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In this tutorial,
we'll learn how to use our legal platform
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to send emails at different stages
of our ordering process.
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In addition,
we'll explore how to define email accounts
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which serve as the source of any emails
sent or received by your system.
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So what we're going to do to begin with
is look for the email accounts section
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so I can do this
just by searching for email
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in the search bar on the admin area
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and then go to email accounts.
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This page shows a list
of the email accounts associated with you.
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If you go set up
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email accounts can be completed
on a platform level if you wish to do so,
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so that the email is accessible across
all of your storefronts,
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or it can be configured
at a storefront level
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if you wish for it to be available
for an individual storefront.
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The email account that we have predefined
here in a brand new platform
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and provided by Infigo
is intended as a temporary convenience
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while still getting to grips
with Infigo and the platform.
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It is recommended
that you update your default email account
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at your earliest convenience as
a multitude of email providers available.
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So you could utilize Microsoft,
three, six, five Gmail
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or any of the hundreds of others
that are out there
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in the ether.
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So let's say, for example, we were to add
a new email account, we'd go to add new
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and this is the information
that we have displayed.
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So in order to actually set up
an email account will need
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the email address,
which is the from email address.
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So whether your emails you send
will be registered as being received from
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email display name.
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So a friendly name that will appear
in the list on the previous page,
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the mail server, hostname or IP address
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port numbers.
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So five, eight, seven or 25 are supported.
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Authentication username and authentication
password.
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And selecting
whether an SSL will be utilized
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or not.
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This information can be obtained
from your chosen
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email provider.
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Now I don't have any example email account
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to set up here,
but we'll just put a couple of
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simple examples in
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and then save.
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You can see that's
now been added to our list.
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And if I want to change
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the email address that's been utilized
by default in the account,
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that's been utilized by default,
I can click on this button here
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to change the default setting.
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also worth noting we have the ability
to send a test email
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to make sure that your account
is functional as you expect.
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So if I test this out next to our tech
support UK
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email account,
which is the one provided by Infigo,
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you get to this functionality
by going on edit or
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and then underneath
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where you put your email account details
in that we've previously discussed,
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you have this ability to send test email,
so you type in the email address
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that you want to send it to
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and then just hit send test email
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and that will confirm
that the email account is
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setup correctly.
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Next, we're going to take a look
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at some email message templates.
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So again, we can just search for email
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and we're going to go for email
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message templates.
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So this page contains
pre-configured email templates
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which are triggered by certain actions
on your storefront.
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So for example, an email
may be automatically sent to the customer
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when a print operator changes
the that is to shipped, for example,
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only some of these templates
are active by default.
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So you can see with the little checkbox
next to certain emails,
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most of them are deactivated by default.
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The contents of all of these emails
can be customized by clicking the edit
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icon next to the template of interest.
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So in our example here,
we'll focus on the order page template.
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So that's in the order management section.
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There's two entries there for order paid.
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These separate templates
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allow the same action to trigger
multiple emails with different recipients.
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So for example,
the email that gets sent to the customer.
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So I'd say this one
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that could be highly customized,
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it could be very much branded
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and made to look very, very pretty,
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as you might expect from a website
that you would from.
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However, the internal version might
just need some very basic information.
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It can be very concise,
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it just needs certain information
going to a certain member of our team.
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So therefore we can make this one
a little bit different.
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The both will be triggered
by the same event.
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So what we'll do next to
one of these will click on edit
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and that takes us to this screen here.
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Now, one thing will notice
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is that we have chameleon options
for our email message templates.
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So we can see this with a little plus
icon here.
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Email templates are another area
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of your Infigo storefront
that can be controlled by chameleon.
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Admins have the ability to define different email formats based on the recipient.
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So basically if we want
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to control the email content
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to certain departments or certain groups
of users defined by a chameleon group,
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we can add that chameleon group
by clicking on this icon here.
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And then we get a new body,
a new subject entry
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for that particular chameleon group.
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If you want to know more about Chameleon
through our other videos
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that cover that content
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so we can define
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A BCC or multiple BCC recipients.
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So A blind carbon copy.
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If we wish to do so,
we can define a subject for the email
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and we can define a message body.
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The message body, as you can see
here, is constructed using a HTML editor.
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You'll notice that you don't have the ability to switch this to a rich text editor.
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If you do have difficulty writing in HTML,
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then there are countless HTML
beautifying sites
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available on the internet
which will allow you to
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create your email templates
and then convert it to HTML script.
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So essentially you could just copy
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the already created templates in here,
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find one of those HTML converters
or beautify
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as or however they're called
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and then reformat it as you see fit
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and then copy the HTML back into here
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due to the dynamic
nature of email content.
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So things such as customer
names, order details, whatever else it's
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highly recommended that utilize tokens
in your message templates.
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So we've come across tokens a few times
over the course of these tutorial videos
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that obtain information from elsewhere
within in Fig.
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with the value of dated
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based on the current situation
that the system finds itself in.
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So for example,
when they're looking at a particular order
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or when a certain user is logged
in, then the information drawn
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into that particular
field will be changed.
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Tokens are found on the right hand
side of your message templates.
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You simply click on your token of choice
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that will copy it to your clipboard,
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and then you can paste it
into your message.
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And you'll even see that
with the predefined
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message template that we have here,
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there's a lot of tokens already included,
including in the subject line.
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They can be included in multiple places
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underneath the main body of text.
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You can choose the email account
that you wish to send the email from,
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so you'll see that we have both
of the email accounts directly available
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so we can directly choose one
if we wish to do so, or we can just
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utilize whatever is specified
as the default account.
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And then finally
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we have the ability to send a test email
at the bottom of the screen here.
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So to verify the content of your email
template, you can send a test email.
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Just enter
the recipient's email address here
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and hit send test email.
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Now, of course,
you need to make sure that you're
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sending this from an email account
which is correctly set up.
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Otherwise that won't work as expected.
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When we finish making changes to our email
template, make sure you save that
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using the button at the top of the screen
that will now be updated.
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And if you want to actually utilize that
particular email template I wanted to send
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once that particular stage is hit,
then you need to make sure that is active
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is selected.
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The last thing we might want to
look at here is the message queue.
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So this is where you can keep
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an eye on the emails
that have been sent out by the system.
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By default, it will
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show you a list of emails
that have not successful being sent
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and if you want any additional information
on any of those emails,
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you can go on the edit icon
next to that particular email.
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From here, it will give you information
on that particular email,
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including when it was created.
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How many send attempt has been,
if it was successfully sent
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and you have the ability
to requeue this email as well.
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If you wish to try and re send it.
