After confirming an order your business may need to send out a standard Order Confirmation Email to a customer. If you send out the same Order Confirmation Email to all customers, then you could use our Configure Order Confirmation Email option. This configure option will allow you to select the Order Confirmation Email Template, to be sent automatically after an order is confirmed. You can also specify at what stage the email will be sent.
To configure your Order Confirmation Email you will require Prospect Administrator rights. If you require these then please speak to your CRM Admin or our Customer Services Team.
This article will assume you have already created an Email Template that you wish to use as the Order Confirmation Email. For more information on creating an Email Template please read our Configuring your Email Templates article.
To configure your Order Confirmation Email, click on the cog icon in the bottom left-hand corner.
Once within the 'Settings Centre', navigate to the 'Emails & Documents' section and scroll down until you reach the 'Order Confirmation Email' configure option.
Firstly, you will need to choose the template that you wish to use as the Order Confirmation Email from the drop down.
You will then be able to choose when the Order Confirmation Email is sent, either when the user accepts the order or once the order is in the accounts/ERP system.
If you select the 'User/Customer Acceptance' option, then the Order Confirmation Email will be sent when the user clicks the Confirm Order button on a Quote record. If you select the 'In Accounts/ERP' option then the Order Confirmation Email will be sent once the order has been imported into the accounts or ERP system.