Setting up Email Settings and Templates

The Email Configuration section of Storefeeder allows you to set up various different automated emails for any situation. 

You can find the Email Configuration settings by clicking on Settings and then selecting Email Configuration on the left.

Email Settings

Email settings are set up per company identity and allow you to send out emails from your company to the customer at all of the standard order statuses.

All you need to do is set up the SMTP information for where these automated emails are being sent from and "Test Connection" to make sure. You should get a green confirmation and test email in your inbox.

Email Template

Email Templates allow you to set up emails to send at certain order statuses but this section offers more customisation to emails to a specific format and can contain almost anything.

The initial window lets you see all the templates you currently have set up. You will be able to see the name you gave the template, which Company Identity they are set up for and what kind of template they are (e.g New Order, Assigned Order, Dispatch Order, Return Order, Drop Shipment, Purchase Orders. Invoice email or Order Received).

The Template Types:

New Order: Will send an email to the customer when their order imported into Storefeeder

Assigned Order: Will send an email to the customer when their order is assigned to a pickwave.

Dispatch Order: Will send an email to the customer when their order is despatched in Storefeeder

Return Order: Will send an email to the customer when an order is flagged as returned in Storefeeder

Drop Shipment: Will send an email to your supplier informing them of the Drop Shipment order

Purchase Orders: Will send an email to your supplier when you generate a purchase order with them.

Invoice email: Will send an email with a copy of the invoice attached to it to the customer

Order Received: Will send an email to the customer when Storefeeder gets confirmation of delivery

Setting up an email template allows you to set up the Subject, Body, Attachments and who else might be copied into that email.

While customising any of these you can use the Email Tokens provided on the right to add in relevant information from the order this email relates to. These can be used to help personalise the email to the customer/supplier. If you are familiar with HTML you can create and format emails directly in HTML as well.

Loop Tokens can be added to HTML loops and will loop through the order information line by line and can be used to print out the order information if that is something you want on your emails.

You may want to attach a copy of the invoice to this email, this can be done by selecting invoice as the attachment type in the Attachment Details section just below the template:

You can also control the company identity image on these emails by adding an image you want to be displayed wherever you add a {CompanyIdentityID} token to your email template.

Once all this is populated you can generate a test email by entering a test email and order number and we will generate an email for this order to the chosen email so you can see a more accurate version of this template before you save the changes.