This article is aimed specifically at Merchants who wish to send out Birthday Emails via the Happy Birthday app (default).
If you are using an Email sending platform like MailChimp, Klaviyo or Omnisend to send out your Birthday emails then the set-up and styling of your Birthday Email template will need to be handled within the settings of that service.
We provide a simple Birthday email template with a few settings that can be tweaked to suit your branding and messaging.
The email template is set to a maximum width of 600px.
Here is how the basic Happy Birthday Email will appear before any styling has been applied:
You can generate a preview of how your Birthday email appears from the Birthday Email Campaign > Settings screen.
The discount code shown in the test/preview email is an example and will be replaced with a real discount code in the actual Birthday email that we send.
The Expiry date and Minimum Value information will be replaced with the actual Expiry date of the discount that we generate. If you have set a minimum spend amount in your discount code settings, then this will also be shown in the actual Birthday email that we send.
To begin editing the style of your Birthday email including adding a header banner, go to the Birthday Email Campaign > Settings view within the Happy Birthday app.
There are two sections within the settings view that control the styling of the Birthday email:
Email banners can be used to display your store's logo, a Happy Birthday image or possibly a customised combination of the two at the top of the Birthday email.
Animated gifs, simple gifs, PNG files and jpg/jpeg files will all work here.
We recommend that you use an image of no more than 600px wide which is the width of the email template that we use.
Once you have decided on the image that you wish to use, upload it in the Email Banner section of the settings:
Upload an email banner
Once you have uploaded your banner, save your settings and then preview your birthday email. You should see your banner in place in the preview:
You can remove the banner should you need to, or upload a replacement.
You can also control the following elements of the Birthday email within the Email Styling section:
- Font Size
- Font Colour
- Text alignment
- Button background colour
- Button link colour
Email styling options
Email Styling Options
Button Background Colour and Button Text Colour
The main call to action button within the Birthday email invites recipients to Shop Now or Apply Discount and Shop Now.
You can control the colour of the background and the text of this button. Use either the colour picker or type the hex value of the colour that you wish to use into the input box of each option:
Email Background Colour
The background colour of the email will appear around the main body of the email. It will be the background colour shown behind the Expiry Date, Minimm Spend and Terms and conditions text that appears in the Email footer.
Email Font Colour
All text contained within the email message will appear in the colour that you select here.
Email Text Alignment
The text contained within the email message can be aligned left, centered or right aligned.
Email Text Size
The font size of the text contained within the email message can be changed. There are three sizes to choose from:
- Small: equivalent to 15px
- Medium: equivalent to 18px
- Large: equivalent to 20px
Email main body background - The main body of the email will always be white.
Email font family - This is set to Open Sans, Helvetica, Arial, sans-serif.
Footer font size - This is set to an equivalent of 12px.
Footer text colour - This is set to #777777.
If you need to change any of the fixed styles, then please do just get in touch to discuss your requirements.
Custom Email Templates
If you have a custom email template that you would like to use, then please get in touch to discuss it with us. Typically we'd ask for a screenshot first to see if it's something we are able to do. If not, we would ask you to provide email-friendly HTML and assets that we can use to work into our template system. If what you are trying to achieve is overly complex, there may be a customisation fee which we will discuss with you.
Need any help?
If there are other elements of the Birthday email template that you need tweaking or if you have any other questions about styling the Birthday email template, then please do just get in touch.