Edit email templates

Every email Sami B2B Onboarding sends starts from a ready-made design that you can reword. You edit them in two places:

• Application emails belong to a form, so each form keeps its own version. You edit them in the form builder’s Email section. These are New application, Buyer resubmitted, Application received, More information needed, Account approved and Application declined.
• Store emails aren’t about any one form. You edit them in Settings › Email › Store emails. These are Daily pending summary, Import completed and Company contact invited.

For when each email is sent, see Email.

Edit a form’s emails

1. Open the form’s Email section

   Go to Forms and click Edit beside the form, for example Wholesale application. In the rail on the left of the builder, click Email. The emails are listed under Sent to buyers and Sent to your team, each with its subject line.

2. Open an email

   Click the arrow beside the email, for example Account approved. Its panel opens, and the preview in the middle of the builder shows the email as it will arrive, filled in with sample details.

   The panel says which version you’re looking at: “This form is using the shop’s default. Editing it here changes only this form.” or “This form has its own version of this email.”

3. Change the subject and message

   Type in Subject, then edit Body. Use the toolbar above the body for bold, lists, links, colors, images, dividers and tables, or click Edit HTML to change the code. Links need a full address that starts with https://.

   To add a detail that changes with each application, such as the company name, see Insert merge tags. The preview updates as you type.

   If you empty Subject or Body, that part goes back to the default wording.

   

   The preview shows the email as the buyer will get it.

4. Save the form

   Click Save in the builder’s save bar. Only this form changes. Other forms keep their own emails.

Turn an email off for one form

In the form’s Email section, turn off the switch beside the email and save the form. The Application declined email starts turned off. Turn it on here if you want rejected buyers to hear from you.

An email that is on can still be stopped by its event under Automation › Automations. It then shows “Its automation trigger is off, so this won’t send.” See Automations and Shopify Flow.

Go back to the default wording

When a form has its own version of an email, its panel has Back to the default at the bottom. Click it. The panel says “Going back to the shop’s default when you save.” Save the form to confirm.

Edit a store email

1. Open the email

   Go to Settings › Email. Under Store emails, click Edit beside the email, for example Import completed.

2. Choose whether it’s sent

   The Send this email card at the top turns the whole email on or off. The line under it says what that means, for example “Your team gets this email.”

3. Change the subject and message

   Edit Subject and Body the same way as a form’s email. While the email is on, both must have text. Otherwise the save stops with “Write the subject line buyers will see.” or “Write the message this email sends.”

4. Preview and save

   Click Preview at the top right. A dialog shows the email as it will arrive, with From, To and Subject, filled in with sample details. Close it, then click Save in the save bar. An “Email saved” message appears.

   

   Preview shows the email with sample details, exactly as your team will receive it.

To go back to the list, click the envelope icon to the left of the email’s name. You can also turn a store email on or off straight from the list with its switch, then click Save.

Insert merge tags

A merge tag is a placeholder, such as {{company}}, that the app replaces with the real detail when it sends the email.

1. Place your cursor

   In Body, put your cursor where the detail should go. Subject doesn’t need this step.

2. Open the tag list

   Click the tag button beside the box’s label. A list titled Insert a merge tag opens.

3. Pick a tag

   Click a tag. In Body, it’s added where your cursor was. In Subject, it’s always added at the end of the line, so move it afterwards if it belongs elsewhere.

Search the list to find a tag; each one says what it’s replaced with.

Tags in application emails

A form’s emails offer two groups. Every application holds the tags below. This form’s answers has one tag per question on the form, listed by the question’s label. For example, the Website question on the Wholesale application gives {{answer.website}}. If a form doesn’t ask that question, its tag is left blank.

Tag	Replaced with
{{company}}	The company applying
{{contact_name}}	Who applied
{{contact_email}}	Their email address
{{reference}}	The application reference, e.g. APP-20260923-K7Q2M
{{form_name}}	The form they applied through
{{shop_name}}	Your store name
{{shop}}	Your store domain
{{store_url}}	Your storefront home page
{{login_url}}	Where buyers sign in to their account
{{update_url}}	The link a buyer opens to add what you asked for
{{review_url}}	This application in the app, for your team
{{approve_url}}	This application with the approval dialog open, for your team
{{reason}}	The reason picked when declining
{{details}}	What the reviewer typed when declining
{{message}}	What the reviewer typed when asking for more information
{{requested_items}}	What the buyer was asked to add
{{pending_count}}	How many applications are waiting
{{answers}}	Every answer on the application, one “Label: value” per line

Use {{reason}} and {{details}} in Application declined, and {{message}}, {{requested_items}} and {{update_url}} in More information needed. Keep {{review_url}} and {{approve_url}} for team emails: they open the app, which buyers can’t use.

Tags in store emails

Each store email offers only its own tags:

Email	Tags
Daily pending summary	{{pending_count}} how many applications are waiting, {{queue_url}} the review queue in the app, {{shop_name}}, {{shop}}
Import completed	{{filename}} the file that was imported, {{rows}} how many rows it had, {{created}} companies created, {{updated}} existing companies updated, {{skipped}} rows skipped, {{companies_url}} your companies in the app, {{shop_name}}, {{shop}}
Company contact invited	{{contact_name}} who was added, {{contact_email}} their email address, {{company}} the company, {{location}} the company location when there is one, {{login_url}} where buyers sign in, {{shop_name}}, {{shop}}

Translate emails

Buyers who applied in another language get a form’s buyer emails in that language once you translate them. Open Settings › Translate, click Translate beside the language, pick the form, then open its Emails tab. Only buyer emails that are turned on for that form are listed. For a body, click Start from the original to copy your design and translate the words inside it. See Translate.

Team emails are always sent in your store’s language. Store emails are sent in the wording you write here.

Note

To see a real email arrive, submit a test application on your store with your own email address. Send a test in Settings › Email checks only your mail connection and sends a fixed message, not one of these emails.

Next steps

• Choose who gets notified — choose who gets the team emails.
• Translate — send buyer emails in the buyer’s language.
• Automations and Shopify Flow — check the event switches that send each email.
• Activity log — see whether an email went out.