This article will go over how to customize the Orders / Revised Order / Deleted or Canceled Orders and Quote notifications that the customer receives when placing an order or quote.
Below is a video on how to create a custom HTML message for Orders / Revised Order / Deleted or Canceled Orders and Quote notifications that the customer receives when placing an order or quote.
Below step by step instructions on how to create a custom HTML message for Orders / Revised Order / Deleted or Canceled Orders and Quote notifications that the customer receives when placing an order or quote.
1 - Click on the Admin tab and then look for the Account Setting sections and click on the Customer Notifications bubble. You will see 4 links appear:
Create Custom Notifier for NEW orders
Create Custom Notifier for CHANGED orders
Create Custom Notifier for CANCELED/ DELETED orders
Create Custom Notifier for Quotes.
2 - When a customer places, changes or deletes an order or quote, then automatically an email will be sent to that customer with their order or quote.
You can customize any of these emails to include important information that you want the customer to have when receiving their email.
To change any of these notifications you will click on the link for the notification that you want to change.
3 - Then you will see a Word document screen that will allow you to customize the email.
4 - You can then add in your message. Please note you do have the options for Mail Merge Fields.
5 - Once you click the Mail Merge Field icon you will see this box next
6 - From there you will select the fields that you want to appear.
7 - You will click on the Mail Merge Field you want to appear and then click inside the Word doc.
8 - Click on Save Custom HTML when done.
Once you have saved your changes then the new email notification will be sent to customers with any order, quote or revised order placed.