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How to Setup Email Autoresponder Templates

Email auto-responders can be setup for various transactional triggers. Email notifications begin with creating templates, setting up a SMTP server(s), creating events, and then assigning those events to your Site ID settings. 

There is a list of email notifications that you can send out from the CRM using your SMTP server that you must setup within the Plugins page.   

These email notifications are:

  • Order Confirmation:  gets sent out as soon as the order is placed, you can include fields such as order Id, order total, shipping info, and more

  • Order Refund:  gets sent out when a refund is issued on the order, whether it is a partial or a full refund, you can include the amount being refunded

  • Void Notification:  gets sent out when the order gets voided, you can include the voided amount

  • Sign Up Payment Issue Notification:  gets sent out after a regular order gets declined

  • Recurring Payment Issue Notification:  gets sent out after the recurring order gets declined

  • Recurring Cancellation Notification:  gets sent out when recurring has been manually stopped on the order

  • Shipping Confirmation:  gets sent out when the order receives a tracking number on it and gets marked as “Shipped”, you can include tracking number

  • Subscription Notification:  this notification can be added to subscription products, it gets sent out "x" number of days before the next scheduled billing; you specify the number of days within the template

  • Chargeback Notification –  Sends a notification to the customer in the event of a chargeback

  • Email Marketing –  Sends a notification to the customer in the event of a chargeback

To setup email autoresponders, you must first start with creating a template...

Navigate to Crm menu CRM > Email Autoresponders > Templates

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Click on "+ Add New" and select the email type (html/text) and template type. 

Note: Selecting the HTML template type will enable the HTML toolbox within the email body:

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Enter in the remaining text input fields.

There will be a general default template email body already available for you to use. Replace the text within the brackets with your own information.

If you do not wish to use the default email body, you can erase and create your own.

Click on the “Show Tokens” button to show the available tokens that can be used to create your email body. (Tokens are data variables that contain information regarding your transactions).

List of available tokens:

{$firstname} - First name
{$lastname} – Last name
{$phone} – Phone number
{$email} – Email address

{$address1} – Address 1
{$address2} – Address 2
{$city} - City
{$state} - State
{$zipcode} – Zip code
{$refundamt} – Refund amount
{$refundtype} – Refund type
{$signupdate} – Signup date
{$cclast4digits} – Last 4 digits of customers credit card number
{$recurringchargeamt} – Recurring Charge amount
{$customerid} – Customer id
{$productname} – Product name
{$productprice} – Product amount
{$shippingprice} – Shipping amount
{$totalprice} – Total price of transaction
{$transactionid} – Transaction Id
{$trackingno} – Tracking number
{$descriptor} - Payment Descriptor
{$todaysdate} - Displays current date
{$productlist} - Displays order summary of a sale
{$totalshipping} - Total shipping charges

 Once complete, click Save. 

 Note: How do I just send one email order confirmation for multiple products?

A: Within your email autoresponder template body, you must use the {$productlist} token, and when adding the upsell transaction through the API, you must send the same OrderID created when creating a signup transaction. The OrderID is not the same as the CustomerID. Refer to the API Guide on adding an upsell transaction. 

Click here to learn how to add Events

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