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 following the steps in this article will help you save time and effort.
This configure option will allow you to select the Order Confirmation Email Template to be sent automatically as soon as an order is confirmed. You can also specify at what stage the email will be sent.
- You'll need CRM Admin rights in order to follow the steps in this article
- Make sure you've already created an Email Template that you wish to use as the Order Confirmation Email - check out our article here if you need any help with this how to do this
Step 1: Go to Settings Centre
To configure your Order Confirmation Email, click on the cog icon in the bottom left-hand corner.
Step 2: Navigate to Emails & Documents in Settings
Once within the Settings Centre, navigate to the Emails & Documents page and scroll down until you reach the Order Confirmation Email configure option.
Step 3: Choose Template for Order Confirmation Email
Firstly, you'll need to choose the template that wish to use as the Order Confirmation Email from the drop-down.
Step 4: Set Order Confirmation Preference
You'll 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 your Accounting/ERP system.
If you select the 'User/Customer Acceptance' option, then the Order Confirmation Email will be sent when a user clicks the Confirm Order button on a Quote. If you select the 'In Accounts/ERP' option, then the Order Confirmation Email will be sent once the order has been imported into the Accounting/ERP system.