Important:
To customize reminder emails, click here for Gift Cards and Store Credit
In this article, you will find:
What are customer activity notifications?
Customer activity notifications allow you to automatically notify customers when certain store credit or gift card actions occur, such as issuing credit, sending a gift card, or processing a store credit refund.
You can choose to notify customers via Email, Push notification, or both, depending on your setup and preferred communication flow.
Here’s how each method works:
Email Notifications let you send branded, customizable emails that provide customers with detailed information about their store credit. Email notifications are enabled by default for all reminder types and can be fully customized to match your brand’s design.
Push notifications are real-time messages sent to customers’ mobile devices. They’re ideal for immediate, attention-grabbingespecially when credit is about to expire or hasn’t been used in a while.
Note: To receive Push notifications, the customer must first add your store’s Mobile Pass. Learn more about Mobile Pass here
Types of Notifications
Notifications are automatically triggered by key events in your store. For each event, you can decide whether to send an Email, a Push notification, or both.
Here are the main notification events:
Store credit refund: Notifies customers when their order is refunded with store credit.
Store credit received: Notifies customers when they receive new store credit.
Gift card received: Notifies customers when they receive a new gift card.
Gift card reminders: Reminds customers about unused gift card balances.
Click here to learn more about gift card reminders.Store credit reminders: Reminds customers about unused store credit.
Click here to learn more about store credit reminders.
Below you can see which notification types can be sent by Email, Push notification, or both.
Notification Type | Push Notification | |
Store credit refund | ✔ | ✔ |
Store credit received | ✔ | ✔ |
Gift card received | ✔ |
|
Gift card reminders | ✔ | ✔ |
Store credit reminders | ✔ | ✔ |
How to set up store credit notifications
Setting up Email notifications
In your Rise.ai Dashboard, navigate to Notifications.
Under the Customer Activity tab, find the relevant notification types:
Store credit refund
Store credit received
Ensure the Email toggle is turned on for each event.
Click the three-dot menu (⋯) next to the notification and select Edit & Preview Email to customize the email.
Click here to learn how to customize and edit your Email notifications.
Setting up Push notifications
In your Rise.ai Dashboard, navigate to Notifications.
Under the Customer Activity tab, find the relevant notification types:
Store credit refund
Store credit received
Ensure the Push notification toggle is turned on for each event.
Click the three-dot menu (⋯) next to the notification and select Edit & Preview Push to customize the push notification.
Click here to learn how to customize and edit your Push notifications.
How to set up gift card Email notification
In your Rise.ai Dashboard, navigate to Notifications.
Under the Customer Activity tab, locate the Gift card received notification.
Ensure the Email toggle is turned on.
Click the three-dot menu (⋯) next to the notification and select Edit & Preview Email to customize the email.
*The "Gift card received" notification is only supported via email.
Click here to learn how to customize and edit your Email notifications.
How to customize Email notifications
Edit the content of a specific email notification
To begin editing an email notification, hover over the notification row, click the three-dot menu (⋯) on the right, and select “Edit & preview email.”
Once inside, you'll see three tabs on the left. Click on Email Content to open the email builder and start customizing.
The Email Content section varies by notification type, with different customization options available for gift card and store credit notifications, as outlined below.Customization options on Gift Card notifications:
Header | Customize the email title and subtitle |
Image | Choose whether or not to display an image |
Greeting | A section for a greeting that the buyer adds during the gift card order process |
Gift Card Details | Displays the actual gift card details (code, amount, expiration date) |
Footer | Add text, URLs, or social media links to the footer |
Customization options on Store Credit notifications:
Header | Customize the email title and subtitle |
Image | Choose whether or not to display an image |
Store Credit Details | Displays the actual store credit details (issued amount, expiration date, wallet balance, wallet code) |
Footer | Add text, URLs, or social media links to the footer |
Note: You can add dynamic placeholders to any email. In each section, you'll find a {...} button; click it to copy dynamic fields that automatically populate with relevant information based on each specific case.
Customize the Global theme for all Email notifications
The Global Theme applies to all email notification types by default and cannot be customized per individual notification.
In this section, you can adjust the overall appearance, including fonts, text colors, and background colors, for a consistent look across all emails.
Customizing the Global Settings for all Email notifications
In the Global Settings section, you can set a reply-to email address that will apply across all notification emails.
The sender address cannot be changed through the dashboard. If you need to update it, please contact our support team.
How to preview and test your notification emails
To view how your emails will look, click on Preview & Test.
You can also see a mobile version of your emails by clicking on the mobile icon at the top of the screen -
To send a test email, simply click on Send Test Email in the top right corner of the page and enter the email address where you want to receive the test.
How to code your own email template
Emails can be edited by code, using HTML. Clicking that button will enable the use of our HTML editor, where you can create the emails you’ve always wanted.
Note that this functionality is available on our Enterprise plan. It requires HTML, so make sure the correct stakeholder is working on that.
Gift card email expiration policy
For security reasons, gift card links expire 7 days after the original email is sent.
Since gift cards hold actual monetary value, we limit the timeframe to reduce the risk of unauthorized access in case someone gains access to the customer email inbox.
Once the link expires, the gift card is still valid, but a new email with a new access link will be sent automatically to the same address when the customer clicks the expired link.
When clicking an expired link, this message will appear:
Please note: This expiration screen is a fixed security measure and cannot be customized.
How to customize Push notifications
Important: To receive Push notifications, customers must first add your store’s Mobile Pass to their device. Learn more about Mobile Pass here.
Customizing the Push notification message
After clicking Edit & preview Push next to the relevant notification type, a new window will open where you can edit and personalize the Push notification message sent to your customers’ mobile devices.
In this window, you can:
Edit the Message:
Enter the text you want your customers to see as a Push notification in the “Message” field.
Use dynamic variables:
Personalize your notifications by inserting dynamic variables that automatically fill in customer-specific details (such as name, credit amount, expiration date, etc.).
Click the Variables menu {...} on the right of the message field to insert:
Wallet Code
Issued Credit Amount
Issued Credit Expiration
Amount To Expire
Next Expiry
Recipient Full Name
Recipient First Name
Recipient Email
For example -
Preview Your Notification:
Click Preview to see what the Push notification will look like for your customers.
2. How to customize your business name and icon in Push notifications
The business name and icon that appear in your Push notifications are managed in two different places:
Business name - This is the name that will appear dynamically in the Push notification under the
{business_name}variable
To update the business name shown in Push notifications:
Go to Settings → Business Settings in your Rise Dashboard.
Edit the Business Name field.
Click Save.
Push notification icon
To update the icon that appears in Apple Wallet Push notifications:
Go to Assets → Mobile Pass in your Rise Dashboard.
In the Apple Wallet section, upload your Push notification icon.
Click Save.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box.