Custom Email Checkout Notification

    You can create a ‘Custom Email Checkout Notification’ to either replace the default one or as a second additional email. The instructions below cover both options. However, it is our recommendation that you keep the default email and add a second additional email with any custom messages you would like to send. Though your custom email can include similar information as the default, it cannot include all of it and will not be identical. Custom emails can also not be formatted to display in the same design as the default email.
     
    IMPORTANT NOTE: In the instructions below you will often see text surrounded by brackets (Example: [site:login-link], these are tokens that will populate those fields with information from the system. A list of available tokens is provided for each field, we recommend using them whenever possible.

    OPTION 1: CREATE A CUSTOM EMAIL CHECKOUT NOTIFICATION TO REPLACE THE DEFAULT

    Navigate to: Configuration > Workflow > Rules

    1.    Click ‘Add new rule’
    2.    Enter the Name - Example: ‘Custom Email Checkout Notification'
    3.    Set the ‘React on event’ to ‘Customer completes checkout’
    4.    Save
    5.    Scroll through the list  of active rules to find the one you just created - click edit
    6.    Skip making any changes to ‘Conditions’ and go straight to ‘Actions’ click ‘Add action’
    7.    Under ‘Select the action to add’ choose ‘Send Mail’ which is listed under ‘System’ and Continue
    8.    Complete the ‘TO’, ‘SUBJECT’, ‘MESSAGE’ and ‘FROM’ values. We recommend the following:
              a.    To: [order:email]
              b.    Subject: Your order at enter token for site URL here or type site URL directly
              c.    Message:

    Thank you for your order [order:first-name]! If you want to check on the status of your order please visit American Booksellers Association and click on "My Account" in the menu or login with the following link; [site:login-link]

    The additional information you wanted to provide your customer

    Purchasing Information
    Email Address: [order:email]
    Billing Address: [order:billing-address]
    Billing Phone Number: [order:billing-phone]
    Shipping Address: [order:shipping-address]
    Shipping Phone: [order:shipping-phone]
    Order Total (including shipping and tax if any): [order:total]
    Payment Method: [order:payment-method]

    Order Summary
    Order # [order:link]
    Order Date: [order:created]
    Shipping Method: [order:shipping-method]
    Products Subtotal: [order:subtotal]
    Total for this order (including shipping and tax if any): [order:total]

    Products On Order:
    [order:products]

    Where can I get help with reviewing my order?
    To learn more about managing your orders on insert token for site name here or type name directly, please visit our help page.

    Please note: This email message is an automated notification. Please do not reply to this message.

    Thanks again for shopping with us.

    insert token for site name here or type name directly,

              d.    From: Enter the email address you will like to be reflected as the sender.

    9.    Save
    10.    Locate the default email in the list of ‘Active rules” and disable it

    You have now created your custom email checkout notification, and for all future order, this email will be sent to customers when they complete checkout.

    OPTION 2: CREATE A CUSTOM EMAIL CHECKOUT NOTIFICATION THAT WILL BE SENT IN ADDITION TO THE DEFAULT

    Navigate to: Configuration > Workflow > Rules

    1.    Click ‘Add new rule’
    2.    Enter the Name - Example: ‘Custom Additional Email Checkout Notification'
    3.    Set the ‘React on event’ to ‘Customer completes checkout’
    4.    Save
    5.    Scroll through the list  of active rules to find the email you just created - click edit
    6.    Skip making any changes to ‘Conditions’ and go straight to ‘Actions’ click ‘Add action’
    7.    Under ‘Select the action to add’ choose ‘Send Mail’ which is listed under ‘System’
    8.    Complete the ‘TO’, ‘SUBJECT’, ‘MESSAGE’ and ‘FROM’ values. We recommend the following:
              a.    To: [order:email]
              b.    Subject: Your order at enter token for site URL here or type site URL directly
              c.    Message: The additional information you wanted to provide your customer
              d.    From: Enter the email address you will like to be reflected as the sender.
    9.    Save

    You have now created your custom additional email checkout notification, and for all future orders, this email will be sent to customers along with the default notification.