Following an order, Shopify will send a series of emails to
customers to keep them up to date on the progress of the order.
Shopify can also email or text you or someone on your team to let
you know about new orders in your store. In the notifications
settings accessible through Settings and then
Notifications in the navigation panel, you can control the
content and layout of these emails.
Each of these emails has a template and when you edit the email
template, you can change the content and layout of the email. Let's
first take a look at the list of templates:
- Order confirmation: This email is sent to a
customer to confirm that their order has been received. It lists:
the shipping address, the billing address, the products ordered and
the totals for the order.
- New order notification: This is the email sent
to you or a member of your team to confirm a new order has been
received. Be forewarned, checking for new orders confirmations can
become very addictive!
- New order notification (mobile): If you choose
to be notified of new orders by SMS (or text message) then it will
use this template.
- Shipping
confirmation: When you fulfill an order, you have the
option to confirm to the customer that it has been shipped and
provide them with the tracking details for the delivery. Providing
these details helps the delivery to go smoothly: the customer can
make sure that someone is there to receive the package for example.
This reduces emails back and forth for customer
service.
- Shipping update:
If only part of the order was shipped initially, or if you
update the details for the shipping, the customer will be sent this
email. It confirms what products have been shipped this time and
also provides the tracking details.
- Contact
buyer: There is a link to contact the customer by email on
the order summary in the orders section. In general, this would be
used to confirm something about their order or if there is some
sort of problem with their order.
- Order
cancelled: When for some reason you cancel an order, this
email will be sent to the customer to let them know. It explains
the reason for the cancellation and lets them know what is
happening with their payment.
If you chose to activate
customer accounts in the checkout settings then there will also be
email templates for the following:
- Customer account
welcome: After a new customer confirms an order, they are
given the option to set up an account that they can use next time
to make their orders. This email is sent to them when they choose
to open an account.
- Customer account
activation: When you create a new customer account, you
have the option to send the customer an account invite. This email
is sent to them and invites them to finish the creation of their
account by setting a password.
- Customer password
reset: If for some reason the customer forgets their
password and is unable to sign-in to their account, they can click
a link "Forgot your password" on the sign in page. This email will
be sent to them with a link to click to reset their
password.
In online commerce, there are
very few actual contact points with the customer - points where you
can impress upon the customer your brand and values: points where
you can positively impact on your relationship. They see your
store, perhaps they contact you by phone or email, you send them
various emails relating to their order and then they see the
attention you pay to the packaging and delivery of your
order.
Customizing these email
templates offers a great chance to make more of an impact. At the
least, it'd be good to include a more elaborate footer with your
store's contact details. But you could also use it as an
opportunity to introduce new products, competitions, promotions,
etc. The order confirmation email is an email that is generally
read to confirm the order is correct: that spells
opportunity.
Editing An
Email Template
Let's take a look at how to
edit these email templates. We'll start with the simplest template,
"Contact Buyer", the email used to contact the customer:
- In the "Email & Notifications" section, click on the link
for the template of your choice. I'm going to click on "Contact
Buyer".
- The template will then open up. If you are not used to this
sort of thing, don't let it intimidate you, it's not as complicated
as it looks. The template consists of two fields: the email subject
and the text of the email.
- Click on the link Preview plain text email under the
text of the email. This will show a preview of an email generated
with this template using an example customer. Again you can see the
two fields: the email subject and then the text of the email.
You'll be writing the text of your message between the dear
customer and the name of your store.
- The template uses simple variables like {{ shop_name }}. When
an email is being prepared, this variable is replaced with, you
guessed it, your shop name. Compare the screenshot above with the
screenshot on the last page. The other variables might look a bit
more complicated but they're not really. You might have guessed {{
name }} is replaced with an order number. In the preview, it was
replaced with "#9999". In the text of the email {{
billing_address.name }} was replaced with the name of the customer
relating to order #9999, in this case "Bob Biller".
- If you want to keep it simple, you can just put whatever normal
text you want in the email. Just avoid using the curly brackets {
and }. So for example, you could put your store's address,
telephone, email address and website address underneath the store
name.
- If on the other hand, you want to add other variables, just
look up what you need in the list of variables. Click on the link
email variables just above the text of the email. Make sure you get
the format correct with two curly brackets on each side of the
variable name.
- Double check that everything is as expected using the preview
plain text email link. You can also see what it looks like in your
email client by clicking on the link Send test email. Click
the Save button to finish.
The other templates are more
complicated mainly because they include conditions and a lot more
variables. But it's generally straightforward to insert some text
and even just that can significantly improve the emails.
If you
"break" an email template
If you run into a problem with
an email template and it no longer works as it should be then you
may need to replace it with the original. You can get the originals
in the Shopify Manual here.
Enabling
HTML Templates
For all of the email templates, other than "Contact Buyer",
there is the option to enable a HTML template. This provides you
with more control of how the email is formatted but you need to
know HTML.
To enable HTML templates:
- In the notifications section, click on the name for the
template of your choice to view the template.
- You'll notice a checkbox Enable HTML email near the
bottom-left of the box containing the template. It's just below the
preview plain text email link. Select the checkbox.
- This will reveal a field
where you can put in the HTML version of the
template.
-
While you are working on the template, use the Preview HTML
email link to preview how the email will look. Or email
yourself a test email using the link.
- Click the Save button to finish.
The customer will be sent an email containing both the plain
text and the HTML. Their email client will decide which version to
display. You will find some basic HTML templates to use as a basis
for your store in the Support Center. You'll find them half way
down this page.
Setting The Email Address That
Emails Are Sent From
The emails sent to the customer are sent from the "Customer
email" address listed in the general settings. When a customer
responds to one of these emails, it will be sent to the customer
email address. So double check it's going to the right address.
Order Notifications
Below the email templates on the "Notifications" section, you
will find the settings for controlling who gets notifications for
new orders and how they get them: by email or by SMS.
To add a new notification:
- Click on the Add an order notification button.
- In the pop-up that appears, select how you want the
notification to be sent in the dropdown menu "Notification method"
to an email address, mobile phone or the email address of one of
your store's staff already set up with an account on Shopify.
- If you chose "Email address..." fill in the email address where
you wish to be sent the notification and click the Add
notification button. In this case, it will be the template "New
Order Notification" that will be used to format the email.
- If you chose "Mobile phone" fill in the number of the cell
phone you would like to be notified, choose your cellphone provider
from the dropdown menu and click the Add notification
button. For a notification by SMS the "New Order Notification
(mobile) will be used for format the message.
- If you chose a staff member from the list then all that's left
to do is to click the Add notification button.
- It's a good idea to test the notification to make sure it's
working, particularly for those by SMS. To do so, click on the send
test notification link to the right of the notification.
Notifications can be disabled
by clicking the Disable button to the right of the
notification and they can be deleted by clicking on the trash can
icon for the notification.