> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yuko.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Template Editor

> Edit an email's subject, message, button and footer in the form editor, set its delay, send a test, or design it visually in the Advanced Editor.

<Note>
  **Where to find this:** Shopify admin → Apps → Yuko Loyalty → Loyalty → Emails → (any email) → **Edit**. The same editor opens from **Referral → Emails**, **Membership → Emails** and from a **Send Email** node in [Workflows](/workflows/action-nodes#send-email).
</Note>

## Introduction

Every Yuko email opens in a simple **form editor**: you fill in the subject, title, message and footer, and the preview updates beside it. For full control over layout, switch to the **Advanced Editor**, a drag-and-drop email builder (available on select plans).

## Before you start

<Check>Yuko app is installed on your Shopify store — see [Install Yuko on Shopify](/installation-and-setup/install-on-shopify).</Check>
<Check>The Yuko **Theme App Embed** is enabled in your active theme — see [Theme App Embed](/installation-and-setup/theme-app-embed).</Check>
<Check>Your loyalty program is enabled under **Loyalty Program Status** at **Shopify admin → Apps → Yuko Loyalty → Loyalty → Programs**.</Check>
<Check>Your point labels are set in [Loyalty Settings](/loyalty/program-settings).</Check>

<Check>Your sender details are set in **Account → Email Settings**. See [Email Settings & Custom Domains](/emails/sender-and-branding).</Check>

## The form editor

The left panel holds the email's settings and content fields. The right panel shows **Stats** and a live preview.

### Email fields

| Field | What it does |
| - | - |
| **Email Subject** | The subject line. *"Displayed to customers in their inbox."* |
| **Preview Text** | *"Text that appears next to the subject line in inboxes."* |
| **Email Title** | The heading at the top of the email. Rich text. |
| **Email Message** | The main body. Rich text. |
| **Email Footer** | Footer text below the message. Rich text. |
| **CTA Button**: **CTA label** / **CTA URL** | An optional button. The label is up to 60 characters. The URL must point to your store's domain, or be a single shortcode such as `{{ redemption_link }}`. Fill in both fields, or leave both blank to hide the button. |
| **Unsubscribe Text** | The unsubscribe link text, for example *"Unsubscribe"*. |
| **Unsubscribe Description** | Text shown with the unsubscribe link. |

You can use [shortcodes](/emails/shortcodes) such as `{{ first_name }}` or `{{ points_balance }}` in the subject, preview text and content fields. The **Available Template Variables** card at the bottom of the panel lists every shortcode for this email. Click the copy icon next to one and paste it into a field.

### Delay settings

Most built-in emails have a delay setting at the top of the panel, so you can send the email some days after the event instead of immediately. Enter **0** to send right away.

| Email | Setting |
| - | - |
| Points earned | **Days after earned reward** |
| Points redeemed | **Days after redeemed reward** |
| Tier unlocked | **Days after tier changed** |
| Points expired | **Days after points expired** |
| Reward expired | **Days after reward expired** |
| Birthday award | **Days after birthday award** |
| Anniversary award | **Days after anniversary award** |
| Referrer welcome / Friend reward unlocked / Referrer reward issued | **Days after Referrer welcome** (and so on) |
| Membership created / upgraded / downgraded / cancelled | **Days after membership created** (and so on) |

<Note>The four reminder emails (**Point Expiry Reminder**, **Reward expiry reminder**, **Birthday Reminder** and **Anniversary Reminder**) have no delay setting in the editor. They go out a set number of days *before* the date. See [Loyalty Emails](/emails/loyalty-emails) for the defaults.</Note>

### Send a test

Click **Send Test Email**, then **Send**. The test goes to **your account email** (the address shown in the dialog). You can't choose a different recipient. Test emails use sample data for the shortcodes.

### Save

Click **Save** at the top of the page. Saving also stores the delay setting.

## Advanced Editor

Click **Advanced Editor** at the top of the form editor to open the drag-and-drop builder. It's **available on select plans**. If your plan doesn't include it, the button shows an upgrade icon.

In the Advanced Editor you can:

* Drag in layout blocks (one to four columns, mixed columns) and content blocks such as **Text**, **Heading 1–3**, **Button**, **Image**, **Divider**, **Spacer**, **Logo**, **Unsubscribe** and **Coupon**.
* Switch between **Desktop** and **Mobile** views, and undo or redo changes.
* **Import** MJML (paste it into **MJML Content**) or **Export** the current design as MJML.
* **Clear canvas** to start over (this removes all content).
* **Preview** the email, **Send Test**, browse **Shortcodes**, open **Analytics** and **Save**.

Once you save an email in the Advanced Editor, it shows an **Advanced** badge in the Emails list and opens in the Advanced Editor next time.

<Tip>**Show a workflow coupon in an email.** In a workflow, add a [Coupon node](/workflows/action-nodes#coupon) before the Send Email node. In the Advanced Editor, drag in the **Coupon** block and pick that node's identifier. The customer's unique code appears in the email.</Tip>

## Best practices

<Tip>**Keep the subject short and specific.** *"You've Got 50 Points"* beats a generic *"An update from our store"*.</Tip>
<Tip>**Use the preview text.** It's free space next to the subject in most inboxes.</Tip>
<Tip>**Always send a test** after changing shortcodes. Some values, like `{{ next_tier_name }}`, are empty for customers already in the top tier.</Tip>
<Tip>**Point the CTA to a page that helps.** Your rewards page or a collection works better than the homepage.</Tip>

## FAQs

<AccordionGroup>
  <Accordion title="Can I send the test email to a colleague?">
    No. **Send Test Email** always goes to the email address on your Yuko account.
  </Accordion>

  <Accordion title="Why can't I save my CTA URL?">
    The CTA URL must point to your store's domain (the editor shows which domain under the field). Links to other sites aren't allowed. Leave the field blank to hide the button.
  </Accordion>

  <Accordion title="Can I translate an email into several languages?">
    Each email has one version. Write it in the language most of your customers use.
  </Accordion>

  <Accordion title="Where does the logo come from?">
    From **Account → General → Logo** (*"Display logo in emails and other communications"*). In the Advanced Editor you can also place it with the **Logo** block.
  </Accordion>

  <Accordion title="Can I change the reminder timing for expiry, birthday and anniversary emails?">
    Not from the email editor. These reminders use a fixed number of days before the date. See [Loyalty Emails](/emails/loyalty-emails).
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Loyalty Emails" icon="star" href="/emails/loyalty-emails">
    Points earned and redeemed, tier unlocked, expiry, birthday and anniversary.
  </Card>

  <Card title="Referral Emails" icon="share-nodes" href="/emails/referral-emails">
    Referrer welcome, friend reward unlocked and referrer reward issued.
  </Card>

  <Card title="Membership Emails" icon="id-card" href="/emails/membership-emails">
    Membership created, upgraded, downgraded and cancelled.
  </Card>

  <Card title="Template Editor" icon="pen-to-square" href="/emails/template-editor">
    Edit content and delays, send a test, or use the Advanced Editor.
  </Card>

  <Card title="Shortcodes Reference" icon="code" href="/emails/shortcodes">
    Every shortcode by group, including redemption links.
  </Card>

  <Card title="Email Settings & Custom Domains" icon="envelope-open-text" href="/emails/sender-and-branding">
    From name, Reply-To, default From address and your own sending domain.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Book a Free Setup Call" icon="phone" href="https://cal.com/rameshelamathi/yuko-demo">
    Talk to our team for personalised setup help.

    **Time:** 30 minutes
  </Card>

  <Card title="Contact Support" icon="life-ring" href="https://yuko.so/support/">
    Visit our support hub for help articles, live chat and ticket submission.
  </Card>

  <Card title="Browse the Guides" icon="book" href="/getting-started/welcome">
    Documentation across loyalty, referrals, memberships and more.
  </Card>

  <Card title="Install Yuko" icon="shop" href="https://apps.shopify.com/yuko">
    Add Yuko to your Shopify store from the Shopify App Store.
  </Card>
</CardGroup>


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