About Templates
When an event is generated by the platform, emails and HTML can be generated and/or sent automatically to customers or members of your organization. To ensure that these generations are homogenous with your organization's identity, they can be configured in the platform to ensure consistency in the messaging.
You can automate emails to all types of users on the Orckestra Commerce Cloud platform, be they your customers or organization's employees. To do this, you can configure email templates in the email templates module of the Settings application that will be sent to the appropriate person once a trigger action occurs on the Orckestra Commerce Cloud platform. For HTML templates, you will also use the Settings application, but will instead be html templates in the module.
There are two types of email templates you can create:
| • | Status Emails - These emails are sent to customers and let them follow the process as is occurs with no extra work done by your organization |
| • | Shipment Emails - These emails go to Orckestra Commerce Cloud users so that they can follow your internal workflows. |
The Email Templates that come out-of-the-box in the platform are found here:
|
Event Name |
Event Type |
Description |
Audience |
| BOPISShipmentAcceptedEvent | Pickup in store - Shipment Accepted | Notification email sent to designated team of employees for shipment accepted with BOPIS provider | Internal |
| BOPISShipmentAssignedEvent | Pickup in store - Shipment Assigned | Notification email sent to designated team of employees for shipment assigned with BOPIS provider | Internal |
| BOPISShipmentCanceledEvent | Pickup in store - canceled | Notification email sent to designated team of employees for shipment canceled with BOPIS provider | Internal |
| BOPISShipmentCanceledEventForCust | Pickup in store - canceled | Notification email sent to customer for shipment canceled with BOPIS provider | Customer |
| BOPISShipmentDeclinedEvent | Pickup in store - Shipment Declined | Notification email sent to designated team of employees for shipment declined with BOPIS provider | Internal |
| BOPISShipmentExpiredEvent | Pickup in store - Shipment Expired | Notification email sent to designated team of employees for shipment expired with BOPIS provider | Internal |
| BOPISShipmentPickupCompleteEvent | Pickup in store - pickup complete | Notification email sent to designated team of employees for shipment pickup complete with BOPIS provider | Internal |
| BOPISShipmentReadyForPickupEvent | Pickup in store - ready for pickup | Notification email sent to designated team of employees for shipment ready for pickup with BOPIS provider | Internal |
| BOPISShipmentReadyForPickupEventForCust | Pickup in store - ready for pickup | Notification email sent to customer for shipment ready for pickup with BOPIS provider | Customer |
| BOPISShipmentRejectedEvent | Pickup in store - Shipment Rejected | Notification email sent to designated team of employees for shipment rejected with BOPIS provider | Internal |
| BOPISShipmentSLANearingExpiryEvent | Pickup in store - Shipment Nearing Expiry | Notification email sent to designated team of employees for shipment nearing to expiry with BOPIS provider | Internal |
| BOPISShipmentTransferCompleteEvent | Pickup in store - Shipment Transfer Complete | Notification email sent to designated team of employees for shipment shipping complete with BOPIS provider | Internal |
| CustomerCreated | New customer | Notification email sent to customer when they have been created | Customer |
| CustomerPasswordChanged | Password changed | Notification email sent to customer when their password has been changed | Customer |
| CustomerPasswordResetRequested | Reset password | Notification email sent to customer when they have requested a password reset | Customer |
| FulfillmentCompetitionStatusOffered | Shipment Offered | Notification email sent to designated team of employees for shipment offered | Internal |
| FulfillmentCompetitionStatusSeized | Shipment Seized | Notification email sent to designated team of employees for shipment seized | Internal |
| OrderCreated | Order created | Notification email sent to customer when their order has been created | Customer |
| OrderDelayed | Order delayed | Notification email sent to customer when their order may be delayed | Customer |
| OrderReadyForPickup | Order created | Notification email sent to customer when their order is ready to be picked up | Customer |
| RecurringOrderLineItemDeleted | Recurring order line item deleted | Notification email sent to customer when their a product is not longer set to be recurring | Customer |
| RecurringOrderLineItemModification | Recurring order line item modification | Notification email sent to customer when a product is set to recurring | Customer |
| RecurringOrderLineItemOutOfStock | Item(s) out of stock | Notification email sent to customer when some item(s) from their recurring order are out of stock | Customer |
| RecurringOrderReminder | Recurring order reminder | Notification email sent to customer when a reminder of an upcoming order must be sent | Customer |
| RecurringOrderUnableToCreateOrderFromCart | Recurring order creation error | Notification email sent to designated team of employees when a recurring order was not able to be created | Internal |
| RecurringOrderUnableToCreateOrderFromCartCSR | Recurring order creation error - CSR | Notification email to the CSR sent when a recurring order was not able to be created | Internal |
| ShipFromStoreShipmentAcceptedEvent | Ship from store - Shipment Accepted | Notification email sent to designated team of employees for shipment accepted with ship from store provider | Internal |
| ShipFromStoreShipmentAssignedEvent | Ship from store - Shipment Assigned | Notification email sent to designated team of employees for shipment assigned with ship from store provider | Internal |
| ShipFromStoreShipmentCanceledEvent | Ship from store - Shipment Canceled | Notification email sent to designated team of employees for shipment canceled with ship from store provider | Internal |
| ShipFromStoreShipmentCanceledEventForCust | Ship from store - Shipment Canceled | Notification email sent for shipment canceled with ship from store provider | Internal |
| ShipFromStoreShipmentDeclinedEvent | Ship from store - Shipment Declined | Notification email sent to designated team of employees for shipment declined with ship from store provider | Internal |
| ShipFromStoreShipmentExpiredEvent | Ship from store - Shipment Expired | Notification email sent to designated team of employees for shipment expired with ship from store provider | Internal |
| ShipFromStoreShipmentRejectedEvent | Ship from store - Shipment Rejected | Notification email sent to designated team of employees for shipment rejected with ship from store provider | Internal |
| ShipFromStoreShipmentShippingCompleteEvent | Ship from store - Shipment Shipping Complete | Notification email sent to designated team of employees for shipment shipping complete with ship from store provider | Internal |
| ShipFromStoreShipmentSLANearingExpiryEvent | Ship from store - Shipment Nearing Expiry | Notification email sent for to designated team of employees shipment nearing to expiry with ship from store provider | Internal |
Within these templates you can include template variables for things that are situation and/or customer dependent such as names, urls, Trademarks ™, Registered Trademarks ®, Copyright © statements, Sender details, and Newsletters. These variables are managed in the Template Variables tab of the Settings application. For more information on managing these, Managing Template Variables is a helpful resource.
REFERENCES
| • | Managing Email Templates |
| • | Managing Template Variables |