Transactional Emails

Learn about transactional emails that are triggered by specific user actions and transactions

Coming soon

What are Transactional Emails?

Transactional emails are individual messages sent in response to specific user actions. Unlike marketing emails, they’re triggered by direct user interactions and contain essential information related to those interactions.

When to use Transactional emails

Use Transactional emails for:

• Account notifications: Password resets, security alerts, login verifications
• Billing communications: Payment confirmations, subscription renewals, invoices
• System updates: Service notifications, usage reports, quota alerts
• User actions: Account creations, team invitations, action confirmations
• Status changes: Order confirmations, shipment notifications, application updates
• Access management: Invitations, role changes, permission updates
• Data handling: Export notifications, import confirmations, backup alerts
• Support responses: Ticket updates, inquiry responses, help request acknowledgments

Transactional emails typically have higher open rates because they contain information the recipient actively needs or expects. They’re also subject to different regulatory requirements in many jurisdictions.

Managing Transactional emails (Coming soon)

The Transactional dashboard will display all your transactional email templates in an organized view:

Understanding Transactional status indicators

Each Transactional email will have a status indicator showing its current state:

• Draft (Gray): Email template is created but not published
• Published (Green): Email template is live and sending when triggered
• Paused (Red with pause icon): Email template is temporarily inactive

You’ll be able to filter transactional emails by status to focus on specific template stages.

Creating Transactional groups

You’ll be able to organize your transactional emails into logical categories:

1. Click “Add a new group” in the top left corner
2. Provide a descriptive name (e.g., “Orders,” “Account,” “Support”)
3. Drag and drop transactional emails into the appropriate groups

Groups will allow you to analyze performance across categories and identify which types generate the best engagement.

Performance metrics at a glance

The dashboard will show key performance metrics for each transactional email:

• Sends: Number of recipients who received the email
• Opens: Percentage of recipients who opened the email
• Clicks: Percentage of recipients who clicked at least one link

Group headers will display aggregate metrics, showing total sends and average engagement rates across all templates in that group.

Transactional email feature preview

When the Transactional email feature launches, you’ll be able to:

Create with natural language

Generate professional transactional email templates with simple prompts:

“Create a password reset email with security tips and a clear action button”

Set up triggers

Configure events that trigger each email type, with support for API integration and webhooks.

Customize templates

Modify templates with your branding and specific requirements for each transactional type.

Add dynamic data

Insert personalized information like user details, transaction specifics, and custom variables.

Transactional email best practices

These best practices will help you prepare for creating effective transactional emails:

Focus on clarity and purpose

Design transactional emails with:

• Clear, specific subject lines that identify the purpose
• Most important information prominently at the top
• Straightforward language that can’t be misinterpreted
• Only necessary information without marketing distractions

Prioritize security and trust signals

For sensitive communications:

• Include your company’s full name, logo, and consistent branding
• Show security indicators where appropriate
• Provide contact information for customer support
• Clearly explain where links will lead
• Include recipient information to confirm legitimacy

Optimize for immediate comprehension

Make your emails instantly understandable:

• Use descriptive subject lines (“Your Password Reset Link” not “Account Update”)
• Include clear call-to-action when needed
• Ensure readability without images (for email clients that block images)
• Keep design simple and focused on the task at hand
• Test mobile appearance and functionality

Examples of effective transactional emails

Key elements:

• Clear subject line: “Reset Your Password”
• Prominent reset button/link
• Security information (expiration time, request IP)
• “If you didn’t request this” instructions
• Support contact information

Key elements:

• Clear subject line: “Reset Your Password”
• Prominent reset button/link
• Security information (expiration time, request IP)
• “If you didn’t request this” instructions
• Support contact information

Key elements:

• Clear subject line: “Verify Your Email Address”
• Prominent verification button/link
• Explanation of verification importance
• Alternative verification methods
• Expiration information for the verification link

Key elements:

• Clear subject line: “Your Subscription Confirmation”
• Order/subscription details
• Billing information and next payment date
• Account access instructions
• Cancellation or modification options
• Support contact information

Stay informed about the Transactional email feature

Get notified when Transactional emails launch

To be notified when this feature is available:

1. Subscribe to product updates in your account settings
2. Follow our blog for feature announcements
3. Join our community for beta testing opportunities

For specific questions, contact [e-mail].

Learn about Campaigns

Create effective one-time emails for your audience

Learn about Automations

Set up triggered email sequences that respond to user behavior

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We’re more than happy to help you learn more about transactional emails. Ping us on Slack (we should have connected with you by now) or through one of the mechanisms above.