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How can I send a custom email to someone after they've placed an order?

Robert Hoppie avatar
Written by Robert Hoppie
Updated over 4 months ago

You can manually send an email to your client after they have made a purchase by doing the following:

  • From the main menu click on Selling » Client Orders.

  • Locate your client's order, click the Options box next to it, and choose the Email the Buyer option.

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  • The email address your client used during checkout will be populated in the Buyer's Email box, but you can change that if you'd like.

  • Edit the Message Subject and Message if needed. The default text comes from a setting within the Selling Preferences page, which is referred to and more fully explained below.

  • Click Send.

    ScreenHunter_1950_Oct._27_12.43.jpg

Edit your default Subject and Message

If you would like to make changes to the default Message Subject and/or Message, follow these next steps to do so:

  • From the main menu, click on Selling » Selling Preferences.

  • Scroll to the Misc settings, and edit the options in the "Email the Buyer" Default Email Content section.

  • Click Save Preferences.
    Note: Any of the following keywords may be used within the email body:

    [[BILLING_FIRST_NAME]]
    [[BILLING_LAST_NAME]]
    [[COMPANY_PHONE]]
    [[COMPANY_CONTACT_NAME]]
    [[COMPANY_NAME]]
    [[EVENT_NAME]]
    [[ORDER_CONFIRMATION_NUMBER]]
    [[ORDER_DATE]]

    Keywords are automatically swapped for the correct values when the email is sent.

    ScreenHunter_1952_Oct._27_12.45.jpg


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