Version 5.9
Store Setup Wizard
In this Topic: Show
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.
Figure 1: Store Setup Wizard - Email Section, Page 1
Choose the method that the program should use when sending email. Sets system parameter EmailSendMethod.
this is the recommended method that is suitable for most users
primary and secondary SMTP accounts can be configured
can be used for sending bulk email to customers, sending HTML email or including attachments with email
select this method to use the email program that is set as the default email application on the current workstation
this method does not support the sending of bulk email to customers, HTML email or the sending of attachments with email correspondence
choosing this option requires that a copy of Microsoft Outlook is installed on each workstation that will send email from the Order Manager
this method does not support the sending of bulk email to customers, HTML email or the sending of attachments with email correspondence
this method is also subject to messages that require a response from the user every time that an email is sent (paraphrased message: Program X is attempting to send email - do you want to allow this and for how long?)
this button will open the Edit Email Templates screen, where the user can create new email templates, or edit and view existing templates
refer to the Knowledge Base topic, Email Template Editor, for more information about using this feature
check this box if it is permissible for users to alter the To: email address when the message is viewed prior to sending (Send Email screen)
sets system parameter, AllowChangeEmailAddress
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.
select a pre-defined shopping cart from the list to set email preferences that pertain only to orders originating from that source
select a workstation from the drop-down list to set email preferences for email that is sent from that particular machine
click this button to open the List Builder screen where the user may create a definition for a new workstation
enter the desired name in the Computer Name field or click the [This Computer] button, if adding the definition from the new workstation; click the [Save] button add the new workstation to the list
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.
Enter the appropriate values in the following fields as they pertain to the selected Email Server, Normal or Alternate:
enter the company email address that should appear as the "sending address" of the email
sets system parameters EmailFromAddress or EmailFromAddress2
this field is optional and can be used to keep a copy of any email that is sent by the Order Manager
enter the designated company address that should receive a copy of each email that is sent by the Order Manager in this field
sets system parameters EmailBCCAddress or EmailBCCAddress2
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:
enter the name of the server
sets system parameters SMTPServer or SMTPServer2
enter the port that should be used to send email
sets system parameters SMTPServerPort or SMTPServerPort2
if required by the server or ISP, enter the UserName of the account that will send email from the Order Manager in this field
sets system parameters SMTPUserName1 or SMTPUserName2
if required by the server or ISP, enter the corresponding Password for the account that will send email from the Order Manager in this field
sets system parameters SMTPPassword1 or SMTPPassword2
to use Secure Socket Layers protocol when sending email from the Order Manager, check this box
sets system parameters SMTPUseTLS or SMTPUseTLS2
enter the text that should be included as the signature at the end of the email message sent by the Order Manager
sets system parameter EmailSignature
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.
For the Order Manager, continue with step 2.
If Default Email Program is selected, skip to step 3.
If Microsoft Outlook is selected, skip to step 3.
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.
The Settings for which server box is pre-selected for Normal, or the primary server.
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.)
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.)
If an Alternate, or backup server will be used, click that radio button and repeat steps 2.a.i. - 2.a.ii.
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], if users should 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 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.
Once you've completed these steps, click the [Test Email Settings] button to verify the settings that have been entered are functional.
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
lists the possible times at which the program should send an email with information related to a customer's order
check the box of each occasion upon which the program should send an email; see Chart1 to see the system parameters that are set by this action
select the appropriate template for each occasion from the drop-down lists in the Use this email templates: section of the screen
if a suitable template has not been provided with the program for a particular occasion, such as a credit card being declined, the user must create their own by clicking the [Add/Edit Email Template] button found on this screen
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Email sent when... |
Corresponding and/or Associated System Parameters |
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Their credit card is declined |
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An order is approved automatically |
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An order is approved manually |
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You enter a manual order |
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You issue a credit |
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The ship date for an order is set |
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Tracking numbers are imported |
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Backorders are filled at the Fill Backorders screen* |
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You create a Quote** |
Chart1
* 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
choose a template that is used to create the text of the message from the corresponding drop-down list, for each type of email
if the program does not provide a sample template for the selected situation, the user may create one of their own by using the Edit Email Templates screen, which can be accessed by the [Add/Edit Email Templates] button on this screen or via the Email Template Editor link found on the Maintenance tab of the Maintenance Menu.
this button will open the Edit Email Templates screen, where the user can create new email templates or edit existing templates
refer to Knowledge Base topic, Email Template Editor, for more information about using this feature
use these buttons to scroll sequentially between the pages of the Store Setup Wizard
use the links in the Wizard Index pane on the left-hand side of the screen to skip between sections of the Wizard
the name of the Wizard section and page number can be found between the Navigational Arrows and the Help, Cancel and Save and Exit buttons at the bottom center section of the screen
sections that have many settings will have more than one page in the Wizard; be sure to review them all
will cause the program to prompt for confirmation before exiting the Store Setup Wizard without saving any changes that have been made
click [Yes] to save the changes before exiting the wizard
click [No] to abandon the changes and exit the wizard
click [Cancel] to remain at the Store Setup Wizard and continue making changes
Created: 5/4/11
Modified: 10/11/12