Customize email templates
This article's section starts at 1:19 in the video.
Every DollarBack email can be rebranded to match your store (logo, colors, layout, copy, and subject line) in a visual drag-and-drop editor. When you're done, you'll have on-brand emails that pull in each customer's real amounts and dates through variables.
Prerequisites
Know which template you're editing and when it fires; see Email notifications overview.
Step 1: Open the template editor
Go to DollarBack admin → Notifications.
In the Email Templates section, click Edit on the template you want to change.
The editor opens with the current design loaded.
Step 2: Edit the subject
The Subject field sits above the body editor. It accepts the same variables as the body, so a subject like {firstName}, you just earned {formattedAmount}! renders personalized for every recipient.
Step 3: Design the body
The body is built from drag-and-drop blocks: logo, banner image, text, buttons, footer. Drag blocks in from the sidebar, click any block to edit its content and styling, and reorder or delete blocks directly on the canvas. Your design is saved as a layout and rendered to HTML at send time, so it stays editable. You never have to touch raw HTML.
Type variables directly into any text region; they're replaced with the customer's real values when the email sends.
Variables you can use
The editor lists the variables valid for the template you have open, under Available variables. The full picture:
Available in every template
{firstName}
Customer's first name
{lastName}
Customer's last name
{storeName}
Your store's name
{unsubscribeUrl}
The customer's unsubscribe link
{storeName} doesn't appear in the editor's list but resolves everywhere, and every default subject line uses it.
Available in every template except the tier emails
{amount}
The credit or reward amount as a plain number (e.g. 10.00)
{formattedAmount}
The amount with currency formatting (e.g. $10.00)
{symbol}
The currency symbol (e.g. $)
{currency}
The currency code (e.g. USD)
A tier email isn't about a sum of money, so these are deliberately unavailable there.
Template-specific variables
Store Credit Credited
{balance}, {formattedBalance}, {expiresAt}, {remainingDays}, {creditReason}
Birthday Credit
{balance}, {formattedBalance}, {expiresAt}, {remainingDays}
Store Credit Redeemed
{balance}, {formattedBalance}
Store Credit Debited
{balance}, {formattedBalance}
Referral Reward Credited
{refereeFirstName}, {refereeLastName}, {balance}, {formattedBalance}, {expiresAt}, {remainingDays}
Store Credit Expiry Reminder
{expiresAt}, {remainingDays}
Discount Code Earned
{discountCode}, {rewardSummary}
Discount Code Expiry Reminder
{discountCode}, {rewardSummary}, {expiresAt}, {remainingDays}
Tier Reached
{tierName}, {tierMultiplier}
Tier Upgraded
{tierName}, {tierMultiplier}, {previousTier}
Tier Downgraded
{tierName}, {tierMultiplier}, {previousTier}
Tier Lost
{previousTier}
{creditReason} renders the reason the credit was granted — "for shopping with us", "for signing up", or the reason you passed to the merchant API. {tierMultiplier} is the bare number (e.g. 1.5), so write your own wording around it: You now earn {tierMultiplier}× cashback.
Note the two tier variables that are absent by design: Tier Reached has no {previousTier}, because there wasn't one, and Tier Lost has no {tierName}, because there isn't one now.
Variables only resolve in the template they belong to. Putting {discountCode} in the credited email, for example, won't produce a code — it renders as the literal text {discountCode} in the customer's inbox. Check the table above before reusing content across templates.
These variables were removed in September 2026 and no longer resolve anywhere: {balanceLine}, {expiryLine}, {daysLeft}, {tierPerkLine} and {tierChangeLine}. Each was a pre-written sentence ("Remaining balance: $12.00", "You now earn 1.5× cashback on every order") that went blank when it didn't apply. They were replaced by the raw values above, so you write the sentence and keep control of the wording.
If you customized a template before that date, open it and search the body and subject for those five names. Any that survive will print as literal text. Swap them for the raw variable — {balanceLine} becomes something like Remaining balance: {formattedBalance} — and remember to handle the case the old variable hid for you, such as a zero balance or a credit with no expiry date.
Step 4: Send a test
Click Send Test Mail in the editor.
In the Send Test Email dialog, enter any address in Test Email Address and click Send.
The current draft is delivered with mock data filled in (the customer renders as "John Doe", amounts as $10.00, and the order as TEST-ORDER-12345), so you can check layout and variable placement without triggering a real event.
Step 5: Save
Click Save to publish your changes. From that moment, every email of this type uses the new design.
Verify it works
Trigger the real email once: place a small test order that earns cashback (for the credited template) and confirm the received email matches your design with real values in place of the variables.
Common issues
The test email never arrives: check spam, and see Emails aren't arriving.
A variable shows up as literal text like
{expiresAt}: the credit that triggered the email may have no expiry date, or the variable isn't supported in that template. If it's one of{balanceLine},{expiryLine},{daysLeft},{tierPerkLine}or{tierChangeLine}, it was removed — see the note above.The email looks different in a customer's inbox than in the editor: send a test to that mail provider; some clients render backgrounds and spacing differently.
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