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Insight Dezign

When they search, make sure they find you.

Default Email Template

The plugin ships with a built-in default email template designed to look professional and render reliably across all major email clients. This template is used automatically when you send a payment email, and it can be fully customized.

Template Layout

The default template follows a clean, invoice-style design with these sections from top to bottom:

  1. Logo area — Centered at the top of the email. Displays your business logo if one has been uploaded in Settings (rendered via the {logo} merge tag). If no logo is uploaded, this area is simply empty.
  2. Blue header bar — A prominent header with the title “Payment Request” displayed in white text on a blue #2271b1 background. This color matches the WordPress admin accent color for consistency.
  3. Personalized greeting — A greeting line using the {first_name} merge tag, for example: “Hi John,”
  4. Amount due box — A visually prominent box displaying the payment amount using the {amount} tag. This section stands out so the recipient immediately sees how much they owe.
  5. “Pay Now” button — A large, styled call-to-action button linking to the {payment_link} URL. The button uses the same #2271b1 blue accent color with white text and rounded corners.
  6. Fallback plain URL — Below the button, the full payment link is displayed as a plain text URL. This ensures recipients can still access the link even if their email client blocks styled buttons or HTML links.
  7. Footer — A subtle footer section displaying the {site_name} merge tag, providing your business identity at the bottom of the email.

Design Specifications

  • Max width: 600px — the standard for email templates to ensure proper display on desktop and mobile
  • Styling: All CSS is written as inline styles for maximum compatibility with email clients (Gmail, Outlook, Apple Mail, etc.)
  • Accent color: #2271b1 (WordPress blue) used for the header and CTA button
  • Typography: System font stack for reliable rendering across devices

Customizing the Template

To modify the default template, go to Payment Links > Settings > Email Body. You can edit the full HTML of the template using the WordPress editor. All merge tags are supported within the editor.

Pro users have the additional option of creating multiple templates via Payment Links > Email Templates, allowing different designs for different purposes while keeping the default template intact.

Tip: When editing the HTML template, always use inline styles rather than <style> blocks. Many email clients strip <head> and <style> tags, so inline styles are the most reliable approach.