Email notification configuration

Function Overview

This feature automatically sends email notifications to customers when events such as earning points, redeeming rewards, referrals, or tier changes occur. The system supports built-in email delivery and also integrates with Klaviyo. Merchants can choose the delivery method based on their own marketing architecture.

I. Email Delivery Methods (Important)

Rijoy provides two ways to send emails:

✅ Method 1: Using Rijoy Built-in Email Service (Default)

Best for:

Merchants not using Klaviyo.
Merchants who want to quickly enable notification features.
Scenarios that do not require complex automated marketing flows.

Setup: Once the Email Status is enabled, the system will automatically send emails when corresponding events are triggered.

✅ Method 2: Using Klaviyo for Delivery (Recommended for Klaviyo Users)

If you are already using Klaviyo for email marketing: ✅ Recommendation: Disable Rijoy's Email Status and let Klaviyo handle all deliveries.

Reasons:

Avoid Duplication: Prevent a single event from triggering two separate emails.
Consistency: Keep all customer communication data centralized in Klaviyo.
Advanced Automation: Easily use Klaviyo Flows for more complex and personalized marketing.

Example of Potential Issues if Both are Enabled:

Event	Potential Problem if Both Enabled
Points Earned	Customer receives emails from both Rijoy and Klaviyo simultaneously.
Reward Redemption	Customer receives two similar emails.
Tier Change	Notification is triggered twice.

⚠️ The final choice belongs to the merchant; the system does not impose mandatory restrictions.

II. How to Enable Email Services

Click the [Email] menu in the system.
Enter the "Email Notifications" page.
Locate the Email Status toggle:
- Active: Email service is activated; emails will be sent automatically when triggers are met.
- Disabled: All email templates stop sending.

Email Workflow

Status Description

Status	Description
Active	Automatically sends emails when trigger conditions are met.
Disabled	All emails stop sending; does not affect other loyalty features.

Notes:

Email functionality is Disabled by default.
Merchants must enable it manually.
Only enabled specific templates will be sent.

III. Global Configuration: Base Email Templates

The Base Email Template is a global setting used to configure the common Header and Footer for all emails. Changes here apply to all templates.

Click the "Edit Header & Footer" button to enter the configuration page.
Key Settings:

3.1 Sender Name

Defaulted to your store name but can be customized.
This is the name displayed in the customer's inbox.

Example: Sender Name Example

3.2 Reply-To Email

Defaulted to the store owner's email; can be modified to a support email.
This is the address that receives customer replies. Ensure it is a valid, monitored mailbox.

Example: Reply-To Example

3.3 Email Header

Type / in the editor to trigger a menu for inserting titles, images (Logo), HTML, or dividers.
Use the Image option to upload your brand logo.
Click "Preview" to see the header style in real-time.

Header Config

Default text: © 2024 Your Company. All rights reserved. (Editable).
Includes the "Unsubscribe" button.
Restriction: The "Unsubscribe" text can be modified but cannot be deleted.
How to modify: Type your new text first, then delete the original "Unsubscribe" text.

Footer Config

IV. Individual Configuration: Email Templates

The system provides 12 core scenario templates covering the entire loyalty lifecycle.

4.1 Core Templates & Triggers

Template Name	Trigger Condition
Celebrate Registration	Sent when a customer completes registration (if "Points for Registration" is configured).
Earn Points	Sent for all point-earning activities (except birthdays). Order-related points are sent after the points are officially credited.
Birthday Reward	Sent on the customer's birthday when the reward is issued.
Points Redemption	Sent after a customer redeems points for a reward; includes the discount code.
Reward Expiry (3-day)	Sent 3 days before a redeemed reward (discount code/gift card) expires.
Points Expiry (3-day)	Sent 3 days before the customer's point balance is set to expire.
Referral Email	Triggered and sent from the Referral Landing Page section.
Referee Reward	Sent when the friend completes registration and receives their reward.
Referrer Reg. Reward	Sent when the referrer receives a reward for their friend's registration.
Referrer Order Reward	Sent when the referrer receives a reward for their friend's first purchase.
Tier Change	Sent when a customer’s VIP tier is upgraded or downgraded.
Points Adjustment	Sent when a merchant manually adjusts points or imports points via file.

4.2 Template Management

Each template has an independent Enable/Disable toggle.
Click "Edit" on the right side of a template to customize its content.

4.3 Template Content Editing

Custom Content: All templates have pre-set content that you can modify or replace with custom HTML.
Block Menu: Type / to insert titles, images, HTML blocks, etc.
Individual Header/Footer Settings:
- Templates use the global settings by default.
- Uncheck "Use common header & footer" to set a unique style for a specific template.
- Mandatory: If global settings are unchecked, you must manually add the variable {{ EMAIL_UNSUBSCRIBE_URL }} to the content, or the configuration cannot be saved.
Helper Tools:
- Preview: View the final email look.
- Copy HTML: Copy the template content for cross-platform use.
- Restore Default Template: Reset the template to its original version.
- Send Test Email: Send the current template to a specific email address for testing.

HTML Tutorial

V. Variable Parameters

Use these dynamic variables to personalize your emails. Please use the exact format shown below:

Variable Code	Description
`{{ customer_name }}`	Customer's Name
`{{ store_name }}`	Store Name
`{{ vip_level }}`	Current VIP Tier
`{{ previous_vip_level }}`	Previous VIP Tier
`{{ vip_benefits }}`	List of benefits for the current tier
`{{ vip_upgrade_condition }}`	Conditions needed for the next tier
`{{ earn_method }}`	Method used to earn points
`{{ points_amount }}`	Number of points changed (+ or -)
`{{ current_points }}`	Current total point balance
`{{ adjust_reason }}`	Reason for manual point adjustment
`{{ reward_name }}`	Name of the redeemed reward
`{{ discount_code }}`	Discount/Coupon code
`{{ discount_amount }}`	Discount value/amount
`{{ discount_expired_at }}`	Expiration date of the discount code
`{{ order_number }}`	Order number
`{{ order_date }}`	Order date
`{{ inviter_name }}`	Referrer's Name
`{{ invited_name }}`	Referee's Name
`{{ new_user_reward }}`	Reward content for the new user
`{{ inviter_referral_url }}`	The referrer's unique referral link
`{{ inviter_register_reward }}`	Referrer's reward for friend's registration
`{{ inviter_order_reward }}`	Referrer's reward for friend's purchase
`{{ customer_birthday }}`	Customer's Birthday
`{{ points_expired_at }}`	Expiration date of points

VI. Important Notes

Enabled Templates Only: Only templates with the toggle set to "On" will be sent when triggered.
Klaviyo Conflict: If using Klaviyo to send emails, ensure the Rijoy Email Status is turned OFF.
Variable Format: Variables must follow the \{{ variable \}} format exactly to be parsed correctly.
Mandatory Unsubscribe: If not using the global footer, you must manually add {{ EMAIL_UNSUBSCRIBE_URL }}.
No Deletion of Unsubscribe: The "Unsubscribe" text is mandatory and cannot be fully deleted.
Test Deliverability: Always send a test email to verify your content and links before going live.
HTML Validation: Ensure your custom HTML syntax is correct to avoid display issues across different mail clients.