Welcome to UpOrder!
UpOrder helps you customize the Shopify notification templates your store uses for order, shipping, customer, gift card, return, and subscription emails.
A helpful way to think about it: UpOrder is where you design and manage the templates, while Shopify is still what triggers and sends the notification emails to customers after the templates are published or updated in Shopify.
Start from Notification Templates
Open UpOrder and go to Notification Templates. Each card is a template set. Use Edit to customize the set in the builder, or use Publish when you are ready to update the matching templates in Shopify.
1. Choose the template set you want to work on
Most stores start with one main template set and customize it until it matches their brand. If you use different designs for different groups of notifications, you can create and organize additional sets later.
Related article: Organize your notification email template sets.
2. Set your brand style and store details
Use your initial branding setup, then fine-tune the design from Template Settings inside the builder. This is where you can adjust set-level styling such as email background, fonts, buttons, dividers, discounts, and product recommendation styling.
You should also review your footer and company details so your emails include the right store information.
Related articles: Using the "Template Settings" in the UpOrder builder and How do I change the email footer information?
3. Customize the most important notifications first
Open a template set and use the dropdown at the top of the builder to switch between notification templates. Start with the notifications your customers are most likely to see, such as order confirmation, shipping confirmation, shipment delivered, ready for local pickup, customer account invite, and gift card emails.
Related article: Which Shopify notification emails does UpOrder power?
4. Add revenue-driving components where they make sense
Once the core template design looks right, add components that support the customer journey. Common starting points are discount components, product recommendations, navigation links, social links, and footer content.
Related articles: How Do I Set Up Discounts With UpOrder? and How can I recommend products to my customers using UpOrder?
5. Preview and test before publishing
The builder preview is useful for checking layout and styling, but it uses sample data. Before relying on a template, preview it in Shopify or send a test email so you can see how it will look with Shopify's notification system.
Related article: How do I send a test email for Shopify notification emails?
6. Publish or update Shopify when you are ready
Saving changes in UpOrder does not automatically change the live email Shopify sends. When your templates are ready, publish or update them so the matching Shopify notification templates are replaced with the UpOrder versions.
After that, Shopify sends those notification emails when the matching Shopify event happens. Existing emails that were already sent will not change.
Helpful next articles
Please reach out to [email protected] or through the in-app chat if you have any questions.