Overview
The Notifications section (Casa Loyalty → Notifications) lets you manage and customise the automated email notifications sent to your customers when loyalty events occur. These are block-based emails you can edit directly inside Casa Loyalty — no external email tool required.
Email Templates
Notifications are grouped into two categories with five templates total:
Referral
Referral Received — Sent to the referring customer when someone uses their referral link.
Referral Completed — Sent when a referral is successfully completed and the reward is issued.
Points
Points Earned — Sent when a customer earns points from any action.
Reward Redeemed — Sent when a customer redeems their points for a reward.
Birthday Reward — Sent on a customer's birthday when a birthday reward is issued.
Each template shows: Revenue attributed / Emails Sent / Clicked count / Status (Active or Inactive toggle) / Edit (pencil icon).
All templates are currently marked v1 legacy.
The Email Editor
Click the pencil icon on any template to open the email editor. Each email is block-based, meaning you add and rearrange content blocks to build your email layout.
Editor Features
Email subject — Customise the subject line. Supports variables like
{{customerName}},{{points}}.Blocks panel — Add blocks using the "+ Add block" button. Available block types include: Heading, Text, Points balance box, Button.
Live preview — "Preview — click a block to edit" pane shows the email as it will appear. Toggle between desktop and mobile views.
Preview as customer — Renders the email with real customer data.
View HTML / Edit HTML — Switch to raw HTML editing for advanced customisation.
Disable — Toggle the email off without deleting it.
Send test email — Send a preview to yourself before going live.
Important Notes
These notifications are event-triggered only — there are no scheduled or pre-renewal reminder emails.
For advanced email personalisation and flows, Casa Loyalty integrates with Klaviyo — see How to connect and use Klaviyo with Casa Loyalty.