Settings - Notifications – buildsupport

Breadcrumb path: Settings / Notifications

You can access this page by clicking on Settings from the main menu, and Notifications from the dropdown menu.

Settings - Notifications Fundamental

In this module, you will learn how to manage Settings - Notifications. Notifications are Emails or Popups, automatically triggered by a variety of Events. Each time a specified Event occurs, a Notification will be triggered.

Notifications provide automated and instant communication between you and your customers. All Notification Emails and Popups can be managed from this module. SMTP Settings (to handle outgoing mail configuration) can be set up from the SMTP Module.

Now that you have learned the fundamental ideas and seen an example of the end result, you can continue with the user manual for Settings - Notifications.

Notifications

From this screen, you can navigate Manage all Notifications and Email Header & Footer Design.

● 1 Item Page. This section allows you to Manage all Events occurring from the Item Page.

● 2 Customers. This section allows you to Manage all Events occurring under the Customers category.

● 3 Shopping Cart. This section allows you to Manage all Events occurring from the Shopping Cart.

● 4 Ring + Diamond System. This section allows you to Manage all Events occurring from the Ring + Diamond System page.

● 5 Events. This table displays the Events that correspond to the Notifications category selected on the left.

● 5 Columns. These columns display information and allow you to Manage Notifications.

Event Name. This column displays the Event Name.

Manage Automatic Email. The buttons in this column enable you to Manage Automatic Email.

Manage Confirmation Pop Up. The buttons in this column enable you to Manage Confirmation Pop Up.

● 6 Email Header & Footer Design. This button enables you to edit your Email Header & Footer Design.

Now that you have learned about the different functions of the Notifications main screen, you can continue with the next section (Notification Types).

Notification Forms

There are two main types of Notifications that can be set up and managed using this module: which apply to a wide range of Events. Here are the Notification forms:

● 1 Auto Email Notifications. These are Emails automatically sent when an Event occurs.

Client Auto Email Notification. This is an Email automatically sent to a client when an Event occurs.

Internal Auto Email Notification. This is an Email automatically sent to you (the website administrator) when an Event occurs.

● 2 Popups. These are Popup window messages automatically displayed when an Event occurs.

Here is an example and explanation for the Emails that can be accessed from the Manage Automatic Email button for a given Event.

Edit Email Template

Client Auto Email

● 1 [On | Off] [View Email]. In this area, you can turn the Client Auto Email either On or Off. You can also click View Email to display a preview of the Email.

● 2 From Address. In this field, you can enter the From Address for the Client Auto Email.

● 3 Subject. In this field, you can enter the Subject for the Client Auto Email.

● 4 Email Body. In this field, you can enter the Email Body for the Client Auto Email.

● 5 Save Email Template. Click this button to Save Email Template for the Client Auto Email.

● 6 Short Code Manual. Click this button to open the Short Code Manual for this Event Email Template.

Now that you have learned about the different parts of the Edit Email Template section, you can continue to the section covering the Short Code Manual.

Short Code Manual

Note: every single Event Notification has its own Short Code Manual with a different set of Short Codes compiled for its particular purposes. This guide will not include an exhaustive description of every Short Code Manual, but an example will be described below.

All Short Code Manuals follow the same format, providing a list of Short Codes with names and descriptions corresponding to the Event Form that triggers the Notification. The Short Code text is conveniently organized to be copied and pasted into the Notification Body.

Any piece of information given by the customer, or already available in the system, that is relevant to the Event, can be arranged in a template as part of the Notification via a Short Code.

● 1 Email Template Short Code Manual. This Short Code Manual will appear upon clicking the Short Code Manual button from the previous screen.

%[fname]% : First name of the customer. Enter the Short Code text: %[fname]% in the Notification Body to replace this Short Code text with the First name of the customer when the Notification is made.

%[lname]% : Last name of the customer. Enter the Short Code text: %[lname]% in the Notification Body to replace this Short Code text with the Last name of the customer when the Notification is made.

%[product_link]% : Link to the item page on the website. Enter the Short Code text: %[product_link]% in the Notification Body to replace this Short Code text with a Link to the item page on the website when the Notification is made.

%[product_image]% : Image of the product. Enter the Short Code text: %[product_image]% in the Notification Body to replace this Short Code text with an Image of the product when the Notification is made.

%[product_title]% : The title of the product. Enter the Short Code text: %[product_title]% in the Notification Body to replace this Short Code text with The title of the product when the Notification is made.

%[brand_name]% : Brand name of the product. Enter the Short Code text: %[brand_name]% in the Notification Body to replace this Short Code text with the Brand name of the product when the Notification is made.

%[model_number]% : Model number of the product. Enter the Short Code text: %[model_number]% in the Notification Body to replace this Short Code text with the Model number of the product when the Notification is made.

%[phone]% : Phone number of the customer. Enter the Short Code text: %[phone]% in the Notification Body to replace this Short Code text with the Phone number of the customer when the Notification is made.

%[email]% : Email Address of the customer. Enter the Short Code text: %[email]% in the Notification Body to replace this Short Code text with the email address of the customer when the Notification is made.

%[date]% : Date form submitted. Enter the Short Code text: %[date]% in the Notification Body to replace this Short Code text with the Date form submitted when the Notification is made.

%[comments]% : Comments. Enter the Short Code text: %[comments]% in the Notification Body to replace this Short Code text with Comments when the Notification is made.

%[company_url]% : The company's website URL. Enter the Short Code text: %[company_url]% in the Notification Body to replace this Short Code text with The company website’s URL when the Notification is made.

%[main_phone_number]% : Company's main phone number. Enter the Short Code text: %[main_phone_number]% in the Notification Body to replace this Short Code text with the Company’s main phone number when the Notification is made.

%[main_email_address]% : Company's main email address. Enter the Short Code text: %[main_email_address]% in the Notification Body to replace this Short Code text with the Company’s main email address when the Notification is made.

%[company_name]% : Company's name. Enter the Short Code text: %[company_name]% in the Notification Body to replace this Short Code text with the Company’s name when the Notification is made.

Now that you have learned about the Short Code Manual for Notifications, you can continue to the next section (Email Header & Footer Design).

Email Header and Footer Design

This page can be accessed by clicking the Email Header & Footer Design button located in the upper-right corner of the Notifications main screen. This enables you to design a Header & Footer for all Auto Email Notifications.

● 1 Email Header. In this section, you can design the Header for your Auto Email Notifications. The Header design entered in this section will be included, as it appears here, at the top of all Auto Email Notifications.

● 2 Email Footer. In this section, you can design the Footer for your Auto Email Notifications. The Footer design entered in this section will be included, as it appears here, at the bottom of all Auto Email Notifications.

● Save. Click the Save button when finished designing your Email Header & Footer Design.

Now that you have learned about Email Header & Footer Design, you can return to the Notifications main screen, so that this guide can walk you through the different Notifications categories. The first section is Item Page.

(1) Item Page Events

● 1 Item Page Events. This screen allows you to Manage all Notifications triggered by Events occurring from the Item Page. Each Event is listed on a different row, as follows:

Quote Request. In this row, you can Manage Automatic Email or Manage Confirmation Pop Up for Quote Request. These Notifications are triggered any time a Quote Request occurs.

Email This Item. In this row, you can Manage Automatic Email or Manage Confirmation Pop Up for Email This Item. These Notifications are triggered any time Email This Item occurs.

Diamond Inquiry. In this row, you can Manage Automatic Email or Manage Confirmation Pop Up for Diamond Inquiry. These Notifications are triggered any time a Diamond Inquiry occurs.

Rolex Contact Us. In this row, you can Manage Automatic Emails that are triggered when a Rolex Contact Us occurs.

TUDOR Contact Us. In this row, you can Manage Automatic Emails that are triggered when a TUDOR Contact Us Event occurs.

Now that you have learned about the Item Page Notifications, you can move on to the next section (Customers).

(2) Customers

● 2 This screen allows you to Manage all Notifications triggered by Customer Events. Each Event is listed on a different row, as follows:

User Registration. In this row, you can Manage Automatic Emails that are triggered when a User Registration occurs.

Reset Password. In this row, you can Manage Automatic Emails that are triggered when a Reset Password occurs.

Send Wishlist. In this row, you can Manage Automatic Emails that are triggered when a Send Wishlist occurs.

Mailing List Subscription. In this row, you can Manage Automatic Email and Manage Confirmation Pop Up for Mailing List Subscription. These Notifications are triggered any time a Mailing List Subscription occurs.

User Registration With Authentication. In this row, you can Manage Automatic Emails that are triggered when a User Registration With Authentication occurs. This is a Registration email that provides an Authentication link for the customer.

Reset Password With Authentication. In this row, you can Manage Automatic Emails that are triggered when a Reset Password With Authentication occurs. This is a Password Reset email that provides an Authentication link for the customer.

Now that you have learned about the Customer Notifications, you can move on to the next section (Shopping Cart).

(3) Shopping Cart

● 3 This screen allows you to Manage all Notifications triggered by Shopping Cart Events. Note: some events here are triggered by a change in Order Status made in the Sales & Orders module. Each Event is listed on a different row, as follows:

Transaction Success. In this row, you can Manage Automatic Emails that are triggered when a Transaction Success occurs.

Order Shipped. In this row, you can Manage Automatic Emails that are triggered when an Order Shipped status change occurs.

Order Ready For Pickup. In this row, you can Manage Automatic Emails that are triggered when an Order Ready For Pickup change occurs.

Order Picked Up. In this row, you can Manage Automatic Emails that are triggered when an Order Pickup Up status change occurs.

Order Delivered. In this row, you can Manage Automatic Emails that are triggered when an Order Delivered status change occurs.

Order Cancelled. In this row, you can Manage Automatic Emails that are triggered when an Order Cancelled status change occurs.

Order Failed. In this row, you can Manage Automatic Emails that are triggered when an Order Failed status change occurs.

Gift Card Purchase. In this row, you can Manage Automatic Emails that are triggered when a Gift Card Purchase occurs.

Now that you have learned about the Shopping Cart Notifications, you can move on to the next section (Ring + Diamond System).

(4) Ring + Diamond System

● 4 This screen allows you to Manage all Notifications triggered by Ring + Diamond System Events.

Ring & Diamond Inquiry. In this row, you can Manage Automatic Email and Manage Confirmation Pop Up for Ring & Diamond Inquiry. These Notifications are triggered any time a Ring & Diamond Inquiry occurs.

Now that you have finished the Ring & Diamond System section, that concludes the user manual for the Settings - Notifications module.