Template Settings is where you design and customize every email your customers receive – from the initial review request to follow-up reminders and thank-you messages. With powerful visual editing, global styling options, and instant previews, you can create professional emails that match your brand perfectly.
Understanding the Template System
Template Types
Reviewsion includes several email templates, each serving a specific purpose:
Review Request - The initial invitation to leave a review
Follow-up #1 - First reminder (if configured)
Follow-up #2 - Second reminder (Pro plan)
Follow-up #3 - Final reminder (Pro plan)
Thank You - Sent after review submission
Each template can be customized independently while sharing global styling settings for consistency.
The Two-Part System
Templates work in two layers:
Global Settings - Apply to all templates
Theme selection
Brand color
Logo
Font family
Individual Templates - Unique content per email type
Subject line
Email body
Specific messaging
Call-to-action button
Global Styling Settings
Email Themes
The foundation of your email design starts with choosing a theme.
Standard Plan: 1 Theme
Classic Theme
Clean, professional design
Universal appeal
Works for all industries
Optimized for readability
Pro Plan: 4 Themes
Classic - Clean, professional design
Modern - Gradient backgrounds, contemporary styling
Minimal - Typography-focused, lots of whitespace
Elegant - Sophisticateds, premium feel
Primary Color
Your brand's main color, used for:
Buttons
Links
Accent elements
Headers
Best practices:
Use your brand's primary color
Ensure sufficient contrast with white text
Logo Upload
Add your brand logo to appear in email headers.
Requirements:
Max size: 2MB
Formats: PNG or JPG
Recommended: Transparent PNG
Dimensions: 200-400px wide
Tips:
Use a horizontal logo version
Ensure it's readable on mobile
Test on light backgrounds
Consider a simplified version
Font Family
Choose typography that matches your brand:
Default (System Fonts) - Maximum compatibility
Inter - Clean, modern, tech-friendly
Open Sans - Friendly, highly readable
Lato - Professional yet warm
Roboto - Neutral, versatile
Merriweather - Elegant serif option
Saving Global Settings
Click "Save Global Settings" to apply changes across all templates. These settings persist even when editing individual templates.
Working with Individual Templates
Each template has three main components:
1. Subject Line
The email subject that appears in inbox.
Best practices:
Keep under 50 characters
Use personalization (customer name)
Create urgency without spam triggers
Examples:
"##{{customer_first_name}}, how was your recent order?"
"Quick question about order ###{{order_number}}"
"Your feedback matters - ##{{shop_name}}"
2. Email Body
The main content using a visual editor with formatting tools:
Formatting Options:
Bold - Emphasize key points
Italic - Subtle emphasis
Heading - Structure content
Link - Additional resources
3. Template Variables
Dynamic placeholders that personalize each email.
Available Variables
Click any variable to copy it to clipboard:
Customer Variables
##{{customer_first_name}}- Customer's first name##{{customer_last_name}}- Customer's last name
Order Variables
##{{order_number}}- Order number on Shopify##{{order_details}}- Product list (auto-generated)
Shop Variables
##{{shop_name}}- Your store name
Action Variables
##{{request_button}}- Review button (REQUIRED)
Discount Variables
##{{discount_amount_review}}- Amount of discount for text review##{{discount_amount_media}}- Amount for review with media##{{discount_code}}- The discount code (only applicable for thank you email.##{{coupon_amount}}- The discount amount (only applicable for thank you email.
Required Elements
Every template MUST include:
##{{request_button}}- The review submission button
Missing these will prevent sending.
Preview and Testing
Live Preview Mode
Toggle between Edit and Preview to see exactly how emails will look.
Preview shows:
Rendered HTML
Variable substitution with sample data
Mobile responsive view
Actual fonts and colors
What to check:
Variable replacement working
Formatting preserved
Images loading
Button visibility
Mobile layout
Send Test Email
Test your templates with real delivery:
Click "Send Test"
Enter recipient email
Check inbox (and spam)
Review on different devices
Click all links
Test for:
Subject line appeal
Spam folder placement
Mobile rendering
Link functionality
Load time
Template Limitations:
No JavaScript, HTML or CSS
The Bottom Line
Template Settings is where your brand voice meets customer engagement. Well-designed emails that reflect your brand identity while being clear and actionable will significantly improve your review collection rates.
Standard plan users get everything needed for professional emails with the Classic theme. Pro plan users can fine-tune their aesthetic with additional themes to match any brand personality.
Remember: The best template is one that feels authentic to your brand while making it incredibly easy for customers to leave reviews. Start simple, test thoroughly, and refine based on performance.