During the purchasing process, it is important for the Client to receive confirmations for reassurance and to help successfully conclude the transaction. This is why there is a feature for automatically sending a series of notification e-mails whose content can be customized.
Depending on the edition of WebSite X5 you are working with, the means for collection information you've selected (via e-mail or through a database), and the type of products being sold (physical or digital), the e-mails which may be automatically sent from the shopping cart are:
| ▪ | Order confirmation e-mail for payment to be completed; |
| ▪ | Order confirmation e-mail with completed payment; |
| ▪ | E-mail notifying that an Order of Physical products is shipped; |
| ▪ | E-mail notifying the release of the digital Products ordered. |
So depending on how the Shopping Cart | Sending order, window is set up, the order confirmation e-mail may be sent before or after payment is made. If you choose the option of sending it before payment, the Order confirmation e-mail for payment to be completed will be sent as soon as the order is placed. If you choose to send it after payment, two different payments can be sent:
| ▪ | if the transaction is completed successfully, the Order confirmation e-mail with completed payment will be sent; |
| ▪ | if the transaction is unsuccessful, the Order confirmation e-mail for payment to be completed will be sent. |
The Order confirmation e-mail is composed as follows:
Introductory text |
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Description: |
This is the text at the beginning of the e-mail. It should thank the customer for his order and summarize the contents that follow. |
Example: |
Dear Customer, Thank you for choosing our products. Below you will find a summary of your order, including your purchases, invoice data, shipping data and your preferred method of payment. |
Specified in: |
In Shopping Cart | Sending order, after choosing Order confirmation email, payment not completed, in the Header Text field. |
Customer details |
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Description: |
This part of the e-mail repeats the invoice data that the customer entered in the order form. |
Specified in: |
The order form can be defined in Shopping Cart | Customer Details. |
Order summary |
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Description: |
This is a table that summarizes all the products that have been ordered: it gives the product quantity, partial total and total order value. |
Specified in: |
The table is created automatically, according to the order. |
Payment method |
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Description: |
This section must give the customer precise instructions on making the payment, according to the method he selected. |
Example: |
For "Bank Transfer": Payment must be in favor of: XXX YYY ZZZ Following payment, please forward us the order number and accounting copy of the Bank Transfer operation. |
Specified in: |
In the E-mail message section of the Payment Type window. |
Shipment method |
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Description: |
It should summarize the selected shipment method and give, if possible, indications on when and how the goods will be delivered, and any other information that may be useful. |
Example: |
For "Express Delivery Service": Shipment via Express Delivery Service. The goods will be delivered within 1-2- working days. |
Specified in: |
In the E-mail message section of the Shipping Type window. |
Closing text |
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Description: |
This is a standard paragraph containing the appropriate formal phrases for closing the e-mail. |
Example: |
If you have any queries relating to this order, please do not hesitate to contact us. Yours faithfully, Company Name |
Specified in: |
In Shopping Cart | Sending order, after choosing Order confirmation email, payment not completed, in the Footer Text field. |
Other shipping notification e-mails are composed similarly: of course, they will only contain the information necessary for their message.
The order dispatch notification e-mail for digital products is composed in a slightly different way, as follows:
Introductory text |
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Description: |
This is the text at the beginning of the e-mail. It should thank the customer for his order and summarize the contents that follow. |
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Example: |
Dear Customer, Thank you for choosing our products. Here are the links for downloading the products you have ordered. |
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Specified in: |
In Shopping Cart | Sending order, after choosing Processed order email - Digital products, in the Header Text field. |
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Order summary |
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Description: |
This is a summary of the purchased products. The following information is given for each one:
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Specified in: |
The list of purchased products is created automatically according to the order:
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Closing text |
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Description: |
This is a standard paragraph containing the appropriate formal phrases for closing the e-mail. |
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Example: |
If you have any queries relating to this order, please do not hesitate to contact us. Yours faithfully, Company Name |
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Specified in: |
In Shopping Cart | Sending order, after choosing Processed order email - Digital products, in the Footer Text field. |
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Like all the e-mails that the Program composes and sends automatically, the order confirmation and order dispatch notification e-mails have the graphic style defined in E-mail layout.
The order confirmation and order dispatch notification e-mails are also sent in text format.
Best practices:
