Email Templates

• Customize email templates to match your bakery's brand voice and style
• Edit subject lines and email body content for order confirmations, invoices, and more
• Use merge fields to automatically insert customer names, order numbers, and other details

What are email templates?

Email templates are pre-written messages that BakeOnyx sends automatically to your customers at key moments in their journey—like when they place an order, receive an invoice, or get a delivery reminder. By default, BakeOnyx includes six professional templates, but you can customize each one to match your bakery's personality and brand.

Every template has two parts: a subject line (what appears in the inbox) and an email body (the full message). You can edit both to include your bakery's tone, add special instructions, or highlight promotions.

Accessing your email templates

1. Log in to your BakeOnyx dashboard
2. Click Settings in the left navigation menu
3. Select Email Templates

You'll see a list of six default templates:

• Order Confirmation — Sent when a customer places an order
• Invoice — Sent when payment is due
• Payment Receipt — Sent after payment is received
• Delivery Reminder — Sent before a scheduled delivery
• Review Request — Sent after delivery to ask for feedback
• Welcome — Sent to new customers

Editing an email template

1. From the Email Templates page, click the template you want to edit
2. The template editor will open, showing the subject line and email body
3. Edit the Subject Line field to customize what customers see in their inbox
4. Edit the email body text in the Body field to match your bakery's voice
5. Click Save to apply your changes

Using merge fields

Merge fields are placeholders that automatically fill in with real customer information when the email is sent. For example, {{customer_name}} will be replaced with "Sarah" or "The Johnson Family."

Common merge fields include:

• {{customer_name}} — Customer's full name
• {{order_number}} — Unique order ID
• {{order_total}} — Total order amount
• {{delivery_date}} — Scheduled delivery or pickup date
• {{bakery_name}} — Your bakery's name

To add a merge field to your template:

1. Click in the body text where you want the field to appear
2. Look for the merge field options below the text editor (or type the field name directly in the format shown above)
3. Select or paste the merge field
4. Save your template

Best practices for email templates

• Keep it friendly: Use a warm, conversational tone that matches how you greet customers in person
• Be clear about next steps: Tell customers exactly what happens next—when their order ships, when payment is due, etc.
• Include contact info: Add your phone number or email so customers know how to reach you with questions
• Avoid overloading: Don't cram too much text into one email. Stick to the essentials and use short paragraphs
• Brand it: Consider adding your bakery's logo or signature to make emails feel more personal

Next steps

• Welcome to BakeOnyx — Get an overview of the platform and its core features
• Managing Lists of Values (LOVs) — Learn how to customize other settings in your bakery
• Understanding Subscription Plans — See which plan includes custom email templates