How to Customize Emails - SureCart

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How to Customize Emails

Notifications

Step 1: Go to the “SureCart” menu (1), then click on “Settings” (2), and finally click on “Notifications” (3).

Notifications settings

Step 1: In the “Notification Settings” section, fill out the “Sender Name” field (1) – It’s usually filled with the Store Name. Fill out the “Reply To Email” field (2) with an email that will accept reply messages – It’s usually set as reply@storename.com, but you can use any email address you prefer. Once you’re satisfied, click on the “Save” button (3) to apply your changes.

Enabling/disabling Notifications

In the screen below, there are notifications (emails) that SureCart will send to customers. You only need to activate/deactivate the ones you need.

Customizing emails

To customize any email that SureCart sends to customers, please follow the steps below:

Choosing the Email to Edit

Step 1: You can see the name of the email (1), the description (2), and a button to edit (3). Click on the “Edit” button (3) to customize it.

Overview of Email Editing.

Step 2: You can easily change the “Email Subject” (1). The “Email Body” (2) might look a little daunting for some users, but fear not, we are going to make it easy for you. The “Liquid Variables” (3) are the ones that allow us to output data for this specific template. Most of the work will be in the Email Body, so let’s break it down.

Editing Email Subject.

Step 3: Edit the Email Subject text to your liking. You can use the same example below for testing purposes. Notice that we used a “Liquid Variable” called {{ order.number }} (1). We will cover that later.

Thank you for your purchase: Order #{{ order.number }} confirmed

Previewing Email to see changes

Step 4: Click on the “Save” button (1) to save your changes. You can preview the email by clicking on the “Preview Email” button (2). If you make a mistake, you can always revert back to the default template by clicking on the “Revert to Default” button (3).

Step 5: You can see that your new Email Subject has been updated (1), and the “Liquid Variable” has been successfully replaced by the “Order Number”. If you wish, you can send a test email by clicking on the “Send Test Email” button (2). To go back, click on the arrow left button (3).

Editing Email Body.

Step 6: Let’s now change the h3 heading. Replace the text on line 2 from “Thank you for your order” to “Dear {{ customer.first_name }},“.

Step 7: Lets now replace the lines 4 to 6 to this code bellow:

<p>
	Thank you for your order! We're excited to let you know that your order has been confirmed and is being processed. We appreciate your business and hope you enjoy your purchase.
</p>
<p>
	Click the button below to access your customer portal where you can view a full order summary.
</p>

Step 8: Click on the “Save” button, and then click on the “Preview Email” button to see a preview.

Step 9: You can see that the “Liquid Variable” from step 6 was correctly replaced by the customer’s first name (1), and that both paragraphs (2) from step 7 are the way we want.

Liquid Variables

Here’s how “Liquid Variables” for this Order Confirmation email template are displayed:

   "store": {
    "brand": {
      "address": "Logoipsum\n2200 Tinker Loop\nAlamogordo New York 88310\nUnited States of America",
      "email": "suport@storename.com",
      "logo_url": "https://media.surecart.com/4zqjol8ny24sf7zibtkbop7vqmqw",
      "phone": "(575) 479-4701",
      "website": "https://storename.com"
    },
    "name": "Store Name",
    "url": "https://storename.com"
  }

Here is how we extract it to be used as a variable in our email body.

  • {{ store.brand.address }}: This variable will output the store’s brand address.
  • {{ store.brand.email }}: This variable will output the store’s brand email address.
  • {{ store.brand.logo_url }}: This variable will output the store’s brand logo URL.
  • {{ store.brand.phone }}: This variable will output the store’s brand phone number.
  • {{ store.brand.website }}: This variable will output the store’s brand website.
  • {{ store.name }}: This variable will output the store’s name.
  • {{ store.url }}: This variable will output the store’s URL.

You can follow the same idea to extract the variable and modify your email to best suit your company needs.

Filters

Let’s see just a few filters that will help you personalized even more your email templates.

Capitalize

Suppose the customer typed their name all in small caps, like “adrian l. derossett” and you want in the email to capitalize. So here’s how you can do it:

{{ "adrian l. derosset" | capitalize }}

The result will be: “Adrian L. Derosset“.

Prepend and Append

Going one step further we can also append or prepend some text to it, see an example here of prepend:

{{ "adrian l. derosset" | capitalize | prepend: "Hello " }}

The result will be: “Hello Adrian L. Derosset“.

Splitting the name

Now, suppose you want only the first name – some people have big names and would be odd to add to an email a big name. So one way you can accomplish it is this:

{{ "adrian l. derossett" | split: " " | first | capitalize | prepend: "Hello "}}

The result will be: “Hello Adrian“.

Finding more filters

We covered just a few filter, but you can see all filters available here.

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