An introduction to automated Email Notifications in Auctiva Commerce
Your Auctiva Commerce store automatically sends email messages to customers and vendors to notify them on the many different stages of an order. This tutorial will explain which email notifications are automated and why they are sent.
What is an Email Template?
An email template is a pre-designed email message that can be used to send automated customer email notifications or email messages to your email lists. You can add new email templates as needed for your customer communications. Email templates can utilize special triggers that generate a new message to be sent to the recipient(s) of the email. Email templates that use triggers are considered automated, because the messages that are sent in this manner are done without your assistance. This means that your customers will automatically get notifications from your store whenever a trigger event occurs.
Default Email Templates and Triggers
The default email templates in Auctiva Commerce are all HTML coded and assigned unique triggers that will send dynamic email messages that inform customers and vendors about order information. You can find the default templates in the Auctiva Commerce administration by going to Marketing> Email> Templates. Here is a list of all the default email templates with details about each one:
- Customer Order Notification: This sends a confirmation that an order has been placed to a customer who completes the checkout process. This email template is simply for the customer's own ordering records.
- Lost Password: This sends a notification to the customer when a customer requests a lost password for their account on the Log In section of the storefront.
- Low Inventory: This sends a notification to you when an inventory item that has Inventory Tracking enabled and is at or below the Low Inventory value has been purchased. This will help you stay informed when stock levels are running short for certain products.
- Vendor Notification: This sends a notification to a vendor when an order status changes to "Paid" for an order with an item that is associated with this vendor. This informs the vendor that one of their products has been purchased. If the vendor is a drop-shipper, they can also use this email notification to find the customer's information, including the shipping address.
- Gift Certificate Validated: This sends a notification to the customer who has purchased a gift certificate when you validate the gift certificate. The email sends a link to the storefront that allows the customer to log in and view the gift certificate information needed to redeem the gift certificate.
- Order Shipped Partial: This sends a notification to the customer when one of multiple shipments has processed as shipped from the Order Manager. This informs the customer that only part of the order has been shipped.
- Order Shipped: This sends a notification to the customer when the order shipments process is completed from the Order Manager. This informs the customer that an order is shipped. Typically, this is the last automated email notification a customer will receive.
- Note added by customer: This sends a notification to you when a note is added to the order at checkout. The email message will display the customer's note.
- Note added by merchant: This sends a notification to the customer when a public note is added by you or an administrator in the Order Manager. Typically, this occurs during payment and shipping processing or when orders are cancelled.
That's all of the automated email templates that are used by the default settings in Auctiva Commerce. There are additional email templates that you can automate by activating the triggers of these email templates.
Testing and customization
You can test out how these notifications appear by creating your own customer account with your store. Go through the ordering and checkout process just as you would as a real customer. Check the email account of your customer account to see how the email messages are displayed.
You can also edit email templates to add your own twist to the messaging. You should exercise caution when editing a default email template. It helps to have a familiarity with HTML code. It's a good practice to copy the template by clicking on the Copy Icon. Make changes to the copied email template, then test it to make sure if displays properly. You can deactivate the original email template be unselecting the trigger. To learn more about editing email templates, read the "How to add an email template" tutorial.
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