Overview
When a user shops on your website, they receive an Order Confirmation email once their order is submitted. As their order leaves the warehouse, they are also sent an Order Shipped email to advise that their goods are on the way.
But what about users who don't order via your website? There will always be customers who prefer to chat to their Sales Rep and order with them, or those users who need to speak to a Customer Service advisor before placing a particular an order over the phone. Good news - as long as the email address is stored in PRONTO, those customers can receive the same Order Confirmation and Shipped emails as your web users!
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Enable the Functionality
- Login to the CMS.
- Navigate to Advanced Content → Resources.
- Search for the resource 'rcOrderConfirmedEmailWhereClause'
- Click 'Modify'.
In the Resource Value field, enter '1 = 1'.
Tip If you're testing this in your Stage site (recommended!), adjust the where clause to one specific test customer only. This way, orders in the Test ERP won't trigger real emails to real customers during testing!
Instead of a where clause of "1 = 1", try "something like Code = 'ABC02" ' (which would apply to customer ABC02 only).
- Click 'OK' to save.
- Now search for the resource 'rcOrderShippedEmailWhereClause'.
- Click 'Modify'.
- In the Resource Value field, enter '1 = 1'.
- Click 'OK' to save.
- Refresh the System Settings dictionary to pick up the above changes. You can find instructions here - Forcing A Cache Refresh.
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- Find the PRONTO code for the order source you wish to customise. For example, "P" might signify a POS order in PRONTO, "-" might be internet, and so forth.
- Create a new resource to act as an override for that source type:
- In the CMS, navigate to Advanced Content → Resources.
- Click New.
- In the Resource Code field, enter ''rcEmailSubjectOfflineOrderShipped_XYZ", replacing XYZ with the PRONTO code for your order source.
- In the Resource Value field, enter the custom text for this order source. This will become the Subject for offline emails from this source.
- Give the resource a Description to help you identify it and find it in searches.
- Click OK to save.
- Your Offline Order Shipped email subject will now display this resource value. Any source types without an override will display the value of "rcEmailSubjectOfflineOrderShippedDefault".
Now that the subject line is being overridden for this source type, you may wish to also customise the heading shown in the body of the email.You can do this via the Email Title Offline Order widget.
- In the CMS, navigate to Content → Emails.
- Select the Offline Order Shipped Email Template.
- In the zone 'AfterHeader' (or other zone according to your layout), add an Email Title Offline Order widget.
- Drag the widget so it sits below the original Email Title Offline Order widget.
- Edit your newly added widget.
- Enter the Email Title to be displayed in the body of the email.
- Set the Title Type to either Content, or Order (Order will include the order number)
- In the Order Source Inclusions field, enter the type you wish to display this title for.
- In the Order Source Exclusions field, enter the type(s) you wish to exclude for this title.
- Click Save.
- Now, Edit the original Email Title Offline Order widget.
- In the Order Source Exclusions field, enter the type you just customised the subject for.
- Click Save.
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