Email templates allow you to customize the automated emails sent to customers (e.g., birthday greetings, anniversary wishes, or reward notifications).

Steps:

Step 1 — Open Template Library

• From the sidebar, go to Template Library under Communication

• You’ll see default templates like Birthday Template and Anniversary Template.

Step 2 — Choose a Template to Edit

• Locate the template you want to edit (e.g., Birthday Reward Earned)

• Either click directly or Duplicate the Template if you want to preserve the original and edit a copy.

Step 3 — Customize Template Settings

• At the top left, update the Template Name.
  

• (Optional) Enter your email under Test email to send yourself a test version.
  

• Use the See Variables button to view available dynamic tags like:
  

  • {{customer_name}} → Customer’s name

  • {{store_name}}→ Store’s name

  • {{reward_points}}→ Reward points

Step 4 — Edit Email Content

On the right-hand editor panel, you can customize:

• Text & Heading → Choose heading type (H1, H2, H3, H4).
  

• Font Family → Select the font style.
  

• Font Weight → Choose between Regular, Medium, Bold, etc.
  

• Font Size → Adjust the size (e.g., 26px).

• Color → Change text color.
  

You can also edit the button text (e.g., “Redeem Your Coins”) and link it to a reward redemption page.

Step 5 — Preview the Email

• Use the Preview option (eye icon) to check desktop or mobile views.
  

Step 6 — Save & Activate

• Once satisfied, click Save Template at the bottom.

• Make sure the template is Active so it will be sent automatically.