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What are email templates?

Email templates are the automated emails WithWine sends your customers, such as receipts and club notifications. You can change their wording in Settings > Email Templates.

Email templates are the automated transactional emails WithWine sends to your customers when something happens, such as an order receipt after a purchase or a notification for a club run. You can change the wording of each email template in Settings > Email Templates.

Which emails WithWine sends

Choose any of these in the Email Type dropdown in Settings > Email Templates:

  • Order Receipt: sent after a customer places an order. See Why doesn't my order receipt show the wines and Buy buttons?.

  • Order Shipment: sent when an order is on its way, with the tracking number.

  • Order Pickup Reminder: sent when an order is ready to pick up, with your opening hours.

  • Order Picked Up: sent when an order has been picked up.

  • Order Cancellation: sent when an order is cancelled.

  • Pay on Invoice: sent when you finalise a phone / back office order with Pay on Invoice turned on. The email includes the invoice and a payment link the customer clicks to pay.

  • Club Confirmation: sent when someone joins a club.

  • Wine Club Selection: asks club members to make their selection for a club run.

  • Upcoming Recurring Order: for Subscription clubs. Sent 8 to 9 days before the member's charge date.

  • Club Member Skip Request Confirmation: confirms a member's request to skip a club order.

  • Club Member Payment Failure Notification: tells a member their club payment didn't go through.

  • Club Cancellation Confirmation: confirms a club membership has been cancelled.

  • Credit Expiry Reminder: sent 3 days before some of a customer's credit expires.

  • Newsletter Confirmation: welcomes a customer to your mailing list.

Email templates aren't for marketing emails

Email templates are only for WithWine's automated transactional emails. To send newsletters and marketing emails, use the email builder or HTML composer on the Customers or Club Members screen instead.

What you can change

The customer's name, order details, product list, buttons, your logo and the footer fill in automatically and can't be edited in email templates.

Where the email footer details come from

  • Social media links: set in Settings > My Brand > Brand Details.

  • Liquor licence number and liquor licence message: set in your company settings under My Companies. Only enterprise users can change these.

What you can't change

You can't add images or upload custom styles to email templates. Email templates are deliberately simple, with clear calls to action, so they display well on every device and get customers to act. See Why can't I add images or change the design of email templates?.

Email templates in the WithWine app

Customers who use the WithWine app get both: the email arrives in their email app, such as Gmail or Outlook, and the text of the email also arrives as a message in a chat bubble in the WithWine app. Keep your wording short and clear so it reads well as a message too.

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