Template Creation
Determine what you are going to use this module for, then create template
emails to fulfill those needs. Click on the Add new image to open a new record.
Title
Create a unique identity for each template that is somewhat descriptive. This
title will also be the subject line in the template emails.
From Email
This is the email address that the template will be sent from. You should
expect that this will be the email address that recipients will reply to.
Email To
You can choose one or more of the three options for sending the email to. If
you check the box for Ship To or Bill To, the module will read those variables
from the order and insert the email address accordingly. You can also fill
in a static email address. For example, if the template is being sent to a
drop ship manufacturer, there may be a specific address you are required to use.
If you choose to use more than one of the addresses, one will be the "to" and
the others will be the "cc".
From Address
Enter the full physical address for your store if you want the address to
appear in the template you are adding/editing.
To Address
Enter the full physical address for your recipient if you want it to appear
in the template you are adding/editing. This would most likely be used when
the template is a recurring email, eg to a manufacturer for drop shipping.
Salutation
You can use the Ship To or Bill To first and last name from the order or you
can enter a static salutation. If you leave the select as Other, then leave
the text box blank, there will be no salutation in this particular template.
Email Body
You can compose a message which will be included within the email body. If
you leave this input blank, no message text will be included in this template.
Layout/Orientation
Choose how you want the data to be laid out in the email, either horizontally
or vertically. Some don't like horizontal orientation because of its tendancy
to line wrap with long product names, making it difficult to read.
Ship To Address
If you mark this check box the ship to address from the order will appear in the
email. If you mark it as a label, it will be offset to the right so that it
can be used in an address label slip.
Bill To Address
If you mark this check box the bill to address from the order will appear in
the email.
Products
If checked, this will display the products listed in the products text box (or all
if the wildcard is used) which were also in the order. There may be products
in the order which will not display if they were not in the products text box
to the right. As an example, you may have several drop ship emails go out with
a single order because the products are being shipped from different manufacturers
or distribution points. Hence, each email would only contain the products relevent
to the distribution point addressee.
Prices
If this is checked, the prices of the above products will be included. Normally
the prices will NOT be displayed when only a partial listing of products in the order
are displayed. This is because the individual prices would not add up to the order
tax, shipping and total (which is derived from all products).
You would most likely hide the prices when the email is sent to a manufacturer for
drop shipping. What you charge for the products is normally not their business nor
concern.
Applicable Product Codes
The email will be generated if one of the product codes listed in the box also
appears in the order. Alternatively, you can use the asterisk (*) as a wildcard
and it will cause any product ordered to generate the email.
Welcome Email
In the Applicable Product Codes box you can enter product codes or the
asterisk as discussed above. However, this box serves a secondary purpose.
If you enter a # sign in the box as the first character, an entirely
different process is run. Mail Manager will evaluate the number following
the # and link it with an external module using the specific ID. Built into
the system is ID #1 This is used to generate a Welcome Message from a log
module action. If you have installed our log module, included the ID of #1
in the Applicable Product Codes box, filled out the From email address, the
email body, and Title (e.g. Welcome to), the Mail Manager will create a
welcome email at the time a customer creates a new account.
You need to
evaluate this feature on your own server as we have found that in some
cases the secure server is processing the email way too slow and it brings
down the registration process. Each server handles mail sending differently
so we expect in some cases you will be able to use this bonus feature and
some you will not. If yours cannot, simply don't create a template with
a #1 ID. As for the cim_log.mv file, it is used with several of our modules
to perform certain tasks. If it is required for those other modules, then
you will still install it. If it is not needed for any of our other modules
(each module states if cim_log.mv is needed) and you don't want to use the
Welcome Email feature, then you don't need to install it.
Product Rating
As with the Welcome Email above, you can create a thank you for rating a
product type of email. Our Rate This module already has built in a link to
use ID #32. Therefore, if you create a template with the Applicable Product
Code of #32, that template will run whenever a customer rates one of your
products.
Other Auto-responses
As with the Welcome Email above, you can create auto-responses for just about
any action in your store. The only requirements are: 1) you create a template
with a unique ID in the Applicable Product Codes box, e.g. #21, 2) you insert
the calling line
<MvDO FILE = "{g.Module_Root $ 'modules/fulfill/mailman.mv'}" NAME = "l.welcome" VALUE = "{Send_Response(your_unique_number_here)}">
at the point you want it to occur, 3) the customer is logged in so
that their email address is available to the Mail Manager. In step 2, only
put the number in the function, not the # sign. In the Applicable Product Codes
box, you put both, e.g. #21
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