Automated emails for the online store customers
Automated email sending will help automate sending emails to your online store customers after they place an order, allowing you to communicate with your customers more effectively. An email with order details will be automatically sent to the customer after they place an order to the email address they entered in the cart's email address field.
Important: This option is only available in trial and Pro subscriptions.
Tip: This is our own development, which is similar in functionality to the SendGrid service.
Go to your site settings, in the Your store section, open the Settings subsection, go to the Client emails tab and on the right in the Automated emails section, click the Connect button:
In the Sender's email (from) field ①, specify the email address that will appear as the sender in emails to your online store customers:
Tip: The sender's email address usually appears in the "from" (from) line in the email.
Click the Save button in the upper-right corner to save and activate the integration:
Important: Emails are sent based on the order_created event, meaning when the customer clicks the "Buy" button in the cart. This happens even if the customer hasn't made a payment through the payment system connected to the site.
After the integration is connected, emails to your customers will contain standard default text, which you can edit or replace with your own. To do this:
In the Email subject field ②, you can specify your own email subject for your customers, for example, include your store name, etc.:
Note: By default, the subject contains the text We received your order — {{instance.website_domain}}, where the {{instance.website_domain}} variable is replaced by your site's domain, for example, example.com.
In the large Email template field ③, you can specify the text of your email that will be sent to customers after they place an order. To display a table with a list of products and other order details, use the variable {{{order.formatted.products_table_html}}} — it will be replaced by the table with the order details (items, order total, etc.) in the email. Similarly, below are other variables that display customer data (what the customer entered in the cart fields) and the selected delivery method information.
Tip: You can personalize the text by adding your contact phone number and company name (e.g., at the beginning or end of the email).
Below the email text field, you can click the Show variables button to open a modal window with a list of variables that can be used in the text:
If you copy a specific variable and add it to the text, the sent email will display the data you need instead of the variable. For example, you can display the order number or total, your site’s domain, etc.
Note: Variables that represent short text values are enclosed in double curly braces (for example, {{order.code}}). But variables that represent blocks of information are enclosed in triple curly braces. For example, the aforementioned {{{order.formatted.products_table_html}}} is enclosed in triple curly braces on both sides.
In the Title field ④ below, you can specify an internal name for this integration. It will appear in the "Customer emails" tab in the site settings — this can be useful if multiple integrations are connected to distinguish between them.
If you have payment methods configured, you can mark which payment methods will trigger email sending with blue checkmarks in the Send emails for selected payment methods section below:
By default, all payment methods are activated, but if you want to disable email sending for a specific payment method, you can deactivate that payment method.
Tip: This can be useful when you are using a payment system that also automatically sends emails to your customers, for example, like WayForPay. Or if you want to set up the integration and email content separately for different payment methods (leaving some payment methods enabled in one Automated email integration and other payment methods in another integration).
At the bottom of the integration settings in the Send test emails section, you can click the Send test email button to have us send you a test email to the email address you use to log in to your Weblium account:
Note: The test email button is activated once you specify the sender's email address in the corresponding field.
This way, you can check how the email looks and test the functionality from the recipient's perspective.
Important: There must be a field for entering an email address in the cart (and it should be made mandatory) so that the system has the information on where to send the actual (non-test) email. Learn more about adding fields to the shopping cart here.
If necessary, you can pause this integration without deleting it. To do this, go back to the Client emails tab and deactivate the switch next to Automated emails:
Important: This option is only available in trial and Pro subscriptions.
Tip: This is our own development, which is similar in functionality to the SendGrid service.
Connecting Automated Emails
Go to your site settings, in the Your store section, open the Settings subsection, go to the Client emails tab and on the right in the Automated emails section, click the Connect button:
In the Sender's email (from) field ①, specify the email address that will appear as the sender in emails to your online store customers:
Tip: The sender's email address usually appears in the "from" (from) line in the email.
Click the Save button in the upper-right corner to save and activate the integration:
Important: Emails are sent based on the order_created event, meaning when the customer clicks the "Buy" button in the cart. This happens even if the customer hasn't made a payment through the payment system connected to the site.
Customizing the email subject and content
After the integration is connected, emails to your customers will contain standard default text, which you can edit or replace with your own. To do this:
In the Email subject field ②, you can specify your own email subject for your customers, for example, include your store name, etc.:
Note: By default, the subject contains the text We received your order — {{instance.website_domain}}, where the {{instance.website_domain}} variable is replaced by your site's domain, for example, example.com.
In the large Email template field ③, you can specify the text of your email that will be sent to customers after they place an order. To display a table with a list of products and other order details, use the variable {{{order.formatted.products_table_html}}} — it will be replaced by the table with the order details (items, order total, etc.) in the email. Similarly, below are other variables that display customer data (what the customer entered in the cart fields) and the selected delivery method information.
Tip: You can personalize the text by adding your contact phone number and company name (e.g., at the beginning or end of the email).
Below the email text field, you can click the Show variables button to open a modal window with a list of variables that can be used in the text:
If you copy a specific variable and add it to the text, the sent email will display the data you need instead of the variable. For example, you can display the order number or total, your site’s domain, etc.
Note: Variables that represent short text values are enclosed in double curly braces (for example, {{order.code}}). But variables that represent blocks of information are enclosed in triple curly braces. For example, the aforementioned {{{order.formatted.products_table_html}}} is enclosed in triple curly braces on both sides.
In the Title field ④ below, you can specify an internal name for this integration. It will appear in the "Customer emails" tab in the site settings — this can be useful if multiple integrations are connected to distinguish between them.
Additional settings
Sending emails depending on the payment method
If you have payment methods configured, you can mark which payment methods will trigger email sending with blue checkmarks in the Send emails for selected payment methods section below:
By default, all payment methods are activated, but if you want to disable email sending for a specific payment method, you can deactivate that payment method.
Tip: This can be useful when you are using a payment system that also automatically sends emails to your customers, for example, like WayForPay. Or if you want to set up the integration and email content separately for different payment methods (leaving some payment methods enabled in one Automated email integration and other payment methods in another integration).
Sending a test email
At the bottom of the integration settings in the Send test emails section, you can click the Send test email button to have us send you a test email to the email address you use to log in to your Weblium account:
Note: The test email button is activated once you specify the sender's email address in the corresponding field.
This way, you can check how the email looks and test the functionality from the recipient's perspective.
Important: There must be a field for entering an email address in the cart (and it should be made mandatory) so that the system has the information on where to send the actual (non-test) email. Learn more about adding fields to the shopping cart here.
Deactivating the integration
If necessary, you can pause this integration without deleting it. To do this, go back to the Client emails tab and deactivate the switch next to Automated emails:
Updated on: 10/15/2024
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