Configure Emails Tutorial

cos

Configure Emails Tutorial
January 18, 2010 10:41AM

Registered: 16 years ago
Posts: 1,045

Many admins new to RTD seem to stumble at how to set up and use the email generation system. It's easy to get wrong because a few things must go to the right place to get it to work. A couple of things you need to know:

1) Customize the email form in any manner you desire. Say, whatever you want your customer to know.
2) RTD allows admins to create as many email templates as desired and have them saved and ready to use. Once you have your email templates defined, you can choose which template to use in the admin / Email Export Templates.
3) The emails can be html, giving you lots of opportunity to be creative.

Hope this visual makes your job easier. It makes use plain text only.

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JadedDuck

Re: Configure Emails Tutorial
January 27, 2010 06:08PM

Registered: 14 years ago
Posts: 20

FYI to anyone who wants a fancier form. I wrapped the variables in HTML and a decent looking packing list appears in the mail box.

This is in the order template window:
<html>
<body>
<table border=2 width=800>
<tr>
<td width="20%" bgcolor="#99FFFF" align="right">ORDER NUMBER:</td>
<td width="25%">[ORD_NUM]</td>
<td width="20%" bgcolor="#99FFFF" align="right">ORDER DATE:</td>
<td width="35%">[ORD_INSDATE]</td>
</tr>
<tr>
<td colspan="2">[USERFIELDS_324_2728] 
[USERFIELDS_324_2729] 
[USERFIELDS_324_2730], [USERFIELDS_324_2732] [USERFIELDS_324_2733]</td>
<td bgcolor="#99FFFF" align="right">E-MAIL:</td>
<td>[USERFIELDS_324_2727]</td>
</tr>
</table>

<table border="2" width="800">
<tr>
<td bgcolor="#99FFFF">ITEM</td>
<td bgcolor="#99FFFF" align="center" width="65%">DESCRIPTION</td>
<td bgcolor="#99FFFF">UNIT</td>
<td bgcolor="#99FFFF">QUAN</td>
<td bgcolor="#99FFFF">EXTEND</td>


[ORD_ITEMSTEMPLATE]

<tr>
<td colspan=4 bgcolor="#99FFFF" align="right">ITEMS ORDERED:</td>
<td align="right">[ORD_ITEMS]</td>
</tr>
<tr>
<td colspan=4 bgcolor="#99FFFF" align="right">SUBTOTAL:</td>
<td align="right">[ORD_PRICE]</td>
</tr>
<tr>
<td colspan=4 bgcolor="#99FFFF" align="right">SHIPPING and HANDLING:</td>
<td align="right">[ORD_SHIP_PRICE]</td>
</tr>
<tr>
<td colspan=4 bgcolor="#99FFFF" align="right">TOTAL COST:</td>
<td align="right">[ORD_TOTAL_PRICE]</td>
</tr>
</table>
</body>
</html>

And this is in the items template window:
<tr>
<td align="center" valign="top">[ITEM_NUM]</td>
<td valign="top">[ITEM_PRUDUCT] 
[ITEM_PRUDUCTDESC]</td>
<td valign="top" align="right">[ITEM_UNITPRICE]</td>
<td valign="top" align="center">[ITEM_QUANTITY]</td>
<td valign="top" align="right">$[ITEM_TOTALPRICE]</td>
</tr>

Not very glamorous, but effective.

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pinsondigital

Re: Configure Emails Tutorial
January 27, 2010 10:10PM

Registered: 14 years ago
Posts: 126

Thanks JadedDuck. As someone who is learning HTML on the fly so to speak, it is great to see others display what is possible here. A moments inspiration leads to many possibilities.

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Alex

Re: Configure Emails Tutorial
January 27, 2010 10:50PM

Admin
Registered: 16 years ago
Posts: 2,160

Just one note, to avoid simple problems:
Codes like [USERFIELDS_324_2733] are unique and different for each company.
So, for new users, do not expect to simply copy/paste the posted codes: remember to replace those fields with your own ones.

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