How to Send Confirmations After Purchase of Orders

Business users are able to send automated confirmation emails after any purchase is done across the system using the automated sales receipts which list the products purchased along with the total amount paid.

Businesses can also make use of the purchased webhook information to process any external automations using the data sent from workflows using the Order Submitted trigger.

If the use case is to send an automated confirmation, you can use the automated sales receipts feature.

The order submitted trigger can also be used with a custom email template along with the shopping cart element inside the email builder to send a customized email listing the products purchased inside the email body content.

Creating an Order Confirmation Email Template with Shopping Cart Element

Objective:

To create an email template with line items of purchased products using the shopping cart element within an email template for order confirmation emails sent through a workflow.

Key Steps:

1. Access the email template.
2. Add the shopping cart element from the add element menu.
3. Ensure products have images set up in the product section.
4. Save the template.
5. Add the template to the workflow email action.

Cautionary Notes:

• The image displayed in the email will be pulled from the product setup. Ensure products have relevant images.
• If no image is set for a product, the system will generate one, which may not match your needs.

Tips for Efficiency:

• Keep product images updated and relevant to ensure accurate representation in the email.
• Test the email template to confirm that the shopping cart element displays the correct product information before sending it out.
• Reach out for assistance if needed via chat or email for any additional questions or support.