Digital Notifications
The following Data Management editor is used to configure templates for notifications that alert the user of situations that require attention.
Editor | Description |
|---|---|
Create and configure templates for the notifications that are generated by specific events. |
Create Notification Template
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To create a notification template:
From the Notification Template List homepage, select New Notification Template.
From the Event Type dropdown, select the type of event that triggers the notification.
Select Continue.
From the General section, define the following:
Setting
Description
Name
Name of the notification template.
Description
Description of the notification template.
Usage Type
Select the method used to send the digital message.
Active
Identify the sites where the notification template is active.
Event Type
Identifies the associated event type for this template.
Subject
Text to display in the subject line of the notification.
Extra Print Elements
This setting is only available for the following Event Types:
Order Confirmation
Receipt
Refund
Select optional elements to include on the notification:
Item Comments - Comments added to an order item.
Order Comments - Comments added to the order.
HTML
Edit the HTML of the notification content.
Select Use Default Template to use the default template settings for the event notification.
From the upper-right, select Save.
Update Notification Template
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To update a notification template:
From the Notification Template List homepage, select the template.
From the General section, define the following:
Setting
Description
Name
Name of the notification template.
Description
Description of the notification template.
Usage Type
Select the method used to send the digital message.
Active
Identify the sites where the notification template is active.
Event Type
Identifies the associated event type for this template.
Subject
Text to display in the subject line of the notification.
Extra Print Elements
This setting is only available for the following Event Types:
Order Confirmation
Receipt
Refund
Select optional elements to include on the notification:
Item Comments - Comments added to an order item.
Order Comments - Comments added to the order.
HTML
Edit the HTML of the notification content.
From the upper-right, select Save.
Tip
Select Use Default Template to undo all changes and revert the notification template to its default values.
Send Test Email
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To send a test email:
From the Notification Template List homepage, select the square to the left of the template(s).
From the Actions dropdown, select Send Test Email.
In the Send Test Email popup, type the email address of the recipient of the test email.
Select Send.
Note
Variables in email templates are not replaced in test emails.