Purpose
Enhance your email notifications to be more interactive, professional, and engaging (for both your customers and your team) by creating tailored email templates with customizable code.
Video Walkthrough
Watch our quick tutorial to customize HTML email notifications.
Before You Begin
Make sure:
A clear understanding of your company branding (tone of voice, brand colors, etc.).
The primary email already used your official company email account.
An active AI tool account, such as ChatGPT.
Steps
Access the Notification Settings Page
From any page, go to Settings → Notifications.
On your chosen template (Customer, General, or Staff), open the meatballs menu and click the pencil icon to open the Edit Notifications page.
Copy your existing email content, or create a new version that includes short codes.
Note: Shortcodes must stay exactly as provided and cannot be customized.
Customize the Template Using an AI Tool
Open your preferred AI chat tool (e.g., ChatGPT).
Ask the AI to help you generate or refine your email HTML code.
Tips for Better Results:
Add your branding colors using hex color codes.
Describe your desired layout (e.g., “Add a button below the summary to view the buyback status”).
Include your brand tone (e.g., “Make it friendly, creative, and modern”).
Update the Template
Copy the newly generated HTML code.
Return to the Edit Notifications page.
Click the Source button and paste your code.
Click Save Changes to update the template.
Use Preview Email to review your new design.
Tips and Notes
You can customize the email content as you like, though the default font style will remain.
Edit the body email directly without enabling the Source button.
Customizing your email notifications helps you maintain a consistent brand identity and create a professional experience for customers and your team. Review your templates regularly to ensure they align with your latest branding and communication standards.