Customer-facing emails

There are five (5) 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 has been denied

  • Customer account approval - Sent to a customer when their account request has been approved

  • Customer account invite - Sent to a customer when they have been invited to create an account

  • Customer account verification - Sent to an existing customer when their email must be verified

    • Note: This is not the same email template that is sent when using the app's email verification feature. See here for more details on when the customer account verification email template is used.

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. You can learn more about requiring account approval here: Account options for a form

You can fully customize the email templates for 'Customer account request' & 'Customer account deny' using the app admin. Go to Settings > Email notifications > Email templates and then click on the name of the template you wish to edit:

📌 Please note that the app's email templates are not designed to be disabled or turned off.

Shopify emails

Technically, the emails for 'Customer account approval' and 'Customer account invite' are just a slightly modified version of Shopify's standard 'Customer account invite' email.

  • You're welcome to edit the default subject and message for these emails in the app, but please note that the actual template for these emails 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 why the app has its own verification email is to ensure that customer 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 email using the app admin by going to Settings > Email notifications > Email templates > Customer account verification.

    • Please note that this specific template does not support the customer object; the only variables available for this email are the shop resource and verification_url.

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 reference for Liquid.

Variables

You can also use Liquid variables for dynamic content within certain email templates. The template editor in the app admin will display the specific Liquid variables that are available for the specific email template you're editing.

shop Resource

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

customer Object

The customer object can be used to display certain details about the customer receiving the email. Simply type in {{ customer. in the app's template editor to see a list of the properties available. This object supports all of the data columns in the app; including Shopify data columns and custom data columns.

Code 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!

"From" address for emails

By default, the emails triggered by Customer Fields are designed to use the 'Store contact email' or 'Sender email' as the "from" address. Both of these email addresses can be managed in the Shopify admin under Settings > General > Store details.

Note: When manually approving/denying customers or sending account invites, the app will allow you to choose which specific email address is used as the "from" address. In addition to the 'Store contact email' and 'Sender email', the app will also display a list of email addresses for each admin user who has accessed the app admin.

DNS records for Customer Fields

If you're using your own domain name 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 (SendGrid), some email providers might flag the emails as spam.

SPF

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 spam or phishing attempts.

Follow these steps to add an 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.

DKIM

Adding a DKIM record to your domain further enhances deliverability, and it's part of the requirements for implementing DMARC (see details here). If your domain administrator has published a DMARC record, then you'll need to contact our Support team to get your domain added as an authenticated sender in SendGrid.

❗ Important: We require the use of the app's 'Advanced' plan if your domain needs DKIM/DMARC. Please contact our support team at support@heliumdev.com for assistance with sender authentication.


Need assistance 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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