Offline Order Emails

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 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! 

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. Now 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, click 'Settings'.
3. Select the 'Advanced' tab.
4. Set the 'Customer Email Record Type' to 'E'. 
   
5. Select the 'Local Cache' tab.
6. Select the 'Customer_DeliveryAddress_EMAIL' table and click 'Empty Selected Tables'. If there is no entry for this table, disregard this step. 
    
7. Click 'OK' to save. 
8. Stop, then re-start your integrator. If you're unsure how to do this, see Integrator - Stop and Start.
9. Once the integrator has re-started, trigger a Send All for 'Customer Master'. 
    

Congratulations! Now any customer with a valid email address in PRONTO'S Delivery Email Address field can receive order confirmation & shipped notifications! Emails will be triggered when changed 'Current Orders' integrates.

Customising Templates

To edit the content or layout of your Offline Order Confirmation and Shipped emails, simply configure the widgets in the templates as required. 

1. Login to the CMS. 
2. Navigate to Content → Emails. 
3. Select the required template: 
   • Offline Order Confirmation Email
   • Offline Order Shipped Email
      
4. Add, Edit, or Delete widgets as required.
5. Use the 'Test Email...' option to verify that output is as you expect.