How to Send Automated Order Confirmations

Sending Automated Order Confirmations

Your CRM platform can automatically send detailed confirmation emails to customers immediately after they complete a purchase. These emails serve as digital receipts, providing customers with a clear record of their transaction, including the items they bought and the total amount paid.

Enabling Automated Sales Receipts

To start sending these automated confirmations, you must first enable the Automated Sales Receipts feature. This setting ensures that every time an order is placed through an order form, calendar booking, or invoice payment, a confirmation email is generated and sent without manual intervention.

Using the Order Submitted Trigger for Advanced Automations

For more complex needs, you can use the Order Submitted trigger. This powerful feature activates a workflow whenever an order is completed. It sends the order data via a webhook, allowing you to connect your CRM to external systems, update databases, or trigger custom processes in other apps based on the purchase information.

Creating Custom Confirmation Email Templates

You are not limited to a standard receipt format. You can design your own confirmation emails using the built-in email editor. By incorporating the shopping cart element into your template, you can create a personalized email that dynamically lists the specific products the customer purchased, along with prices and any other relevant order details.