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Setting Up Your Store Credit Email Notifications

Learn how to control and customize the automatic emails your customers will receive.

Written by Itay Abraham

If you are using Rise.ai on Shopify, click here for the relevant information

In this article you will find:

  1. How to customize store credit email notifications

  2. How to customize a specific email notification's content

  3. How to customize the global theme and global settings for all email notifications

  4. How to preview and test your notification emails


How to customize store credit email notifications

Within your Rise dashboard, enter the Notification tab → Store Credit. Then, choose the email you'd like to customize and click Edit.

You will need to choose one of the following types of notification to edit:

  • Store credit received - notification to the customer when they're rewarded with store credit

  • Refund to credit - notification to the customer when their order is refunded with store credit

* For a quick view of the email, you can also click the eye button.


How to customize a specific email notification's content

After choosing an email you want to edit, you'll find three tabs for customization, on the left side. Click Email Content to open the email builder of that specific notification.

* The Global Theme and Global Settings sections will be explained later in this article.

The Email Content section and its customization for store credit notifications, are:

Customization options on Store Credit notifications:

Header

Lets you customize the email title and subtitle

Image

Lets you choose the type of image that will appear (or not)

Store Credit Details

Shows the actual store credit details (issued amount, expiration date, wallet balance, wallet code )

Footer

Lets you add text and URL / social media links within the footer

FYI: Dynamic placeholders are available to add to each of the emails. Within the different sections, you'll see the following button: {...}.

By clicking it you can copy various dynamic placeholders, in which specific information will be injected into each email, based on the data of its actual case.


How to customize the global theme and global settings - for all email notifications

Both Global Theme and Global Settings sections will take effect on all types of notification emails, by default. They cannot be applied for just a specific notification.

Customizing the Global Theme:

In the Global Theme section, which is applicable across all email types, you can adjust colors, select a font, and modify background colors:

Customizing the Global Settings:

In the Global Settings section, which is also applicable across all email types, you can change the Reply-To address.


Preview and Test your emails

To view how your emails will look like, click on Preview & Test.

You can see also a mobile version of your emails by clicking on the mobile icon at the top of the screen -

To send a test email, simply click on Send Test Email in the top right corner of the page and enter the email address where you want to receive the test.


Have more questions or any product feedback?

Feel free to contact us at [email protected] or in the chat box.

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