This article pertains to the Store Setup Wizard introduced in the Order Manager version 5.804.
There are two pages in the Email section of the Setup Wizard:
Configure Your Options for Sending Email
When to Send Email and Which Templates to Use
The first page of the Email section of the Setup Wizard is where you configure your options for sending email from the Order Manager.
To configure your email settings:
Choose an email method from the Select a method for sending email box in the top left of the page. It is recommended that you use either the Order Manager or the External Stack Controller, depending on volume. (See the Notes box on the Setup Wizard.)
For the Order Manager, continue following the directions below.
To set up the External Stack Controller option, see the article, External Stack Controller for Order Status Updates and Email to complete setup, and then skip to Step 7 below.
If you select the Default Email Program, skip to Step 7.
If you select Microsoft Outlook, skip to Step 7.
The Enter Options for box is pre-selected for Default Settings. Set your "default" email method first. If you want to set different options for a Specific Shopping Cart or Specific Workstation, select those options after you complete your Default Settings and complete the steps below for each shopping cart or workstation.
The Settings for which server box is pre-selected for Normal. If you want to set an Alternate server, or backup, set up that option after you complete setup for the Normal method.
Complete the fields in the Email Settings box. (Be sure to hover your cursor over each field for an explanatory pop-up text.)
Complete the fields in the SMTP Settings box. (Be sure to hover your cursor over each field for an explanatory pop-up text. Server Port is pre-defined for you, as "25" is standard.)
Check the Require encryption (SSL) box if your email provider or server requires the use of encryption, or Secure Socket Layers (SSL).
At the top of the screen, check Allow email address changes when viewing messages right before they are sent to be able to change the destination address when sending email through the Order Manager.
Also at the top of the screen, the View/Add/Edit Email Templates button opens the Email Templates screen of the Order Manager, where you can create or edit your own email templates or edit any of the Order Manager's standard email templates. You do not need to anything on the Email Templates screen as part of your setup, however you may want to add or edit email templates later when you are more familiar with them. See the article, Email Template Editor for more information.
Once you've completed the setup for the email method that you've chosen, click the Test Email Settings button.
On this screen, you choose the events when you want to automatically send an email to your customer and which templates to use for the email message.
At this point in your setup, you may not be sure which events or templates to select (or you may plan to edit or create your own templates). To get you started, you can use the options selected in the screenshot below (which are events when merchants typically send automatic email) OR you can leave all options de-selected for now and return to this screen to modify the selections as necessary, once you've established your Order Manager workflow.
When you are finished with this page, click the next arrow at the bottom of the screen 
to proceed to the next section.
The following articles will help you navigate the Order Manager Setup Wizard. If you're just beginning the Setup Wizard, follow the articles in order. Otherwise, click a link below to jump to that section:
Created 2/12/09
Updated 6/25/09
Modified 3/26/10