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How to Customize Order Confirmation Emails in ClickFunnels 2.0: Step-by-Step Guide

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What Are System Emails in ClickFunnels 2.0?

Before we get too far, let’s chat about system emails — what are they, and why should you care? System emails are those automated messages that go out when someone interacts with your business. Whether a customer buys a product, signs up for a course, or schedules an appointment, ClickFunnels 2.0 is on top of things, sending them the right email at the right time.

Now, we could talk all day about the various types of system emails (like affiliate updates or course enrollments), but today we're focusing on the big one: order confirmation emails. These are sent when someone completes a purchase in your funnel or store, and this is your chance to give them a virtual high-five for their awesome decision to buy from you!

Accessing the System Email Settings

Alright, let’s roll up our sleeves and get started. First things first: how do we even get to the place where we can edit these emails? No worries, I’ve got you covered:

  • Head to Workspace Settings: Go ahead and open up your ClickFunnels 2.0 dashboard (don’t worry, I’ll wait…). On the left-hand side, you’ll see Workspace Settings. Click that!
  • Find System Emails: Now that you’re inside the settings, look for the System Emails option. This is where all your automated emails live, from order confirmations to course sign-ups and everything in between.

Boom, you’re in! Now that we’re inside the System Emails section, we can start working some magic on those order confirmation emails.

Understanding Order Confirmation Emails

Now, let’s get to know our star player: the order confirmation email. This little guy is the unsung hero of e-commerce. It’s that friendly, automatic email that goes out the second your customer completes a purchase. Whether they're buying through a funnel, or in your store, ClickFunnels 2.0 is ready to say, "Hey! Thanks for buying, you’re awesome!"

​But beyond that virtual high-five, it’s also an essential document — confirming the details of the transaction, listing the items purchased, showing the total price (with discounts, taxes, and shipping), and making sure the customer knows what to expect next. So, making it personal and polished? Yeah, it’s kind of a big deal.

Customizing Order Confirmation Emails in ClickFunnels 2.0

Alright, it’s showtime! Here’s how you can jazz up your order confirmation email and make it uniquely yours. First, head over to the System Emails section (remember, we just found it in the last step). Now, let’s focus on the email we’re here to work on: Order Confirmation Email.

Here’s what you need to do:

  • Find the “Orders” Section: Among the options listed (like courses, affiliates, etc.), click on Orders.
  • Select the Order Confirmation Email: Once inside, scroll down until you find the Order Confirmation Email. Click on that bad boy!

Now you’re ready to dive in and start editing!

Editing the Email Template

Welcome to the email editor — where the magic happens! You can customize just about anything here, but a word of caution: don’t mess with the merge tags. These sneaky little guys pull in crucial details like product names, quantities, and the total amount paid. If you mess with them, things might get weird, and no one wants a confused customer wondering what they just bought. So, leave those tags in place, and let them do their job.

​Here’s what you can (and should) play with:

  • Add a personalized message: Throw in a little thank you note, a special offer, or just a friendly reminder that they’re awesome for shopping with you.
  • Replace the ClickFunnels logo: Swap out the default logo for your own brand’s logo. It’s a small change that makes a big difference in how professional your email looks.
  • Add images, new sections, and more: You can drag and drop new elements like social media icons, extra text blocks, or even a funky GIF. The editor makes it super easy to customize the layout to fit your vibe.

Once you’re done with your masterpiece, don’t forget to save your work. Hit Publish and take a step back to admire your shiny, new order confirmation email!

What Not to Edit in the Template

Okay, so here’s a friendly warning: while you’ve got a lot of creative freedom in customizing the email, don’t mess with the merge tags. These little bits of code are basically the unsung heroes of your email—they automatically pull in important details like the customer’s name, the items they purchased, the price, and shipping details.

If you accidentally delete or change them, your email could end up looking like a mystery novel, leaving your customers guessing what they bought and how much they paid. Not cool, right? So, hands off the merge tags! Let them do their thing, and your email will be full of relevant info without you having to lift a finger.

Personalizing the Email: Adding Elements and Branding

Now that we’ve got the basics down, it’s time to give your email some personality! Think of this as decorating your virtual storefront – you want your brand to shine through. Here’s how you can make your order confirmation email uniquely yours:

  • Swap in Your Logo: As I mentioned earlier, you’ll probably see the ClickFunnels logo in the default template. Don’t leave it there – this is your brand’s time to shine! Just click on the logo, and swap it out for your own. Easy peasy.
  • Add Headers and Footers: Maybe you want to include a branded header with your tagline or a footer with contact info and social media links. You can do that too! Just drag and drop the elements into place, and adjust them until they look perfect.
  • Make it Fun: Adding a GIF or a personalized thank-you note can really elevate your email. If your brand’s tone is more playful, don’t be afraid to throw in a little humor or a fun message. After all, people love to feel like they’re dealing with real humans, not robots.

Adjusting Layout and Style

Feeling a little creative? Good! Let’s talk about how you can really make this email pop with some layout and style adjustments.

  • Rows and Blocks: Want to add multiple sections to the email? Head over to the “Rows” section of the editor, where you can choose different configurations for your content. Whether it’s two columns, three, or something more complex, you can play around with it until you’ve got a layout that suits your needs.
  • Change Colors and Fonts: Next, head to the “Settings” tab. Here, you can customize the background color, font styles, and even link colors. Pro tip: Make sure everything matches your brand colors. Nothing screams “unprofessional” like an email that looks totally different from the rest of your brand identity.
  • Spacing and Alignment: Got a bit too much empty space or things looking a bit cramped? Tweak the padding, margins, and alignment of your content so everything feels balanced and clean. Remember, it’s the little details that make a big difference.

Finalizing and Publishing Your Custom Email

Alright, by now your email should look like a million bucks (without costing you that, of course). Once you’re happy with all your edits, it’s time to bring your creation to life.

​Here’s how to wrap it up:

  • Preview Your Email: Before you click anything, do yourself a favor and preview your email. It’s like testing the waters before you dive in. Make sure everything looks just the way you want it on both desktop and mobile views.
  • Enable the Custom Template: Once everything is picture-perfect, head back to the System Emails section where we started. You’ll see a little toggle next to the Order Confirmation Email template. By default, it’s off (aka: gray). Just click it to turn it on (it’ll go blue), and boom — your new, shiny email is officially live!
  • Save Your Work: Don’t forget this step! Always, always, always hit Publish after you’re done. The last thing you want is to lose all your hard work, right?

Congratulations! Your customers are now going to receive your beautiful, branded confirmation email after making a purchase. And you’ve just taken your customer experience up a notch. 🎉

Adjusting the Subject Line

Let’s not forget the subject line! While the default subject is a solid “Thank you for your order,” we can definitely spice it up. Personalizing the subject line can increase open rates and make your email feel more, well, personal!

You can add your customer’s first name with a simple merge tag like this: {{FirstName}}. It’s a small touch, but people love seeing their own name in their inbox. For example, “Thanks for your order, {{FirstName}}!” feels a lot more engaging than the generic alternative.

​Don’t feel like you have to go wild here—just keep it simple and relevant. But hey, if you want to get a little creative, go for it! Just make sure your subject line reflects the tone of the email.

Resetting to Default Settings

We’ve all been there—you start customizing and suddenly realize, “Oops, I’ve gone a bit too far.” Don’t panic! If your email design experiment didn’t go as planned, ClickFunnels has a nifty Reset to Default button. Just click that, and voilà! Your email will revert back to the original template, and it’ll be like nothing ever happened. Think of it as the “Ctrl+Z” of email customization.

So, don’t worry about making irreversible changes. You’ve always got that safety net in case things don’t turn out as expected.

Testing Your Custom Email

Now that your masterpiece is complete, it's time to make sure everything works like a charm. After all, the last thing you want is a customer receiving an email that looks like a jigsaw puzzle missing half the pieces, right?

Here’s how to test your order confirmation email:

  • Run a Test Purchase: The easiest way to check everything is to make a test purchase in your funnel or store. Once the transaction is complete, check your inbox to see how the email looks. Does everything display properly? Are the merge tags working as they should?
  • Check Across Devices: Remember, not everyone is reading your email on a desktop. Make sure to check how it looks on mobile as well. You want your order confirmation email to be responsive and easy to read on any device.
  • Test Multiple Times: It’s always a good idea to test different scenarios—maybe a discount applies to one order or there’s a special shipping condition. Each of these details can affect what shows up in the confirmation email, so make sure to check a few variations.

Best Practices for Order Confirmation Emails

While you’ve got tons of creative freedom, here are some tried-and-true tips to keep your order confirmation emails on point:

  • Keep it On-Brand: Make sure everything — from your logo to your color scheme — reflects your brand. Consistency is key when building trust with your customers.
  • Make it Personal: Use merge tags to insert the customer’s name or order details. This personal touch makes the email feel like it’s written just for them (even though we know it’s all automated magic).
  • Provide Next Steps: Consider including details on what the customer should expect next — shipping timelines, tracking info, or even related products they might like. This keeps your customers informed and engaged with your brand.
  • Don’t Overwhelm with Information: You want the email to be informative but not overwhelming. Keep it clean and concise while covering the essentials: order summary, customer details, and any shipping info if relevant.

Troubleshooting Common Issues

Sometimes things don’t go exactly as planned, but hey, we’ve all been there. If your custom order confirmation email isn’t firing on all cylinders, here’s a quick troubleshooting guide to get you back on track:

  • Email Not Sending: First things first, double-check that the email is enabled. Remember that toggle switch we talked about earlier? If it’s not turned on, your custom email won’t send.
  • Merge Tags Not Displaying Properly: If your merge tags aren’t showing the correct information (or any info at all), revisit the editor and make sure you haven’t accidentally altered or deleted them. Re-inserting them might do the trick.
  • Design Not Rendering Well: If your design looks fine on the desktop but is wonky on mobile, go back into the editor and tweak the settings under the Mobile View options. Test on multiple devices to make sure everything is responsive.

If none of these steps work, take a deep breath (no stress!) and try reaching out to ClickFunnels support. They’re usually pretty quick to help sort out any email issues you might be facing.

Final Thoughts

And there you have it! 🎉 You’ve just learned how to customize your order confirmation emails in ClickFunnels 2.0, and now your customers will receive a polished, professional email that represents your brand perfectly. From adding your logo to personalizing the message, you’ve got everything you need to turn a simple email into a powerful tool for building customer loyalty.

Remember, this is just one part of the customer journey, but it’s a crucial one. Make sure your emails are always consistent with your brand and give your customers that little extra touch of personalization.

Now go ahead, hit publish, and let your awesome new emails start working for you!

If you have any lingering questions or need further assistance, feel free to reach out for support. And don’t forget to subscribe to our Tech Time newsletter for more tips, tricks, and guides sent directly to your inbox every Monday.

Additional Resources

For further assistance and more in-depth guides, check out these resources:

If you need personalized help, contact our support team at support@repairmyfunnel.com.

Additional FAQs

How can I preview the email before sending it out?

You can preview your email by clicking the preview button in the email editor. This allows you to see how it will look before you hit publish. Make sure to check both desktop and mobile versions!

Can I reset just the subject line without affecting the email body?

Yes, you can! If you want to tweak just the subject line, you can go into the editor and change it under the Subject Line field without resetting the whole email template.

What happens if I accidentally alter or delete a merge tag?

No worries! If you mess with a merge tag, just head back into the email editor and re-insert it from the list of available merge tags. It’ll fix itself right up.

Do I have to enable the email after editing it?

Yes, you do. Even after customizing your email, it won’t be sent unless you turn it on. Head back to the System Emails page, and toggle the switch to enable it.

How can I make my confirmation emails more engaging?

Great question! Try adding a personalized thank-you note, including social media links, or offering a special discount for future purchases. Little touches like these make your emails more engaging and can drive more sales!

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Howdy, I'm Tyson

Owner Of Repair My Funnel

Figuring out how to grow your business online can feel like trying to solve a puzzle with half the pieces missing. That’s where I come in.

I’ve spent the last few years learning everything I can about funnels, websites, and online marketing, starting with ClickFunnels and expanding from there. Now, I help business owners like you cut through the noise, simplify the process, and build marketing systems that actually work—without getting lost in tech overwhelm.

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