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Guide to the AI Email Editor

Written by Marek Lochman

Introducing the feature

The advanced editor uses artificial intelligence to build a complete set of branded transactional emails for you — from order confirmation to delivery notification. No coding or design skills required. You'll go through five steps, and at the end you'll have emails that are sent to your customers automatically.

Before you get started, it's worth asking:

AI editor or simple editor?

  • AI editor (this guide) — you describe what you want, and the AI creates and adjusts the template for you. The fastest way to a professional result.

  • Simple editor — classic drag-and-drop building from pre-made blocks. Choose this if you want full manual control without AI.

Before you begin, make sure that:

  • You have active Retino Tracking

  • Your online store is connected and orders are flowing into Retino

  • You know your brand's logo and colors (the AI can also find these on your website automatically)

How to read this guide

The guide has five steps — matching the left-hand menu in the editor. For each step you'll find:

  • Where you are – which phase you're in

  • What you'll do – what's expected of you

  • Result – what you'll have once it's done

Throughout the editor, all work is saved automatically (you'll see "All changes saved"), and you can go back to a previous step or to the template list at any time.

The AI editor map

The editor is split into five steps, which guide you from left to right:

Brand → Design → Translate → Send → Deploy

You move between steps using the Next button in the top right, or jump back from anywhere via the left-hand menu. The Send test button lets you send yourself a preview email at any time (to the email address of the active Retino account user). You can return to and continue the work you've created and saved in each step at any point while working on the AI template.

Creating a template

Where you are: in Retino Tracking settings, before entering the editor.

What you'll do: open the editor and create a new template.

Result: an empty template ready for design.

  1. Go to Settings → the Emails section. You'll see four tiles: Automatic Emails, Email Designs, Advanced Email Editor, and Domains.

  2. Click Advanced Email Editor (or, inside Email Designs, click the Create Template button).

  3. In the Create Email Template window, enter a name (for your own reference only — customers won't see it) and select editor type AI Editor.

  4. Click Create.

Step 1 – Brand

Where you are: the editor's first step, "Logo and Colors."

What you'll do: let the AI pull your brand identity (colors, logo, tone of voice) from your website.

Result: a brand summary that the AI will use across all your emails so they look consistent.

Why do this: a defined brand identity keeps your emails consistent, makes them sound like you, and saves you hours of manual fine-tuning.

  1. In the Store URL field, check the pre-filled address (edit it if needed).

  2. Click Run AI research. The AI scans your website and extracts colors, logo, voice, and typical phrases.

  3. Once finished, you'll see a Brand Summary split into sections: Basic Information, Colors, Voice and Tone, Links (About Us, Terms and Conditions, Returns, Claims, Privacy Policy), Banner Images, and Mascot.

  4. Click any section to edit it. Once you're happy with everything, click Next.

Step 2 – Design

Where you are: the second step, "Template Layout."

What you'll do: let the AI generate an email from your brand (or upload an existing design) and fine-tune it via chat.

Result: a finished email template you can preview across different scenarios.

You have two paths to choose from:

  • Start from brand — click Generate template. The AI builds the email using the colors and logo from Step 1.

  • I have an existing design — drag a screenshot, HTML file, or EML file of an existing email into the right-hand panel, and the AI converts it into an editable template.

  1. Start the generation process. The AI takes a little time to work — creating from scratch can take up to a minute, while small edits are a matter of seconds.

  2. Once generated, you'll see a live preview on the left and a chat panel on the right. You give further instructions in plain language, e.g. "Make the main button bigger and change its text to 'Track shipment.'"

  3. Switch the preview between scenarios — Created, In Transit, Delivered — to see how the email looks at each stage of the order. The Visual/Code toggle gives you access to the HTML (for advanced users). The Send test button sends a preview to your own address.

Tip: Work in small steps. First let the AI build the structure, then fine-tune colors, text, and details. The more specific your instruction, the better the result.

We also recommend attaching screenshots along with your instructions when telling the AI agent exactly what you'd like changed in the email design.

Step 3 – Translate

Where you are: the third step, "Localization."

What you'll do: let the AI translate the text into your languages and add localized images.

Result: a template ready for all your customers' languages.

  1. At the top, switch between languages (e.g. English, German, Czech) — for each one you can see how many text strings are complete.

  2. The AI generates translations automatically. Wait for it to finish.

  3. In the Translations tab, you'll see the source and translation for each text string, and you can edit it manually. At the top there's an overview of how many strings are complete out of the total.

  4. In the Images tab, upload language-specific versions of banners (e.g. "Doprava zdarma" → "Free shipping"). The "Missing / Uploaded" label shows what still needs to be provided. Customers will then automatically see the banner in their own language.

Note: The language is selected based on the order first, then the delivery country, and finally the store's default language.

Step 4 – Send

Where you are: the fourth step, "Automation Configuration."

What you'll do: choose which emails should be sent, and fine-tune the subject line, sections, and attachments for each.

Result: automatic emails configured and ready to deploy.

  1. On the right, you'll see a list of all emails grouped by order stage (Preparing, Fulfillment, In Transit, At Pickup Point, Delivered…). Use the toggle to turn each email on or off.

  2. Click an email to open its details, where you can set:

    • Subject line (you can use tags like [[order.code]])

    • Text overrides — heading, body, button. If left blank, the template's default text is used.

    • Visible sections — for each one, choose Show/Hide (header, rating, order summary, addresses, pickup point, banner, tracking information, footer).

    You can add individual sections back in Step 2 (return to it via the left-hand panel) — Design — by giving the AI agent an instruction. This is also how you can, for example, split the shipment-tracking button from the payment button.

At the bottom, you can attach the order invoice or custom attachments and send yourself a test email.

Step 5 – Deploy

Where you are: the final step, "Launch."

What you'll do: do one last round of testing, then launch the emails live.

Result: emails start being sent to your customers automatically.

  1. On the left you'll see an overview of active emails. On the right there are three cards:

    • Send test emails — send a final preview to yourself or your team.

    • Live mode — if you'd like to send only to selected addresses at first, enable Test mode. In live mode, emails go out to all customers.

    • All stores — use Restrict to specific stores to choose which stores use this template (useful for multi-brand setups).

  2. Once everything is verified, click Deploy emails. You're done — active emails will now start sending automatically.

After deployment

Important: turn off the old emails in your online store.

To prevent customers from receiving the same message twice, disable transactional emails in your e-commerce platform. We recommend enabling the emails in Retino first, and only then disabling the ones on your e-commerce platform.

Where to track results

In Settings → Automatic Emails → the Email Statistics section, you can see delivery rate, open rate, click-through rate, and error rate for the last 30 days — both overall and broken down by individual email.

Optional: sending from your own domain

In the Domains tile, you can send emails from your own address (e.g. [email protected]). This improves deliverability (DKIM/SPF) and trustworthiness. You'll need access to the domain's DNS records.

You can find more about this option here.

How to talk to the AI (5 rules)

  1. Be specific. Instead of "make it nicer" → "increase the heading to 28px and add a subtle shadow to the button."

  2. Work in small steps. First the structure, then the sections, and finally the details.

  3. Use references. "In the style of the Alza / Apple website."

  4. Scope your changes. "Only change the button color, nothing else."

  5. Ask questions. "Which order data can I display?"

Common issues

  • The result isn't what I expected → be more specific, or ask "What exactly did you change?"

  • The AI changes things it shouldn't → add "don't change anything else" to your instruction.

  • Generation is taking a long time → for building from scratch, a minute is normal; edits are fast.

  • Translations are missing → run them in the Translate step; they aren't generated automatically after every design change.

  • Customers are receiving two emails → you haven't disabled the old emails in your store yet (see above).

Need help?

Message us via the chat in the bottom-right corner, or email [email protected]. The advanced editor is under active development — your feedback (thumbs up/down on AI responses) helps us improve it.

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