Email Templates
This menu option is available from Base, Web, POS, and EIPP Stores.
Email templates provide a standardized structure to commonly sent email communications. Based on Management Console settings you may be able to add new templates for JDE use.
Template Name | Web | EIPP | POS | JDE | Explanation |
Abandoned Shopping Cart | Y | N | N | N | When a customer leaves products in their shopping cart for a certain number of days without completing a transaction. You define the number of elapsed days that will trigger this email. This email can be sent up to 3 times. |
Credit Order Confirmation (Returns) | Y | N | N | N | When a customer initiates a return through your website. |
Forgot Password | Y | Y | N | N | When a customer completes the "forgot password" steps on your website to request a new password. |
Invoice Payment Confirmation | Y | Y | N | N | When a customer successfully pays an invoice or schedules an invoice payment on your website. |
JDE Invoice Pay Confirmation | N | N | N | Y | When a customer representative processes an invoice payment for a customer in JD Edwards. (configuration required) |
JDE Sales Order Confirmation | N | N | N | Y | When a customer representative enters a sales order for a customer in JD Edwards. (configuration required) |
JDE Shipment Confirmation | N | N | N | Y | When ship confirmation is completed in JD Edwards. |
Modify Quote Confirmation | Y | N | N | N | When a customer successfully modifies a previously submitted quote on your website. |
Notify Me Subscription Confirmation | Y | N | N | N | When a customer clicks the "Notify Me" button for a back ordered product. |
Notify Me Product Back In Stock | Y | N | N | N | When a subscription is in place and the product is back in stock for purchase. |
POS - Invoice Payment Confirmation | N | N | Y | N | When a customer successfully pays an invoice using SmarterCommerce Point of Sale. |
POS - Modify Order Confirmation | N | N | Y | N | When a sales order is modified for a customer using SmarterCommerce Point of Sale. |
POS - Modify Quote Confirmation | N | N | Y | N | When an existing quote is modified for a customer using SmarterCommerce Point of Sale. |
POS - Quote Order Confirmation | N | N | Y | N | When a quote request for a customer is processed using SmarterCommerce Point of Sale. |
POS - Sales Order Confirmation | N | N | Y | N | When a sales order transaction for a customer is processed using SmarterCommerce Point of Sale. |
POS Return Order Confirmation | N | N | Y | N | When a return (or credit order) for a customer is processed using SmarterCommerce Point of Sale. |
Quote Order Confirmation | Y | N | N | N | When a customer successfully submits a quote request through your website. |
Sales Order Confirmation | Y | N | N | N | When a customer completes a sales order transaction on your website. |
Share Product Content | Y | N | N | N | When a customer clicks the "share" button on a specific product's detail page to share that product with another individual via email. |
Share Shopping Cart | Y | N | N | N | When a customer clicks the "share" button in their Shopping Cart to share the products in that shopping cart with another individual via email. |
Share Wish List | Y | N | N | N | When a customer clicks the "share" button in a Wish List / Product List to share the products in that list with another individual via email. |
Welcome - Request Access | Y | Y | N | N | When an existing customer in your ERP requests online account access through your website and is approved (either automatically or upon your approval - depending on configuration). This only applies when the Request Account Access feature is enabled. |
Welcome - Reset Password | Y | Y | N | N | When a web account is created for a customer through the Management Console (and Reset Password Upon First Login setting is ON), JD Edwards, or if a customer with administrator permissions goes to Contacts and creates a web account for someone in their company. |
Welcome Email | Y | Y | N | N | When a customer self-registers for a web account through your website
and the Reset Password Upon First Login setting is OFF |
Your Account is Active | N | N | N | Y | When a web account's status changes from 'inactive' to 'active via the Management Console - or - when a web account changes from locked out to not locked out. The Notify User checkbox must be checked. |