Templates are the message body of your reminder emails. The Pendulum-branded shell (logo, header band, accent color, payment button, banking and W-9 links, footer) wraps the body automatically. You only write the message itself.
Three tone presets
Pick Friendly, Firm, or Urgent when creating a new template. Each one generates starter copy that fits the tone. Edit from there.
- Friendly: light touch, assumes the customer forgot.
- Firm: more direct, references the days overdue.
- Urgent: explicit consequences, for late steps in your cadence.
Most merchants build one template per tone and assign them across the cadence (Friendly for step 1, Firm for step 2, Urgent for step 3).
Variables
Drop these into your subject or body and they get filled at send time:
{{customer_name}}: the customer's name, or “there” if Shopify never captured a name.{{order_name}}: the order number, e.g.#1042.{{amount}}: formatted amount due, e.g.$450.00.{{pay_url}}: the Shopify invoice or order payment URL.{{due_date}}: the due date.{{days_overdue}}: number of days past due.{{company_name}}: your company name from Brand settings.
Use the variable insertion buttons next to the editor to drop tokens at the cursor position.
Editor format
The editor accepts plain text. Double newline starts a new paragraph; single newline is a line break inside a paragraph. No HTML is needed and any HTML you paste is stripped at save time.
Live preview
Below the editor is a real-time preview of the entire email as a customer will see it. Header band uses your accent color. Variables show example values. If the preview looks right, the actual send will look right.
Assigning templates to cadence steps
- Open the Reminders tab.
- For each step row, pick a template from the dropdown.
- If you only set one (e.g. for step 1), the cron will reuse it for later steps that have no template.
Related
Reminder cadence covers the schedule itself. Brand settings covers the colors and logo that wrap your template.