Knowledgebase
Creating an Email Template
Posted by Jack Liptrott on 02 Jun 2016 13:55

Last Modified by Kane Landa on 20 Jul 2017 15:15

An Email Template can be set up in StoreFeeder that will be automatically sent to customers when an order is placed, despatched or returned. It can also be used to send purchase orders and drop shipment requests.

You need to have set up a 'Company Identity Email' in StoreFeeder before you can create an email template. For information on how to set one up, please see the Creating a Company Identity Email knowledgebase.

To add an Email Company Identity, first go to 'Settings>Email Configuration>Email Template'.

You will see the 'Email Template' page. To add a new email template, click the 'New Email Template' button as shown in the image below.

You now need to select the 'Company Identity' you have associated with the Email Settings for use with this email template.

When you have, click the 'Next' button.

 You now need to select the 'Email Type' you are creating. The email type selected here will determine what email is sent, if any, when an order is placed, despatched or returned. You can also setup email templates that will be used when you email your supplier or drop shipper.

You can only set ONE New Order, Despatch Order or Return Order email template at a time. However, you can set as many Drop Shipment or Purchase Order email templates as you require.

For this example, an email type of 'New Order' has been selected.

 Once the email template type has been selected, you will see the 'Email Template' page where you can edit the content of the email that will be sent.

In the 'Email Template Settings' section of the page you can set an option to 'Preview E-Mail Before Sending' and set the email template to 'Is Active'.

If 'Is Active' is set to 'Off' the email will not be sent.

 

The  'Email Content' section of the page allows you to set what the email will contain.

You can set a 'Subject' line and blind copy in any email addresses you may need.

In the body of the email, you can use the 'Email Tokens' on the left of the page to add order specific information into each email such as customer name, channel name and an order reference number.

The 'Attachment Details' section allows you to add an attachment to the email. The option available are specific to the email template selected, so in the New Order template used in this example it is possible to attach the order invoice as a .pdf to the email. To add an attachment to the email, select it from the drop down menu and click the 'Add Attachment' button.

You can see any attachments already on the email in the 'Current Attachments' section.

In the 'Company Identity Images' section you can add any images that may need to be added to the body of the email.

You can also test the appearance of the email template by entering an email address in the 'Send Test E-mail' section and clicking the 'Send Test' button.

To finalise the email template, click the 'Save' button.

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