5. Design Email & SMS templates

Brand and Style your Gift messages.

Written By Giftnote Team

Last updated 1 day ago

Heads up — Giftnote v3 is here and the app looks different. We have just launched a completely new interface, so some screenshots and menu names in this article are still from the old version. We are updating the help docs over the next few days. In the meantime, if you get stuck, email support@giftnote.com and we will help you out.

Quick Start: Notifications via Giftnote's Native Email Builder

Recommended for launch – avoid go-live delays by using Giftnote’s built-in notifications first. You can always switch to Klaviyo, Postscript, or other integrations later.

Step 1: Access Notification Settings

In your Shopify Admin:

  • Go to Apps → Giftnote

  • Click Settings → Notifications

Step 2: Set Global Email Styling

Before editing individual messages:

  • Set your Sender Name

  • Upload your brand logo

  • Choose your brand colors

You'll see a real-time preview of the default Giftnote email template.
Click Save to continue.

Step 3: Edit Your Gift Message Notifications

You’ll now see several notification types split by:

  • Blue: emails to the purchaser

  • Orange: emails/SMS to the gift recipient

Click into each template to:

  • Edit text, CTA, and branding

  • Add optional images or links

  • Match your tone and style

Tip: Include a simple CTA or opt-in link to encourage future marketing signups from recipients.

Step 4: Enable SMS for Recipient Notifications (Optional)

Giftnote supports SMS only for recipient messages.

To enable:

  • Click the SMS tab on orange templates

  • Customize your brand voice

  • Save

Step 5: You’re Live

Once you've saved your templates, you're good to go.

Your recipients and customers will automatically receive the right messages based on their gift order — no extra setup or ESP integration required.

When to Use an Integration Instead

If you want full control via Klaviyo, Postscript, or another platform:

  • Go to Settings → Integrations to set up your integration, set up your templates following the guides we have provided

  • Toggle Giftnote notifications OFF

  • Save

We recommend doing this after launch, once everything is working and live. Separate articles are available for Integration partner set up