Setting Up Store Credit Notification Email Templates (Limited Access) – SHOPLINE Help Center

When you add or deduct store credit for a customer on the customer details page, you can choose to send an email notification that tells the customer how much their balance changed and what their current balance is.

SHOPLINE provides two notification email templates: Store credit added and Store credit deducted. You can customize the subject, content, and style of each email to match your store's brand. For example, you can add instructions on how to use store credit, or adjust fonts and colors so the emails look consistent with your store's other notification emails.

This guide explains when each template is sent, what it contains by default, and how to edit, preview, test, and publish the templates.

Note: The Store credit feature is currently available to selected merchants only. To enable it, contact SHOPLINE Customer Support. For details on managing and setting up store credit, see "Managing Customer Store Credit (Limited Access)".

Understanding Store Credit Notification Email Templates

SHOPLINE provides the following two store credit notification email templates:

Template name

When it's sent

Default content

Store credit added

Sent when you add store credit to a customer from the customer details page and choose to notify them by email.

Email subject: Your store credit has increased

Content:

Your store name and the amount added.
The customer's current store credit balance.
The expiration date of the added store credit (shown only if an expiration date is set).
Instructions on how to use store credit.

Store credit deducted

Sent when you deduct store credit from a customer on the customer details page and choose to notify them by email.

Email subject: Your store credit has decreased

Content:

Your store name and the amount deducted.
The customer's current store credit balance.
A message advising the customer to contact your store if they have any questions.

Note: These notification emails are sent only when you edit a customer's store credit on the customer details page and select Notify customer. For this reason, they can't be turned on or off separately in the notification list.

Opening Store Credit Notification Email Templates

To open a store credit notification email template:

In your SHOPLINE Admin, go to Settings > Notifications.
In the notification list, click Store credit added or Store credit deducted to open the corresponding email template in the editor.
Tip: You can also open the corresponding email template directly from the Edit balance pop-up on the customer details page by clicking Edit email template next to Email notification.

The email editor consists of three areas:

Component list (left): Displays all components in the email, such as Email Subject, Email Content, and Rich text. Click a component to edit it.
Preview area (center): Displays a live preview of the email, using sample data for amounts, the store name, and other details.
Settings panel (right): Displays the settings for the selected component, where you can customize its content and style.

Editing the Subject of Store Credit Notification Emails

To edit the email subject:

In the component list on the left, click Email Subject.
In the settings panel on the right, configure the following fields:
- Email Subject: The subject line customers see in their inbox. You can enter up to 150 characters.
- Preview text (optional): The summary text displayed below the subject line in the inbox. You can enter up to 100 characters. If left blank, the email content is used as the preview text.

Editing the Content of Store Credit Notification Emails

The email body consists of several components. Select the component you want to edit from the component list on the left, then customize its content and style in the settings panel on the right.

Editing the Email Content Component

The Email Content component contains the email title and balance change details. You can configure the following settings:

Title: Enter the title displayed at the top of the email body, such as "Your store credit has increased".
Title font: Uses Follow global font by default. Click Change to select a different font, or click Resume default to restore the global font.
Content: Edit the email body using the rich text editor. Variables such as Store name (general), Customer balance change amount, and Customer current balance are automatically replaced with the corresponding store information and amounts when the email is sent.
Content font: Uses Follow global font by default. You can customize it in the same way as Title font.
Coding pattern: Enable this option to edit the content in HTML for further customization.

Note: When editing the email body, make sure to retain the balance-related variables. If a variable is removed, the corresponding amount won't appear in the email.

Editing the Customize HTML Component for Expiration Dates

The Store credit added template includes a Customize HTML component that displays expiration details based on the added store credit's expiration settings:

If the added store credit has an expiration date, the email displays its validity period and expiration date.
If the added store credit never expires, no expiration details are displayed.

Important: When editing this component, retain the existing conditional code to ensure that expiration details appear only when the added store credit has an expiration date. The Store credit deducted template doesn't include this component.

Editing Rich Text Components

Rich text components display additional messages and information outside the main email content, including:

Balance change message:
The Store credit added template includes a default message informing customers that they can use their store credit when shopping.
The Store credit deducted template includes a default message advising customers to contact your store if they have questions about the balance change.
Footer contact information: Includes variables such as Contact email and Store name (general).
Unsubscribe link: Appears at the bottom of the email, allowing customers to unsubscribe.

Each Rich text component supports the following settings:

Content: Edit text, links, and images using the rich text editor.
Content font: Uses Follow global font by default.
Background color: Set the component's background color.
Coding pattern: Enable this option to edit the content in HTML.

Adding New Components

To add more content to the email:

At the bottom of the component list on the left, click Add component.
Select the component you want to add: Button, Customize HTML, Divider, Image, or Rich text.
Customize the new component's content and style in the settings panel on the right.

Adjusting Theme Settings for Store Credit Notification Emails

Theme settings apply to the entire email. To customize these settings:

In the lower-left corner of the page, click Theme settings.
In the settings panel on the right, expand and configure the following sections:
- Colour: Set the colors for Message background and Canvas background.
- Global font: Set the default font for the entire email. Click Change to select a different font, or click Resume default to restore the default font. If a component has its own font setting, that setting takes precedence over the global font.
- Margin: Select Default margin or No margin.

Previewing, Testing, and Publishing Store Credit Notification Emails

After editing a template, preview and test the email to ensure its content and style are correct before publishing your changes.

Previewing and Testing Store Credit Notification Emails

Use the following features to preview and test your email:

Switch language versions: Use the language drop-down menu at the top of the page to select the language version you want to edit or preview.
Switch preview devices: Click the device icons at the top center of the page to preview how the email appears on different devices.
Send a test email: Click Send test email in the upper-right corner to check how the email appears in an inbox.
Undo or redo changes: Use the undo and redo icons next to the language drop-down menu to undo or redo your recent changes.

Publishing or Resetting Store Credit Notification Email Templates

You can perform the following actions as needed:

Publish: Once you've confirmed that the content and style are correct, click Publish in the upper-right corner to save and publish your changes. Subsequent store credit notification emails will use the updated template.
Reset template: To restore the default template, click Reset template in the lower-left corner. This removes all customizations you've made to the template.
Switch to the previous editor: Click ··· in the upper-right corner, then select Switch to previous version to return to the previous email editor.

FAQs About Store Credit Notification Emails

Q1: Why didn't a customer receive a store credit notification email?

Possible reasons include:

Notify customer wasn't selected when store credit was added or deducted on the customer details page.
The customer doesn't have an email address, so they can't receive email notifications. If the customer doesn't have an email address, the email notification option isn't shown in the Edit balance pop-up either.

Q2: Can I restore the default content after editing a template?

Yes. Click Reset template in the lower-left corner of the email editor to restore the template's default content. Resetting clears all your customizations, so make sure you don't need to keep your current content before you reset.

Q3: Why don't some store credit added emails show an expiration date?

Expiration details appear in the email only if an expiration date was set when the store credit was added. If the balance was set to No expiration date, the email doesn't show any expiration details.