Start from a template

Templates let you create blocks for common uses, such as birthday rewards, shipping delays, VIP early access, and surveys. The text, content, and display conditions are already set up, so you only change what you need.

How to use a template

1. Open Blocks in the app menu and click Create block.
2. Under Or start from a template, choose a template. You can filter templates by page (order details, order list, or profile).
3. The block editor opens. Update the text, links, and other details, then save.

Blocks created from a template start as drafts. Check the contents before you publish. To show the block in customer accounts, follow the same steps as in Show a block.

Templates

Here are some of the templates you can use:

• To collect customer information: Birthday rewards, Preferences survey.
• To share closures or shipping delays: Shipping delays and closures (set a display period).
• To show membership tiers or rewards: Membership tier and points, Reward progress.
• To reach only some customers: VIP early access (shown by customer tag).
• To reduce support questions: Delivery information, FAQ and support.
• To follow up after purchase: Before you start (product care), Customer feedback.

For the latest templates, click Create block in the app admin.