Sales Email

A number of email messages are triggered by the events related to an order, and the configuration is similar. You must identify the store contact that appears as the sender of the message, the email template to be used, and anyone else who is to receive a copy of the message. Sales emails can be sent when triggered by an event, or by predetermined interval.

Sales Emails

Step 1. Update the Email Templates

Make sure that you have updated each email template to reflect your brand. For a complete list of templates, see: Email Template List.

Step 2. Choose the Type of Transmission

  1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

  2. In the panel on the left under Sales, choose Sales Emails.

  3. Expand the General Settings section. Then, set Asynchronous Sending to one of the following:

    Disable Sends sales email when triggered by an event.
    Enable Sends sales email at predetermined, regular intervals.

    General Settings

Step 3. Complete the Details for Each Sales Email Message

  1. Expand the Order section. Then, do the following:

    Order

    • Verify that Enabled is set to “Yes”.

    • Set New Order Confirmation Email to the store contact that appears as the sender of the message.

    • Set New Order Confirmation Template to the template that is used for the email that is sent to registered customers.

    • Set New Order Confirmation Template for Guest to the template that is used for the email that is sent to guests who do not have an account with your store.

    • In the Send Order Email Copy To field, enter the email address of anyone who is to receive a copy of the new order email. If sending a copy to multiple recipients, separate each address with a comma.

    • Set Send Order Email Copy Method:

      Bcc Sends a “blind courtesy copy” by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.
      Separate Email Sends the copy as a separate email.
  2. Expand the Order Comments section, and repeat these steps.

    Order Comments

  3. Complete the configuration for the remaining sales emails:

    • Invoice
    • Shipment
    • Credit Memo
  4. When complete, tap Save Config.