Email communications are crucial for engaging customers in a loyalty program. With Okendo, you can easily customize your loyalty emails to match your brand's style and convey your message effectively. In this guide, we'll walk you through the process of customizing Okendo Loyalty emails and explore the different types of emails you can personalize to engage and delight your customers.

In this article, you'll learn about:

To begin customizing your Okendo Loyalty emails, follow these steps:

After selecting the email, use the styling controls to customize the look of various elements within the email. Toggle on Override Global Styling to control style options used on this email only or toggle off to inherit Global Styling (located under Settings > Mail > Styling).

The header image is an important part of any email as it's the main thing that grabs a customer's attention when they open an email. A header image is used instead of the store name, on the email.

To set a header image, open the Header section and toggle on Override Global Settings. Select Click or drag to upload to upload your image. Once uploaded, you can tweak the width of the image so that it shows at the right size. If you wish to choose another image, select against the existing image and re-upload another image.

Note: if you plan on using the same image in the header for most of your emails, it's better to set the image up as a global default in your Email Styling Settings.

Text content forms the core of any email and is important in communicating your brand to your customers, so we made it easy to edit the main text areas in all our emails.

To do so, open the Body section. Notice substitutions and their descriptions are listed at the top of the section. Each email allows for certain text substitutions which, when included in body content, will be replaced with a real value when the email is sent. For example, {{customer.first_name}} would be replace with "Jane" if the customer's full name was "Jane Smith".

By using this, you can greatly improve email personalization. A list of available substitutions can be found at the top of the "Body" section for each email.

Other content that can be changed include:

You can also edit the content in the Footer section. Place links to terms and conditions or other policies. This content is optional.

Preview the look and feel of the email template in the preview pane. Select to preview the email on desktop email clients or to preview the email on mobile clients.

Select the 3 dot overflow to send a test email, rename, duplicate or delete the email template.

If you would like to use a marketing automation platform (such as Klaviyo or Attentive) to send loyalty communications, you can stop the corresponding emails from sending, in Okendo Loyalty.

The following emails can be disabled in Okendo Loyalty:

To disable email communications:

You will receive a modal screen, asking you to confirm your action.

Select Stop Sending to confirm. A notification will appear at the top of the page, to let you know that this email has been disabled in Okendo Loyalty. To re-enable the email, select Resume Sending.

If you have any specific questions or need further assistance, feel free to reach out to our support team.