E-mailing Costumers

E-mail Account Setup

To send personalized e-mails to customers, you must first set up your e-mail account.

Go to Settings-> SMTP and enter the following data:
SMTP server name or IP address
Sender e-mail” (the e-mail address from which messages will be sent)
Username
Password

Click Ok to confirm the settings.


E-mail templates

To customize the template, go to:

Settings -> Post Sales -> E-Mail Templates

– Choose Orders (to set up templates containing order data) or Customers (to set up templates containing customer data)

– The software has “standard” models, which can be edited

– Click + to add a new template

– Type a name to be assigned to the model

– Fill in the relevant fields: Description, Language and Subject of the message

– Within the body or the subject of the message, it is possible to indicate the names of the fields present in the selected objects (ex: sales or customers) so that the procedure replaces the relative value with the field name. Each field must be specified using the #Field Name#.

For instance, if #Buyer Name# is used in the model, then the customer’s name (buyer) will be printed. The model can provide a detailed section in which to include related information such as the detail of the products sold.

– To use a field select it from the Fields drop down menu and press the + key

– Here is a list of the main field names available:

 

#Marketplace Code# order code assigned by the marketplace
#Order Code# order code assigned by the merchant
#Date Order# order date
#Payment Code# payment method
#Shipping Date# shipping date
#Shipping Price# shipping costs
#Shipping Insurance Price# insured shipping (yes / no)
#COD Option# cash on delivery with cash only (yes / no)
#COD Price#delivery costs cash on delivery costs
#Courier Code#courier code courier code
#Courier Name# courier name
#Weight# package’s weight
#Reference 1# reference 1
#Reference 2# reference 2
#Packs Number# number of packages
#Tracking# shipment tracking code
#Buyer Name#, #Buyer Name DD# buyer’s: name, different destination name
#Buyer Address 1#, #Buyer Address 1 DD# buyer’s: address, different destination address
#Buyer Address 2#, #Buyer Address 2 DD# buyer’s: secondary address, secondary address different destination
#Buyer ZIP#, #Buyer ZIP DD# buyer’s: ZIP code, ZIP code different destination
#Buyer City#, #Buyer City DD# buyer’s: location, location of a different destination
#Buyer Province#, #Buyer Province DD# buyer’s: province, province destination different
#Buyer Country#, #Buyer Country DD# buyer’s: country, country, destination
#Buyer Phone#, #Buyer Phone DD# buyer’s: phone, phone destination different
#Buyer Fax# buyer’s: fax
#Buyer Mobile#, #Buyer Mobile DD# buyer’s: mobile phone, mobile destination different
#Buyer User ID# buyer’s: user name assigned by the marketplace
#Buyer Fiscal Code# buyer’s: tax code
#Buyer VAT# buyer’s: VAT number
#Buyer Email# buyer’s: e-mail

 

For all the “different destination” fields (those ending with “_dd”) in case the field value is not specified then the program will print the value of the homonymous field without “_dd”. This allows you to print information about the different destination only if it is present.

– To use HTML, use the  Source Edit key.

Click  Save to save the model.


Sending E-mail

To send emails to buyers, select the order from the order grid and use the Email button.

A window will open where to select the model.

To send a test copy, enter the e-mail address in the field at the top of the window.

Leave the field empty to send emails to customers.

Press Ok to send the message.