EmailBuilder: Sending a plentyShop order confirmation to customers

What do I need to do to automatically send an order confirmation email to my customers when they ordered an item in my shop?

Required steps (short version)

1. Setting up an email template

In your system, you can find some default templates that you can adjust according to your needs. You can also create your own template.
Note: We will explain how you edit a default template and not how create a new template.

Adjusting an existing default template in the EmailBuilder:

  1. Go to CRM » EmailBuilder.

  2. Open (chevron_right) the folder Default templates.

  3. Click on the template (ID) Shop: Order confirmation.
    You will see the already pre-filled template.

  4. Check the preview of the template.

  5. Click on Edit (edit) to edit the content of the template, if needed.

  6. In the Settings section, select a header and footer each from the drop-down lists.

  7. The subject of this template is Order confirmation for your order with ID {⁠{order.id}⁠}.
    → If you want to change the subject, click in the top right on Language-dependent settings (translate). Note: Also note the information about the static attachment and cancellation right in the box.

  8. Save (save) the settings.

Adjusting the template’s attachment

Adjust also the attachment of the default template, if needed. In the default template Shop: Order confirmation from our example, the cancellation right variable (Cancellation right in HTML format or Cancellation right in plain text) is contained in the template.
If you prefer to send the cancellation right as an attachment and not as text within the email template, you can upload a PDF file with your text for the cancellation right in the Shop » Documents menu and then select this PDF file as static attachment. To do so, click in the template’s Settings section in the top right on Language-dependent settings (translate) and select the PDF file from the drop-down list Static attachments.

Important: If you send the cancellation right as an attachment of the email, don’t forget to remove the variable Cancellation right in HTML format or Cancellation right in plain text from the template.

2. Setting up an event procedure

Now set up an event procedure that triggers the sending of the email template as soon as an order has been placed in your plentyShop.

Setting up an event procedure:

  1. Go to Setup » Orders » Events.

  2. At the bottom left, click on Add event procedure (add).
    → The Create new event procedure window opens.

  3. Enter a distinct name for the event procedure, e.g. Order confirmation plentyShop.

  4. Select the event as listed in Table 1.

  5. Save () the settings.

  6. Carry out the settings as listed in Table 1.

  7. Activate the option Active.

  8. Save () the settings.

Table 1. Setting up the event procedure "Order confirmation plentyShop"
Setting Option Selection

Event

Order generation > New order

Filter 1

Order > Order type

Order

Filter 2

Referrer

Client (store)

Procedure

Customer > Send email

Select as template the template for the order confirmation that you have just created. Select as recipient the option Invoice address from order.