Configuring Email Notifications

This document explains email notifications and their configuration.

The Zinrelo Rewards Program has built-in notifications to increase customer engagement with the program.

The built-in email notifications and necessary settings are available under the Notifications tab in the left navigation panel. The notifications have been grouped under categories. Refer to the screenshot attached below:

Email NotificationsEmail Notifications

Configuring Email notifications in Zinrelo involves three steps -

  • Set up a custom email address to send email notifications via Zinrelo (Recommended)
  • Setting up the global header, footer, and color theme for the email notifications. (Required)
  • Configure the content of the email notifications that you wish to send via Zinrelo (Required)

Setting up Global Header, Footer, and Color Theme

Note: If your account was created after Dec 1, 2020, then this functionality will be enabled for you automatically. Otherwise, you will need to reach out to your Customer Success Manager or write to us at [email protected] requesting to enable the global email settings for your account.

There are several such email notifications that are sent to customers based on certain triggers defined by Zinrelo. In order to save you the hassle of configuring the header and footer for each of these emails, Zinrelo provides you the option to set a global header and footer for all the emails in one place.

You can then choose to include or exclude this header and footer in individual emails depending on your preference.

Step 1: Click on the Global Settings button on the email notifications page.

Email NotificationsEmail Notifications

Step 2: On the Global Settings page, you can select the fill color, stroke color, header, and footer.

You can click on the color input text box to bring up the color palette and set the color of your choice >> Save

Email NotificationsEmail Notifications

Output:

Email NotificationsEmail Notifications

If you wish to apply the stroke color and fill color to any other elements, you can add the below CSS classes for those HTML elements and those elements will start using the color theme that you defined in the global settings.

.zrl_fill
.zrl_stroke

You can use the Preview button to preview the changes you have done to the email. If you wish to see how the email looks like in your inbox, you can use the Send Test Email functionality and send a test email to your email address.

Step 3: You can click the Edit button to configure the header and footer that you’d want for your email notifications. Clicking on Edit Header/Edit Footer will open up the HTML editor.

Email NotificationsEmail Notifications

The header and footer are entirely HTML configurable. However, If you wish to simply change the image, click on the image and then click on the “Replace” icon to upload a new image (980 x 220px)

Switch back to Preview mode to preview your changes before saving.

Configure the content of the email notifications

There are various types of email notifications Zinrelo provides which are entirely HTML configurable. You can edit the ones you wish to use and pause the others.

When you start configuring individual email notifications, you’ll see options to either include the global settings or exclude them. You can disable the flag against each of the three options - color theme, header, and footer in the ‘Global Settings’ section in the individual email notification as shown below.

Email NotificationsEmail Notifications

Zinrelo has a default content set for each of these email notifications. If you wish to change the content of the email, you can either use the editor and change the text or switch to HTML view to make the HTML changes. Each email notification allows you to insert some dynamic content in the email through the use of some variables (available in the “Insert Variable Tags” dropdown).

Additional tags within the Email notification

Note: This section may require HTML development expertise

If you do not like the card view for rewards in the default Zinrelo email notifications, you can design your own HTML using the custom HTML tags listed below -

- Tag to iterate over all the rewards and replicate the HTML inside the tag for each reward

E.g

<! -- Your HTML code goes here -->

The HTML code written inside this tag will be replicated for each reward

- Tag to iterate over all the tiers rewards and populate the HTML inside

E.g

<! -- Your HTML code goes here -->

The HTML code written inside the tag will be replicated for each reward available on the tier the user is on.

Here is a sample HTML that uses the tag:

- Tag to check a condition and populate the HTML inside only if the condition is satisfied.

E.g

<! -- Your HTML code goes here -->

Where param can take one of the following values - reward_id, reward_name, reward_description, reward_points, user_tier, user_available_points

And condition can take one of the following values - equals, notequals, greaterthan, greaterthanequal, lessthan, lessthanequal

For e.g

<! -- Your HTML code goes here -->

The HTML code inside the above mentioned tags can contain the following dynamic variables -

reward_id - Populates the reward id (works with equals and notequals)
reward_name- Populates the reward name (works with equals and notequals)
reward_description - Populates the reward description (works with equals and notequals)
reward_points - Populates the reward points required (works with all the conditions)
user_tier - Populates the user’s tier (works with equals and notequals and should be compared with tier_id)
user_available_points - Populates the user’s available points (works with all the conditions)

The link to email triggers is here.