Rather than typing a email message to your customers every time, you can create predefined messages that you can use over and over again, saving you time. These predefined messages are called Canned Responses.
This article covers:
On order listings in the control panel, select the orders on the left hand side, then scroll down to Bulk Actions and select Email > Message or Email > Order or Invoice.
An email form will display addressed to the customers whose orders you selected. If the same customer is selected more than once, they will receive multiple emails.
If you selected Order or Invoice, the email will contain a copy of the selected order.
While viewing an order in the control panel, click on the Email Order or Email Tax Invoice button. A pop-up window will appear with the order/invoice details in the email.
When viewing a list of customers, you can select the customer on the left hand side and scroll to the bottom of the page and select With Selected > Email Selected > Message.
While view the customer's card, click on the envelope icon to the right of the email address.
Select an RMA and click on the E-mail Customer tab.
Once you have the email open, select the Canned Response Type and Canned Responses.
|Tag||Replaced with||Works with|
|[$company_name$]||Website company name||Order, Customer, RMA|
|[$company_addr$]||Website company address||Order, Customer, RMA|
|[$company_phone$]||Website company phone number||Order, Customer, RMA|
|[$company_email$]||Website system email||Order, Customer, RMA|
|[@order_id@]||Order Number||Order, Customer, RMA|
|[@bill_first_name@]||First Name (Billing Address)||Order, RMA|
|[@bill_last_name@]||Last Name (Billing Address)||Order, RMA|
|[@bill_company@]||Company Name (Billing Address)||Order, RMA|
|[@email@]||Customer email address||Order, Customer, RMA|
|[@ship_first_name@]||First Name (Shipping Address)||Order, RMA|
|[@ship_last_name@]||Last Name (Shipping Address)||Order, RMA|
|[@ship_company@]||Company Name (Shipping Address)||Order, RMA|
|[@grand_total@]||Order Total Amount||Order, RMA|
|[RMA#]||RMA ID number||RMA|
To modify an existing canned response, navigate to Setup & Tools > All settings & tools. Click on the System Templates tab and click on Canned Email Responses and select the response you would like to edit.
You can organise the canned responses to make it easier to select. Creating different canned response types and then you can assign the responses to the type. To add a new type, navigate to Setup & Tools > All settings & tools. Click on the System Templates tab and click on Canned Email Response Types and click on Add New Canned Responses Types.
Enter a Name for the type and a Description and Save.