Setting Up Email Notifications for Triggers

This document provides a detailed walkthrough on setting up email notifications for various triggers such as reviews, wallet point credit, referrals, and more. The steps below will guide you through the process of configuring and customizing email notifications to ensure effective communication with customers.

Step 1

Begin by accessing the email communication settings. Look for "Communication" in the left menu, then click on "Notification."

Step 2

On the "Notification" page, you'll see all current configured communications. To create a new email notification, click on the plus icon and select "Send an Email."

Step 3

You will be presented with 14 triggers to choose from in the dashboard. Select the trigger relevant to your needs.

Step 4

Triggers range from generic to specific, including those related to transactions, coupons, referrals, or reviews. For this example, let's select the "wallet point rewarded" trigger.

Step 5

Upon selecting the trigger, a default email template will automatically be configured for you.

Step 6

This section contains the subject of the trigger.

Step 7

You have the option to modify the email subject or click on "Create" to proceed.

Step 8

After creation, click back on the email template to modify the email subject as per your brand identity, then save your changes.

Step 9

Testing the email is possible by clicking "Send Test Email" and entering the customer's email address.

Step 10

Ensure the customer is already registered in your Shopify or website database.

Step 11

Only then will you be able to successfully send a test email by entering the email ID and clicking "Send Test Email."

Step 12

You can view the history of emails sent in the last seven days.

Step 13

If activated, you can see the count of emails triggered in the past seven days. The email template section shows current email configuration, text, and variables.

Step 14

To modify the template, use placeholders to change content. Click "Save" or return to the previous page once done.

Step 15

You can set further restrictions on emails, such as wallet transaction types for rewards transactions. Options include setting the transaction operation to credit or debit.

Step 16

Specify if the email should be sent for a particular transaction type.

Step 17

Restrict emails based on wallet transaction titles by entering the desired titles.

Step 18

Skip emails for specific wallet transaction titles if needed.

Step 19

Enter titles you wish to exclude from receiving emails.

Step 20

Add trigger slugs to either exclude or include transactions in email notifications.

Step 21

Once configurations are complete, you may navigate back.

Step 22

Your trigger has been successfully created. You can create multiple triggers using the available templates and select desired triggers.

Step 23

Customize each email template as needed. Emails will be triggered on all orders or specific transaction types from the Nectar domain.

Step 24

Nectar's domain is shared among multiple brands, which may result in emails landing in spam. To avoid this, adjust settings to use your domain and email address instead of Nectar's SMTP.

Step 25

Enter the sender name and brand name, as well as a reply-to email address for customer replies.

Step 26

Afterward, click on "Save and Verify Domain."

Step 27

Follow the provided steps to configure your domain and click "Verify." This verification process is necessary unless a dummy domain is used.

Step 28

You can create custom properties and include them in emails. This concludes the email configuration process.

Step 29

Thank you for completing the setup.