How to set up & customize notification email templates in Shopify

How to Setup & Customize Shopify Notification Email Templates
How to setup & customize Shopify email templates

When it comes to running a successful e-commerce store, effective communication with your customers is key. Shopify provides built-in notification email templates that can be customized to match your brand identity and engage your audience. In this guide, we will walk you through the process of setting up and customizing notification email templates in Shopify, allowing you to optimize your e-commerce communication and boost customer engagement.

1. Introduction

Emails play a crucial role in keeping customers informed about their purchases and store updates. Shopify offers a range of notification email templates that cover various aspects of the customer journey. By customizing these templates, you can create a seamless brand experience that enhances customer loyalty and drives repeat purchases.

2. Understanding Shopify Notification Email Templates

Shopify provides a variety of notification email templates that play a crucial role in keeping your customers informed about their purchases and interactions with your e-commerce store. Understanding these templates and customizing them to align with your brand identity are essential steps in enhancing customer engagement and loyalty.

2.1 Types of Notification Emails

Shopify offers several types of notification emails, each serving a specific purpose in the customer journey. These include:

  • Order Confirmation Emails: Sent to customers after completing a purchase, providing details of the order and confirming the successful transaction.
  • Shipping and Delivery Updates: Notify customers about the status and progress of their shipped orders, including tracking information.
  • Abandoned Cart Recovery Emails: Remind customers of the items left in their shopping carts and encourage them to complete the purchase.
  • Product Review Requests: Encourage customers to leave reviews and feedback on their purchased products, helping to build trust and social proof.
  • Customer Account Creation and Password Reset Emails: Sent to customers when they create an account or request a password reset to access their accounts securely.
all shopify notification email templates

2.2 Importance of Customizing Email Templates

While Shopify's default notification email templates are functional, customizing them to match your brand identity and messaging is crucial for several reasons:

  • Brand Consistency: Customizing email templates allows you to reinforce your brand's visual identity, using consistent colors, fonts, and logo placements.
  • Personalization: Adding personal touches, such as the recipient's name and specific order details, makes emails more engaging and relevant to each customer.
  • Improved Customer Experience: Customized emails create a positive and memorable experience, showing customers that you value their interaction with your store.
  • Higher Conversion Rates: Tailored and visually appealing email templates can lead to increased click-through rates and conversions, driving more sales for your store.
  • Builds Trust and Credibility: Professional and customized email templates reflect the credibility and legitimacy of your e-commerce business.

3. Setting Up Shopify Notification Emails

Shopify provides a user-friendly interface for setting up and managing notification emails for your e-commerce store. Follow these steps to access the notification settings and configure default email templates.

3.1 Accessing Notification Settings

To access the notification settings in Shopify, follow these simple steps:

  • Log in to your Shopify admin panel using your credentials.
  • From the left-hand sidebar, click on "Settings."
  • Under the "Settings" menu, click on "Notifications."

You will now be on the "Notifications" page, where you can manage all your notification email settings.

3.2 Configuring Default Email Templates

Shopify comes with pre-built default email templates for various types of notification emails. To configure these templates to match your branding and messaging, follow these steps:

  • On the "Notifications" page, scroll down to view the list of different types of notification emails available.
  • Click on each notification email type to open the corresponding template editor.
  • Within the template editor, you can:
    • Customize the "Subject" line to make it more engaging and relevant to your customers.
    • Edit the "Preview Text" to provide a compelling preview of the email's content.
    • Use the "Body" section to personalize the email content with dynamic tags, such as the customer's name, order details, and other relevant information.
    • Add your brand logo, colors, and formatting to make the email visually appealing and on-brand.
    • Preview your changes and ensure everything looks as desired.
    how to preview email in shopify
  • Once you are satisfied with the customization, click "Save" to apply the changes to the template.

Repeat these steps for each notification email type you want to customize. Remember to keep the content clear, concise, and in line with your brand's voice and tone.

3.3 Editing and Previewing Email Templates

After customizing the default email templates, it's essential to preview how they will look before sending them to customers. Here's how to do it:

  1. On the "Notifications" page, click on "Edit" next to the customized email template you want to preview.
  2. In the template editor, click on the "Preview" tab to see how the email will appear to recipients.
  3. Review the email's layout, content, and design to ensure everything appears as intended. Pay attention to:
    • Header and Footer: Verify that your brand logo and contact information are correctly displayed.
    • Content: Ensure that dynamic tags are populating the customer-specific information accurately.
    • Call-to-Action (CTA): Check that the CTA buttons or links are clear and easy to identify.
  4. If needed, make any additional adjustments or corrections in the template editor.
  5. Click "Save" once you are satisfied with the previewed email template.

By previewing the customized email templates, you can catch any potential issues before they reach your customers, ensuring a seamless and professional communication experience.

4. Customizing Email Templates

Customizing Shopify notification email templates is an essential step in creating a memorable and personalized communication experience with your customers. Let's explore various customization techniques to align these templates with your brand identity and boost customer engagement.

4.1 Branding and Design

Consistent branding across all touchpoints is crucial for establishing brand recognition and trust. Customize your email templates with the following branding elements:

  • Add your company logo to the header of the email.
  • Use brand colors for text, links, and buttons.
  • Apply your brand's font styles for a consistent look.
  • Incorporate your brand's voice and tone in the email copy.
  • Include a clear and visually appealing email signature with contact information.
how to change background color and logo in shopify email templates

By incorporating these branding elements, your customers will instantly recognize your emails and associate them with your brand, reinforcing brand loyalty and credibility.

4.2 Adding Dynamic Tags for Personalization

Personalization is a powerful way to make your emails more relevant and engaging to individual recipients. Shopify allows you to use dynamic tags to automatically populate customer-specific information in your email templates, such as:

  • Customer's name: Use the {{ customer.first_name }} tag to address customers by their first name.
  • Order details: Include the {{ order.order_number }} and {{ order.total_price }} tags to show specific order information.
  • Personalized recommendations: Utilize customer purchase history to recommend related products.

Personalized emails show that you value each customer's business, leading to higher engagement and conversion rates.

4.3 Crafting Compelling Email Copy

Well-written email copy is essential for keeping your audience engaged and encouraging them to take action. Follow these tips for crafting compelling email content:

  • Keep it concise: Get to the point and avoid lengthy paragraphs.
  • Create a clear CTA: Use actionable language to guide recipients towards the desired action.
  • Offer value: Provide exclusive promotions, useful tips, or relevant information to entice customers.
  • Create a sense of urgency: Encourage immediate action by setting limited-time offers.
  • Use a conversational tone: Write in a friendly and approachable manner.

Compelling email copy can drive conversions and build a stronger connection with your audience.

4.4 Incorporating Visuals and Media

Visual elements play a significant role in capturing your customers' attention and enhancing the overall email experience. Consider these strategies when incorporating visuals and media into your email templates:

  • High-quality product images: Showcase your products with clear and appealing images.
  • Infographics or graphics: Use visual representations to convey complex information or statistics.
  • Video content: Embed videos to demonstrate product usage or share engaging content.
  • Social media buttons: Encourage customers to connect with your brand on social platforms.

Including visuals and media in your emails makes the content more engaging and memorable, increasing the likelihood of customer interaction.

5. Testing and Reviewing Email Templates

Before sending your Shopify notification email templates to your customers, it is crucial to thoroughly test and review them to ensure a seamless and professional communication experience. Follow these steps to perform testing and review before finalizing your emails.

5.1 Sending Test Emails

Sending test emails allows you to preview how the email templates will appear to your customers. Here's how to send test emails in Shopify:

  1. On the "Notifications" page, click on "Edit" next to the customized email template you want to test.
  2. In the template editor, click on the "Preview" tab to view the email's content.
  3. Below the email preview, you will find the "Send Test Email" button.
  4. Enter your email address and click the "Send Test Email" button.
  5. Check your inbox for the test email. Review the email for:
    • Visuals and layout: Verify that all elements, images, and formatting appear correctly.
    • Personalization: Ensure dynamic tags are populating customer-specific information accurately.
    • Links and CTAs: Click on links and buttons to confirm they direct to the intended pages.
    • Responsiveness: Open the test email on different devices (desktop, tablet, and mobile) to ensure it looks good across all screens.
  6. If any issues are identified, return to the template editor, make necessary adjustments, and repeat the test email process until everything appears as desired.

Sending test emails gives you the confidence that your customers will receive error-free and visually appealing emails.

5.2 Reviewing Email Template Changes

When customizing email templates, it's essential to keep track of the changes you make to ensure consistency and accuracy. Follow these tips to review email template changes:

  • Use version control: Keep different versions of the email templates during the customization process, so you can revert to a previous version if needed.
  • Double-check dynamic tags: Ensure that dynamic tags are appropriately used and correctly pulling customer information.
  • Review content and grammar: Proofread the email content for any typos or grammatical errors.
  • Verify branding: Confirm that the branding elements, such as logos and colors, match your brand identity.

By thoroughly reviewing email template changes, you can catch any mistakes or discrepancies before your customers receive the emails, maintaining a professional image for your brand.

6. Testing and Reviewing Email Templates

While Shopify's built-in notification email templates are robust, you can take your email communication to the next level with dedicated email customization apps. These apps offer advanced features for personalization, automation, and analytics. Let's explore how to implement custom notification emails using Shopify apps.

6.1 Exploring Shopify Apps for Email Customization

Shopify's app store offers a wide range of email customization apps designed to enhance your e-commerce communication. When exploring apps, consider the following features:

  • Advanced personalization: Look for apps that offer more dynamic tags and advanced customer segmentation options.
  • Automation and triggers: Apps that automate sending emails based on customer behavior, such as abandoned cart recovery, can save you time and increase conversions.
  • Email templates library: Apps with pre-built templates can be a valuable resource for inspiration and easy customization.
  • Integration with other tools: Consider apps that integrate with your existing CRM or marketing tools for seamless data syncing.
  • Analytics and reporting: Apps that provide insights into email performance help you optimize your email marketing strategy.

Take your time to explore different apps and read reviews to find the ones that best fit your email customization needs.

6.2 Installing and Utilizing Email Customization Apps

After choosing the email customization app that suits your requirements, follow these steps to install and utilize the app effectively:

  1. Access the Shopify app store and search for the chose OrderlyEmails.
  2. Click on the app to view its details and click the "Add app" or "Install app" button.
  3. Follow the on-screen instructions to grant necessary permissions and integrate the app with your Shopify store.
  4. Navigate to the app's dashboard to explore its features and customization options.
  5. Configure the app settings according to your preferences, such as email templates, triggers, and personalization options.
  6. Use the app's email editor to customize and design your notification emails. Remember to:
    • Apply your brand elements, such as logos and colors, to maintain consistency.
    • Add dynamic tags for personalization, pulling customer-specific information from your Shopify store.
    • Create compelling copy with clear CTAs to encourage customer engagement.
    • Incorporate visuals and media to enhance the visual appeal of your emails.
  7. Save your changes and test the customized emails to ensure they appear as intended.
  8. Monitor the app's analytics and reporting features to track email performance and make data-driven improvements to your email marketing strategy.

Implementing custom notifications with apps empowers you to create personalized and impactful email experiences that drive customer engagement and increase conversions.

7. Monitoring Email Performance

Monitoring the performance of your Shopify notification emails is essential to gauge the effectiveness of your email marketing strategy. By tracking email metrics and analyzing the success of your email campaigns, you can make data-driven improvements to enhance customer engagement and increase conversions.

7.1 Tracking Email Metrics

Tracking email metrics provides valuable insights into how your notification emails are performing. Key email metrics to monitor include:

  • Open Rate: The percentage of recipients who opened your email.
  • Click-Through Rate (CTR): The percentage of recipients who clicked on links or CTAs within your email.
  • Conversion Rate: The percentage of recipients who completed the desired action, such as making a purchase or signing up for a newsletter.
  • Bounce Rate: The percentage of emails that were undeliverable due to various reasons, such as an invalid email address.
  • Unsubscribe Rate: The percentage of recipients who unsubscribed from your email list after receiving an email.
  • Abandoned Cart Recovery Rate: The percentage of abandoned carts that were successfully recovered through email reminders.

Utilize email marketing analytics tools or built-in Shopify reports to track these metrics regularly. The data will help you identify areas for improvement and optimize your email campaigns.

7.2 Analyzing Email Campaign Success

Analyzing the success of your email campaigns involves understanding the impact of your emails on customer engagement and conversions. Here's how to do it:

  1. Compare Email Metrics: Compare the performance metrics of different email campaigns to identify which ones had higher open rates, click-through rates, and conversions.
  2. Segment Analysis: Analyze the performance of emails sent to different customer segments. Determine which segments responded better to specific types of emails and tailor future campaigns accordingly.
  3. Content Analysis: Review the content and design of your top-performing emails. Identify elements that resonated with your audience, such as compelling subject lines or personalized product recommendations.
  4. A/B Testing Results: If you conducted A/B tests for subject lines, CTAs, or other elements, analyze the results to determine which variations yielded the best outcomes.
  5. Email Timing: Assess the timing of your email campaigns. Identify the days and times that resulted in the highest engagement rates.
  6. Conversion Attribution: Track the conversions that can be directly attributed to email interactions. This will help measure the direct impact of your emails on sales.

By analyzing email campaign success, you can refine your email marketing strategy and create more effective and engaging emails for your customers.

8. Best Practices for Notification Email Templates

Crafting well-designed and impactful notification email templates is crucial for building strong customer relationships and driving conversions. Follow these best practices to create effective email templates in Shopify.

8.1 Ensuring Clarity and Conciseness

Your notification emails should deliver their message clearly and concisely. Customers often skim through emails, so it's important to make the content easily scannable. Best practices for clarity and conciseness include:

  • Clear Subject Lines: Use subject lines that accurately reflect the email's content and encourage recipients to open the email.
  • Simple Language: Use straightforward and jargon-free language to ensure easy comprehension.
  • Focus on Key Information: Highlight essential details, such as order information or important updates, in a prominent way.
  • Use Bullet Points: Organize information using bullet points to make it easier for recipients to absorb important points quickly.

Keeping your email content clear and concise enhances the chances of engagement and action from your recipients.

8.2 Honoring Customer Preferences

Respect your customers' preferences when sending notification emails. Provide options for customers to choose their email frequency and the type of emails they wish to receive. Consider implementing the following practices:

  • Email Preferences Center: Set up an email preferences center where customers can manage their email subscription preferences easily.
  • Opt-Out Option: Always include a visible and accessible unsubscribe link in your emails to allow customers to opt-out if they choose to.
  • Personalization Control: Give customers the ability to control the frequency of personalized product recommendations or promotional emails.

Honoring customer preferences not only builds trust but also reduces the likelihood of customers marking your emails as spam.

8.3 Optimizing for Mobile Devices

With the increasing use of mobile devices, optimizing your notification email templates for mobile is a must. Follow these mobile optimization best practices:

  • Responsive Design: Use responsive email templates that automatically adjust their layout based on the screen size.
  • Readable Fonts: Choose legible fonts that are easy to read on smaller screens.
  • Clickable CTAs: Ensure that buttons and links are large enough for easy tapping on touchscreens.
  • Visual Simplification: Optimize visuals to load quickly on mobile devices without sacrificing quality.
  • Test Across Devices: Test your email templates on various mobile devices and email clients to ensure consistent display.

Mobile optimization improves the user experience and increases the chances of engagement from mobile users.

9. Conclusion

In conclusion, setting up and customizing Shopify notification email templates is a vital aspect of your e-commerce communication strategy. By following best practices and implementing various techniques, you can create personalized and engaging email experiences for your customers, leading to improved customer engagement and increased conversions.

Recap of Setting Up and Customizing Shopify Notification Email Templates: Throughout this guide, we explored the process of setting up and customizing Shopify notification email templates.

We started by understanding the importance of these emails in enhancing customer communication and driving business growth. We discussed various strategies, such as personalization, eye-catching visuals, compelling copy, and providing relevant information, to make your emails more effective and impactful.

Emphasizing the Impact on Customer Engagement and Brand Identity:Customizing your email templates with consistent branding elements, personalized content, and eye-catching visuals can significantly impact customer engagement. By crafting compelling copy and providing valuable information, you can build stronger connections with your audience and foster trust in your brand.

Additionally, honoring customer preferences and optimizing emails for mobile devices show that you care about your customers' needs and preferences, further enhancing the overall customer experience.

Implementing these strategies and maintaining a customer-centric approach will ensure that your notification email templates align with your brand's vision and positively impact your e-commerce success.

For more details about customization email templates in shopify

Shopify: Edit notification templates
Shopify: Notification variables