Setting Up Transaction Emails.

Transaction emails are emails that are automatically sent to customers after specific actions have taken place. 

Examples of actions that trigger transaction emails include:

  • A customer resetting their password.
  • A customer completing an order.
  • A customer signing up for a club. 

For a full list of the Commerce7 transaction emails and what triggers them, click here.

Note: Emails are turned off by default when setting up Commerce7. This prevents spamming your customers when adding them to the system. System emails are NOT triggered however, if you are using a data migration specialist. Data migration specialists use the 'Data Role' which prevents emails from sending while data is migrated.


How do I edit a transaction email?

To edit a transaction email click on Settings > Transaction Emails.

transactional emails

Clicking into any of the transaction emails will open up a page to edit the email. 


In the editor, you can change the address the email is sent from, the name of the sender, and the subject line. You can also change the content within the email using the wysiwyg editor provided. 

You cannot create additional transactional emails or change what triggers a transactional email. Only the default emails/triggers are available at this time. 

If you like, you can also add an image to the top or the bottom of a transactional email.

Note: Commerce7 doesn't host images, therefore your images have to be hosted by your website CMS and the link can be added to the image editor. 

images

Note: Transaction emails will not save if the 'blob' content is missing. An error will appear and will not save until 'blob' has been added to the content of the email. 


Certain variables can be included in Commerce7 transaction emails to personalize the content.

Note: The following variables are used in transaction emails only. For campaign emails, it's best that you actually enter your phone and email rather than have a variable. 

In all transaction emails, you may include:

 {{emailBody}}
 {{settings.url}}
 {{settings.logo}}
 {{settings.primaryPhone}}
 {{settings.primaryEmail}}
 {{settings.companyName}}
 {{customer.firstName}}
 {{customer.lastName}}


In select transaction emails, you can include:

Account Activation
 {{ActivateAccountButton}}

Account Confirmation
 {{shopNowButton}}

Reset Password
 {{resetPasswordButton}}

Magic Link Password
 {{magicLinkButton}}

Order Confirmation
 {{orderSummary}}
 {{order.orderNumber}}

Order Refund Confirmation
 {{refundBlob}}

Order Shipment Confirmation
 {{shipmentBlob}}

Club Signup Confirmation
{{ClubSignupBlob}}
{{ClubTitle}}
{{emailInstructionsl}}

Club Cancel Confirmation
{{clubcancellationblob}}
{{cancelDate}}
{{cancelReason}}
{{clubTitle}}

Club Update Confirmation
{{clubUpdateBlob}}
{{ClubTitle}}

Club Member Shipment 2 Days Away
{{ClubTitle}}
{{ClubMemberShipmentBlob}}

Club Member Shipment 2 Weeks Away
{{ClubTitle}}
{{ClubMemberShipmentBlob}}

Club Member Shipment Credit Card Decline
{{clubMembershipCreditCardBlob}}

Event Ticket Confirmation
{{eventTitle}}
{{eventTickets}}

Reservation Confirmation

{{reservationSummary}}
{{reservationDate}}
{{emailInstructionsl}}

Reservation Update Confirmation
{{reservationDate}}
{{reservationUpdateSummary}}

Reservation Cancel Confirmation
{{reservationDate}}
{{reservationCancelSummary}}


What actions in Commerce7 trigger a transaction email?

Account Activation: This email is triggered when an email is added to Commerce7 (i.e if an email is collected for an email receipt on a POS guest checkout).

Account Confirmation: This email is triggered when a customer completed the Account Signup Form on your website.

Club Cancel Confirmation: This email is triggered when a club membership is cancelled (either by an Admin or by the member).

Club Member Shipment 2 Days Away: This email is triggered when a club package is 2 days away from processing. The date is determined by the auto-process date you have setup in your club package. For more information on automated club emails, click here

Club Member Shipment 2 Weeks Away: This email is triggered when a club package is 2 weeks away from processing. The date is determined by the auto-process date you have setup in your club package. For more information on automated club emails, click here

Club Member Shipment Credit Card Decline: This email is triggered when a club package has a credit card decline during processing. For more information on automated club emails, click here

Club Signup Confirmation: This email is triggered when a customer signs up for one of your clubs.

Club Update Confirmation: This email is triggered when an update is made to a club membership.

Event Ticket Confirmation: This email is triggered when an event ticket is purchased. For more information on event ticket setup and management, click here.

Magic Link: This email is triggered if a customer uses the 'Magic Link' to quickly login to their account on your website. Your magic link can be found on your website on this page https://yourdomainhere/profile/magic-link. Note: Commerce7 code must be added to your website for you to access the Magic Link.

Order Confirmation: This email is triggered when an order is processed in Commerce7.

Note: the same order confirmation email is triggered for all order channels including; Inbound/Admin Panel, Web, Club & POS.

Order Refund Confirmation: This email is triggered when an order is refunded.

Order Shipment Confirmation: This email is triggered when the Fulfillment Status is updated on an order. This can either be triggered by manually updating fulfillment under the fulfillment tab of an order or automatically if you're using the SC integration with your fulfillment house. 
Note: If you do not want this email sent (i.e. on Pickup Orders), do not check the 'notify customer' checkbox when fulfilling the order.


Reservation Cancel Confirmation: This email is triggered when a reservation is cancelled.

Reservation Confirmation: This email is triggered when a reservation is made.

Reservation Update Confirmation: This email is triggered when an update is made to a reservation (i.e. payment updated).

Reset Password: This email is triggered if a customer uses the 'Forgot Password' link to update their account password. Your forgot password link can be found on your website on this page https://yourdomainhere/profile/forgot-password. 

Note: Commerce7 code must be added to your website for you to access the Forgot Password page.