Email Notification template configuration
Access the new SMS/Email page
As an Account administrator, navigate to settings
Under customer communications. Click on "SMS & Email Messages"
The communication centre opens, where you will see:
A list of all your message templates
An indicator beside each template, showing if Email or SMS is enabled
Click the dropdown arrow next to a message template and select Email or SMS to edit its content
The Email and SMS editors function independently. Updates to one channel do not affect the other Any pre-existing SMS/Email templates and schedule settings will be carried over to the new notification centre
Using the email editor
Editor Panel | Preview Panel |
Use the editor panel to customise the content of your email template | The preview panel will show a real-time view of your email template as you configure it |
Edit the email subject, headline, and body text | Automatically updates to reflect any changes made in the Editor Panel |
Insert tags that pull real values from the customer's order | Allows you to preview the template using any existing order |
Upload a logo, banner, or other visual elements | Ensures tags and order details display correctly |
Add a button such as a “Track your order” link | Helps you verify the final design before saving or activating |
Add PODS! | |
Configure the footer signature with T&Cs and company details |
Follow the walkthrough below or see full guide on Email Templates: When to send & suggested tags
Note
To enable use of SMS/Email notifications or additional attributes, please contact support
The action button requires the Tracking Widget add-on to be enabled on your account. If this add-on is not active, the action button will not be functional. To request this add-on, please contact our sales team
Using the SMS editor
Follow the walkthrough below or see more information on SMS messages on How to set up SMS / SMS econding and billing / SMS Templates & Triggers
Note
Messages longer than 160 characters will be split into multiple parts. Each part is billed separately
Preview Templates with actual data
