Offline Order Emails

Overview

When a user places an order on your webiste, they receive an order confirmation email immediately after their order is submitted. Once their order leaves the warehouse, they then get an Order Shipped email to advise that their order is 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 through them, or those users who need to speak to a Customer Service advisor before placing a particular 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! 

1. update the 2 resources
2. refresh dictionary
3. set email type to e
4. clear local cache for customer email type, then stop / start integrator
5. make sure user's email address is in PRONTO for that customer. 

Step-by-step guide

To enable offline emails: 

1. Login to the CMS. 
2. Navigate to Advanced Content → Resources. 
3. Search for the resource 'rcOrderConfirmedEmailWhereClause'
4. Click 'Modify'. 
5. In the Resource Value field, enter '1 = 1'. 
6. Click 'OK' to save. 
7. Search for the resource 'rcOrderShippedEmailWhereClause'. 
8. Click 'Modify'.
9. In the Resource Value field, enter '1 = 1'. 
10. Click 'OK' to save. 
11. Refresh the System Settings dictionary to pick up the above changes. You can find instructions here - Forcing A Cache Refresh.
     

Next, update your Integrator settings and integrate your records: 

1. Open the Integrator client. 
2. With the appropriate site selected, navigate to the 'Settings' tab.