Email Templates


Overview

Email templates can be used for standardized emails, which can be sent manually or automatically based on certain events that trigger the emails to be sent. You can also test out the email templates from the action menu on that page.


Create an Email Template

To configure Email templates, go to either:

  • Settings > Email > Email Templates; or
  • Settings > Companies > Manage Companies > Select a company > Toolbox > Email > Email Templates.

From the Email Templates page, you can:

  • create a new template by clicking on the blue icon in the lower right corner and pressing Add;
  • edit an existing template by clicking on its name. This will open the Edit Email Template page. From here, you can select template details, add placeholders, and create the template itself using the WYSIWYG editor.

Template Details

The following template details are available:

Template Details Description
The image shows the Template Details fields. Template Name — Sets the name of the template.
Subject — Sets the subject of the email.
Sender Name — Sets the sender’s name.
Sender Email — Sets the sender’s email.
Reply to Email — Sets the email to which the reply will be sent.
CC Email — Stands for carbon copy. Emails set here will receive a copy of the message.
BCC Email — Similar to CC Email except that the email address of the recipients specified in this field will not appear in the received message header and the recipients in the To or CC fields will not know that a copy is sent to these addresses.
SMTP Profile — Sets an email account from which the email will be sent through. For more information, refer to SMPT Settings.
Use HTML

Placeholders

You can add placeholders in the template, which can be replaced with information from the recipient or a related order. For more information on placeholders, refer to the Email Placeholders article.

The image shows common email placeholders.

WYSIWYG Editor

A template can be edited using the WYSIWYG editor and can include images and fonts as an HTML email.

The image shows the WYSIWYG editor.


Email Template Assignment

Sellercloud can either send emails automatically or they can be triggered by a user’s action. After creating one of these email templates, you can assign it to a particular event or trigger. For more information, refer to the Email Rules article.


Understanding email templates

Email templates can be used for standardized emails that can be sent manually or automatically based on certain events that trigger the emails to be sent. You can also test out the email templates from the action menu on that page.

Email template are configured under Company Settings > Email Settings > Email Templates.

A template can be edited using the WYSIWYG editor and can include images and fonts as an HTML email. Placeholders can be set in the template to be replaced with information from the recipient or related order etc.

Common placeholders are:

  •  #?FirstName?#
  • #?LastName?#
  • #?ShippingAddressHtml?#
  • #?OrderNumber?#
  • #?OrderItemsDetails?#
  • #?TrackingURL?#

A directory of valid placeholders can be found here.

Images can be added to the Template using the Image Editor on the tool bar.

  • In the sub-pages below are sample templates for various tasks.
  • From the SMTP Profile dropdown on each template, you can select from which email account you want the email to be sent through. Read more about SMTP here.

Assigning a template

Sellercloud can either send emails automatically or they can be triggered by a user’s action. After creating one these email templates, you can assign it to a particular event or trigger.

In some cases, you also must enable a Client Setting before one of these emails can be sent. Refer to the respective email templates below.

  1. Open your Company Settings.
  2. Click Toolbox > Email Settings > Email Template Assignment.
  3. Select your desired template(s), as listed below. You can also click Action Menu > Test Templates, if desired.
  4. Click Update Grid.

Assigning an email template per channel

Sellercloud also lets you assign email templates to channels as well. With this helpful feature, you can organize your templates according to your channel needs.

Enable Email Templates Per Channel must be checked in the Client Settings.
  1. Open your Company Settings.
  2. Click Toolbox > Email Settings > Email Templates Per Channel.
  3. Select the Email TypeChannel, and Template from the drop down menu.
  4. Click Add to Email Template Per Channel.

Sample Email Templates

Amazon Templates

Amazon Order Refund Failure

Below is a sample template that can be used to receive failure notifications and error responses from Amazon for a refund failure. The placeholders will pull the response from the Amazon uploaded documents. The template must be assigned to the AmazonOrderRefundFailure for the template to be sent to your inbox.

If the general AllAmazonDocumentFailures template is configured, it will pull responses for order refunds as well (you will only receive the AllAmazonDocumentFailures email.)
Please Note: The Global APP setting AmazonDocumentQueryDelayInSeconds must be enabled. This setting can be enabled by Sellercloud Support.

Dear #?FirstName?# #?LastName?#

The #?DocumentType?# document uploaded to Amazon failed with the following message:

#?ResponseFileContent?#
__________________________________________________
Attempted upload of #?DocumentType?# document for the following Amazon OrderID and refund reason:
#?UploadedFileContent?#
Amazon Order Cancellation Failure

Below is a sample template that can be used to receive failure notifications and error responses from Amazon for an order cancellation failure. The placeholders will pull the response from the Amazon uploaded documents. The template must be assigned to the AmazonOrderCancellationFailure for the template to be sent to your inbox. (First Name and Last Name reference the first and last name of the user who attempted the upload.)

If the general AllAmazonDocumentFailures template is configured, it will pull responses for order cancellations as well (you will only receive the All Amazon Document Failures email.)
Please Note: The Global APP setting AmazonDocumentQueryDelayInSeconds must be enabled. This setting can be enabled by Sellercloud Support.

Dear #?FirstName?# #?LastName?#

The #?DocumentType?# document uploaded to Amazon failed with the following message:

 #?ResponseFileContent?#
__________________________________________________
Attempted upload of #?DocumentType?# document for the following Amazon OrderID and cancellation reason:
#?UploadedFileContent?#
All Amazon Document Failures

Below is a sample template that can be used to receive failure notifications and error responses for all Amazon document upload failures, including inventory, price, order cancellation, order refund, etc. The placeholders will pull the response from the Amazon uploaded documents. The template must be assigned to the AmazonUploadedDocumentProcessingFailure for the template to be sent to your inbox. (First name and Last name reference the first and last name of the user who attempted the upload.)

Please Note: The Global APP setting AmazonDocumentQueryDelayInSeconds must be enabled. This setting can be enabled by Sellercloud Support.

Dear #?FirstName?# #?LastName?#

The #?DocumentType?# document uploaded to Amazon failed with the following message:

 #?ResponseFileContent?#
__________________________________________________
Attempted upload of #?DocumentType?# document:
#?UploadedFileContent?#
FBA Shipment Status Changed

An email can be automatically generated when the status of an FBA Inbound Shipment changes.

Create a template and select it on the FBAShipmentStatusChanged email template assignment.
When creating the shipment, check the Enable Email Alert box. Then enter an email address.
  • If the provided email address is in the system, then the system will pick a user record for that and use it to populate First Name and Last Name in the template. Otherwise, only email addresses will be used (even for first and last name).

Hello #?FirstName?# #?LastName?#
FBA Shipment id #?AmazonShipmentID?# status was changed to #?ShipmentStatus?#
View Details: #?ViewURL?#
Amazon Uploaded Document Processing Failure
Below is a sample template that can be used to receive failure notifications and error responses for all Amazon document upload failures, including inventory, price, order cancellation, order refund, etc. The placeholders will pull the response from the Amazon uploaded documents.
The template must be assigned to the AmazonUploadedDocumentProcessingFailure for the template to be sent to your inbox. (First name and Last name reference the first and last name of the user who attempted the upload.)
Please Note: The Global APP setting AmazonDocumentQueryDelayInSeconds must be enabled. This setting can be enabled by Sellercloud Support.

Dear #?FirstName?# #?LastName?#

The #?DocumentType?# document uploaded to Amazon failed with the following message:

 #?ResponseFileContent?#
__________________________________________________
Attempted upload of #?DocumentType?# document:
#?UploadedFileContent?#
FBA Zero Inventory

This template can be used to alert that an item’s FBA Qty is at zero and is in need of replenishment.

The email will be sent to the product’s purchaser as well as anyone cc’d on the template.
  1. Enable client setting Enable FBA Zero Inventory Alert.
  2. Create a template and select it on the FBA Zero Inventory email template assignment

Hi #?Purchaser?#,
The SKU #?ProductID?# with Product Name #?ProductName?# has zero quantity at FBA.

eBay Templates

First Feedback Reminder
Below is a template for feedback reminders you can send to eBay customers. There are three FeedbackReminder template assignments to which the template can be assigned, so you may want to modify the language and create three separate templates. Read here about setting and scheduling the feedback reminders.

Dear #?FirstName?# #?LastName?#, #?eBayItemID?#
We would like to thank you for your recent order you placed with us on eBay!
Here are your order details:
Order: #?eBaySellingManagerSalesRecordNumber?#
#?OrderProductName?#
We appreciate your business and have left you positive feedback.
We hope you are satisfied with the product and look forward to doing business with you again.
We would appreciate it if you would kindly leave us positive feedback with a 5-star rating.
To leave feedback click here (replace with link to feedback page)
Second Feedback Reminder
Below is a template for a feedback reminder you can send to eBay customers. There are three FeedbackReminder template assignments to which the template can be assigned, so you may want to modify the language and create three separate templates. Read here about setting and scheduling the feedback reminders.

Dear #?FirstName?# #?LastName?#, #?eBayItemID?#
We would like to thank you for your recent order you placed with us on eBay!
Here are your order details:
Order: #?eBaySellingManagerSalesRecordNumber?#
#?OrderProductName?#
We appreciate your business and have left you positive feedback.
We hope you are satisfied with the product and look forward to doing business with you again.
We would appreciate it if you would kindly leave us positive feedback with a 5-star rating.
To leave feedback click here (replace with link to feedback page)
Third Feedback Reminder
Below is a template for a feedback reminder you can send to eBay customers. There are three FeedbackReminder template assignments to which the template can be assigned, so you may want to modify the language and create three separate templates. Read here about setting and scheduling the feedback reminders.

Dear #?FirstName?# #?LastName?#, #?eBayItemID?#
We would like to thank you for your recent order you placed with us on eBay!
Here are your order details:
Order: #?eBaySellingManagerSalesRecordNumber?#
#?OrderProductName?#
We appreciate your business and have left you positive feedback.
We hope you are satisfied with the product and look forward to doing business with you again.
We would appreciate it if you would kindly leave us positive feedback with a 5-star rating.
To leave feedback click here (replace with link to feedback page)
Payment Reminder First
eBay offers the option of not requiring immediate payment. Some sellers do not require immediate payment on website orders as well. You can use the template below to automatically generate payment reminders. The template has been configured for eBay orders and will need to be modified with the correct placeholders for other sales channels.  Emails will only be generated for orders with an unpaid status.
The template will need to be assigned to one of three PaymentReminder template assignments. Read here about scheduling payment reminders.Dear#?FirstName?# #?LastName?#Thank you for placing an order with us on eBay!eBay order #?eBaySellingManagerSalesRecordNumber?##?OrderItemsDetails?#Your order will be processed as soon as payment for $#?GrandTotal?# is received. Thank you for your business!#?FooterInfoCompany?#
Payment Reminder Second
eBay offers the option of not requiring immediate payment. Some sellers do not require immediate payment on website orders as well. You can use the template below to automatically generate payment reminders. The template has been configured for eBay orders and will need to be modified with the correct placeholders for other sales channels.  Emails will only be generated for orders with an unpaid status.
The template will need to be assigned to one of three PaymentReminder template assignments. Read here about scheduling payment reminders.Dear#?FirstName?# #?LastName?#Thank you for placing an order with us on eBay!eBay order #?eBaySellingManagerSalesRecordNumber?##?OrderItemsDetails?#Your order will be processed as soon as payment for $#?GrandTotal?# is received. Thank you for your business!#?FooterInfoCompany?#
Payment Reminder Third
eBay offers the option of not requiring immediate payment. Some sellers do not require immediate payment on website orders as well. You can use the template below to automatically generate payment reminders. The template has been configured for eBay orders and will need to be modified with the correct placeholders for other sales channels.  Emails will only be generated for orders with an unpaid status.
The template will need to be assigned to one of three PaymentReminder template assignments. Read here about scheduling payment reminders.Dear#?FirstName?# #?LastName?#Thank you for placing an order with us on eBay!eBay order #?eBaySellingManagerSalesRecordNumber?##?OrderItemsDetails?#Your order will be processed as soon as payment for $#?GrandTotal?# is received. Thank you for your business!#?FooterInfoCompany?#
Inventory Update Failure

An email can be generated when an inventory update to eBay has failed. This template assignment is for eBay only.

The email will be sent to the email address on the company settings page and to anyone cc’d on the email template.

Use with template assignment Inventory Update Failure.

An inventory upload to eBay has failed with the following message:
#?LastError?#

Inventory Templates

Product Inventory Change
This template can be used to be notified when a product’s inventory is manually changed. Assign to Product Inventory Change template assignment

Hi #?FirstName?# #?LastName?#
This is a formal notice to let you know that #?ActionByUserName?# has reset inventory of Product #?ProductID?# to #?InventoryQty?# in #?WarehouseName?#
Product Became Shadow Of
Dear #?FirstName?# #?LastName?#
This is a formal notice that user #?ActionByUserName?# user has made SKU #?ProductID?# shadow of #?ShadowOf?#
Out of Stock Notice

Use the sample email template below to send an inventory out-of-stock notice:


The following item(s) inventory level has fallen below the threshold you have set.

#?ProductsList?#


Sellercloud Support must first configure the Global app setting InventoryQtyMonitorService_SendOutOfStockInventoryNotice, and the InventoryQuantityMonitor service must be running.

This template will pull products that are below the Low Stock quantity set on the Purchasing page and will be sent to the buyer set on the Purchasing page.

The email will only be sent once per product for every time that product falls below the Low Stock threshold. The template must be assigned to the OutOfStockNotice template assignment.

Learn how the Unfillable Products page lets you view more details on these items and reorder.

Product First Sale

This template can be used to alert a buyer that a newly listed item has been purchased for the first time.

  • Enable client setting Enable Product first sale alert.
  • Create a template and select it on the Product First Sale email template assignment.

Hi #?Purchaser?#,
The SKU #?ProductID?# #?ProductName?# has sold for the first time.

Order Templates

Order Welcome
Below is a sample order welcome template that can be automatically generated and sent to the customer.
  • The email will only be sent to channels that have been enabled for Order Welcome emails. Channel can be enabled on the Email Rules page.
  • A template must be selected on the OrderWelcome Template assignment.
  • The sample includes eBay related order info. Remove in templates used for other channels.
  • In order to send Order Welcome emails for unpaid wholesale orders, the client setting Send Order Welcome email for WholeSale Unpaid Orders needs to be enabled.

Dear #?FirstName?# #?LastName?#,

Thank you for your order! Your order number is: #?OrderNumber?# (#?OrderViewURL?#)

#?eBaySellingManagerSalesRecordNumber?#

The contents of your order are as follows:
#?OrderItemsDetails?#

We are processing your order, and we’ll ship it to you as soon as possible. We will email you when your order is shipped.

Your order will be shipped to:
#?ShippingAddress?#

If you’d like to make any changes to your order, please email us at #?Email?#.
#?eBayItemID?#

Thank you for your business!

Order Shipped Confirmation

Below is a sample template to email customers shipping confirmation, including tracking number and date of shipping and tracking number.


Dear #?FirstName?# #?LastName?#

Your order has been shipped to:

Shipping Address:

#?ShippingAddressHtml?#

Order Number:

#?OrderNumber?#

Order Details:

#?OrderItemsDetails?#

Tracking Number:

TrackingNumber: #?TrackingNumber?#
#?TrackingURL?#

Shipped On:

#?ShippedOn?#

Thank you for your business!

Order Payment Confirmation

Some marketplaces, like eBay, do not require immediate payment. You can automatically generate a payment confirmation email to the customer when the payment is received.

Below is a sample template. In the template we’ve used a placeholder for eBay order number. For all other channels use #?OrderSourceID?#


Dear #?FirstName?# #?LastName?#

A payment of  $#?TotalPaid?# has been received for your order.

#?OrderSource?# Order Number #?eBaySellingManagerSalesRecordNumber?#

(Place company name here) Order Number #?OrderNumber?#

Your order is being processed and will be shipped out shortly.

Thank you for your business!

Email Customer For Backorder
Use this template with the EmailCustomerForBackOrder email template assignment.
The email will be sent once for orders that get marked as back orders.

Dear #?FirstName?# #?LastName?#,

Thank you for your order.
#?OrderItemsDetails?# is currently on backorder. We will ship the order out to you as soon as it comes back into stock.
Please contact us if you wish to modify your order.
OrderShippedConfirmation No Tracking

This template can be used to notify of a customer that an order has shipped without a tracking number. An email can be sent to another email address when cc’d on the template.


Hello #?FirstName?# #?LastName?#
Order #?ID?# of #?OrderProductName?# has been shipped without a tracking number.
Order Download Failure

Sometimes, orders fail to download for various reasons.

You can set up a email template to let you know when an order fails to download and from which channel.
Create template and select it on the Order Download Failure email template assignment.
The email will be sent to the address cc’d on the template

Order Download Failed

Company ID: #?CompanyID?#

Channel: #?Channel?#

Order Payment Refunded

An email can be generated automatically and sent to a customer when their order has been refunded:

  1. Select Enable Order payment refund emails in the Client Settings.
  2. Create a template; see sample below.
  3. Select template on OrderPaymentRefunded email template assignment. The email will be sent to the customer and anyone copied on the template.

Hi #?FirstName?# #?LastName?#

Your order has been refunded.

Order#: #?OrderNumber?#

Items: #?OrderItemsDetails?#

Refund Amount: #?TotalRefunded?#

Order Holded

An email can be generated when an order has been placed on hold. The email will be sent to the purchaser of the products in the order.

Create an email template and select it in the Order Holded email template assignment.

Hi #?Purchaser?#,
Order #?OrderNumber?# has been placed on hold.
#?ItemDetails?#
Order With No Cost Available

Client setting Order Profit & Loss Calculated Using: configures what value with be used to determine the item cost on the order:

  • Average Cost
  • Site Cost
  • PO Last Cost
An email can be generated automatically when an order downloads with an item that does not have the cost set in the client setting. For example, if it’s set to Avg Cost and the item in the order does not have an avg cost an email will be sent out. The email will be sent to the email address on the company settings page and to anyone cc’d on the email template.
Create template and select on Order With No Cost Available email template assignment.
Split Order

This template can be used to inform that an order has been split.

By default, the email will be sent to the email address set on the template. It is not used for informing a customer that the order is split. However, the setting Split order email send to customer can be turned on to send the email to the customer as well.

Select the template on the Split Order Email Template Assignment.

This is to let you know that order ID #?SplittedFromOrderID?#  has been split into ?#OrderID?#.

The following items have been moved to the split order:
#?OrderItemsDetails?#
Order Shipped Confirmation Replacement Order
An email can be generated and sent to a customer after a replacement order is sent.
While replacement orders can be included in the regular shipping confirmation email, this option is particularity important for replacement orders for orders originating at Amazon. Because Amazon places restrictions on the content of any email sent from the seller to the customer, shipping confirmation emails are typically not sent for Amazon orders. Instead, Amazon sends an email directly to the customer to confirm shipping.
However, replacement orders for Amazon pose a particular problem. Because the order will retain the order source as Amazon, it will be excluded from the regular shipping confirmation emails. However, the OrderSourceOrderID is not saved to the replacement order. Hence, shipping notification is not sent to Amazon and the customer won’t get a notification shipping from Amazon.
This template assignment resolves the issue by sending an email confirmation to the customer for any replacement order including Amazon orders.
The following sample template should be used with the OrderShippedConfirmation Replacement Order email template assignment.

Dear #?FirstName?# #?LastName?#
Your replacement order has been shipped on.
Order number: #?OrderNumber?#. This is a replacement of your original order – Order number #?ParentOrderID?#.
#?OrderItemsDetails?#
Your replacement order has been shipped on #?ShippedOn?# with #?ShippingCarrier?# #?ShippingServiceSelected?#
You can track your shipment with tracking number #?TrackingNumber?# at #?TrackingURL?#.
Thank you.
Order Undelivered

This sample email can be used to proactively contact a customer who has not received their order.  When Sellercloud receives an Undeliverable status from the carrier, that would trigger this email to be sent to the customer.

  • The template needs to be assigned to the Order Undelivered email template assignment.
  • Email rules must allow this email. This is a per channel setting on the company level.
  • Tracking delivery date must be configured

Dear #?FirstName?# #?LastName?#

Please let us know if you have received your order.
Order Number #?OrderNumber?#
#?OrderItemsDetails?#

If you have not yet received the order Please make sure to call us at ——————-.

Order Send Email Default

Sellercloud has outgoing email capabilities which enable generating emails to customers such as feedback requests and shipping notifications. Email templates can be constructed to populate automatically with customer information using placeholders, and rules can be set up to determine when emails will or will not be sent.
Please note: By default, Order Welcome emails will only be sent for eBay or Local/Website orders. This is because a number of channels, including Amazon, Buy.com, and Newegg, restrict certain content on emails to customers, mainly content that can be seen as a solicitation of business outside of the channel. This includes having your web address anywhere in the email, even as part of the signature. However, order welcomes can be sent to all channels by enabling the client setting Send Order Welcome Email for all channels. Then, you can control each channel individually by blacklisting emails to specified domains.
Emails can also be sent manually to customers from the order detail page. Open the Action Menu and click Send Email. You can use the Show or hide Orders list to display or hide the order. Now enter a message or select an email template from the template drop down. You can also add any attachment to the email, like a coupon for future orders.
To send emails to multiple customers, like to direct purchasers of a specific item to download a manual from a link you include in the email body, select those orders from the Manage Orders page. Then click Send Email from the Action Menu. Complete a single email and click Send, and an email will be generated for each order selected.
Configuration for outgoing emails is done under the Email Settings tab on the Settings tab.
Sales Rep Assigned
Orders can be assigned to sales representatives. This is typically done when there is an issue with the order. On the Edit Order page, you can select a user from the Sales Rep dropdown. You can add a customer service note to the order for the rep to review.
Using the template below, the sales rep will receive an email informing them that they have been assigned to the order.
Select the template on the SalesRepAsssigned email template assignment.

Hi #?FirstName?# #?LastName?#
This is a formal notice to let you know that Order #?OrderNumber?# has been assigned to you.
Take a look at the order at #?OrderViewURL?#
You were assigned by #?SalesRepAssignedBy?#
OrderSourceOrderID = #?OrderSourceOrderId?#
Reminder To Vendor

Configuring Email Reminders for Dropshipped Orders

Sometimes, a vendor may not drop ship an order on time. You can configure Sellercloud to automatically generate an email to the vendor as a reminder to fill the open order. The email generation is a per vendor configuration where you can set different times and different email templates for each vendor.

  1. Enable Client Setting Enable email reminders for Dropship Orders.
  2. Set client setting DropShip Status for Order to Send Reminder to the dropship status at which an email can be set. Typically, this should be set to Requested or Acknowledged.
  3. Configure the time to send email per vendor
  4. Create an email template. See sample below.
  5. Navigate Settings > Company Settings > Toolbox > Vendor > select a vendor >  Dropship Preferences.
  6. Enable setting Enable Reminder emails for Dropship Orders.
  7. Enter an amount into the Send reminder in Days field.
  8. Select an email template.
  9. Press Save. (SMTP Settings must be configured.)
  10. The email will be sent to the vendor email address on the vendor settings page.

Sample Template

Dear #?VendorName?#
Purchase Order Number #?PurchaseOrderID?# has not yet been dropshipped.
Tracking Update Failed On Channel

An email can be generated when a tracking document fails to upload. Currently, this email works for:

  • eBay
  • Newegg
  • Overstock
  • Shopify
  • Walmart DSV
  • Walmart Marketplace

The email will be sent to the email address on the company settings page and anyone copied on the email template.

Create template and select on Tracking Update Failed On Channel email template assignment.


A tracking upload to Overstock has failed for order:

#?OrderID?#

#?OrderItemsDetails?#

An upload was attempted at #?TimeStamp?#

The error message is:

#?LastError?#

Proxy Templates

Proxy Failure

A proxy failure can trigger an email. Create template and select on Proxy Email Failure template assignment. An email will be sent to the email address on the company settings page.


Your connection to a proxy has failed.

#?ErrorMessage?#
#?RequestContent?#
#?ResponseContent?#
#?StackTrace?#

Purchase Order Templates

Purchase Order Reminder

This template is used for the Open PO Reminders Scheduled task. It must be assigned to the Purchase Order Reminder template assignment.


Dear VendorName

Please see the attached excel spreadsheet with items that were ordered _______ days ago but have not yet been received. Please update me on the status of each item.
Thank you
PO Received

Use with POReceive Email Template Assignment. Under Purchasing > Manage Defaults, set who will receive the email.


Hi

PO #?ID?# has been Received

#?OrderItemsDetails?#

PO Received Defective

This sample can be used as a template to be notified when a PO was received with defective items. The items need to be received in an Un Tested type warehouse. The template must be assigned to the PO Received Defective email template assignment. Under Purchasing > Manage Defaults, set who will receive the email.


Hi
PO #?ID?# was been Received
#?OrderItemsDetails?#
PO Changed

Emails can be generated and sent when a PO status changes, for example, to Received. The email can be sent to the PO creator and to the buyer. Follow these instructions:

  1. On the Purchase Order Defaults page there are options to send emails to the purchaser/buyer of items in the PO and/or to the PO creator. You can add other addresses.
  2.  Create a template.
  3. Assign the template to the POChanged email template assignment.

Purchase Order # #?ID?# has been updated to status #?Status?#.

Queued Job and Task Templates

Task Execution Failed

Below is a sample template that can be used to inform that a scheduled task has been completed. The recipient’s email address must be set on the task and email alerts must be enabled. The template must be assigned to the template assignment Task Execution Failed. Client setting Enable Task completed Email alerts must be enabled.


The scheduled task #?TaskName?# #?TaskType?# has failed.

Error message – #?ErrorMessage?#

To view the task, please press the following link: #?QueuedJobViewURL?#

The #?TaskID?# was last executed on: #?LastExecutedOn?#

Queued Job Completed
This template can be used to notify that a queued job has been completed. This template should be assigned to the Queued Job Completed Email Template Assignment. This notification will be emailed to the user on the queued job, as well as anyone cc’d on the template.

Dear #?FirstName?# #?LastName?#
Queued job #?QueuedJobID?# has completed.
View the job from the following link – #?QueuedJobViewURL?#
Queued Job Failed
Enable client setting Enable Queued Job completed emails. The template must be selected on the email template assignment Queued Job Failed. The template will be sent to the user who executed the queued job.

Queued job #?QueuedJobID?# has failed with the following message:
#?ErrorMessage?#
View the job from the following link – #?QueuedJobViewURL?#
Task Execution Completed

Below is a sample template that can be used to inform that a scheduled task has been completed. The recipient’s email address must be set on the task and email alerts must be enabled. The template must be assigned to the template assignment Task Execution Completed. Client Setting Enable Task completed Email alerts must be enabled.


The scheduled task #?JobType?#
has been completed as queue job #?QueuedJobID?#.

To view the task, please press the following link:

#?QueuedJobViewURL?#

Queued Job Failed Service Restarted

The queued jobs run on a Windows service. If the window service is turned off for a server update, for example, the queued job will stop. When the service is turned on, the job will not restart automatically. Instead, the job will get a status of Cancelled Service Restarted. You can then manually restart the job from the Queued Job main page.

You can receive an email informing you of any job that has failed with a service restarted status.
The template must be selected on the Queued Job Failed Service Restarted email template assignment.
An email will be sent to the user who executed the job.

Queued job #?QueuedJobID?# has been stopped because the service has been turned off. The service has been restarted.
View the job from the following link – #?QueuedJobViewURL?#
You can restart the queued job from the main queued jobs page.

RMA Templates

RMA Created

This email can be used to notify that an RMA has been created. Use it with the RMACreated email template assignment. The email will be sent to the customer’s email address on the order.

An email address can be cc’d on the template to notify someone else, like a manager, that an RMA has been created.

A separate template can be created for RMA Status updates.


Dear #?FirstName?# #?LastName?#
RMA #?RMANumber?# has been created on #?RMADate?#.
#?RMAItemsDetail?#
RMA Status Updated

This email can be used to notify that an existing RMA has been updated with a resolution i.e. – Refund, Exchange, etc.

Use it with the RMAStatusUpdated email template assignment. The email will be sent to the customer’s email address on the order.

An email address can be cc’d on the template to notify someone else, like a manager, that an RMA has been updated.

A separate template can be created for new RMA creation called RMACreated.
You can also create separate templates based on the RMA Status. You can assign them to an email template specific to a status update:
  • RMAStatusUpdated Refund
  • RMAStatusUpdated Replace
  • RMAStatusUpdated Reject
  • RMAStatusUpdated Exchange
  • RMAStatusUpdated Repair
  • RMAStatusUpdated Receive

Dear #?FirstName?# #?LastName?#
#?RMANumber?# created on #?RMADate?# for #?RMAItemsDetail?# has been updated to #?RMAStatusCode?#

 

 

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