Email templates: Marketing vs. Transactional

When choosing between marketing and transactional email templates, you must consider both your personalisation needs and unsubscribe features.

Here's an explanation of these email template options:

Marketing templates

Marketing email templates:

  • Are ideal for emails focusing on individual personalisation such as first name, surname, or location, etc. These are called Contact Properties.

    See Personalisation.

  • Include a mandatory unsubscribe link in the footer, which you can replace with a link to your preference centre

  • Are primarily used for promotional activities with simple personalisation using the individual contact properties, like a newsletter or birthday campaign

Transactional templates

Transactional email templates:

  • Are suited for emails requiring more than basic personalisation, incorporating transactional data variables like last purchase or holiday destination.

  • Have an optional unsubscribe link.

  • Are typically used for contractual activities

Sub accounts

To manage these templates, Apteco offers two account types:

  • Promotional – Allows opt-outs and supports both marketing and transactional templates

  • Contractual – Only allows transactional email templates. This prevents recipients from unsubscribing because Apteco automatically adds an unsubscribe link to marketing templates, which is not appropriate for contractual emails

Important: When a customer unsubscribes from one email, they unsubscribe from receiving all emails from your sub account. This is why you need two Apteco email sub accounts - one Promotional and one Contractual. See Creating your Apteco email channel.

Choosing your template type

Before creating your template, ask yourself:

Does your email template:

  1. Need personalisation, such as first/last name?

  2. Require referencing data attributes like purchased products or loyalty credits?

If your answer is 'yes' to the first question:

Marketing templates are suitable, offering personalised contact properties.

If 'yes' to both questions:

Transactional templates are more appropriate, enabling a mix of contact properties and data attributes.

Note: While both template types can include unsubscribe mechanisms, marketing templates automatically contain one, while transactional templates require manual addition to the email footer.

See Unsubscribe link validation.