Triggering E-mail Order Acknowledgements for Web Orders

You can automatically send an e-mail acknowledging each customer's web order. The e-mail uses a standard subject and message text that you create.

The e-mail feature requires the Outbound E-mail Commerce companion product. For more information, see Outbound E-Mail Overview.

To trigger an e-mail order acknowledgement:

  1. From the Files menu, select Customer and open the customer record.

  2. Use the Addl Info hot key, and then the Activity Trigger hot key to display the Activity Trigger Maintenance screen.

  3. In the Trigger Description field, press F10 and select Web Order Entry Submit Order.

  4. In the Activity Description field, press F10 and select E-mail Message, Email Sales Doc, or Email Sales Doc HTML.

The Typ, F, and B fields display the default settings.

  1. Use the Activity Props hot key to display the Send E-mail screen.

  2. In the To field, enter the e-mail address of the person receiving the acknowledgement, or use the Dist List hot key to enter a distribution list with multiple recipients.

  3. In the Subject field, enter a brief description that shows in the e-mail's subject line.

  4. In the message area, enter the e-mail's text. For example: Thank you for your order, which we are now processing.

  1. Press Esc until the updated customer record is saved.

See Also:

Setup Requirements for Web Commerce

Assigning Activity Triggers