Setting Up Transaction Emails

This article includes instructions on how to edit transaction emails, a list of actions that trigger transaction emails and samples.

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, or a customer placing an online order.


In this article:

Emails are turned off by default during onboarding. This prevents spamming your customers when adding them to the system. 

System emails are NOT triggered if you are using a data migration specialist. Data migration specialists use the 'Data Role' which prevents emails from sending while data is migrated.

 


Editing transactional email content

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

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

  3. You can change:
    1. From Email: The email address the email is sent from
    2. From Name: The name of the sender
    3. Email Subject: The subject line
    4. Email Content: Content within the email using the WYSIWYG editor.
    5. Email Template: This will only have options if a designer has created custom email templates for you. Otherwise, it'll use Commerce7's default email template.
  4. If you don't want an email to be sent, you can change the status from Enabled to Disabled. You cannot add new transactional emails or change what triggers them.

When editing the content, each has a variable that is required and it cannot be removed. If you remove it, you will not be able to save the email until it's been added back. For example, the Order Confirmation email needs the {{orderSummary}} variable to display the order information. View a full list of variables per type of email here

Adding images

You can add an image to the top or the bottom of a transactional email. 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. When you select the image icon on the tool bar, copy the image link into the source field and save. 


 

Changing the font & button color

Under Settings > General, under Email, there are settings for Font Face and Button Color.

Commerce7 (64)

  • The Font Face setting only affects the elements in the blobs, like {{orderSummary}}. 
  • The Button Color controls the background color of all clickable buttons.

Thank-you-for-your-order-alicia-commerce7-com-Commerce7-Mail

Designers can style the text in the transaction email template to match the font in your general settings. 


 

Personalizing transactional email content with variables

Variables can be included in Commerce7 transaction emails. These variables will pull in different content based on the customer that the email is being sent to. For example, if you were to add "Hello " to a transactional email, when it's been sent, the system will replace the tag and auto-populate it with that customer's first name, ie. "Hello John".  

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. 

General variables

These tags can be included in any transactional email.

  • {{emailBody}}
  • {{settings.url}}
  • {{settings.logo}}
  • {{settings.primaryPhone}}
  • {{settings.primaryEmail}}
  • {{settings.companyName}}
  • {{customer.firstName}}
  •  {{customer.lastName}}
  • {{meta.fieldname}}
    Replace "fieldname" with the name of the Customer Meta Data field. More info


Specific variables

Since these tags are based on a specific type or content, they can each only be included in certain emails. For example, reservation tags cannot be included in club emails. Since the email is referencing a club shipment, it won't recognize the reservation tag and won't be able to pull in any information.

Account Activation

  • Button:  {{ActivateAccountButton}}

Account Confirmation

  • Button:  {{shopNowButton}}
    Links to the URL under Settings > General > URL

Reset Password

  • Button:  {{resetPasswordButton}}
    Links to the Forgot Password page on your website: https://yourdomainhere/profile/forgot-password. (Must be used by the customer within 4 hours of receiving.)

Magic Link Password

  • Button: {{magicLinkButton}}
    Automatically logs the customer in to your website. (Must be used by the customer within 4 hours of receiving.)

Order Confirmation

  • {{orderSummary}}
  •  {{order.orderNumber}}

Order Pickup to Ship

  •  {{orderSummary}}

Order Refund Confirmation

  •  {{refundBlob}}

Order Shipment Confirmation

  •  {{shipmentBlob}}

Club Signup Confirmation

  • {{clubSignupBlob}}
  • {{clubTitle}}
  • {{emailInstructions}}

Club Cancel Confirmation

  • {{clubcancellationblob}}
  • {{cancelDate}}
  • {{cancelReason}}
  • {{clubTitle}}

Club Update Confirmation

  • {{clubUpdateBlob}}
  • {{clubTitle}}

Club Member Shipment 2 Days Away

  • {{clubTitle}}
  • {{emailInstructions}}
  • {{clubMemberShipmentBlob}}

Club Member Shipment 2 Weeks Away

  • {{clubTitle}}
  • {{emailInstructions}}
  • {{clubMemberShipmentBlob}}

Club Member Shipment Credit Card Decline

  • {{clubMembershipCreditCardBlob}}

Event Ticket Confirmation

  • {{eventTitle}}
  • {{eventTickets}}

Reservation Confirmation

  • {{reservationSummary}}
  • {{reservationDate}}
  • {{emailInstructions}}

Reservation Update Confirmation

  • {{reservationDate}}
  • {{reservationUpdateSummary}}

Reservation Cancel Confirmation

  • {{reservationDate}}
  • {{reservationCancelSummary}}

Using Meta Data variables

Use Customer Meta Data as replacement variables on transactional emails. For instance, if you have a Customer Meta Data of 'salutation', you can include {{meta.salutation}} in your transactional email, and it will dynamically replace that.

Screen Shot 2022-06-07 at 3.02.47 PM



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 declines or is missing 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.
  • Gift Card Confirmation: This email is triggered when a virtual gift card is purchased. For more information about gift cards, 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 Carry Out: This email is trigged when a carry out order is processed. 
  • Order Confirmation Pickup: This email is triggered when a pickup order is processed. 
  • Order Confirmation Ship: This email is triggered when a shipping order is processed. 
  • Order Pickup to Ship: This email is triggered when a pickup order to changed to a shipping order.
  • Order Confirmation Club Ship: This email is triggered and sent to shipping club members when the club package is processed.
  • Order Confirmation Club Pickup: This email is triggered and sent to pickup club members when the club package is processed.
  • 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 method of payment or change in experience only.
  • 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.

 


 

FAQs

  1. Can a URL link be added to a transactional email?
    Yes, a URL link can be added to transactional emails.
  2. Can I add new transaction emails?
    You cannot add additional transaction emails or triggers. If you wish to send additional emails to customers, you can do it manually by creating a customer tag and then with Campaign Tools, but they won't be triggered by specific customer actions.