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Email templates

Control the default subject and message for customer-facing emails, use Liquid variables to add dynamic content and personalization

🚨 To use the email template editor, your store must first be approved for access. Please contact us through the in-app chat or email [email protected] to request access to the template editor in your Customer Fields app.

Customer-facing emails

Customer Fields has built-in logic that triggers emails to be sent directly to customers when certain events occur.

Shopify's new Customer Accounts

For stores using Shopify's new Customer accounts, there are four customer-facing email templates available in the app.

  • Application received - Sent to a customer when they submit a form for account approval.

  • Application rejected - Sent to a customer when their account application is denied.

  • Application approved - Sent to a customer when their account application is approved.

  • Account verification - Sent to an existing customer when their email must be verified.

  • Note: if you have previously customized any of the app's legacy email templates, you may also see those when using Shopify's new Customer accounts so that you can copy over any customizations as needed.

Shopify's Legacy Customer Accounts

Stores still using Shopify's Legacy Customer Accounts will have different email templates. Some of the legacy emails are app-specific and sent by the app's email service, while others are managed and sent directly by Shopify.

App specific emails

  • Application received - Sent to a customer when they submit a form for account approval.

  • Application rejected - Sent to a customer when their account application is denied.

  • Application approved - existing customer (legacy) - Sent to an existing customer when their account application is approved.

  • Account verification - Sent to an existing customer when their email must be verified.

Shopify emails

These templates are triggered by Customer Fields but sent directly by Shopify. You can edit the default subject and message in the app admin, but the actual email template is controlled in Shopify (found under Settings > Notifications > Customer notifications > Customer > Customer account invite):

  • Application approved (legacy) - Sent to a new customer when their account application is approved. Uses Shopify's password-based activation flow.

  • Account invite (legacy) - Sent to a customer when they are invited to create an account.

There are two additional emails customers may receive which are sent by Shopify and cannot be edited in the Customer Fields app, only in Shopify.

  • Customer account welcome - Sent to new customers when their account is activated.

  • Customer account password reset - Sent to existing customers when they use the "reset password" tool on an edit account form.

Liquid code friendly

The app's template editor for emails is completely Liquid friendly! This means you can use things like control flow tags, iteration tags, and filters to add logic and render content in your ideal format & layout.

💡 Pro-tip

We suggest using this documentation on Github if you need a good reference for Liquid.

Variables

You can also use Liquid variables for dynamic content within certain email templates. Variable support is template-specific, so the template editor in the app admin will display a list of the variables that are available based on the template you're editing. The two most common variables are detailed below:

shop Resource

The shop resource from Shopify can be used to output certain details about the store in email templates. Simply type in {{ shop . in the app's template editor to see a list of the properties available for this variable. 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 output 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 for this variable. The customer object supports all of the data columns in the app; including Shopify data columns and custom data columns.

Please note that the Account verification (legacy) template does not support the customer object.

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!
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