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Email Templates

Customizing Email Templates

Cartly sends transactional emails at key points in the customer journey. You can customize these emails to match your brand and messaging.

Transactional Emails

The following emails are sent automatically:

  • Order Confirmation — Sent after a successful purchase. Includes order number, line items, totals, and shipping address.
  • Shipping Confirmation — Sent when an order is fulfilled. Includes tracking number and carrier link.
  • Refund Notification — Sent when a refund is processed. Includes refund amount and reason.
  • Account Welcome — Sent when a customer creates an account.
  • Email Verification — Sent to verify the customer's email address.
  • Password Reset — Sent when a customer requests a password reset.
  • Abandoned Cart — Sent to customers who left items in their cart without completing checkout.
  • Gift Card — Sent when a gift card is purchased or sent to a recipient.

Customizing Templates

Navigate to Settings → Email Templates to view and edit all templates. Each template has:

  • Subject line — The email subject. Supports dynamic variables like {{order_number}} and {{store_name}}.
  • Body — HTML email content. Uses a template engine with variables for dynamic content.
  • Preview — See how the email looks with sample data before saving.

Template Variables

Common variables available across templates:

  • {{store_name}} — Your store name
  • {{customer_name}} — The customer's first name
  • {{order_number}} — The order number
  • {{order_total}} — The formatted order total
  • {{tracking_url}} — Shipment tracking link
  • {{store_url}} — Your store URL

Email Delivery

Cartly supports SMTP and Amazon SES for email delivery. Configure your email provider in Settings → Email. We recommend using a dedicated email service for better deliverability and tracking.

Testing Emails

Use the Send Test button on any template to send a preview to your own email address. This lets you verify formatting, links, and dynamic content before going live.

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