Compatibility:
WebSite X5 Pro
When customers complete their order, it is important that they receive feedback reassuring and helping them conclude the order. That's why they should receive automatic e-mail notifications, which you can customize within the software itself.
Sending a notification e-mail
You can set up the automatic notification e-mail for your store customers by following these steps:
- Go to Step 1 - Settings > Shopping Cart > Sending Order. Now you can proceed in two ways.
- The first method is using the Send data by e-mail option: report an E-mail Address for receiving Orders and possibly activate the Attach Order Data in CSV format option. In this way, the store will send only a notification e-mail to confirm the order and solicit the payment.
- Use the Header and Footer Text to customize this notification e-mail.
- Alternatively, you can go for the second method and choose to Send data to a Database (see: How to collect order data using a database).
- If you choose this option you can decide if you want the order confirmation e-mail to be sent before or after the payment has been processed.
- According to your choices and to the products you sell, the store could send 4 types of notification e-mails:
- the Order confirmation e-mail for a payment to be completed;
- the Order confirmation e-mail with completed payment;
- the order dispatch notification e-mail for physical products
- the order dispatch notification e-mail for digital products.
- Choose the notification e-mail you want to work on using the drop-down lost and customize both Header Text and Footer Text.
Order confirmation e-mail for a payment to be completed
This e-mail notifies the customer that the order has been completed but the payment still has to be processed. This is the only notification e-mail which is sent if you choose to send data by e-mail
This e-mail is made-up as follows:
| Introductory text | |
| Description: | This is the text at the beginning of the e-mail. It should thank the customer for his order and summarize the contents that follow. |
| Example: | Dear Customer, Thank you for choosing our products. Below you will find a summary of your order, including your purchases, invoice data, shipping data and your preferred method of payment. |
| Specified in: | In Shopping Cart | Sending order, after choosing Order confirmation email, in the Header Text field. |
| Customer details | |
| Description: | This part of the e-mail repeats the invoice data that the customer entered in the order form. |
| Specified in: | The order form can be defined in Shopping Cart > Customer Details. |
| Order summary | |
| Description: | This is a table that summarizes all the products that have been ordered: it gives the product quantity, partial total and total order value. |
| Specified in: | The table is created automatically, according to the order. |
| Payment method | |
| Description: | This section must give the customer precise instructions on making the payment, according to the method he selected. |
| Example: | For "Bank Transfer": Payment must be in favor of: XXX YYY ZZZ Following payment, please forward us the order number and accounting copy of the Bank Transfer operation. |
| Specified in: | In the E-mail message section of the Payment Type window. |
| Shipping method | |
| Description: | It should summarize the selected shipment method and give, if possible, indications on when and how the goods will be delivered, and any other information that may be useful. |
| Example: | For "Express Delivery Service": Shipment via Express Delivery Service. The goods will be delivered within 1-2- working days. |
| Specified in: | In the E-mail message section of the Shipping Type window. |
| Closing text | |
| Description: | This is a standard paragraph containing the appropriate formal phrases for closing the e-mail. |
| Example: | If you have any queries relating to this order, please do not hesitate to contact us. Yours faithfully, Company Name |
| Specified in: | In Shopping Cart > Sending order, after choosing Order confirmation email, in the Footer Text field. |
Order dispatch notification e-mail for digital products.
If you sell digital products (see: How to sell ebooks and other digital products in your online store), the store will send an order dispatch notification e-mail for digital products which is composed as follows:
| Introductory text | |
| Description: | This is the text at the beginning of the e-mail. It should thank the customer for his order and summarize the contents that follow. |
| Example: | Dear Customer, Thank you for choosing our products. Here are the links for downloading the products you have ordered. |
| Specified in: | In Shopping Cart | Sending order, after choosing Processed order email - Digital products, in the Header Text field. |
| Order summary | |
| Description: | This is a summary of the purchased products. The following information is given for each one:
|
| Specified in: | The list of purchased products is created automatically according to the order:
|
| Closing text | |
| Description: | This is a standard paragraph containing the appropriate formal phrases for closing the e-mail. |
| Example: | If you have any queries relating to this order, please do not hesitate to contact us. Yours faithfully, Company Name |
| Specified in: | In Shopping Cart | Sending order, after choosing Processed order email - Digital products, in the Footer Text field. |
Notes
The other notifications e-mails are made up in a similar way: according to each type, only the necessary information will be reported.
Like all the e-mails that the Program composes and sends automatically, the order confirmation and order dispatch notification e-mails have the graphic style defined in E-mail layout.
The order confirmation and order dispatch notification e-mails are also sent in text format.