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# Setting Up Email Notifications

# **Setting Up Email Notifications for Triggers**

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## **Introduction**

Email notifications keep customers informed at every stage of their loyalty journey—whether they’ve earned points, received a coupon, completed a referral, or submitted a review. With Nector’s communication engine, you can create automated emails based on powerful triggers, personalize templates, and even send test emails before going live.
This guide walks you through the entire setup—from choosing triggers to customizing templates and verifying your sending domain.


### **Step 1 - Access Email Notification Settings**

Go to the Nector Dashboard → **Communication** (left menu) → **Notification**.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image1_1jivpqz.jpg)


### **Step 2 - Create a New Email Notification**

On the Notification page, click the **plus (+)** icon → select **Send an Email**.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image2_1pwy002.jpg)

### **Step 3 - Choose a Trigger**

You will see **14 available triggers** covering reviews, wallet points, referrals, coupons, and more.
Select the trigger relevant to your workflow.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image3_1042x4h.jpg)

### **Step 4 - Example: Selecting “Wallet Point Rewarded”**

For demonstration, choose the **Wallet Point Rewarded** trigger—ideal for notifying customers when they earn loyalty points.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image4_1og5osz.jpg)

### **Step 5 - Auto-Generated Email Template**

Once you select a trigger, Nector automatically loads a pre-built email template for you.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image5_184gqf5.jpg)

### **Step 6 - View or Customize the Email Subject**

The subject line for this trigger appears here.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image6_tc2u5h.jpg)

### **Step 7 - Modify or Proceed**

You can adjust the subject line to reflect your brand identity or click **Create** to proceed without editing.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image7_1a2g304.jpg)

### **Step 8 - Edit the Email Template**

After creating the notification, click back into the email template to edit:
• Subject line
• Body content
• Brand voice
• Variables (e.g., {{points}}, {{customer_name}})
Click **Save** when done.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image8_19uead9.jpg)

### **Step 9 - Send a Test Email**

You can test your configured email:
Click **Send Test Email** → enter a customer email.
Make sure the email belongs to an existing Shopify or website customer.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image9_zsb0.jpg)

### **Step 10 - Send Test Email**

Once validated, enter the email ID → click **Send Test Email**.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image10_1pnm2a1.jpg)

### **Step 11 - Check Email History**

You can view the log of emails sent in the past 7 days.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image11_1kbj1m3.jpg)

### **Step 12 - Monitor Trigger Activity**

If enabled, the dashboard will show how many emails were triggered in the last 7 days.
Template details—content, variables, and setup—are visible here.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image12_xzarz9.jpg)

### **Step 13 - Modify Template Content**

Use placeholders to personalize content. After updates, click **Save** or navigate back.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image13_vwpa5k.jpg)

### **Step 14 - Specify Wallet Transaction Restrictions**

You can restrict emails for specific wallet transactions:
Choose **Credit** or **Debit** operations.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image14_3goaln.jpg)

### **Step 15 - Filter by Transaction Type**

Select if the email should trigger only for certain types of transactions.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image15_1tn4xzr.jpg)

### **Step 16 - Restrict by Wallet Transaction Title**

Enter transaction titles that should receive emails.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image16_khcy5n.jpg)

### **Step 17 - Skip Emails for Selected Titles**

If some transactions should not trigger emails, add them to the skip list.
Enter titles you wish to exclude from receiving emails.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image17_1g87vuv.jpg)

### **Step 18 - Add Trigger Slugs**

Configure inclusion or exclusion rules for triggers using trigger slugs.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image18_kxg67d.jpg)

### **Step 19 - Finalize & Navigate Back**

Once all restrictions and conditions are set, click **Back**.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image19_1d2enle.jpg)

### **Step 20 - Trigger Created Successfully**

Your email notification trigger is now active. You can set up multiple notifications using different templates and triggers.
Emails will fire automatically based on the configuration.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image20_8jzepz.jpg)

### **Step 21 - Improve Email Deliverability**

By default, emails are sent via Nector’s shared SMTP—which may land in spam. To improve deliverability, configure your brand’s email domain instead.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image21_gzht9c.jpg)

### **Step 22 - Enter Sender Details**

Add:
• Sender Name
• Brand Name
• Reply-to Email Address

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image22_k2qiub.jpg)

### **Step 23 - Save & Verify Domain**

Click **Save and Verify Domain**.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image23_1w1qw65.jpg)

### **Step 24 - Complete Domain Verification**

Follow the steps shown to verify your domain unless using a dummy domain.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image24_m7zaxc.jpg)

### **Step 25 - Add Custom Properties (Optional)**

You may create custom email properties and include them in your templates.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image25_1b59z59.jpg)

### **Step 26 - Completion**

Your email notifications for triggers are now fully configured. Thank you for completing the setup!

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image26_itpbo8.jpg)


## **Wrap-Up**

You’ve successfully:
✅ Chosen and configured email triggers
✅ Customized email templates
✅ Set up test emails
✅ Added restrictions and filters
✅ Configured custom sender domains for better deliverability
Your email automation is now ready to enhance customer communication and build stronger engagement across your loyalty ecosystem. 💚