Store Setup
...
Content Management
Email/SMS Notifications

Email Notifications

11min

Overview & Purpose

We have created 50+ instances of email notifications into our system, you can anytime edit the pre-created email templates and customize their content according to your business needs.

These email notifications will keep your customers informed about the daily happenings on your website and in their accounts. Besides they will remain updated at every moment via email.

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Email Keys and Help– The email templates help is also now precise and clear, thus giving a better understanding of the user (Admin) about its usage.

Updated traits– Along with every email, we’ve added traits indicating who will receive a copy of the email along with its primary receiver.

Send Email Notifications

At times it is possible that Admin or any other concerned person from the support team might require an update on every activity happening on the website.

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For such situations can enter your email id in the ‘To’ section of the Email Template. Thus, whenever the system fires an email - the mail id mentioned in the ‘To’ section will also receive a copy of the same email sent to the customer.

Along with this, you can set the ‘From’ email. With this, the customer will get an authenticity about the sender. You can also set the display name that e-mail recipients will see. Use the format <your_display_name>your_email_id e.g. <John Doe>[email protected]. Also, if you wish to get responses from the customers then enter the ‘Reply-To’ email id. All the responses will be received on this email id.

There is a ‘BCC’ field given, this will add the BCC field where Admin can enter an email ID for the same.

Manage Notifications – For the email sent to the customer, we’ve added a new column under the Set Email Notification, Notify to Customer. You can enable/disable the notification for the Customer and Admin. Also, for the email templates not sent to customers, this column is kept blank thus eliminating any room for confusion.

Click on the ‘Mail Test’ button to send a test email. This will give you a clear idea about how the ‘From’, ‘Reply-To’, ‘To’, and ‘CC’ fields functions.

Order Status Email

Admin will be able to configure order status and order product status email notification store-wise:

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In the order status and order product status, the admin can view the list of all order statuses and able to enable/disable the customer and admin notification.

The admin can overwrite the email template using the listed variables, as well as the sender and recipient email addresses from the edit screen:

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Any changes to the "order status email notification" will have no impact if the notification is disabled from the "set email notification".

Quote Status Email

You can configure the Quote Status email in Admin >> Content Management >> Email/SMS Notifications >> Quote Status Email.

Same as the "Order status email", the admin can able to overwrite the "Customer quote status", and "Printer quote status":

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Email Template Structure

Email Template Structure Edit

This feature will help you set a structure for all the outgoing emails from your system. An email template structure can include a website logo at the top, company tagline at the bottom and more.

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You also get the option to define template structure store-wise.

Note: If you have not designed any specific structure than default structure will be applied.

  • Click on any theme to edit the structure.
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  • You can add signature and copyright text into the email message structure. Also, we’ve provided various variables to enhance the template structure as well as branding.

Email Template Branding

  • Along with the template structure, you can change and define a personalized color theme for all your email templates.
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  • This will open an Email Template Branding pop-up with various color sets. You can select any color set and also change the color theme of various email template elements. We’ve kept an open room, thus allowing you to rebrand your email templates as per your business theme.
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Email Configuration

An email configuration will help you establish a connection between the web server and the mail server. For the mail server, we have two options – one is to use the PHP Mailer (already established into the system) or to create an SMTP Connection.

We suggest our clients configure an SMTP based connection as it works on a protocol and saves your email from injection into the Spam box.

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To add a new email connection, go to the Admin >> Content Management >> Email/SMS Notifications >> Email Notifications >> Email Connection >> Add Connection.

Fill in the form with the required details. Your SMTP service provider will be the one liable to provide this set of information.

Refer to the link for SMTP Setup to understand the whole process.