Transactional Emails

storeConnect® comes with a powerful transactional email system allowing you to define when various emails are sent from the platform.

Every email sent is sent via your Salesforce org using Classic Email Templates, meaning your Salesforce administrator can customise each and every template directly within your org themselves.


Carts, Orders & Payments Emails

Because storeConnect depends on the standard Order object we let you define when each email is triggered to be sent, and this can be defined for each store you have. Every store can have different templates sent at different triggers.

There are 3 fields on the Order object we read data from in order to determine if an email should be sent. The Order.Status, the Order.Checkout_Step__c text field and the Order.Abandoned__c checkbox flag.

The storeConnect package creates a field called “Checkout Step” (Checkout_Step__c) which will always have one of the following values:

Additionally, the field might have -syncing appended to it at certain times, such as complete-syncing which indicates that the record has not fully been synchronised from the Connect eCommerce site. Just waiting a few minutes and the step will be updated and the -syncing suffix will be removed.

Additionally the package includes an “Abandoned” (Abandoned__c) checkbox which is FALSE by default on the standard Order object, indicating the cart has been abandoned after 10 hours of inactivity.

Thus, an Order that has the Checkout Step of failed and Abandoned is TRUE indicates that at least 10 hours ago, a customer attempted and failed to make a payment for a product.

Finally, storeConnect also integrates with the Standard “Status” field on Order as defined in your individual Salesforce environment. The default Salesforce setup has two statuses for order, Draft and Activtated. We can integrate with these, or any other set of statuses you place on the Order object.

If you don’t have any special sequence of statuses defined for your Order object, we can help you set this up. Our customers generally use:

  1. Draft
  2. Verified
  3. Back Order
  4. Picking
  5. Picked
  6. Shipped
  7. Fulfilled
  8. Cancelled

Our system then includes 11 different default transactional emails for the Order object as defined in this table:

Transactional Email Name Checkout Step Abandoned? Order Status
Order Abandoned Open open TRUE Draft
Order Abandoned Customer customer TRUE Draft
Order Abandoned Shipping shipping TRUE Draft
Order Abandoned Pre Payment payment TRUE Draft
Order Abandoned Failed failed TRUE Draft
Order Payment Success complete FALSE Draft
Order Picking complete FALSE Picking
Order Picked complete FALSE Picked
Order Backorder complete FALSE Back Order
Order Shipped complete FALSE Shipped
Order Fulfilled complete FALSE Fulfilled

The name of the Order step can be defined by your system and is completely flexible.

These are defined via the Transactional Emails releated list on your Store object within Salesforce under the storeConnect Config app. When we install your store for the first time, we create all 11 Transactional Email objects with the above default settings.

Each transactional email has a Classic Email template you can edit to fit your branding and store. We include the following templates in the storeConnect package:

Transactional Email Name Template Name
Order Abandoned Open TEMPLATE_Order_Abandoned_Open
Order Abandoned Customer TEMPLATE_Order_Abandoned_Customer
Order Abandoned Shipping TEMPLATE_Order_Abandoned_Shipping
Order Abandoned Pre Payment TEMPLATE_Order_Abandoned_Prepayment
Order Abandoned Failed TEMPLATE_Order_Abandoned_Pay_Failed
Order Payment Success TEMPLATE_Order_Payment_Success
Order Picking TEMPLATE_Order_Picking
Order Picked TEMPLATE_Order_Picked
Order Backorder TEMPLATE_Order_Backorder
Order Shipped TEMPLATE_Order_Shipped
Order Fulfilled TEMPLATE_Order_Fulfilled

We also allow you to create any number of additional transactional email objects as you want for any other order step / checkout step / abandoned combination you wish if the above is not enough.

Whenever an Order changes status, it will search the Transactional Emails related list of the store that the order belongs to for any Transactional Email object that matches the orders Checkout Step, Abandoned and Order Status fields and send all emails that match passing the Order and Contact record to the Classic Email template.

This should make your marketing team happy :)

 

 
Back to Documentation