Edit your subscription email templates

Every email RecurX sends to your subscribers has a template you can edit: confirmations, renewal reminders, payment recovery, win-back, loyalty and referral emails. This guide shows how to find a template, change its wording, check the preview, send yourself a test and set your branding. Editing one template takes about 5 minutes.

Who it's for: stores that want subscription emails in their own words and brand. Custom email templates are part of Whisper Campaigns on the Pro plan ($49/month), and so are the template tools (copy to me, test sends, CSV import and export). See RecurX billing. To send from your own address, also connect your email provider.

1Step 1: Open Templates

1. In your Shopify admin, open Apps → RecurX Subscriptions and click Campaigns in the sidebar.
2. On the Templates card, click Manage.

2Step 2: Find the template

The Templates tab lists your templates with their Type, Subject and Status. Use the tabs to filter by group: All, Welcome, Renewal, Payment recovery, Lifecycle, Win-back, Loyalty and Referral. Or use the search icon to search by name or subject.

The Status column tells you what happens today:

• Custom copy / Default copy: a required email, for example a payment retry. It is always sent. The status says whether customers get your wording or RecurX's built-in wording.
• Active / Inactive: an optional email. Inactive means it isn't sent.

3Step 3: Know the row actions

Each row has these actions:

• Use default copy / Use custom copy (required emails), or Enable / Disable (optional emails): switch the template without opening it.
• Edit: open the editor.
• Duplicate: make a copy to work on.
• Test: send a test version (Step 7).
• Copy to me: off / Copy to me: on: send yourself a copy of every email this template sends. It's not available on emails that carry the customer's private links, or on payment-recovery emails.
• Delete: delete the template after confirming.

4Step 4: Edit the subject and body

Click Edit. The Edit template card opens above the list, with the Live preview on the right.

• Subject line: what customers see in their inbox. It's required. The line under it shows Customers see: with your subject.
• Email body (HTML): the body of the email in HTML.

Template type sets which email this is. Template name is optional, and defaults to the template type.

Note: The editor is a plain HTML field, not a drag-and-drop builder. Your logo, colors and button style come from the Branding tab (Step 8), so you only write the message itself.

5Step 5: Insert variables

Click Insert variable to add a detail such as the customer's name, plan or update-payment link at the cursor, for example {{customer_name}}. The subject line and the body each have their own Insert variable button. The list only shows the variables that work for this template type.

6Step 6: Check the preview and save

1. The Live preview updates as you type. Click Branded to see the full email with your logo and colors.
2. Click Plain to see just your HTML with sample data.

Below the body, the checkbox depends on the email:

• Use custom copy (required emails): when it's off, customers still get this email, with the built-in default copy instead of yours.
• Send this email (optional emails): when it's off, customers don't get this email.

Click Save in the bar at the top of the page. To leave without saving, click Discard.

7Step 7: Send yourself a test

On the template's row, click Test. In Send test email:

1. Enter an address in Recipient email and click Send test.
2. Or click Send to my email to send it to your Notification email (set under Campaigns → Notification rules). If that's empty, it goes to your Shopify store contact email.

The test uses sample data.

8Step 8: Set your branding

Open the Branding tab. Every template uses these settings, and the Email preview on the right shows the result.

1. Logo: click Upload, or Choose from store, to pick an image (PNG, JPG or SVG; 320×96 pixels recommended). You can also paste a public image URL in Logo.
2. Or click Sync from Shopify brand to use your Shopify brand logo. With no logo, emails show your store name as text.
3. Text colors: Main text color, Secondary text color, Link color and Footer text color.
4. Email preview shows the result.

Further down:

• Background colors: Body background, Content background, Line item background and Line item text color.
• Button style: Button background and Button text color.

Type a color code or click Pick. Then click Save in the bar at the top of the page.

9Step 9: Create, export or import templates (optional)

Under Template tools at the top of the Templates tab:

• Create template adds a template for a type you don't have yet.
• Export CSV downloads all your templates.
• Import CSV uploads a CSV exported from this page (up to 1 MB and 200 templates). Templates are matched by type and replaced. Payment-retry (dunning) templates are never changed by an import.

Good to know

• The Templates page is for email only. SMS and WhatsApp wording is set on the Rescue Sequences rule and the win-back campaign. See Send SMS and WhatsApp messages to subscribers.
• To send templates in other languages, add translated copy on the Translations page. See Translations.

Troubleshooting

• "Add your email under Campaigns › Notification rules to receive test emails.": set a Notification email first, or type a recipient.
• "You've sent several tests. Try again in … seconds.": wait, then send again.
• "This file can't be imported. Nothing was changed.": the CSV has errors. Each one is listed by row and column.