Transaction Emails While in Onboarding Mode

During the onboarding process, Transaction Emails and System Notifications are intentionally turned off. Find out how to test them before launch - and how to enable them when you're ready.

Emails are turned off by default during onboarding. This prevents spamming your Customers when adding them to the system. The exception to this is the Reset Password and Magic Link emails.

System emails are also NOT triggered if you are using a Data Migration Partner. The 'Data' account role prevents emails from sending while data is being migrated.

Enabling Transaction Emails in Preparation for Launch

Prior to performing the following steps, be sure to do the following. It's important that everyone is on the same page with regard to launch timing.

Reach out to your designer to coordinate timing for the launch (if you have not done so already).
Communicate with your Data Migration Partner to complete any final data imports (if applicable).

Complete the Setup Guide by making sure all of the boxes are checked (if you have not done so already).
Once all of the boxes are checked, you'll see a Congratulations message at the top of the Setup Guide.
Click the Go Live & Enable Emails button (if you have not done so already).
After clicking the Go Live & Enable Emails button, any Transaction Emails that you have set up under Settings > Transaction Emails will be triggered when specific actions occur (such as processing an Order or completing a Club Signup).

For more information about Transaction Emails, review our documentation on Setting up Transaction Emails.

For more information about system Notifications, review our documentation on Setting up Admin Notifications.

Can you still prep and test/preview your Transaction Emails?

Yes! Click here to learn how.