How to Edit or Customize Your Email Templates

What This Is

You can customize your email templates at any time. This allows you to control the content, structure, and behavior of emails sent to customers and internal team members.


How to Access Email Templates

  1. Log into your account
  2. Go to Emails in the left-hand menu

  3. Choose the type of email:

    • Customer Emails (sent to customers)

    • Your Emails (internal/admin notifications)

  4. Select the email you want to edit
  5. Click the edit icon

How to Customize Email Templates

  1. Update text (headings, paragraphs, instructions)
  2. Add or remove sections

  3. Modify content sections such as:

    • Event details

    • Customer information

    • Instructions or notes

    • Closing message

  4. Adjust formatting:

    • Font size

    • Alignment

    • Spacing

    • Colors

  5. Add links (website, contact, etc.)
  6. Edit social links and icons
  7. Adjust layout and styling

Email Behavior Settings

  1. Control when the email is sent (immediate or delayed)
  2. Enable or disable the email

Important: Do Not Modify These

  1. {{order_id}}
  2. {{order_lines}}
  3. {{order_summary}}
  4. {{contact_email}}

These are merge tags that automatically insert order and customer data. Do not remove or edit them.

Doing so will break the email.


Tips

• Add custom messaging where needed

• Use the Merge Tags dropdown to insert dynamic data

• Preview the email before saving


Final Step

  1. Click Update Email Template
  2. Ensure Activate Email is enabled if you want it live