Editing a Template
Go to Customers > CRM Settings > Automation and open the template editor. A live preview sits beside the editor, so you can see the change as you type rather than sending test emails to yourself.
Branding
Set your logo, accent colour and sender name so review requests and NPS surveys look like your business rather than a generic tool. Customers who don't recognise the sender don't respond.
Personalisation
Templates can pull in the customer's name, order number and the relevant review links, so each email is specific to the person receiving it.
Testing
Send yourself a test before turning automation on. Check it renders in a mobile mail client. That's where most customers will open it.