Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Info
titleIs this feature disabled?

Image AddedThis feature needs to be switched on for your site by Commerce Vision. Implementation also requires consultation with Professional Services.

Overview 

Create custom email notification templates with the Generic Email Notifications. Each template is linked to a notification type so keeping track of them and testing them is easy.

...

Overview

...

  


Panel

On this page:

Table of Contents



Step-by-step guide

1. Enable and configure feature

  1. Go to SettingsSettings → Feature Management Content.

...



  1. Ensure Generic Email Notifications is enabled, then click Configure. 
    Image Modified

  2. Configure Generic Email Notification Settings.
    Image Modified

  3. To enable this feature on your site, in General Settings, toggle ON Enable Generic Email Notifications.

...




  1. In Default Email Subject, enter a default email subject for

...

  1. generated emails.

2. Add a Notification Type

  1. Go to the Notification Types section.

  2. Click Add Notification Type.

  3. In Notification

...

  1. Type,

...

  1. enter a description of the email notification type

...

2. Customise Registration Verification email templates

When Registration Verification is enabled, three email templates become available in the Users submenu (ContentEmailsUsers):
Image Removed

  • B2C Registration Verification Notification Email - this template contains text for the alert email sent to the nominated staff member when a user registers (if an email address is entered in step 7 of the configuration procedure).  
     B2C Registration Verification Notification Widget 
  • B2C Registration Verification Required Email - this template contains text for the email sent to the user once they click Submit. It contains the verification link the user must click on to activate their account.
     B2C Registration Verification Required Widget
  • B2C Registration Verification User Notification Email - this template contains text for the email sent to the user once they have registered (if step 5 in the configuration procedure is enabled).   
     B2C Registration Verification User Notification Widget

Each template contains an email content widget for emails sent during the Registration Verification process. Click on the link to each widget for further help in customising each email message.

User experience

...

  

...

(i) If the User clicks on the link before it expires, they are taken to your site where a message confirms successful verification. 

Their account is now activated and they can now login to their account.

Image Removed

...

(ii) If the User clicks on an expired link, they will be alerted that they need to generate another verification email by clicking the provided link. 

Image Removed

Clicking on the link will take them to a page where they can enter their email address and submit a request for another verification email. 

Image Removed

Once submitted, a message confirms that the verification email has been sent.

Image Removed

...

Additional Information

Multiexcerpt
hiddentrue
MultiExcerptNameFeature Title

--

  1. .
    Image Added

  2. In Email Subject, enter the email subject for the notification type.

  3. Click Save.

3. Specify Email Template

  1. Go to the Email Templates section.

  2. Click Add New Email Template.
    Image Added
  3. Create the new email template in the New Email Template popup. In Template Name, enter a unique name. It cannot be the same as an existing email template. 

    Image Added

  4. In Email Template to Copy, select an existing email template as a base. 
    Image Added
  5. Click Save. Once saved, the new template Id (Identifier as a guid) can be copied to clipboard. NOTE - The use of the Id is for Commerce Vision implementation.


  6. Edit the template as you need. Created templates are stored in ContentEmailsMisc. But they can be accessed directly by clicking Edit Template next to the email template name.
    Image AddedImage Added
    TIP - Email templates created here can only be accessed if this feature is enabled.

4. Test Email Template (optional)

Note

If this email template comes with an attached document, e.g., a quote attached email, it cannot be tested using the Test Email feature.


Once you are in the email template, you can test it. 

  1. Click Test Email
    Image Added
  2. In To Email, enter the email address of the recipient who will receive this email. 
    Image Added
  3. In Notification Type, if not filled, enter the name of the notification type (exactly as in the Notification Type field when it was created). 

  4. Template Data should have been filled already.

  5. Click Send Test Email.

Additional Information
  


Minimum Version Requirements


Multiexcerpt
MultiExcerptNameMinimum Version Requirements

4.

...

37


Prerequisites


Multiexcerpt
MultiExcerptNamePre reqs

--


Self Configurable


Multiexcerpt
MultiExcerptNameSelf Configurable

...

No


Business Function


Multiexcerpt
MultiExcerptNameBusiness Function

Content Management


BPD Only?


Multiexcerpt
MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


Multiexcerpt
MultiExcerptNameB2B/B2C/Both

Both


Third Party Costs


Multiexcerpt
MultiExcerptNameThird Party Costs
n/a


Related help

Content by Label
showLabelsfalse
max5
spacesKB
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ("template-email","user-website") and type = "page" and space = "KB"
labelsUser password

Content by Label
showLabelsfalse
showSpacefalse
titleRelated widgets
excludeCurrenttrue
cqllabel = "widget" and title ~ "B2C Registration Verification"

Content by Label
showLabelsfalse
showSpacefalse
excludeCurrenttrue
cqllabel = "widget" and title ~ "register"