When a user creates a new account, they will automatically get a Thank you for creating an account email from the website for their records.
And when a user subscribes to the website, they will automatically get a Thank you for subscribing email from the website for their records.
You can edit or turn these off at any time by following these steps:
- Log on as web admin and click on Marketing - Emails and click New Account Email or New Subscriber Email (for both email and/or sms)
- In the resulting screen, you will see the current automated email - you can click on EDIT CONTENT to edit the content of the email:
- In the left sidebar, you can edit these:
- TEST EMAIL SETTINGS: Before you can click Save to any changes, you must send a test email to yourself (or else your changes could break the website without you knowing) - to do this, just enter the following fields and then you can click Send Test Email at any time to preview your changes through your email account before clicking Save:
- Test Email To Address: Enter your email address here
- Test Email To First Name: Enter your first name here
- Test Email To Last Name: Enter your last name here
- Test Email Sign-off: You cant click Save until you check this button to say that you have received a test email and you are happy to sign off on this
- Email Subject: This is the title of the email that will be sent.
- From Email: This is the email address that the email will be sent from.
- NOTE: This email address must be validated or else the email will not send.
- From Email Name: If you want the FROM address to display something other than the email address, enter it here.
- Title: This appears at the top of the email.
- MAKE ACTIVE: Check this to turn it on (and also you can uncheck to turn it off) - the email is turned on by default.
- Promotion Code: If you want to give the user a promo code within the email, enter it here (ensure that it is working first) - we recommend using Single Use Promo Codes so that they can only use the promo code once so you just need to enter here the Promo Code Reference for the Single Use Promo Code - click here for more details
- Promotion Code Intro: This text appears before the promo code in the email content.
- TEST EMAIL SETTINGS: Before you can click Save to any changes, you must send a test email to yourself (or else your changes could break the website without you knowing) - to do this, just enter the following fields and then you can click Send Test Email at any time to preview your changes through your email account before clicking Save:
- You can also click in the blue boxes in the main page to make edits to the content displayed.
- NOTE that you should put in the text [FIRSTNAME] where you want the user's first name to go.
- NOTE that you should use the HEADERS list under the FORMATS dropdown in the screen below to format the content.
- Click Preview to preview your changes, click Send Test Email to preview your changes through your email account + if you are happy with them, click Save
- The changes will update when the cache is cleared - if you want them to happen immediately, just clear the cache.
- In the left sidebar, you can edit these:
Careful talking about emails and sms texts in the email
Remember that the user may have only opted for emails or only opted for sms texts, so you need to keep the content generic to handle the different scenarios (i.e. if the user opted in for both, or just opted in for one of them).
Automatic Email NOT sent when user opts in at first screen in checkout
In the first screen of the checkout, the user enters their email address and is given an option to opt-in at this point. If they opt-in here, we don't send the Thank you for subscribing email as there may be a DISCOUNT PROMO CODE in it which could confuse the customer who is about to pay you and in most cases, already has their credit card out on the desk ready to enter to complete their order. It's important to keep the checkout process as quick and easy as possible to maximise your conversion rate - this is the same reason why we ask the customer if they want to create an account after they complete their order and not before.
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