Transactional Emails
- Jonathan Tew
- Hunter Schaeffer
- Perry Tew
About
Transaction emails are all non-marketing emails sent to customers such as receipts, shipment confirmations, etc. To unify communication-related content, we moved transaction emails beneath the Communications menu. The screenshot below shows you the entire transaction emails section.
A list of all editable emails appears on the left. For each email you may edit the subject, from email address (to override the default), modify the template, and adjust any of the options associated with the email.
Each transaction email allows for customization of:
Subject
Content
Custom friendly name and email used to send from (make sure you have configured your sending domain)
Options that fine tune the email
With the latest release of themes, transaction emails are now visually edited. The following themes and associated versions support visual editing of transaction emails.
Theme | Version |
|---|---|
Elements | 2.02 |
Hero | 1.04 |
Jewel | 1.01 |
Lifty | 1.02 |
Native | 1.02 |
Natural VB | 1.03 |
Editing Content
Click the pencil icon shown below to edit an email.
All transaction emails are edited within the context of a particular order. UltraCart will automatically find an order that the email needs to render properly. This makes the editing process realistic.
Using Variables
While editing the content of the emails, you will notice {{ }} variables throughout the text. These variables are dynamically populated with content from the order, customer or your account. The variables differ between each type of transaction email. You may add variables in the text editor using the variable button on the right of the toolbar as shown below.
If you click the test button within the editor, a preview email will be sent to the email address associated with your user.
When you are done editing the email, click the save button on the right as shown below:
Configuring Options to a Transactional Email
At the bottom of each page for each transaction email are options that can be configured, such as “Skip Notification”. Each template has its own set of options.
Example: Receipt Page options
Hold Receipt Until Payment Processes | If selected, the emailed receipt will be held until the payment for the order has been processed. Pre-orders, and orders in the Accounts Receivable, and order in Fraud Review, will not trigger the sending of the emailed receipt until the payment has been processed. |
|---|---|
Attach Invoice | Attaches to the email an invoice. This may be useful with wholesale customers, for example. |
Hide Coupon Details | If selected, the coupon details will be suppressed from the receipt. |
Remove Excessive Blank Lines | If selected, the message will be condensed by removing blank lines from the message body. |
Skip Notification | If selected, the notification will be skipped. |
Example: Shipment Notification Options
Attach Invoice | If selected, attach invoice to the email |
|---|---|
Delay Notification 24 Hours | If selected, the shipment notification will be delayed 24 hours. This option would allow time for the shipper to process the shipment and begin providing tracking details, preventing the customer from getting the tracking details before the shipper has the package registered in the their tracking system, showing only that the order details have been received. |
Hide Prices | If selected, the prices will be removed. |
Skip Notification | If selected, the notification will be skipped. |