Email Templates - Email Notifications
- 1 Email Notifications
- 1.1 Introduction
- 1.2 Types of Emails
- 1.3 Email Options
- 1.3.1 Changing Email Options
- 1.3.1.1 Viewing/Editing all Options.
- 1.3.2 List of Email Options
- 1.3.1 Changing Email Options
- 1.4 Screen Branding
- 1.5 Using the UltraCart Notifications Screen
- 1.5.1 Selecting an Email
- 1.5.1.1 Notification Options
- 1.5.1.2 Test Orders
- 1.5.1.3 Subject, HTML, and Text Fields
- 1.5.2 Editing an Email
- 1.5.3 Saving Changes
- 1.5.4 Previewing
- 1.5.1 Selecting an Email
- 1.6 Email Tags
- 1.7 Example - Receipt Email Template (HTML)
- 1.8 Example Shipment Notification HTML Template
- 1.9 Common Questions
- 2 Related Documents
Email Notifications
Introduction
The UltraCart platform is configured to send emails on your behalf in response to customer events. You may customize your email using html and tags to meet your needs. All notifications are optional and may be turned off. You will not use all notifications.
Types of Emails
Notification Type | Description | Used By |
|---|---|---|
aMember | Sent when an order is placed in a store configured with aMember integration. | Merchants with aMember integration |
Auto Order Cancel | Sent in response to a customer canceling an Auto Order | Merchants who offer trials, recurring, or continuity programs |
Auto Order Update Billing | Sent in response to an Auto Order customer card being declined for the final time | Merchants who offer trials, recurring, or continuity programs |
Auto Order Update Billing Decline | Sent in response to an Auto Order customer card being declined the first time | Merchants who offer trials, recurring, or continuity programs |
Digital Delivery | For digital orders, contains the secure links for downloading digital content | Merchants offering digital content for sale |
Donation | Sent when a person makes a donation to a donor merchant | Merchants configured as non-profit stores accepting donations |
Receipt | Sent after a purchase | Sent any time a customer makes a purchase |
Receipt Gift | Sent to a gift recipient. This appears similar to a normal receipt without prices on it. If a purchase is marked as a gift, a copy of this is sent to the gift recipient. | |
Refund | Sent when you refund a customer's purchase | Any merchant refunding an order |
Shipment Notification | Sent when an order is marked as shipped. | Merchants shipping physical product to customers |
Share this Item | Emails an item Warning: Because this email is triggered from an external url, this email is not active by default. There is an option on the email notications page that MUST be checked before this feature can be used. This is an Anti-Spam measure.
| Available via a REST call. This is designed to allow merchants to place a "share" link on a product page allowing the end user to email the page to a friend. See the Site Rest API page for call specifics (look for share/email). |
Share this Cart | Emails the items in a cart (only items are available) Warning: Because this email is triggered from an external url, this email is not active by default. There is an option on the email notications page that MUST be checked before this feature can be used. This is an Anti-Spam measure.  | Available via a REST call. This is designed to allow merchants to place a "share" link on a checkout page allowing the end user to email the shopping cart to a friend. See the Checkout Rest API for call specifics (look for share/email). |
The aMember notification is not tied into the system yet. Don't use it. Or, rather, don't expect anything from it.
Email Options
Each type of email notification carries a set of options to affect delivery. Listed below are those options. For details on changing these options, see Editing an Email and the following instructions.
Changing Email Options
There are two ways to change email options.
Viewing/Editing all Options.
Navigate to the Email Notifications App:
Home → Configuration → Email Notifications (link is in 2nd column, 3-4 sections down)
Click the View All Notification Options link to display all options (see screenshot to the right).
There is no save button for options. They are saved automatically when you change them.
List of Email Options
Skip Notification You may skip any notification except for digital delivery (think about it...). Listed below are the notification-specific options.
Notification | Option | Description |
|---|---|---|
Auto Order Update Billing | Decline on First Only | Normally, an email is sent every time a recurring order has a declined payment. The default is 3 tries, but this is configurable by the Merchant. When this option is set, an email is sent to the customer only on the first decline. There will be additional tries, but those tries won't result an additional emails to the customer. |
Comments
Question:
How can I set a default font for the email?
Answer
<html>
<body>
<style type='text/css'>
.container{font-size: 12px}
</style>
<div class='container'>
YOUR CONTENT HERE
</div>
</body>
</html>
Be aware that many css rules do not cascade into tables, so additional selectors may be needed.
table, .container{font-size: 12px}
Question:
When using [HtmlTableOrder], how do I hide the refund columns when there is no refund?
Answer:
The item table contains classes to indicate where a refund is present or not. If there is a refund, you'll see yes-refund appear as a class of the table, otherwise, no-refund.
Example:
<table class="item-section order-section no-refund no-discount" style="vertical-align:top">
So, add the following within your <body> tag to hide the refund columns. There are 3 separate classes you'll need to hit to hide them all. UltraCart will process the style rules, inline the css, and then physically delete the cells before sending out the email. This is a workaround for email clients which stubbornly refuse to respect the display:none css rule.
<style type='text/css'>
table.no-refund .item-refund-header,
table.no-refund .item-refund,
table.no-refund .refund{
display:none;
}
</style>
Question:
What type of doctype should I use for the email?
Answer:
Our system doesn't render your emails, so UltraCart makes no requirement on the type of html you use. Your concern is limited to your clients.
Our advice is you should look to industry standards or what the big guys are doing.
This is Amazon's doctype:
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">