Configuration: Emails

Owned by Sarah Holst
Last updated: Apr 30, 2024
26 min read

Setup Checklist

1. POS Tasks

 

1. POS Tasks

 

  • (RTP|One only) Ensure that products set up for print-at-home in RTP|One are set up to generate an access code. An Access code must be generated so that the correct data needed for email sending will be generated. Optional

Prerequisite

2. Infrastructure Tasks

 

  • (RTP|One only) If using Pick Up Boxes and barcodes for PUB printing are added to your order confirmation email, this requires Axess ‘Smartlink’ contract and configuration before Commerce configuration can be completed. required

  • Ensure that you have set up service with your chosen email provider. For information and comparison of supported email providers, see Email Provider Comparison. For assistance setting up the service in Aspenware Commerce, see the “Email/Tex Service Setup” section in the Ecommerce Setup Checklist. required

Prerequisite

3. Commerce Tasks

 

Configure Email Sending Account required

  • Configure Sendgrid or Inntopia Marketing Cloud

  • (Siriusware Only) To configure QR code in order confirmation emails, and using Aspenware Order ID for PUB printing, ensure that Aspenware Order ID is configured on PUBS. For more information on that configuration, see the Pick Up Box documentation. required

  • (Siriusware Only) To configure QR Code in order confirmation emails, and using ww_saleid configuration at PUBs, ensure that saleid is configured. For more information on that configuration, see the Pick Up Box documentation.- Required

  • 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. required

Prerequisite

1. Update Email Template Content optional

  • Ensure template is Active

  • Update the following elements

    1. Subject

    2. Body

2. Add Global Barcode or QR Code to Order Confirmation Emails optional

3. (Siriusware only) Configure global follow up QR code email to print - ONLY if using ww_saleid configuration at PUBs optional

  • Add 'Send Complete Notification’ Product Classification to product

  • Configure the ‘OrderCompleted.CustomerNotification’ email template and add the QR code.

4. Add Product-Triggered QR Code Token to Order Confirmation Emails (Simple Method) optional

5. Add Add Product-Triggered QR Code Token to Order Confirmation Emails (Advanced Method) optional

6. (RTP|One Only) Configure Print-at-Home Email Functionality optional

  • Add ‘Send Print at Home Notification’ Product Classification to Product

  • Configure the ‘OrderPlaced.PrintAtHomeCustomerNotification’ email template and add required token.

7. Set up Abandoned Cart Email optional

  • Create a new abandoned cart notification task as a Customer Reminder.

  • Update the following fields:

    1. Name:

    2. Rule

    3. Active

    4. Store: Optional

    5. Allow renew: Optional

    6. From Amount: N/A

    7. To amount: N/A

    8. From Date: Configure with UTC times.

    9. Start Date (UTC): Configure with UTC times. This is typically set to the same date and time as the From date.

    10.  End Date (UTC): Configure with UTC times.

    11.  Display Order

  • Create a new Reminder Level.

  • Enter the following into the fields:

    1. Level Name

    2. Level

    3. Day

    4. Hours

    5. Minutes

    6. Subject

    7. Body

    8. Email Account

    9. BCC Email Addresses

  • Optionally create Reminder Conditions to apply which products this is valid for.

  • Configure the Scheduler module to define how often the system will send out emails generated from the reminder generated above. 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.

8. Configure Order Failure Email Receipt (RTP|One only) optional

  • Configure the ‘OrderQueue.OrderFailureEmail’ email template.

9. Configure Email Voucher Template

  • Add your logo to the ‘Vouchers.EmailVoucher’ message template.

10. Requeue Emails optional

Detailed Setup

Prerequisite Tasks

POS Tasks

  • (RTP|One only) Ensure that products set up for print-at-home in RTP|One are set up to generate an Access code. An Access code must be generated so that the correct data needed for email sending will be generated.

  • (Siriusware Only - if using Aspenware Order ID on PUB configuration) To configure Barcode or QR code in order confirmation emails, and using Aspenware Order ID at PUBs, ensure that Aspenware Order ID is configured on PUBS. For more information on that configuration, see the Pick Up Box documentation.

  • (Siriusware Only - if use ww_saleid on PUB configuration) To configure QR Code in order confirmation emails, and using ww_saleid configuration at PUBs, ensure that saleid is configured. For more information on that configuration, see the Pick Up Box documentation.

Infrastructure/General Tasks

  • (RTP|One only) If using Pick Up Boxes and barcodes/QR codes for PUB printing are added to your order confirmation email, this requires Axess ‘Smartlink’ contract and configuration before Commerce configuration can be completed.

  • Ensure that you have set up service with your chosen email provider. For information and comparison of supported email providers, see Email Provider Comparison. For assistance setting up the service in Aspenware Commerce, see the “Email/Tax Service Setup” section in the Ecommerce Setup Checklist.

  • Create an HTML email template. Here is a code sample for an order confirmation email that works across devices that can be customized to your resort’s branding

    <style><!-- @import url('https://fonts.googleapis.com/css2?family=Montserrat:wght@200;400;600&display=swap'); --></style> <style media="all" type="text/css"><!-- @media only screen and (max-width: 640px) { .span-1, .span-2, .span-3, .span-4 { float: none !important; max-width: none !important; width: 100% !important; } .span-1 > table, .span-2 > table, .span-3 > table, .span-4 > table { max-width: 100% !important; width: 100% !important; } .center-mobile { text-align: center; margin-left: auto; margin-right: auto; } } @media all { .btn-primary table td:hover { background-color: #34495e !important; } .btn-primary a:hover { background-color: #34495e !important; border-color: #34495e !important; } } @media all { .btn-secondary a:hover { border-color: #34495e !important; color: #34495e !important; } } @media only screen and (max-width: 640px) { h1 { font-size: 20px !important; margin-bottom: 16px !important; } h2 { font-size: 20px !important; margin-bottom: 16px !important; } h3 { font-size: 14px !important; margin-bottom: 8px !important; margin-top: 0; } .main p, .main ul, .main ol, .main td, .main span { font-size: 16px !important; } .wrapper { padding: 8px !important; } .article { padding-left: 8px !important; padding-right: 8px !important; } .content { padding: 0 !important; } .container { padding: 0 !important; padding-top: 8px !important; width: 100% !important; } .header { margin-bottom: 8px !important; margin-top: 0 !important; } .main { border-left-width: 0 !important; border-radius: 0 !important; border-right-width: 0 !important; } .btn table { max-width: 100% !important; width: 100% !important; } .btn a { font-size: 16px !important; max-width: 100% !important; width: 100% !important; } .img-responsive { height: auto !important; max-width: 100% !important; width: auto !important; } .alert td { border-radius: 0 !important; font-size: 16px !important; padding-bottom: 16px !important; padding-left: 8px !important; padding-right: 8px !important; padding-top: 16px !important; } .receipt, .receipt-container { width: 100% !important; } .hr tr:first-of-type td, .hr tr:last-of-type td { height: 16px !important; line-height: 16px !important; } } @media all { .ExternalClass { width: 100%; } .ExternalClass, .ExternalClass p, .ExternalClass span, .ExternalClass font, .ExternalClass td, .ExternalClass div { line-height: 100%; } .apple-link a { color: inherit !important; font-family: inherit !important; font-size: inherit !important; font-weight: inherit !important; line-height: inherit !important; text-decoration: none !important; } #MessageViewBody a { color: inherit; text-decoration: none; font-size: inherit; font-family: inherit; font-weight: inherit; line-height: inherit; } } --></style> <!-- [if gte mso 9]> <xml> <o:OfficeDocumentSettings> <o:AllowPNG /> <o:PixelsPerInch>96</o:PixelsPerInch> </o:OfficeDocumentSettings> </xml> <![endif]--> <table class="body" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; background-color: #f6f6f6; width: 100%;" width="100%" cellspacing="0" cellpadding="0" border="0" bgcolor="#f6f6f6"> <tbody> <tr> <td style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top;" valign="top"></td> <td class="container" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top; max-width: 600px; padding: 0; padding-top: 24px; width: 600px; margin: 0 auto;" width="600" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px; padding: 0;"><!-- START CENTERED WHITE CONTAINER --> <span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;"><span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;">This is preheader text. Some clients will show this text as a preview. <!-- START HEADER --></span></span> <div class="header" style="margin-bottom: 24px; margin-top: 0; width: 100%;"> <table style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; min-width: 100%;" width="100%" cellspacing="0" cellpadding="0" border="0"> <tbody> <tr> <td class="align-center" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top; text-align: center;" valign="top" align="center"><a href="http://htmlemail.io" target="_blank" style="color: #3498db; text-decoration: underline;"><img src="https://d15k2d11r6t6rl.cloudfront.net/public/users/Integrators/BeeProAgency/522732_515539/Logos/MtBachelorLogo.png" alt="Logo" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%;" width="140" height="auto" align="middle" /></a></td> </tr> </tbody> </table> </div> <span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;"><span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;"><!-- END HEADER --></span></span> <table style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%" cellspacing="0" cellpadding="0" border="0"> <tbody> <tr> <td style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top;" valign="top"> <h1 class="align-center" style="font-family: Montserrat, Helvetica, sans-serif; line-height: 1.4; margin: 0; font-size: 24px; font-weight: 200; margin-bottom: 0px; padding: 12px 24px; text-transform: none; background: #3aaee0; color: white; text-align: center;">Thank you for your order!</h1> </td> </tr> </tbody> </table> <table class="main" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; background: #fff; border-radius: 4px; width: 100%;" width="100%" cellspacing="0" cellpadding="20" border="0"><!-- START MAIN CONTENT AREA --> <tbody> <tr> <td style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top;" valign="top" align="left"> <h2 class="align-center" style="color: #222222; font-family: Montserrat, Helvetica, sans-serif; font-weight: 400; line-height: 1.4; margin: 0; font-size: 20px; margin-bottom: 16px; margin-top: 16px; text-align: center;">Order Confirmation # MB%Order.OrderNumber%</h2> <hr style="margin: 8px 0; border-top: none; border-bottom: 1px solid #ccc;" /> <p class="center-mobile" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; font-weight: normal; margin: 0; margin-bottom: 16px; margin-top: 24px;">Hello %Order.CustomerFullName%,</p> <p class="center-mobile" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; font-weight: normal; margin: 0; margin-bottom: 0;">This email confirms your order placed at mtbachelor.com on %Order.CreatedOn%. Please review the details of your order and instructions on how to activate and redeem your products below.</p> </td> </tr> <tr> <td style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top;" valign="top" align="center"> <h3 style="color: #222222; font-family: Montserrat, Helvetica, sans-serif; line-height: 1.4; font-size: 16px; font-weight: 600; text-transform: uppercase; max-width: 380px; margin: 0 auto 8px auto;">WHEN YOU ARRIVE AT MT. BACHELOR,<br />SCAN EITHER CODE TO PRINT YOUR TICKET</h3> <!-- [if (gte mso 9)|(IE)]> <table align="left" border="0" cellspacing="0" cellpadding="0" width="100%"><tr> <td align="left" valign="top" width="33.333%"> <![endif]--> <div class="span-2" style="display: inline-block; margin-bottom: 24px; vertical-align: top; width: 100%; max-width: 260px;"> <table class="article align-center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; text-align: center; padding-left: 24px; padding-right: 24px; max-width: 260px;" width="100%" cellspacing="0" cellpadding="0" border="0" align="center"> <tbody> <tr> <td class="article-thumbnail" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top; padding-bottom: 8px; border: 7px solid #fff;" valign="top"><a href="https://barcode.tec-it.com/barcode.ashx?data=MB%Order.OrderNumber%&amp;code=Code128&amp;multiplebarcodes=false&amp;translate-esc=false&amp;unit=Fit&amp;dpi=96&amp;imagetype=Gif&amp;rotation=0&amp;color=%23000000&amp;bgcolor=%23ffffff&amp;qunit=Mm&amp;quiet=0"> <br /><img src="https://barcode.tec-it.com/barcode.ashx?data=MB%Order.OrderNumber%&amp;code=Code128&amp;multiplebarcodes=false&amp;translate-esc=false&amp;unit=Fit&amp;dpi=96&amp;imagetype=Gif&amp;rotation=0&amp;color=%23000000&amp;bgcolor=%23ffffff&amp;qunit=Mm&amp;quiet=0" border="0" style="margin: 5px auto; width: 150px; height: 150px; display: block; border: 7px solid #fff;" width="260" /><br /></a></td> </tr> </tbody> </table> </div> <!-- [if (gte mso 9)|(IE)]> </td> <td align="left" valign="top" width="33.333%"> <![endif]--> <div class="span-2" style="display: inline-block; margin-bottom: 24px; vertical-align: top; width: 100%; max-width: 260px;"> <table class="article align-center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; text-align: center; padding-left: 24px; padding-right: 24px; max-width: 260px;" width="100%" cellspacing="0" cellpadding="0" border="0" align="center"> <tbody> <tr> <td class="article-thumbnail" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top; padding-bottom: 8px;" valign="top"><a href="https://chart.googleapis.com/chart?chs=300x300&amp;cht=qr&amp;chl=MB%Order.OrderNumber%" style="color: #3498db; text-decoration: underline;"><img src="https://chart.googleapis.com/chart?chs=200x200&amp;cht=qr&amp;chl=MB%Order.OrderNumber%" class="qr-code" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; width: 150px; height: 150px;" width="150" height="150" border:="" 7px="" solid="" fff="" /></a></td> </tr> </tbody> </table> </div> <!-- [if (gte mso 9)|(IE)]> </td> <td align="left" valign="top" width="33.333%"> <![endif]--><hr style="margin: 8px 0; border-top: none; border-bottom: 1px solid #ccc;" /></td> </tr> <tr> <td style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top;" valign="top" align="left"> <h4 style="color: #222222; font-family: Montserrat, Helvetica, sans-serif; line-height: 1.4; margin: 0; font-size: 14px; font-weight: 500; margin-bottom: 8px;">Billing Address:</h4> <p style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; font-weight: normal; margin: 0; margin-bottom: 16px;"><span>%Order.BillingFirstName% %Order.BillingLastName% </span> <br /> <span>%Order.BillingAddress1% </span> <br /> <span>%Order.BillingCity% %Order.BillingZipPostalCode% </span> <br /> <span>%Order.BillingStateProvince% %Order.BillingCountry% </span></p> <h4 style="color: #222222; font-family: Montserrat, Helvetica, sans-serif; line-height: 1.4; margin: 0; font-size: 14px; font-weight: 500; margin-bottom: 8px;">Order Details:</h4> <p style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; font-weight: normal; margin: 0; margin-bottom: 16px;">%Order.Product(s)%</p> </td> </tr> <tr> <td class="blue-bg" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top; background: #3aaee0;" valign="top" align="left"><a href="https://www.mtbachelor.com/plan-your-trip/getting-here/parking-reservations" name="Feature 1" target="_blank" class="span-1 no-margin" style="color: #3498db; text-decoration: underline; margin: 0; display: inline-block; vertical-align: top; width: 100%; max-width: 120px; margin-bottom: 0px;"><img class="col2img" src="https://cms.mtbachelor.com/sites/mtbachelor/files/2020-11/content-lift-white.png" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; height: 140px; width: auto; display: block; margin: 0 auto 12px auto;" height="140" border="0" /></a> <div class="span-4 no-margin center-mobile" style="margin: 0; display: inline-block; vertical-align: top; width: 100%; max-width: 430px; margin-bottom: 0px;"> <h4 class="highlight" style="font-family: Montserrat, Helvetica, sans-serif; line-height: 1.4; margin: 0; margin-bottom: 8px; font-weight: bolder; color: white; font-size: 18px; text-transform: uppercase; letter-spacing: 1px;">How to pickup your tickets</h4> <p style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; line-height: 1.5em; font-weight: normal; margin: 0; margin-bottom: 0;">In an effort to get you on the mountain as fast as possible and to create a more contactless experience at Mt. Bachelor we strongly encourage you to use our new Pick Up Boxes (PUBs). Located in both the Sunrise and West Village parking lots, simply scan the barcode above and print your tickets — easy as that!</p> </div> </td> </tr> <tr> <td class="blue-dark-bg" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top; background: #206887; color: white;" valign="top" align="left"><a href="https://www.mtbachelor.com/plan-your-trip/getting-here/parking-reservations" name="Feature 1" target="_blank" class="span-1 no-margin" style="color: #3498db; text-decoration: underline; margin: 0; display: inline-block; vertical-align: top; width: 100%; max-width: 120px; margin-bottom: 0px;"><img class="col2img" src="https://cms.mtbachelor.com/sites/mtbachelor/files/2020-11/content-pin-white.png" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; height: 140px; width: auto; display: block; margin: 0 auto 12px auto;" height="140" border="0" /></a> <div class="span-4 no-margin center-mobile" style="margin: 0; display: inline-block; vertical-align: top; width: 100%; max-width: 430px; margin-bottom: 0px;"> <h4 class="highlight" style="font-family: Montserrat, Helvetica, sans-serif; line-height: 1.4; margin: 0; margin-bottom: 8px; font-weight: bolder; color: white; font-size: 18px; text-transform: uppercase; letter-spacing: 1px;">Parking 101</h4> <p style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; line-height: 1.5em; font-weight: normal; margin: 0; margin-bottom: 0;">As an essential tool to help us provide a safe recreational environment, parking reservations are required for the 2020/21. For full details on our FREE parking reservation program visit our <span style="color: #00ccff;"><a href="https://www.mtbachelor.com/plan-your-trip/getting-here/parking-reservations" target="_blank" style="color: #3498db; text-decoration: underline;"><span style="color: #00ccff;">Parking Reservations page. </span></a></span></p> </div> </td> </tr> <tr> <td style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top;" valign="top" align="center"> <p style="margin: 0; font-family: Montserrat, Helvetica, arial, sans-serif; font-weight: bold; font-size: 18px; color: #3aaee0; line-height: 20px; text-transform: uppercase; text-align: center; margin-bottom: 4px;">Don't Get Caught Without a Spot</p> <p style="margin: 0; margin-bottom: 16px; font-family: 'Montserrat', Helvetica, arial, sans-serif; font-size: 16px; font-weight: bold; color: #000000; text-align: center; line-height: 24px;">How to park at Mt. Bachelor</p> <!-- [if (gte mso 9)|(IE)]> <table align="left" border="0" cellspacing="0" cellpadding="0" width="100%"><tr> <td align="left" valign="top" width="33.333%"> <![endif]--> <div class="span-2" style="display: inline-block; margin-bottom: 24px; vertical-align: top; width: 100%; max-width: 260px;"> <table class="article align-center no-padding" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding: 0; text-align: center; max-width: 260px; padding-left: 0px; padding-right: 0px;" width="100%" cellspacing="0" cellpadding="0" border="0" align="center"> <tbody> <tr> <td class="article-thumbnail" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top; padding-bottom: 8px;" valign="top"><a href="https://www.mtbachelor.com/plan-your-trip/getting-here/parking-reservations" target="_blank" xt="SPCLICK" style="color: #3498db; text-decoration: underline;"><img src="https://cms.mtbachelor.com/sites/mtbachelor/files/2020-11/icons_1_2.png" style="-ms-interpolation-mode: bicubic; max-width: 100%; display: block; border: none; outline: none; text-decoration: none;" class="center-mobile" xt="SPIMAGE" border="0" /></a></td> </tr> </tbody> </table> </div> <div class="span-2" style="display: inline-block; margin-bottom: 24px; vertical-align: top; width: 100%; max-width: 260px;"> <table class="article align-center no-padding" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding: 0; text-align: center; max-width: 260px; padding-left: 0px; padding-right: 0px;" width="100%" cellspacing="0" cellpadding="0" border="0" align="center"> <tbody> <tr> <td class="article-thumbnail" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top; padding-bottom: 8px;" valign="top"><a href="https://www.mtbachelor.com/plan-your-trip/getting-here/parking-reservations" name="Feature 4" target="_blank" xt="SPCLICK" style="color: #3498db; text-decoration: underline;"><img src="https://cms.mtbachelor.com/sites/mtbachelor/files/2020-11/icons_3_4_0.png" style="-ms-interpolation-mode: bicubic; max-width: 100%; display: block; border: none; outline: none; text-decoration: none;" class="center-mobile" xt="SPIMAGE" border="0" /></a></td> </tr> </tbody> </table> </div> <!-- [if (gte mso 9)|(IE)]> </td> <td align="left" valign="top" width="33.333%"> <![endif]--></td> </tr> <tr> <td class="no-margin no-padding" style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top; margin: 0; padding: 0;" width="auto" valign="top" height="42" align="center"> <div class="span-3 no-margin" style="margin: 0; display: inline-block; vertical-align: top; width: 100%; max-width: 298px; margin-bottom: 0px;"><a href="https://www.mtbachelor.com/plan-your-trip/getting-here/parking-reservations" style="text-decoration: underline; display: block; background-size: 16px; color: #000000; text-decoration-line: none; margin-bottom: 24px; background-color: #fedb00; font-family: 'Montserrat', Helvetica, arial, sans-serif; text-align: center; padding: 18px; width: 100%; max-width: 280px;" xt="SPCLICK">Reserve Parking </a></div> <div style="height: 40px;"></div> </td> </tr> <!-- END MAIN CONTENT AREA --></tbody> </table> <table class="blue-bg" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; background: #3aaee0;" width="100%" cellspacing="0" cellpadding="0" border="0"> <tbody> <tr> <td style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top;" valign="top" align="center"> <div style="margin: 12px auto; font-size: 12px; color: #ffffff;" vcloak="">Questions? Please email <a href="mailto:info@mtbachelor.com" name="mailto_mtbachelor_com" style="text-decoration: underline; color: #ffffff;">info@mtbachelor.com or call (541) 382-1709 </a></div> </td> </tr> </tbody> </table> <span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;"><span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;"><!-- START FOOTER --></span></span> <div class="footer" style="clear: both; padding-top: 24px; text-align: center; width: 100%;"> <table style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%" cellspacing="0" cellpadding="0" border="0"> <tbody> <tr> <td class="content-block" style="font-family: Montserrat, Helvetica, sans-serif; vertical-align: top; padding-top: 0; padding-bottom: 24px; color: #999999; font-size: 12px; text-align: center;" valign="top" align="center"><span class="apple-link" style="color: #999999; font-size: 12px; text-align: center;">Mt. Bachelor LLC, 13000 SW Century Drive, Bend, OR 97702 </span> <br /> 541-382-1709</td> </tr> </tbody> </table> </div> <span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;"><!-- END FOOTER --> <!-- END CENTERED WHITE CONTAINER --> </span></div> </td> <td style="font-family: Montserrat, Helvetica, sans-serif; font-size: 14px; vertical-align: top;" valign="top"></td> </tr> </tbody> </table>

Commerce Tasks

If SendGrid

  • Configure Email Sending Account

    1. From the Configuration > Email Accounts page, click Edit on the active email account.

    2. To change or set up an email account, fill in the following fields:

      1. Email address - Enter sending email address

      2. Email display name - Enter name of the sending email account (what customers see as the  “From” field of their email client)

      3. Host - Either an IP address or a domain.

        1. If using Sendgrid’s API, enter smtp.sendgrid.net

      4. Port - Set to Port 25 (

      5. User - Either an email address or username.

        1. If using Sendgrid, set to “apikey”

      6. Password - Either the API key or access password

      7. SSL - Leave Unchecked

      8. Use default credentials - Leave Unchecked

    3. Click Save.

    4. 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.

NOTE: If emails are not sending, and you are receiving a timeout error in the logs, try switching the port used from 25 to 587 or 2525.

If Inntopia Marketing Cloud (IMC)

There is no configuration in Aspenware Admin. To utilize IMC the resort will need to contact IMC and work with their Aspenware representative to set up the integration.

  1. For resorts with an existing IMC account, contact the resort’s IMC representative.

  2. For resorts setting up a new account, go to Inntopia's website HERE and work with an Inntopia representative on creating a new account. You may also be able to contact an IMC representative directly at 877-740-4143.

  3. Request Inntopia to provide the following to your Aspenware Representative:

    1. API Key

    2. API Secret

    3. MessageID Templates for:

      1. Generic Message, AW Order Confirmation, AW Failed Payment Plan Payment, AW Waiver Notification, AW Failed Subscription Payment, AW Print At Home Notification, Order Queue Failure Notification, and, Password Reset Notification, and Voucher Notification. (Note: the list is subject to change based on new AW features)

  4. Once the above information has been provided, contact your Aspenware representative to configure the values in your environment.

  5. After values have been added, the resort will need to work with IMC to ensure:

    1. DNS settings are enabled to send from the resort's preferred email domain

    2. Messages are turned on

    3. Settings are enabled for production

  6. Test to ensure each email type is functioning

Detailed Setup Guide

  1. Update Email Template Content

  2. Add Global Barcode or QR Code to Order Confirmation Emails

  3. Add Global QR Code to Order Confirmation Emails - Siriusware ONLY

  4. Add Product-Triggered QR Code Token to Confirmation Email Template (Simple Method)

  5. Add Product-Triggered QR Code Token to Confirmation Email Template (Advanced Method)

  6. Configure Print-at-Home Email Functionality

  7. Configure Abandoned Cart Email

  8. Configure Order Failure Email Receipt (RTP|One only)

  9. Configure Email Voucher Template (RTP|One only)

  10. Requeue Emails

  11. Opt In and Out of Marketing Emails (RTP|One only)

1. Update Email Template Content

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:

    1. Subject: Enter the subject line for the email

    2. Body: Enter the contents of the email

      1. 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.

      2. 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

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.PasswordRecoveryURL% - The password recovery link is specific to the requesting user.

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.PasswordRecoveryURL% - The password recovery link is specific to the requesting user

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


%Order.PaymentMethod% - Payment method type used for the order (e.g. Credit Card)

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

NOTE: This step is applicable for resorts using RTP|One or Siriusware where Aspenware Order ID is configured on PUBs. For more information on that configuration, see the Pick Up Box documentation.

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.

     

    1. 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.

      1. If the barcode should go at the end of the email, paste the code after %Order.Products%

      2. 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:

<center><a href="https://services.tec-it.com/ASPX/TBarCode/barcode.ashx?data=%Order.BarCodeData%=%Order.OrderNumberWithPrefix%&amp;code=Code128&amp;multiplebarcodes=false&amp;translate-esc=false&amp;unit=Fit&amp;dpi=96&amp;imagetype=Gif&amp;rotation=0&amp;color=%23000000&amp;bgcolor=%23ffffff&amp;qunit=Mm&amp;quiet=0"> <img src="https://services.tec-it.com/ASPX/TBarCode/barcode.ashx?data=%Order.BarCodeData%=%Order.OrderNumberWithPrefix%&amp;code=Code128&amp;multiplebarcodes=false&amp;translate-esc=false&amp;unit=Fit&amp;dpi=96&amp;imagetype=Gif&amp;rotation=0&amp;color=%23000000&amp;bgcolor=%23ffffff&amp;qunit=Mm&amp;quiet=0" style="margin-top: 5px; width: 150px; height: 150px; margin-left: 5px; margin-bottom: 5px; border: 7px solid #fff;" /> </a></center>

For BARCODE FORMAT:

<center><a href="https://services.tec-it.com/ASPX/TBarCode/barcode.ashx?data=%Order.BarCodeData%=%Order.OrderNumberWithPrefix%&amp;code=Code128&amp;multiplebarcodes=false&amp;translate-esc=false&amp;unit=Fit&amp;dpi=96&amp;imagetype=Gif&amp;rotation=0&amp;color=%23000000&amp;bgcolor=%23ffffff&amp;qunit=Mm&amp;quiet=0"> <img src="https://services.tec-it.com/ASPX/TBarCode/barcode.ashx?data=%Order.BarCodeData%=%Order.OrderNumberWithPrefix%&amp;code=Code128&amp;multiplebarcodes=false&amp;translate-esc=false&amp;unit=Fit&amp;dpi=96&amp;imagetype=Gif&amp;rotation=0&amp;color=%23000000&amp;bgcolor=%23ffffff&amp;qunit=Mm&amp;quiet=0" style="margin-top: 5px; width: 150px; height: 150px; margin-left: 5px; margin-bottom: 5px; border: 7px solid #fff;" /> </a></center>

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:

  • 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.

Example:

5. Add Product-Triggered QR Code Token to Confirmation Email Template (Advanced Method)

  • 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”

  • 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.

Example:

6. Configure Print-at-Home Email Functionality - RTP|One only

If a customer checks out with a product set up for print-at-home functionality, they will be emailed a QR code that can be used as their ticket on site. This functionality should NOT be set up on Reload product variants. It should only be set up for product variants offering new media or no media. 

  • 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. 

  • 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:

    1. Name: The name of your task

    2. Rule: Select Abandoned Cart

    3. Active: Selected

    4. 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.

    5. Allow renew: Optional - Select to set the reminder to renew automatically. ie:

      1. If the guest removes the item from their cart > then readds it, they will be emailed again starting at the highest “Reminder level”.

    6. From Amount: N/A

    7. To amount: N/A

    8. 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.

    9. 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.

    10.  End Date (UTC): When the task will stop generating emails.

    11.  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.

    1. Click Add new and enter the following into the fields:

      1. Level Name: Give a name to your level.  This will not be displayed to the customer

      2. Level: The level that identifies the reminder being sent.  Customers qualify for level 1 first, then 2, 3, 4 etc.

      3. Day: Defines the number of days that the item has been left in the cart before the email is generated for this level.

      4. Hours: Defines the number of hours that the item has been left in the cart before the email is generated for this level.

      5. Minutes: Defines the number of minutes that the item has been left in the cart before the email is generated for this level.

      6. Subject: The Subject line that is displayed in the email sent to the customer.

      7. 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.

      8. Email Account: The email account that sends the email to the customer

      9. 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

    1. 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.)

9. Configure Email Voucher Template

If the vouchers plugin is installed the email vouchers template will be added to the email templates in Content Management. For more information on using vouchers, see the Vouchers Configuration Guide.

To configure the email template:

  • Go to Content Management > Message Templates

  • Search for ‘Vouchers.EmailVoucher’

  • Select Edit

    1. Go to “Source Tools”

    2. Find the text below and replace the [INSERT URL TO LOGO HERE] with your store’s logo image URL

    3. Adjust width and height as necessary

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.

RESENDING EMAIL TO GUEST

  • 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.