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Tapping the order: tap the order to bring up the order details, where you can reopen the order by clicking the reopen button.
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Order Actions
Order actions are fulfillment actions, triggered when an order is created, updated, assigned, completed, canceled, released, or reopened.
It can be used to notify a customer of their order status. For example, it can email a customer confirming that their order is taken, being worked on, or completed.
Below is a guide for creating an email with order details, and sending it with fulfillment actions to customers.
Setting up an Email With Order Details
For this to work, make sure to have an email field in the order form.
Setting up the email with order details is the first step in the process. To set up the email, follow the steps below:
Navigate to Content > Email.
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Click on ‘New'.
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Enter the email’s name and subject, and click ‘Continue’.
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For a simple drag n' drop builder, click on ‘Start with a Template’.
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Select the email layout. For simplicity, we are selecting a 1 column layout.
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Click on the email’s body to change the content.
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Click on ‘Fields' to add the order details merge fields.
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From ‘Category’, select ‘Form Orders' and click ‘Insert’.
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The order email is now ready for sending! You can go ahead and exit it. |
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Setting up Fulfillment Actions to Send Emails With Order Details
To set up an email fulfillment action for orders, follow the steps below:
Click on the settings icon for the order form.
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Choose the trigger for the email action by clicking on one of the gear icons.
In our example, we are selecting ‘Order Created’, to send a confirmation to a customer that their order has been confirmed.
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From ‘Select Action', select ‘Send Email’
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From ‘Select Email’, select the email that contains the order details merge field.
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From ‘Send from Prospect Owner’, select sender details.
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In our example, we are using a custom sender and reply-to emails.
Make sure that the email you are using to send is authenticated.
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Click ‘Save’.
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Congratulations! Your order email is now set up! |
An Example of Order Emails
Here is an example of how an order email will look like:
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