Store Setup Wizard Email

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The Email section of the Store Setup Wizard is comprised of two pages. The first page is where the user specifies the method that the program will use to send email, and related settings for that purpose. It is also possible to create, edit or simply view Email Templates at this screen.

The second page of this section contains a host of settings that control what types of email messages will be sent by the program, when they will be sent and what template will be used for each type of message.


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In addition to the information in the Setup Wizard Knowledge Base pages, the actual program screens of the Setup Wizard also have explanatory text associated with them; hover the cursor over the fields on the screen to see it.


Description of Page 1 of the Email Section

Figure 1: Store Setup Wizard - Email Section, Page 1

Select a method for sending e-mail: Section

Choose the method that the program should use when sending email. Sets system parameter EmailSendMethod.

Order Manager

Default Email Program

Microsoft Outlook

Test Email Settings Button

View/Add/Edit Email Templates Button

Allow email address changes when viewing messages right before they are sent Check Box

Enter options for: Section

Choose one of the following options to determine the scope of the settings that are being entered at this screen. The available options will change depending on the chosen method of sending email. The settings that are specified by shopping cart or workstation override the values that are specified when the Default Settings Check box is selected.

Default Settings Check Box

or Specific Shopping Cart Drop-down List

or Specific Workstation Drop-down List

Add Workstations Button

Settings for which server? Section

Choose a radio button to determine which email server's settings are being specified, Normal or Alternate. The fields in this section of the screen only pertain to Order Manager as the chosen method for sending email.

Normal Radio Button

Alternate Radio Button

Email Settings Section

Enter the appropriate values in the following fields as they pertain to the selected Email Server, Normal or Alternate:

From Address Field

From Name Field

BCC Address Field

SMTP Settings Section

The fields in this section only pertain to Order Manager as the chosen method for sending email. Enter the settings for the selected email server, Normal or Alternate, in the fields below:

Server Field

Server Port Field

User Name Field

Password Field

Require Encryption Check Box

Email Signature (optional) Field

Configuring the Email Settings on Page 1

  1. Choose an email method from the Select a method for sending email box in the top left of the page. It is highly recommended that the Order Manager is selected.

    1. For the Order Manager, continue with step 2.

    2. If Default Email Program is selected, skip to step 3.

    3. If Microsoft Outlook  is selected, skip to step 3.

  2. The Enter Options for box is pre-selected for Default Settings. Select the "default" email settings first. To set different options for a Specific Shopping Cart or Specific Workstation, choose those selections, one by one, after completing the Default Settings and follow the same sequence of steps.

    1. The Settings for which server box is pre-selected for Normal, or the primary server.

      1. Complete the fields in the Email Settings box. (Hover the cursor over each field for explanatory pop-up text, or refer to the description of these areas, as discussed in the previous section of this topic.)

      2. Complete the fields in the SMTP Settings box. ((Hover the cursor over each field for explanatory pop-up text, or refer to the description of these areas, as discussed in the previous section of this topic.)

    2.  If an Alternate, or backup server will be used, click that radio button and repeat steps 2.a.i. - 2.a.ii.

  3. Check the Require encryption (SSL) box if your email provider or server requires the use of encryption, or Secure Socket Layers (SSL).  

  4. At the top of the screen, check [Allow email address changes when viewing messages right before they are sent], if users should be able to change the destination address when sending email through the Order Manager.

  5. Also at the top of the screen, the [View/Add/Edit Email Templates] button opens the Edit Email Templates screen, where the user can create or edit their own email templates or edit any of the Order Manager's standard email templates. It is not necessary to make any changes at the Edit Email Templates screen as part of the program 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.

  6. Once you've completed these steps, click the [Test Email Settings] button to verify the settings that have been entered are functional.  

Description of Page 2 of the Email Section

This screen allows the user to determine the occasions when the program will automatically send email to customers and which email template will be used to compose the message. It is not necessary to make a decision about all of them immediately, you may return to this page at a later date.

Figure 2: Store Setup Wizard - Email Section, Page 2

Automatically send an email message to your customer when:  Section

Email sent when...

Corresponding and/or Associated System Parameters

Their credit card is declined

SendEmailIfCardDeclined; CardDeclinedEmailTemplate


BadAVSEmailTemplate; BadCVV2EmailTemplate

An order is approved automatically

ConfirmAutoApprovals; DefaultConfirmationTemplate

An order is approved manually

ConfirmManualApprovals; DefaultConfirmationTemplate

You enter a manual order


You issue a credit


The ship date for an order is set

ConfirmSetShipDates; DefaultShipDateTemplate

Tracking numbers are imported


Backorders are filled at the Fill Backorders screen*


You create a Quote**



* to enable the program to send emails at this juncture, un-check the box labeled "None" on the Fill Backorders screen; there is no controlling system parameter

** Quotes are not sent automatically, the user must manually click the [Email] button on the Quotes screen

Use this email template Section

 Add/Edit Email Templates Button

Navigational Arrows

Wizard Section and Page Numbers

Help Button

Cancel Button

Save and Exit Button



Created: 5/4/11

Modified: 10/11/12

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