Emails: configuration, templates & notifications
Email sending is split across three separate admin sections. Each handles a different layer:
| Section | Path | URL | What it controls |
|---|---|---|---|
| SMTP Configuration | Basic Settings → Emails → SMTP Configuration | /admin/settings/email | Where and through which server emails are sent |
| Email Templates | Basic Settings → Emails → Email Templates | /admin/settings/email-templates | Look and feel (logo, colors, wrapper) shared by all emails |
| Email Notifications | Basic Settings → Emails → Email Notifications | /admin/settings/email-notifications | Individual events (content, subject, recipient, on/off) |
INFO
Settings are separate for each store (tenant). Store emails are sent through your SMTP; system emails from the Merzio portal (e.g. admin password resets) always go through Merzio's own infrastructure and are not affected by these settings.
1. SMTP Configuration
Path: Basic Settings → Emails → SMTP Configuration (URL: /admin/settings/email)
Here you define which mail server sends all of the store's emails. You can save multiple configurations, but only one can be active at a time.
Page overview
- Active configuration — the card at the top shows the currently used settings (mailer, host, port, sender, encryption). If no configuration is active, a yellow warning appears and no emails are sent.
- All configurations — a list of every saved configuration with its last-updated date and last-tested time.
Configuration actions
| Action | Icon | Description |
|---|---|---|
| Activate | green circle | Sets the configuration as active and deactivates the others. Available only for inactive ones. |
| Edit | pencil | Opens the edit form. |
| Test | paper plane | Sends a test email (see below). |
| Delete | trash | Permanently removes the configuration. The active configuration cannot be deleted — activate another one first. |
Configuration form
Basic settings
| Field | Required | Description |
|---|---|---|
| Mailer | Yes | Transport type: SMTP, Sendmail, Mailgun, Amazon SES, Postmark. For most stores SMTP is the standard choice. |
| Encryption | No | TLS, SSL or None. SMTP most commonly uses TLS on port 587. |
SMTP settings (shown only for the SMTP mailer)
| Field | Required | Description |
|---|---|---|
| Host | Yes | SMTP server address (e.g. smtp.gmail.com). |
| Port | Yes | Server port. Defaults to 587 (TLS); SSL typically uses 465. |
| Username | No | Login for the SMTP account (often the full email address). |
| Password | No | Password or app password. When editing, leave blank if you do not want to change it — the existing password is kept. |
Sender settings
| Field | Required | Description |
|---|---|---|
| From email address | Yes | The address emails are sent from (e.g. [email protected]). Must be a valid email address. |
| From name | Yes | The sender display name (e.g. your store name). |
Additional options
| Field | Description |
|---|---|
| Set as active configuration | If checked, this configuration becomes active on save and the others are deactivated. |
| Notes | Optional internal text (e.g. "Company Gmail"). Never shown to customers. |
TIP
For the Mailgun, Amazon SES and Postmark mailers you only choose the type and sender — but those gateways require API credentials configured at the platform level to actually deliver. To set everything up directly in the admin, use SMTP.
Send test
The Test button sends a real test email to the configuration's From address. During the test the system:
- temporarily applies the configuration (with a strict check that both the sender name and address are filled in),
- sends a test message,
- saves the time and result of the test (Success or an error message), shown on the configuration as "Last tested".
If the test fails, the message includes the reason returned by the mail server (e.g. invalid credentials or wrong port).
WARNING
If no configuration is active, the store sends no emails at all — including order confirmations. After saving, remember to activate and test the configuration.
2. Email Templates (branding)
Path: Basic Settings → Emails → Email Templates (URL: /admin/settings/email-templates)
The template defines the shared look (the wrapper) of every notification email. The content of each individual email is inserted into this wrapper automatically, so you only set the logo and colors once, in one place.
Choosing a template
At the top, choose a base template style. Each template has a name, a description, and one is marked as Default. Confirm your choice with Save Template Selection.
Logo
The logo shown in the email header can be set in three ways:
- Select from Media Library — pick an existing image and confirm with Save Logo.
- Upload a new logo — upload a file directly. Allowed formats: JPG, PNG, GIF, SVG, maximum size 2 MB.
- Enter a logo URL — paste the image address manually.
An uploaded logo can be removed with Delete Logo.
| Field | Description |
|---|---|
| Logo width (px) | Logo width in the email, 50–500 px. Defaults to 200 px (recommended). |
INFO
The email logo must be reachable via an absolute URL on your domain. If you don't set a custom logo in the template, the system falls back to the logo from your site settings.
Brand colors
Four colors applied across all emails (e.g. to buttons and headings via the variable). Entered as HEX codes (via the color picker or as text).
| Color | Default | Use |
|---|---|---|
| Primary | #4F46E5 | Main color — buttons, headings, accents. Required. |
| Secondary | #10B981 | Complementary color. |
| Text | #1F2937 | Text color. |
| Background | #F9FAFB | Email background color. |
Save colors with Save Colors.
Preview
Each template offers a preview that renders a sample email with the applied logo and colors, so you can check the final look before going live.
3. Email Notifications (per-event)
Path: Basic Settings → Emails → Email Notifications (URL: /admin/settings/email-notifications)
Notifications are automatic emails tied to events in the store (order received, shipment, password reset, etc.). Each event can be enabled/disabled independently, and its subject, content and recipient can be edited.
Overview and filters
The list shows all notifications in a table with Notification, Recipient, Status and Actions columns. Available tools:
- Search by name or description,
- Filter by recipient: All / Customer / Admin,
- Status toggle — enable or disable a notification directly in the list with one click.
Recipient types:
- Customer — the email goes to the customer (e.g. order confirmation).
- Admin — the email goes to the store administrator's email address (set in the store's notification settings).
- Custom — the email goes to a fixed address (see the edit view below).
INFO
A disabled notification is not sent. If a specific email isn't reaching a customer or admin, first check that the event is enabled in this list.
Editing a notification
Click the pencil icon to open the editor. It contains:
Notification settings
| Field | Description |
|---|---|
| Enabled | Toggle for whether the email is sent. |
| Recipient type | Customer / Admin / Custom Email. |
| Custom recipient email | Shown only for the Custom type — a valid address is required. |
| Email subject | Subject text (max 255 characters). May contain variables, e.g. |
Email content (HTML)
The email body in HTML. The content is inserted into the global template automatically (the wrapper with the logo and colors from section 2), so there's no need to handle the header or footer.
- The Available Variables panel on the right lists the variables valid for that notification. Clicking one inserts it at the cursor. On send, variables are replaced with real values.
- Preview — opens the rendered email with test data in a new window.
- Send Test — after you enter an email address, sends a trial version (the subject is prefixed with
[TEST]).
Save with Save Changes.
TIP
Variables take the form (e.g. , , ). Only use variables from the panel for that specific notification — others are left unreplaced in the email.
WARNING
Editing a notification customizes its content permanently. The system never overwrites existing notifications with default content during updates, so your edits are safe — but there is also no automatic "reset to default". Before major changes, keep a backup of the original HTML.
List of notification events
The store ships with 35 predefined notifications — 28 for the customer and 7 for the admin. The "Default" column below shows whether the event is enabled after installation.
| Event | Recipient | Default |
|---|---|---|
| Order placed | Customer | Enabled |
| New order | Admin | Enabled |
| Order status updated | Customer | Enabled |
| User registered | Customer | Enabled |
| User pending authorization | Customer | Disabled |
| New registration | Admin | Disabled |
| Account approved | Customer | Disabled |
| Email verification | Customer | Enabled |
| Password reset | Customer | Enabled |
| Contact form | Admin | Enabled |
| Product question | Admin | Disabled |
| Newsletter subscription | Customer | Enabled |
| Discount coupon | Customer | Disabled |
| Review request | Customer | Disabled |
| New review | Admin | Disabled |
| Product back in stock | Customer | Disabled |
| Abandoned cart | Customer | Disabled |
| Payment reminder | Customer | Enabled |
| Payment received | Customer | Enabled |
| Payment failed | Customer | Enabled |
| Payment expired | Customer | Disabled |
| Refund processed | Customer | Disabled |
| Order shipped | Customer | Enabled |
| Invoice sent | Customer | Enabled |
| Digital product delivery | Customer | Disabled |
| Membership level achieved | Customer | Disabled |
| Membership expiring soon | Customer | Disabled |
| Membership expired | Customer | Disabled |
| Booking confirmation | Customer | Disabled |
| Payment instructions (bank transfer) | Customer | Enabled |
| New booking | Admin | Disabled |
| Payment instructions – service booking | Customer | Disabled |
| Coupon granted (automatic rule) | Customer | Enabled |
| Gift card delivery | Customer | Enabled |
| Low stock alert | Admin | Enabled |
Walkthrough: getting emails running from scratch
- In SMTP Configuration, create a configuration (host, port, username, password, encryption, sender address and name) and activate it.
- Use Test to confirm a test email arrives.
- In Email Templates, choose a template, upload your logo and set your brand colors. Check it via the preview.
- In Email Notifications, enable the events you want to use and edit their subject and content as needed. Use Send Test on each.