Basic operations and settings

Basic operations and settings

Use email templates and brand settings

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Email templates let you search and preview StoreCRM templates, your store's templates, and scenario templates, then use one as the starting point for a new email. Brand settings apply a consistent logo, colors, company information, and social links to newly created emails.

Check before using

  • You must have permission to view and edit emails.
  • Changing your brand settings will not automatically overwrite the email you created.
  • Use a PNG, JPEG, GIF, or WebP logo no larger than 1 MB. Insufficient color contrast or an invalid URL causes an error when you save.

Find a template and create an email

1. Open the email template

Open [Email]→ [Email Template] in the left menu. You can toggle between StoreCRM Official, My Templates, and Scenario Templates.

2. Search and refine

In addition to keyword searches, filter by purpose, season, industry, layout, and tone. If you specify more than one condition, only templates that match the condition will be displayed.

Step 1: Search and filter templates
Step 1: Search and filter templates

3. Check desktop/mobile view

Select a card to open a preview and toggle between desktop and mobile to see headings, images, buttons, and footers.

Step 2: Preview a template
Step 2: Preview a template

4. Use a template

Select Use this template to create a new email from a copy. The original template is not changed. Review the subject, body, merge tags, links, and unsubscribe link before saving.

Step 3: Select the template to use
Step 3: Select the template to use

Save and update your own templates

Save an existing email as a store template to reuse it from My Templates. If another browser window updates the template while you are editing it, review the conflict message, reload the latest version, and then save. If conversion or list loading fails, retry without overwriting the template with empty content.

Register your branding

1. Open your brand settings

Open Settings → Brand settings, then enter the brand name, website URL, logo, brand color, button color, company information, contact details, and copyright notice.

Set the brand name and website URL
Set the brand name and website URL

2. Set your logo and social links

Upload the logo and check its appearance. Add URLs only for the social networks you use. A removed logo will not appear in newly created emails.

Upload the brand logo
Upload the brand logo

3. Save and confirm with new email

Select Save, then create a new email from an official template to check the result. To apply the settings to an existing email, review the changes and reapply the brand settings; edits to the email body are preserved. For emails generated from scenarios, enable the option to apply brand settings.

Save the brand settings
Save the brand settings

If templates cannot be displayed or saved

  • If the template list is empty, clear the search criteria and the selected tab to refresh.
  • If a logo error appears, check the file format, file size, and image URL.
  • If you see a contrast warning between the text color and the background color, change it to a readable combination.
  • If there is a save conflict, reload the latest content, check the difference, and then edit it again.
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