard’.

   

   Afterwards open your WordPress Dashboard and go to ‘WooCommerce’ → ‘Settings’.

   

   In the ‘API tab’, click on ‘Webhooks’, then use the ‘Add Webhook’ button.

   

   It is now time to configure the webhook. You will see all of the configurable options below.

   

   • Name - the name you use to identify your webhook in WooCommerce. The default name will be “Webhook created on @ “.
   • Status - to activate the webhook, you will need to select ‘Active’ from the drop-down menu.
   • Topic - this option allows you to select when the webhook will be triggered. You should select ‘Order Updated’.
   • Delivery URL - here you need to paste the webhook URL you copied to your clipboard from Zapier earlier.
   • Secret - the Secret Key is used to generate a hash of the delivered webhook and provided in the request headers. It will default to the current API user’s consumer secret if not provided.
   • API Version - Select the latest version of the WordPress REST API Integration (currently v2).

   Once you are ready with the configuration, click on ‘Save webhook’ to complete the it.

   

4. Go back to Zapier and click on ‘OK, I did this’.

   

5. Now Zapier will try to fetch an order with a ‘Processing’ status in your WooCommerce service. If you dont have such an order, make sure to create one.

6. Once the fetch has been completed successfully, you only need to ‘Finish’ the trigger, and you can move on to the Action Phase!

   

Action Phase

1. Search for Mailjet in the Action App search bar and select the result.

   

2. Select the ‘Send Email Using a Saved Mailjet Template’ action and click on ‘Continue’.

   

3. Select the Mailjet account you want to use, or connect a new one. For reference click here.

4. It is time to configure the email you want to send, when the webhook is triggered. The first several fields are pretty self-explanatory, but please keep in mind the following details:

   • From Address - the email address you want to send the automatic emails from. You can select it from the drop-down menu.

     

     Note

     The Sender email address needs to be an email verified with Mailjet – you can verify a new sender email address or domain by visiting the Sender Domains & Emails section in your Mailjet account.

   • Sender Name - the name of the sender you want to appear in the email

   • Recipients - this includes the To, CC and BCC fields.

     Under To you need to enter the customer’s email address, as the confirmation email is intended for them. Simply call up the drop-down menu and select ‘Billing Email Address’.

     

     CC and BCC are optional fields, you can use them to forward the email to other concerned parties - a Customer Support team member or Account Manager, for example.

   • Email Subject - the subject of the email template - e.g. “Order Payment Received”. You can even customize it to show the ID of the order in the subject line by selecting the respective option in the drop-down menu.

     

5. Once you are done, you need to select a Mailjet template to use for the zap. If you don’t have one ready, please create one by going to the ‘My Templates‘ section of your Mailjet account. For more information visit our Passport Guide.

   

   You will need to scroll through the list of templates, or simply use the Search menu, to find the one you need.

   

   Note

   The templates you see in the list will be only the ones connected with your account – the one identified with the Public and Secret API keys you provided to link the account to Zapier. If you are using a Mailjet sub-account, any templates saved on the master account will not be displayed.

6. Once you have selected the template you want to use, you will be given the option to enable or disable the Template Language. You need this option turned on, if you want to personalize the email with contact properties or WooCommerce variables.

   

7. You can link these emails to a Campaign for better email tracking and statistics. You can link it to an existing campaign, or – using a Custom Value – create a new one to use for that purpose.

   

8. You can also choose an email, where you will receive any error reports connected to issues with the use of templating language within the emails.

   

9. Now we come to the options to personalize your email template. You can add different variables in the text of your email in order to include details relevant to the communication.

   Simply choose a detail from WooCommerce that you want to include by selecting it from the drop-down menu.

   

   You can select up to 5 variables to include in your email. In the end you will have a selection similar to the below.

   

   Remember – you need to add the variables to the template text in order to include the necessary information. They are defined as {{var:var1:”default text”}} for the first one, {{var:var2:”default text”}} for the 2^nd one etc. The “default text” can be changed to accommodate situations where there is no value for the respective variable.

   Note

   Using the default text is optional – you can remove it altogether. However, in case you do, and the variable is not provided, an error will be displayed in its place.

   Here is a simplified example of how a template can look in Passport with variables included from both the WooCommerce order details and the Mailjet Contact Properties.

   

   When you are ready in Zapier with your template configuration, click on ‘Continue’.

10. You will now need to test the template – you will see the details you entered, as well as the information pulled from WooCommerce for the variables you have opted to use.

    

    Review the information and click on ‘Create & Continue’.

11. The only thing left is for you to ‘Finish’ and turn on the zap, and you are ready to go!