| Table of Contents |
|---|
...
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
1. POS Tasks | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2. Infrastructure Tasks | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3. Commerce Tasks | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Configure Email Sending Account
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1. Update Email Template Content
2. Add Global Barcode or QR Code to Order Confirmation Emails
3. (Siriusware only) Configure global follow up QR code email to print - ONLY if using ww_saleid configuration at PUBs
4. Add Product-Triggered QR Code Token to Order Confirmation Emails (Simple Method)
5. Add Add Product-Triggered QR Code Token to Order Confirmation Emails (Advanced Method)
6. (RTP|One Only) Configure Print-at-Home Email Functionality
7. Set up Abandoned Cart Email
8. Configure Order Failure Email Receipt (RTP|One only)
9. Configure Email Voucher Template
10. Requeue Emails
|
|
Prerequisite Tasks
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
...
Configure Email Sending Account
From the Configuration > Email Accounts page, click Edit on the active email account.
To change or set up an email account, fill in the following fields:
Email address - Enter sending email address
Email display name - Enter name of the sending email account (what customers see as the “From” field of their email client)
Host - Either an IP address or a domain.
If using Sendgrid’s API, enter smtp.sendgrid.net
Port - Set to Port 25 (
User - Either an email address or username.
If using Sendgrid, set to “apikey”
Password - Either the API key or access password
SSL - Leave Unchecked
Use default credentials - Leave Unchecked
Click Save.
Send a test email to validate that settings have been properly configured.
If you want to configure the abandoned cart email, ensure that you have the “Marketing Automation” plugin installed. If you do not, please contact your Aspenware Representative for assistance.
...
Email templates can be modified using message templates. The confirmation email details typically include the long descriptions of products included in the customer’s order. To update any of the email templates, follow the steps below.
Go to Content Management > Message Templates page.
Search for the message template by scrolling through the list (it’s in alphabetic order.)
Click Edit to update the desired active email templates to open the Edit message template details page.
HINT: Active templates are indicated by a blue checkmark in the Is Active column.
The following elements are configurable:
Subject: Enter the subjectline for the email
Body: Enter the contents of the email
All of the templates have some dynamic content based on the customer and/or order information. The dynamic content in each email template is included in the table below.
To edit the email HTML, go to Tools > Source Code and adjust the HTML from there in the Source code window.
The following table details what actions have auto-generated emails and message templates available for configuration:
Message template name | Email type | Dynamic elements |
|---|---|---|
Customer.PasswordRecovery | Password Reset Email Sent when customer selects to receive a forgot password email. | %Store.Name% - The store’s Name Configured in Store Settings |
Customer.SendFindAccountResetPassword | Password Reset Email Sent when customer attempts to find their account but already has an active authentication profile with the designated information. | %Store.Name% - The store’s Name Configured in Store Settings |
Customer.SendVerificationCodeForEmail | Find Me by Email Verification Code Sent when a customer enters an email address in Find me by email form and the information matches a customer record in RTP. This email sends a code that verifies the email address so the user can create an account tied to the RTP record. | %Code% - A unique code to be used in Find Me by Email Verification Code to associate a new account to the account in RTP. |
OrderPlaced.CustomerNotification | Order Confirmation Sent when a customer successfully completes an order. Contains information on the purchased products, order details, and any additional order or pickup information included in the message template. | %Store.Name% - The store’s Name Configured in Store Settings %Order.CustomerFullName% - The full name of the customer who placed the order %Order.OrderNumber% - The nopCommerce order number. The resort’s initials are appended to the front of the order number to match the alternate order ID created in RTP. %Order.CreatedOn% - The order creation date %Order.Product(s)% - A table of the products ordered, including add-ons, quantities, and prices
|
Customer.FailedSubscriptionPayment | Sent when monthly subscription charge fails, prompting guest to update their payment in My Account. | Link to my account to update subscription credit card %Store.URL%/customer/customersubscriptions#/ |
Customer.FailedPaymentPlanPayment | Sent when payment plan charge fails, prompting guest to update their payment in My Account. | Your %Store.Name% Payment |
2. Add Global Barcode or QR Code to Order Confirmation Emails
...
Order confirmation emails have the ability to include a barcode or QR code with the Aspenware Order ID, which makes looking up orders easy for front-line staff. This barcode or QR code is the same ID that is already displayed on the order confirmation email, usually your prefix + the nop order ID (e.g. PK12345, in barcode or QR code form.)
Go to Content Management > Message Templates page,
Search for the ‘OrderPlaced.CustomerNotification’ email template by scrolling through the list (it’s in alphabetic order.)
Click Edit.
In Body, go to Tools > Source Code and adjust the HTML from there in the Source code window.
Paste the code below into your HTML in the appropriate place. The order prefix is in ALL CAPS below should be updated to your order prefix without the brackets.
If the barcode should go at the end of the email, paste the code after %Order.Products%
If the barcode should be placed at the beginning of the email, place the code before the %Billing Address% portion of the body.
For BARCODE FORMAT:
...
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
CLOUD CUSTOMERS: For Cloud Customers on Commerce 3.2 or later, please follow the Email Template Source Code to configure email templates with barcodes. The HTML that you paste is slightly different than what is outlined below. |
For BARCODE FORMAT:
|
|---|
|
|---|
|
|---|
|
|---|
|
|---|
| ||
|---|---|---|
For QR CODE FORMAT:
|
|
|
|
|
|
|
|
|
|
|
3. Add Global QR Code to Order Confirmation Emails - Siriusware ONLY if using ww_saleid for PUBs
...
If using ww_saleid configuration at PUBs, upon a successful charge, an order will be created in Siriusware with a saleid. A follow-up email with the QR code to use for PUB printing will be sent following the order confirmation email to the guest.
Go to Aspenware Commerce > Product Classifications.
Click Add Assignment.
Choose both the Category containing the core lift access product requiring assignment from the Category dropdown and the desired core lift access product from the Product dropdown (i.e. lift ticket or season pass product).
Do not check the associated attribute values.
...
In the Classification table, check the 'Send Complete Notification’ classification to Assign it to the core lift access product.
Click Add.
Next, go to Content Management>Message Templates, and click Edit to edit the ‘OrderCompleted.CustomerNotification’ email template.
To edit the email HTML, go to Tools > Source Code and adjust the HTML from there in the Source code window. Paste the code below into your HTML in the appropriate place.
For QR CODE FORMAT USING SIRIUSWARE’S ww_saleid:
Code Block <center><img src="https://chartquickchart.googleapis.comio/chartqr?chtkey=qr&chs=200x200&chlq-ehh6nug75aq43p7fx81qefdtjf5o0foq&size=300&text=%Order.POSOrd
...
/></center>4. Add Product-Triggered QR Code Token to Confirmation Email Template (Simple Method)
| Note |
|---|
IMPORTANT: The product-triggered QR code must be enabled on the product for this token to appear in the email. To enable the product-triggered code, see Configuration: Product-Triggered QR Codes. |
In Aspenware Administration, go to Content Management > Message Templates.
Find the OrderPlaced.CustomerNotification message template.
Select Edit.
Go to Tools > Source Code.
Find the location in the email content where you would like the product-triggered QR code to appear.
Insert %Order.OrderItemQRCode%.
Click Ok.
Click Save on the Edit message template page.
...
| Info |
|---|
NOTE: While we recommend the Simple Method above, the following method allows for further flexibility in styling the language around your QR code. In this case, the language string content will not display, instead write desired content within the html. |
Go to Content Management > Message Templates.
Select Edit.
Go to Tools > Source Code.
Insert the following where you would like your QR code to appear on the page
%if (%Order.OrderItemHasQRCode%) ENTER QR CODE AND INSTRUCTIONS HERE endif%Paste the code below into the section that reads “ENTER QR CODE AND INSTRUCTIONS HERE”
Code Block <center><a href="https://barcode.tec-it.com/barcode.ashx?dataquickchart.io/qr?key=q-ehh6nug75aq43p7fx81qefdtjf5o0foq&size=300&text=[PREFIX]%Order.OrderNumber%&code=Code128&multiplebarcodes=false&translate-esc=false&unit=Fit&dpi=96&imagetype=Gif&rotation=0&color=%23000000&bgcolor=%23ffffff&qunit=Mm&quiet=0"> <img src="https://barcode.tec-it.com/barcode.ashx?data=[PREFIX]%Order.OrderNumber%&code=Code128&multiplebarcodes=false&translate-esc=false&unit=Fit&dpi=96&imagetype=Gif&rotation=0&color=%23000000&bgcolor=%23ffffff&qunit=Mm&quiet=0" style=""><img src="https://quickchart.io/qr?key=q-ehh6nug75aq43p7fx81qefdtjf5o0foq&size=300&text=[PREFIX]%Order.OrderNumber%" border="0" style="margin-top: 5px; width: 150px; height: 150px; margin-left: 5px; margin-bottom: 5px; border: 7px solid #fff;" /> </a><></center>
Within the HTML, update the order prefix using ALL CAPS to your order prefix without the brackets.
Enter the text you would like to go with the QR code
If you would like your text to appear before the QR code, enter text (and HTML styling) directly after
%if (%Order.OrderItemHasQRCode%)If you would like your text to appear after the QR code, enter the text (and HTML styling) directly before
endif%
Click Ok.
Click Save on the Edit message template page.
...
| Note |
|---|
IMPORTANT: Keep in mind products setup for print-at-home in RTP|One must be set up to generate an Access code because the Access code is sent via the email as a barcode. An Access code must be generated so that the correct data needed for email sending will be generated. |
Go to Aspenware Commerce > Product Classifications
Click Add Assignment.
Select the Category containing the product requiring print at home from the drop-down.
Select the desired Product from the Product dropdown.
If print-at-home functionality is only possible for a particular attribute combination, check the desired product attribute values on the Product Classification Assignment page that are associated with print-at-home products.
Scroll down to the Classification table and click the Assign checkbox for the ‘Send Print at Home Notification’ classification.
Click Add.
7. Configure Abandoned Cart Email
The abandoned cart notification feature will send a customized email to customers who added a product to their cart, but never completed the checkout process. The benefit of using this plugin will help to maximize online sales volume and return by recovering lost revenue.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| Info | ||||||||
| ||||||||
CLOUD CUSTOMERS: For Cloud Customers on Commerce 3.2 or later, the Smart Campaigns 3.0 plugin must be used for configuring abandoned cart emails. Please follow the instructions in the Smart Campaigns 3.0 documentation. |
| Info |
|---|
NOTE: This feature will only work if the customer is logged into your store. |
NOTE: Check that you have the “Marketing Automation” plugin installed. If you do not, please contact your Aspenware Representative for assistance. |
| Note |
|---|
IMPORTANT: Canadian resorts should investigate whether this feature will meet their legal privacy requirements as opt out is not available for this feature. |
Go to nop4you -> Marketing Automation -> Customer Reminder.
Click Add new to create your abandoned cart notification task.
On the Create customer reminder page, click the Reminder Info tab and update the following fields:
Name:The name of your task
Rule: Select Abandoned Cart
Active:Selected
Store: Optional – You can limit this Abandoned cart task to certain stores if applicable. This is useful if you want to configure different email messages per store.
Allow renew: Optional - Select to set the reminder to renew automatically. ie:
If the guest removes the item from their cart > then readds it, they will be emailed again starting at the highest “Reminder level”.
From Amount: N/A
To amount: N/A
From Date: The first date and time associated that a guest added the item to their cart that triggers a reminder email. Make sure to configure with UTC times.
Start Date (UTC): When the task can first start generating emails. Make sure to configure with UTC times. This is typically set to the same date and time as the From date.
End Date (UTC): When the task will stop generating emails.
Display Order: The order in which tasks are displayed in the customer reminder list. If two tasks have the same number defined here, whichever task was created first will display on top.
Click Save and Continue Edit.
Click on the Reminder level tab. Reminder Levels can be set up to send customized messages based on how long the product has been left in the cart. For example, once the level one email has been generated, the customer will qualify for level two.
Click Add newand enter the following into the fields:
Level Name: Give a name to your level. This will not be displayed to the customer
Level: The level that identifies the reminder being sent. Customers qualify for level 1 first, then 2, 3, 4 etc.
Day: Defines the number of days that the item has been left in the cart before the email is generated for this level.
Hours: Defines the number of hours that the item has been left in the cart before the email is generated for this level.
Minutes: Defines the number of minutes that the item has been left in the cart before the email is generated for this level.
Subject: The Subject line that is displayed in the email sent to the customer.
Body: The body of the email that is sent to the customer (Note: by selecting Tools -> Source Code, you can paste in HTML for your custom message.
Email Account: The email account that sends the email to the customer
BCC Email Addresses: Optional – Define an email address to receive a copy of the email sent out.
Click Save.
Click on the Reminder Conditions Tab
Optional – If you’d like this task to only be valid for certain products, you can select Add new and select your products. You can add multiple products here
...
The History tab will display emails that have been generated with the task.
Go to nop4you -> Marketing Automation -> Scheduler to configure the Scheduler module. Here you will be defining how often the system will send out emails generated from the reminder generated above.
Select Edit on the ‘AbandonedCart’line. If you have multiple abandoned cart tasks, emails generated by each task will group under this batch for the system to send out.
On the Edit Scheduler page, enter the following:
Rule: Abandoned Cart
Enabled: Check the box
Occurs: How often you want the system to send out emails. You can send out reminders either hourly, daily, weekly, monthly, or yearly.
Click Save.
8. Configure Order Failure Email Receipt
When an order fails to send successfully to RTP|One or Siriusware but completes successfully in the store, an order failure email is sent to notify an email list that an order failure occurred so that further investigation can be done.
Go to Aspenware Commerce > Order Queue
Click Settings.
In 'To Email Addresses ' add email addresses that should receive order failure emails in a comma-separated list.
If enabled, an email will be sent to the designated recipient using the OrderQueue.OrderFailureEmail message template. (To enable, see the Message Template instructions above.)
...
To configure the email template:
Go to Content Management > Message Templates
Search for ‘Vouchers.EmailVoucher’
Select Edit
Go to “Source Tools”
Find the text below and replace the [INSERT URL TO LOGO HERE] with your store’s logo image URL
Adjust width and height as necessary
Code Block <img src="[INSERT URL TO LOGO HERE]" alt="Logo" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%;" width="150" height="41" align="middle" />
...
| Info |
|---|
NOTE: Including an extra “/” in the %StoreURL% token can cause a bad URL in the email. If the StoreURL includes a “/”, then the email template should not include a “/”. The store URL can be found by going to Admin > Configuration > |
...
...
Stores. To configure this properly:
|
10. Requeue Emails
There are instances when a guest may mention that he/she didn’t receive an email or when email sending was interrupted. These emails can be resent by re-queuing.
...
If a guest is asking about re-sending an order confirmation email, you must first their order to find the correct email to requeue.
Go to Sales > Orders and find the correct order. Scroll down to Order notes and find the note that starts with ‘QueuedEmailId=XXXX’, where XXXX is the unique email ID number. Grab this value for the next step.
Go to System > Message queue.
On the Message queue page, enter the ID (using the number found above) in the Go directly to email # and click Go.
If you don’t have the email ID number, you can use another search criteria to locate the email that needs to be resent.
Once the email is located, click Edit.
On the Edit message queue item page, click Requeue.
EMAIL SENDING INTERRUPTED
If sending gets interrupted (not sent) and an email needs to be requeued, go to System > Message queue
Check Load not sent emails only.
Emails that are not sent will not have an entry in the Sent on column.
Once the email is located, click Edit.
On the Edit message queue item page, click Requeue.
...