Email Settings
Configure branded email notifications for your loyalty program (Max & Ultra plans)
Send professional, branded email notifications to customers about their rewards, tier changes, and program updates.
Accessing Email Settings
Go to Settings in the main navigation
Select the Email tab
Email Configuration
Enable Email Notifications
Email Enabled
Off
Master toggle for custom email notifications
When enabled, customers receive emails for:
Tier upgrades and downgrades
Cashback earned confirmations
Store credit balance updates
Program announcements
Email Provider Options
Choose your email delivery service:
SendGrid
Most stores
Easy setup, reliable delivery, analytics
Mailgun
Technical teams
Developer-friendly, flexible
Amazon SES
High volume
Cost-effective, scalable
Custom SMTP
Existing infrastructure
Use your own mail server
SendGrid Setup
Create a SendGrid account
Generate an API key with "Mail Send" permissions
Enter API key in RewardsPro settings
Verify sender email
Mailgun Setup
Create a Mailgun account
Verify your domain
Generate an API key
Enter credentials in RewardsPro settings
Amazon SES Setup
Set up SES in AWS Console
Verify sender domain
Request production access (out of sandbox)
Generate SMTP credentials
Enter credentials in RewardsPro settings
Custom SMTP Setup
For your own mail server:
SMTP Host
Mail server hostname
smtp.yourcompany.com
SMTP Port
Server port
587 (TLS) or 465 (SSL)
Password
SMTP password
(encrypted)
All email credentials are encrypted using AES-256-GCM before storage. Your API keys and passwords are never stored in plain text.
Sender Configuration
From Name
The name displayed as the email sender.
Max Length
100 characters
Example
"MyStore Rewards"
Recommendation
Use your brand name + "Rewards" or "VIP"
From Address
The email address shown as the sender.
Format
Valid email address
Example
Requirement
Must be verified with your email provider
Reply-To Address
Where customer replies are directed.
Branding
Email Logo
Your logo displayed in email headers.
Format
PNG, JPG, or SVG
Size
Max 200KB
Dimensions
Recommended 200x50px
URL
Must be HTTPS
Primary Brand Color
The main color used for buttons and accents.
Format
Hex code (e.g., #5C6AC4)
Used In
Buttons, links, tier badges
Recommendation
Match your store's primary color
Footer Text
Custom text in email footer.
Max Length
500 characters
Default
Company address and unsubscribe info
Example
"123 Main St, City, State 12345"
Custom Email Domain (Ultra Plan)
White-label your emails with a custom domain:
Benefits
Professional appearance ([email protected])
Better deliverability with DKIM/SPF
Full brand consistency
No third-party branding
Setup Process
Add custom domain in settings
Add DNS records to your domain:
SPF record
DKIM record
DMARC record (recommended)
Verify domain
Enable custom domain sending
Required DNS Records
TXT (SPF)
@
v=spf1 include:spf.provider.com ~all
CNAME (DKIM)
em._domainkey
dkim.provider.com
TXT (DMARC)
_dmarc
v=DMARC1; p=quarantine; rua=mailto:...
DNS propagation can take up to 48 hours. Plan ahead when setting up custom domains.
Email Templates
Available Templates
Tier Upgrade
Customer reaches new tier
Congratulations, new benefits
Tier Downgrade
Customer drops tier
Status change, how to regain
Cashback Earned
Order with cashback
Amount earned, balance
Balance Update
Manual credit adjustment
New balance, reason
Welcome
New program member
Program overview, current tier
Template Customization
Each template can be customized:
Subject Line
Yes
Max 100 characters
Header Text
Yes
Main message heading
Body Content
Yes
Main content area
CTA Button
Yes
Text and link
Footer
Yes
Additional info
Dynamic Variables
Use these variables in templates:
{{customer_name}}
Customer's name
"John"
{{tier_name}}
Current tier
"Gold"
{{cashback_rate}}
Cashback percentage
"5%"
{{store_credit}}
Current balance
"$45.50"
{{amount_earned}}
Cashback from order
"$5.00"
{{next_tier}}
Next tier name
"Platinum"
{{spend_needed}}
Amount to next tier
"$500"
Usage Tracking
Monthly Email Quota
Email limits based on plan:
Max
10,000
Ultra
Unlimited
Tracking Metrics
Monitor your email usage:
Emails Sent This Month
Count since last reset
Quota Remaining
Available sends
Reset Date
When counter resets
Last Email Sent
Timestamp of most recent
Approaching Quota
When nearing your limit:
Warning at 80% usage
Notification at 90% usage
Sends pause at 100% (emails queued)
Queued emails send when quota resets or you upgrade. No emails are lost.
Deliverability
Best Practices
Verify your domain - Improves trust with email providers
Use consistent from address - Build sender reputation
Monitor bounce rates - Remove invalid addresses
Include unsubscribe link - Required by law, improves reputation
Common Issues
Emails going to spam
Poor sender reputation
Verify domain, warm up sender
Low open rates
Weak subject lines
Test different subjects
High bounces
Invalid email addresses
Clean customer list
Not receiving
Blocked by provider
Check SPF/DKIM records
Troubleshooting
Emails Not Sending
Verify email is enabled in settings
Check API key is valid
Confirm sender email is verified
Check monthly quota hasn't been reached
Review email provider dashboard for errors
Wrong Branding
Clear email template cache
Re-upload logo if needed
Verify color hex code format
Check preview before sending
Provider Connection Failed
Verify API key/credentials
Check provider service status
Ensure correct provider selected
Test with provider's own tools
Related Guides
Widget Settings - Customer-facing branding
Tier Automation - Trigger tier change emails
Store Settings - Store information for emails
Last updated