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Setup Email Messaging for eCommerce Store

Updated

Automated email messages will be sent both to your customers and your staff when transactions occur. For example, an automated message will be sent to the customer when the product is marked as shipped.

Three email addresses are defaulted in your system: General contact, Sales representative, and Customer support. Initially, these three addresses defaulted to the email address listed in your General Association Information. These email addresses are you when automated messages are sent from you, or when email messages (such as when a buyer uses the contact us option) are sent to you.

  1. Click eCommerce in the left-hand menu.
  2. Click the Configuration tab.
  3. Click Email Accounts.
  4. Click Edit in the row of the email account you wish to change.
  5. Change the email address or the display name as desired.
  6. Click Save.

 

 NOTE: Who is the “Store Owner? The default email account, noted by the blue checkmark in the “Is default email account” column, is the address and display name that will be used as the TO: address when automatic emails are sent to the “Store Owner”. This address is also used periodically within the body of some of the automatic emails as the address to contact with questions such as in the "Customer Welcome Message" template.

 

Message templates define the layout, content, and formatting of automated messages sent from your store. They are called transactional emails because each one is associated with a specific type of transaction.

  1. Click eCommerce in the left-hand menu.
  2. Click the Content Management tab.
  1. Click Message Templates. A list of the current email templates will be displayed.
  2. Click Edit in the row of the message you wish to edit.
  3. Make changes in the Body area of the Info tab. You may use all of the Rich Text Editor functions. NOTE: Database fields are not applicable.
  4. Click Save.

Each Message template (automatic email) allows you to specify the address that email should come from by selecting one of three email accounts: General contact, Sales representative, or Customer support. Initially, these three addresses defaulted to the email address listed in your General Association Information. You may change these addresses as needed.

 

Email Message Purpose
Customer.BackInStock This email is sent to the customer when a product is back in stock.
Customer.EmailValidationMessage This email is sent to the customer, after they have registered, to provide them with the needed information to activate their account.
Customer.NewOrderNote Example
Customer.NewPM Example
Customer.PasswordRecovery This email is sent to the customer when they click the
Customer.WelcomeMessage This email is sent to a customer after they complete the registration for account options.
GiftCard.Notification Example
NewCustomer.Notification This email is sent to your staff when a new customer registered to your store. It will include customer details: Customer's Full Name, and email address.
NewReturnRequest.StoreOwnerNotification This email is sent to your staff when a customer requests to return the product.
OrderCancelled.CustomerNotification This email is sent to the customer when an order is canceled. The email will include details of the order.
OrderCompleted.CustomerNotification This email is sent to the customer when an order is completed. The email will include details of the order.
OrderPlaced.CustomerNotification This email is sent to the customer when their order is received in the database. The email will include details of the order.
OrderPlaced.StoreOwnerNotification This email is sent to staff when an order is placed. It will include details of the order.
Product.ProductReview This email is sent to staff when a new product review is added to the store. It will include the name of the product reviewed (but not the review).
QuantityBelow.StoreOwnerNotification This email is sent to staff when the inventory of a product is low (if inventory reaches the Minimum stock quantity defined for the product).
QuantityBelowCombination.StoreOwnerNotification Example
RecurringPaymentCancelled.StoreOwnerNotification Example
ReturnRequestStatusChanged.CustomerNotification This email is sent to the customer when a change is made to a return request.
Service.EmailAFriend Example
ShipmentDelivered.CustomerNotification This email is sent to the customer when their order has been delivered.
ShipmentSent.CustomerNotification This email is sent to the customer when their order has been shipped.
Wishlist.EmailAFriend Example