Customer-facing emails

There are four (4) emails sent to customers that are triggered by the Customer Fields app:

  • Customer account request - Sent to a customer when they submit a form for account approval
  • Customer account deny - Sent to a customer when their account request is denied
  • Customer account invite - Sent to a customer when their account is approved or invited
  • Customer account verification - Sent to an existing customer when their account must be verified

"From" address for emails

The emails triggered by Customer Fields are designed to use the 'Store contact email' or 'Sender email', both of which are found in the Shopify admin under Settings > General > Store details. If these email addresses are different the app will allow you to choose which "from" address is used when sending emails, but the app will use the store's 'Sender email' by default.

Customizable email templates

App-specific emails

The emails for 'Customer account request' & 'Customer account deny' are truly unique to the Customer Fields app, since these emails are used when approving or denying pending customers (learn more).

You can customize the templates for these specific emails using the app admin by going to Settings > Email notifications > Email templates.

Shopify emails

Technically the email for 'Customer account invite' is just a slightly modified version of Shopify's standard 'Customer account invite' email. You're welcome to edit the default subject and message for this email in the app, but the actual template for the email itself is controlled via Shopify (found in the Shopify admin under Settings > Notifications > Customers notifications > Customer > Customer account invite).

The 'Customer account verification' is also unique to Customer Fields, but this email is essentially a modified version of Shopify's standard 'Customer account invite' email.

The reason the app has it's own verification email is to ensure that custom data is not lost when existing customers attempt to register for an account using a Customer Fields form. If needed, you can customize the template for this specific email using the app admin by going to Settings > Email notifications > Email templates.

Liquid code friendly

The app's template editor for emails is completely Liquid friendly. This means you can use any popular control flow tags, iteration tags and filters that you need to dynamically render content in your ideal format & layout. We suggest using this documentation if you need a good reference on Liquid.

You can also use certain Liquid objects for dynamic content! More details and examples are below:

shop Liquid object

The shop Liquid object can be used to display certain details about the store in the email templates. Simply type in {{ shop in the template editor to see a list of the properties available. You can also use the following help article from Shopify to find more details on the different properties (aka attributes) for the shop object:

customer Liquid object

The customer Liquid object can be used to display certain details about the customer who submitted the form. This object supports all of the data columns in the app - including Shopify data columns and custom data columns.

Examples

If you want to display the value for a custom data column for "maturity_date" in the email body, along with the values for the customer's State/Province and Country, then you could use something like the following:

<p>Maturity Date: {{ customer.maturity_date | date: "%b %d, %Y" }}</p>
<p>Location: {{ customer.default_address.province }}, {{ customer.default_address.country }}</p>

Or perhaps you want to display the customer's first name in the email subject, along with the store's name. You can do so using something like this:

Hi {{ customer.first_name }}, your account for {{ shop.name }} has been approved!

SPF records for Customer Fields

If you're using your own domain for the 'Store contact email' and 'Sender email' in Shopify (found in the Shopify admin under Settings > General > Store details), then you may want to update your domain's DNS records to ensure that the emails sent by Customer Fields are delivered to your customer's inbox.

This is due to the fact that the app's emails are designed to use either of the Shopify email addresses as the "from" addresses for the emails. Since these emails are being sent by our app's email system, some email providers might flag the emails as spam. Adding an SPF record to your domain that references the hostname for CF's email system will help email providers determine that the emails being sent are valid, and they're not a spam or phishing attempt.

Follow these steps to add a SPF record for Customer Fields to your domain's DNS:

  1. Log in to your domain hosting account.
  2. Find your domain's TXT record. This usually appears beside the CNAME record and MX record.
  3. Add the following SPF record to your TXT record: v=spf1 include:em6913.customerfields.com ~all
  4. Save your changes.

Need some help with customizations to email templates?

Reach out to our support team and we'll help get your emails formatted the way you need!

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