Email Notification Templates
PLEASE NOTE: Email Templates require a User Permission. The Permission is an individual part of the Content permission.
Email Templates are automated email notifications triggered by website actions via Designer Widgets (DW).
All templates can, and should, be edited to meet your specific winery ethos.
Email Templates can be found and managed under the Content Tab in the Administrative Control Panel.
Customer Templates
CUSTOMER templates are automatically sent to customers.
| Template Name | Notification Triggered When | Recipient |
|---|---|---|
| Customer Club Join | Club join | Existing Customer |
| Customer Club Signup | Club signup | New Customer |
| Customer Club Suspended | Customer suspended club membership | Customer |
| Customer Club Cancelled | Customer cancelled club membership | Customer |
| Customer Join List | New customer join list | New Customer |
| Customer Newsletter Signup | New customer newsletter signup | New Customer |
| Customer Account Created | New customer account created | New Customer |
| Customer Password Reset | Password reset | Customer |
| Customer Push Pay | Push Pay initiated in POS | Customer |
| Customer Reservation Created | Reservation submitted | Customer |
| Customer Virtual Gift Card | Virtual Gift Card is ordered | Gift Card Recipient |
Admin Templates
ADMIN templates are automatically sent to administrators listed with the recipient field in Company Settings.
See this article for Company Settings information.
| Template Name | Notification Triggered When | Recipient |
|---|---|---|
| Admin Account Created | Customer account created | Primary Contact |
| Admin Account Created via Guest Checkout | New account created via guest checkout | Primary Contact |
| Admin Billing Address Updated | Customer billing address updated | Club Change |
| Admin Email Address Updated | Customer email address updated | Club Change |
| Admin Email Consent Updated | Customer email consent updated | Club Change |
| Admin Club Join | Existing customer joined club | Club Manager |
| Admin Club Signup | New customer signed up for club | Club Manager |
| Admin Club Updated | Customer updated club membership | Club Change |
| Admin Club Suspended | Customer suspended club membership | Club Change |
| Admin Club Cancelled | Customer cancelled club membership | Club Change |
| Admin Join List | New customer joined list | Primary Contact |
| Admin Newsletter Signup | New customer newsletter signup | Primary Contact |
| Admin Reservation Cancelled | Customer cancelled reservation | Reservations Manager |
| Admin Reservation Created | Reservation submitted | Reservations Manager |
| Admin Payment Method Created | Customer added new payment method | Club Change |
| Admin Payment Method Updated | Customer updated payment method | Club Change |
| Admin Ship Address Created | Customer added shipping address | Club Change |
| Admin Ship Address Updated | Customer updated shipping address | Club Change |
| Admin Web Order Created | Customer placed web/allocation order | Sales Manager |
| Admin Web Order Created With Error | Order failed due to processing error | Sales Manager |
| Admin Web Order Created With Inventory Error | Order failed due to inventory issue | Sales Manager |
Editing Templates
-
Each template can be edited by clicking on the hyper-linked title.
- There are several different merge fields that can be added to both the subject and the email body respectively.
- In the WYSISYG editor, to choose a merge field, click on the merge name in the drop down menu, move your cursor to the location you want to use it and click return.
- Images and Logos, hyperlinks, and formatting, etc. can be added and effected using the HTML Source code.
- IMPORTANT: Test your emails to confirm appearance by performing the corresponding actions in your web site.
Customize the From Email Address
The From field lets you specify the sender email address for each notification template.
- For maximum delivery success, use an email address on the email subdomain indicated by the prompt in the form.
- If the From field is left blank, the notification will use the default noreply address on that subdomain.
- How to update the From address:
- Enter the desired sender email address in the From field.
- Save the template.
Enable or Disable Individual Notifications
- You can choose which optional notification emails are sent using the Enabled checkbox for each template.
- Changes made in the template list take effect immediately. No additional save or submit action is required.
- All notifications are enabled by default. You can disable optional notifications as needed. Certain essential notifications must remain enabled, so their checkboxes are grayed out and cannot be changed.
- You can also change the Enabled checkbox at the bottom of the template form. When using this form, save the template to apply your changes.
