Email Settings
Configure email templates and settings for sending review requests and reminders to customers. Customize subject lines, message content, sender info, and appearance.
Email settings control how your project sends review requests and reminders to customers. You can customize the message content, who the emails come from, and how they look. These settings apply to all emails sent from your project—including requests, reminders, and thank-you messages.
Where to Find Email Settings
Go to Settings in the sidebar, then click Email. You'll see three sections: Templates, Appearance, and Settings. Each section has its own Save button, so remember to click it after making changes.
Templates
Templates are the actual messages your customers receive. Each template has a purpose:
Request – The first email asking a customer to leave a review.
Reminder – Follow-up emails sent when a customer hasn't responded yet. You can have up to three reminders, depending on your Request Strategy.
Thanks (positive) – Sent when a customer leaves a positive rating.
Thanks (negative) – Sent when a customer leaves a negative rating.
Editing a Template
Use the dropdown at the top to select which template you want to edit.
Edit the Subject line (for email templates).
Edit the Body of the message. You can use placeholders that get replaced with real data—for example, the customer's first name, your business name, or the link to leave a review.
For Request and Reminder templates, choose how the call-to-action appears:
Rating selector – Customers see a row of stars to tap or click.
Button – Customers see a single button. You can customize the button label.
Click Save to apply your changes.
Placeholders like {{first_name}} and {{project_name}} are replaced automatically when the email is sent. Use them to personalize your messages and improve response rates.
Previewing and Testing
Click Preview to see how the email will look on desktop or mobile. You can switch between desktop and mobile views in the preview window.
To send a test email, expand Send test in the preview window, enter one or more email addresses (separated by commas), and click Send. Test emails can only be sent to project members—this helps prevent accidental sends to real customers.
Send yourself a test before turning on automatic review collection. That way you can confirm the message looks right and the link works.
Settings
The Settings section controls who your emails come from and what appears at the bottom of each message.
Sender name – The name customers see in their inbox (e.g., "Sarah from Acme Coffee"). Use a real person's name to build trust.
Sender email address – The email address that appears as the sender. You can choose to send from your root domain (e.g.,
[email protected]) or a subdomain (e.g.,[email protected]). To customize this, you must first add a sending domain.Reply-to – Where replies from customers go. Enter one or more email addresses, separated by commas (e.g.,
[email protected]).Footer – Optional text or links that appear at the bottom of every email. You can use placeholders like
{{project_name}}and{{current_year}}.Unsubscribe text – The text shown for customers who want to stop receiving messages. This is required for compliance.
List-Unsubscribe headers – Choose whether to include standard unsubscribe headers that help email clients show an unsubscribe option. Including them can improve deliverability.
If you haven't added a sending domain, the sender email address will use the default domain and you won't be able to change it. Add your domain in Settings > Domain first.
Appearance
The Appearance section controls the visual style of your emails:
Text alignment – Left or center alignment for the email content.
Font family – The font used in the email body. Choose from system fonts or Google fonts.
These settings apply to all review request and reminder emails. Your logo and primary color from Appearance branding also appear in these emails.
Emails that look professional and on-brand are more likely to be opened and acted on. Match your email appearance to your website and other marketing materials.
How It All Works Together
Templates define what you say—the subject, body, and call-to-action for each type of message.
Settings define who the email comes from and what appears in the footer.
Appearance defines how the email looks—alignment and fonts.
When you update any of these, the changes apply to new emails only. Messages already sent or scheduled keep their original content and look.
Tips
Keep your subject lines short and personal. Including the customer's name or a clear benefit (e.g., "Quick favor, {{first_name}}") can improve open rates and reviews.
Use the same sender name and branding across all your customer communications. Consistency builds trust and helps your reputation.
Review your templates before enabling automatic review collection. The dashboard will prompt you to preview your email templates when you're ready to automate.
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