Customer Email Responders allow you to send your customers different types of information when they perform certain actions.
Customer Email Responders are found by navigating to the following area:
Settings → Autoresponders → Customer Emails
Customer Email Responders include:
Leads | This will allow you to send specific messages to different types of customers based on the Customer Type settings. |
Customers | This will allow the system to send emails to customers when they have created a new account or registered. |
Customer Emails consist of the following sections:
Details:
Name | This is name of the overall Customer Email autoresponder you are creating. |
Status | This is the status of the Customer Email responder. It can Active, Inactive and Archived. |
Leads:
Lead Subject | This is the subject of the email that the lead would receive after filling out the form. |
Lead Email | This is the body of the email that the new Lead would receive after filling out the form. |
Admin Lead Subject | This is the subject of the new Lead that any users assigned to the Role(s) to receive these confirmations would see. |
Admin Lead Email | This is the body of the new Lead email that any users assigned to the Role(s) to receive these confirmations would see. |
Customers:
Customer Subject | This is the subject line that the customer would see when they register. |
Customer Email | This is the body of the email that a customer will see when they register. |
Admin Customer Subject | This is the Admin email subject heading they would receive if they have access to this setting in their role. |
Admin Customer Email | This is the body of the email that admins will receive when a new customer registers on their storefront. |
Tags
Tags are a way of building in dynamic data into your Autoresponders. Tags allow you to bring in system tags, custom attributes that you have created.
File Upload Section:
File Upload | This section displays all files that have been associated to this category. |
Upload Files Button | This button is used to upload one or multiple files to the category from your computer. |
Row level Colorbox | If you click on each file that has been uploaded it will open a dialogue window to allow you to make changes to the file name, to display the file in the customer portal and view the full path URL. |
File Name | The name of the file |
File URL | The full path URL of the file. |
History Section:
User | This column indicates which user made the change to this Category. |
Action | This column indicates what was done. |
Modified On | This column indicates when the change occurred. |