This section explains how to set up and manage your automated rewards emails – including store credit notifications, reminders, and opt-out handling.

3.1. Store Credit Email #

How to Customize the Store Credit Email Header Settings #

This section allows you to personalize how your Store Credit Emails appear to your customers by adjusting the email header background color.

Why Customize the Header Color? Brand consistency is important! Updating your header color helps align your email design with your store’s branding or seasonal themes.

Steps to Customize:

1. Navigate to Store Credit Email Settings:
   • From the epicApps left sidebar panel, click on Apps → Website Marketing → goLoyalty → Rewards
   • Click Emails from the submenu, then select Store Credit Email Tab
   • Go to the Settings (This is the first tab you’ll land on).
     
     
2. Choose your header background color:
   • Click on the color picker next to the label:
     “Choose your email header background color.”
   • A color palette will appear. Select your preferred color.
   • By default, the header is white.
     
     
3. Save your changes
   After picking your desired color, make sure to click Save to apply it.

Tip: Make sure to preview your email after saving to confirm that the color looks great across different devices and email clients.

How to Customize the Store Credit Monthly Email #

This email automatically reminds customers they have store credit to use in your online store. It’s only sent to customers who currently have credit available.

Steps to Customize:

1. Navigate to Store Credit Monthly Email:
   • From the epicApps left sidebar panel, click on Apps → Website Marketing → goLoyalty → Rewards
   • Click Emails from the submenu, then select Store Credit Email Tab
   • Go to the Monthly Email Tab
     
     
2. Preview the Email (Optional)
   • Click Preview Email to see how the message will appear to your customers.
     
     
3. Set Your Email Subject
   • Enter your preferred subject line in the Subject field.
   • You can also use merge tags (e.g., [Customer’s Name]) to personalize the subject line.
     
     
4. Customize the Email Body
   • Use the editor box to write your message.
   • Basic formatting options like bold, italics, bullet points, and merge tags are available.
     
     
5. Set Email Frequency
   Choose how often the email is sent:
   • Once a month – customers will receive this reminder monthly.
   • Never – disables the email.
     
     
6. Send a Test Email
   • Enter the email address where you’d like to receive the test email in the input field.
   • Click Send to preview how it looks before sending to actual customers.
   • Log in to the inbox of the email address you entered and check how the test email appears.

Note: Noticed something off? You can always return to this section to make adjustments. And if you need help, our support team is just a message away!

How to Customize the Store Credit Order Confirmation Email #

Let your customers know they earned store credit after placing an order. This email is only sent if the customer has store credit available.

1. Navigate to Store Credit Order Confirmation Email:

• From the epicApps left sidebar panel, click on Apps → Website Marketing → goLoyalty → Rewards
• Click Emails from the submenu, then select Store Credit Email Tab
• Go to the Order Confirmation Email Tab
  

2. Preview the Email (Optional)

• Click Preview Email to see how the message will appear to your customers.
  

3. Set Your Email Subject

• Enter your preferred subject line in the Subject field.
• You can also use merge tags (e.g., [Customer’s Name]) to personalize the subject line.
  

4. Customize the Email Body

• Use the editor box to write your message.
• Basic formatting options like bold, italics, bullet points, and merge tags are available.
  

5. Set the Email Frequency
   Under “Frequency of sending this email“, select how often the confirmation email should be sent:

• 24 hours after each order – to automatically notify customers of their earned store credit.
• Never – to turn off this confirmation email.
  

6. Send a Test Email

• Enter the email address where you’d like to receive the test email in the input field.
• Click Send to preview how it looks before sending to actual customers.
• Log in to the inbox of the email address you entered and check how the test email appears.

Note: Noticed something off? You can always return to this section to make adjustments. And if you need help, our support team is just a message away!

Tips: Merge Tags are smart placeholders that auto-fill details about the customer or store. (e.g., [Customer’s Name]).Make sure not to edit merge tag formats, or the values may not display correctly.Test before saving to ensure the layout and message feel right for your customers.

3.2. How to Manage Customers Who Have Opted Out of Rewards Email #

This page lists customers who have unsubscribed or opted out from receiving your rewards-related emails (e.g., store credit notifications). You can choose to manage or remove entries from this list if needed.

1. Navigate to the Customers Who Have Opted Out section :

• From the epicApps left sidebar panel, click on Apps → Website Marketing → goLoyalty → Rewards, then select Emails from the submenu. Open the Customers Who Have Opted Out tab.
  

2. View the List of Opted-Out Customers

You’ll see a table showing:

• Customer Name
• Email Address
• Actions (Delete button)
  

3. Remove a Customer from the Opt-Out List

• Click the Delete button under the Actions column for the customer you want to remove.
• This will re-subscribe the customer and allow them to receive rewards-related emails again.

⚠️ Important Disclaimer:   ‼️Only remove a customer if they have explicitly requested to opt back in.          ‼️Removing a customer without consent may violate email compliance regulations or create a negative customer experience.