This article will explain how to set email notifications upon orders being submitted (or changing to another status).
Go to Setup -> Settings -> Sales Activities -> Transaction Types and click on the "Workflow" tab for the Transaction type you wish to add email notification for.
Edit the In Creation -> Submitted Transition actions:
Email notification is a Post action that can be triggered in the Workflow by any status change.
Add the Post action and fill in the following:
- To, Cc, Bcc or dynamic email address
- Customized message body
- Customized subject
- Attached file format (PDF, Excel, etc)
- Send email to the Account email and/or the user who created the order
Enter the addresses in the To, Cc, Bcc fields.
Pepperi allows you to dynamically determine email addresses using variables. You can send an email to a particular role in your organization (ie a brand manager role, or catalog manager role) whose email address may change over time. You can update the address in one place, and Pepperi will retrieve it wherever it may be used in your configuration. For details on how to configure this see: Pepperi’s dynamic email notifications
Tick "Send email to Account" if you wish an email to be sent to the Account (customer) for this Transaction status change. The email will be sent to the email address that is loaded for this customer.
Customize the Email Subject and Message Body:
You can customize the subject and message body as predefined text or to include order information such as the order status or any other fields.
Click the Edit link next to the Subject or Message sections and select the email configuration file that contains the customized fields. For instructions on how to use the email configuration file see: Configuration Files.
Alternatively enter a static text in the "Use plain text message" area that will be displayed in the subject or message body.
The default "PDF" is of course typically the file that you wish to send.
The options available for File attachments are the configuration files you defined in the Configuration Files section. Here you will find the templates that will generate the file attachments upon submission of the transaction and that may be sent along with the email. The format of the PDF can be configured in the Views and Forms Tab under "Details PDF" and "Cart - PDF view". For details on configuring the layout see: Sales Transaction Types - Order, Invoice, Quote, Return and more
If you have created a different XSLT file for the PDF, select it from the Configuration Files you defined.