Utilise the B2B Store's Email Settings to customize and automate email notifications for your customers' B2B Orders.

Email Settings

To manage your B2B Store's Email Settings:

1. Go to your B2B Store and login as a Store Administrator.
   
   
2. Select Settings, in the top right corner of the B2B Store.
   
   
3. Select Orders in the main menu, then select Email Settings.
   

• By default, the Send Email toggles for the Email the Customer and Complete options are selected.

Order Request Email

Use the "Send Email" toggle to determine whether Customers or your Store Administrator should receive an email notification when an Order's been placed in your B2B Store. The email notification will include a summary of the products ordered and the customer's delivery address.

• Email the Customer: If enabled to "send Email", a summary of the customer's B2B Order will be sent to the unique contact who placed the order.
• Email the Store Administrator: If enabled to "send Email", a summary of each customer's B2B Order will be sent to the "contact email address" provided in your B2B Store's Contact Details. 

Edit Email

Customize the message content emailed to your customers with their order summary by clicking on the pencil icon along the Email the Customer option.

• Email Subject: Use the Email Subject Line field to customize how the Order Request Email's displayed in your customer's inbox. 
  NOTE: Email Subject Line is a required field with a 100 character limit and does not support variables.
  
  
• Email Body: Use the rich text options available to customize the content sent to your customers with their order summary:
  • Text Size: Use the drop down menu to select the the size of your text; Heading 1, Heading 2, Heading 3, Heading 4, Normal.
  • Font: Use the drop down menu to select which font your text will be displayed with; Sans Serif, Serif or Monospace.
  • Text Style: Use the icon functions to make the text bold, italic, underlined, stricken-through, subscript or superscript.
  • Text colour: Use the icon functions available to set a font colour and a text background colour (colour options are limited to those shown in the icon's colour chart).
  • Text Alignment: Use the icon available to choose whether the text is; left aligned, right aligned, centered or justified.
  • Numbered: Use the icon available to display text in a numbered list.
  • Bullet points: Use the icon available to display text in a bullet pointed list.
  • Hyperlink: Use the icon available to add a hyperlink to the text provided. When the hyperlinked text is selected in the content page a new tab will be opened, directing the customer to the linked page.

Use the How will it look? button to preview the email with it's current edits before saving and use the Discard changes link to revert the email template back to it's last saved version. 

Order Status Mappings

Use Order Status Mappings to determine if and when email updates are sent to your customers, based on their B2B Order's status in Unleashed and how the Order's Status is displayed in the B2B Store's Order History. 

B2B Status

Customize how each pre-set Unleashed Order Status is displayed to your customers by clicking on the pencil icon in the B2B Status column. When a customer reviews their Order History in the B2B Store, the B2B Status set in your store's Email Settings will be shown based on the Sales Order's status in Unleashed.

The Unleashed Order Statuses available to customize with a B2B Status are:

• Parked
• Placed
• Backordered
• Completed
• Deleted

By default, all Email Types under 'Order Status Mapping' are enabled to "Send Email".

If a Sales Order in Unleashed is saved with a Custom Sales Order status, the B2B Store will apply the "Parked" B2B Status. 

Send Email

Update your customers on their order's progress by toggling on "Send Email" for each Sales Order Status. When enabled, the B2B Store will automatically email your customer with an update as soon as the Sales Order's status has been updated in Unleashed. 

Edit Email

Customize the template used for each B2B Order's progress email by clicking on the pencil icon in the Edit Email column. 

• Email Subject: Use the Email Subject Line field to customize how the email's displayed in your customer's inbox. The Sales Order's Number will automatically be added to the end of every email's subject line.
  NOTE: Email Subject Line is a required field with a 100 character limit and does not support variables.
  
  
• Email Body: Use the rich text options available to customize the content sent to your customers with their order summary:
  • Text Size: Use the drop down menu to select the the size of your text; Heading 1, Heading 2, Heading 3, Heading 4, Normal.
  • Font: Use the drop down menu to select which font your text will be displayed with; Sans Serif, Serif or Monospace.
  • Text Style: Use the icon functions to make the text bold, italic, underlined, stricken-through, subscript or superscript.
  • Text colour: Use the icon functions available to set a font colour and a text background colour (colour options are limited to those shown in the icon's colour chart).
  • Text Alignment: Use the icon available to choose whether the text is; left aligned, right aligned, centered or justified.
  • Numbered: Use the icon available to display text in a numbered list.
  • Bullet points: Use the icon available to display text in a bullet pointed list.
  • Hyperlink: Use the icon available to add a hyperlink to the text provided. When the hyperlinked text is selected in the content page a new tab will be opened, directing the customer to the linked page.

Use the How will it look? button to preview the email with it's current edits before saving and use the Discard changes link to revert the email template back to it's last saved version. 

Promote Products in Emails

Use the "Promote Products in Emails" options to advertise up to 5 sellable products within your B2B Store's emails. Products selected for promotion will display their default image, description and customer specific price in the footer of your B2B Store's emails (in a grid view), depending upon the Email Type each product's included in. 

To select products for promotion in your B2B Store's emails:

1. Go to your B2B Store's Email Settings.
   
   
2. In "Promote Products in Emails" use the Search Products field to find and select up to 5 sellable products for promotion.
   
   
3. Each selected product's will be displayed in the Promoted Products table.
   
   
4. Use the "Include in Email Type" dropdown menu to multi-select which type of email will include the product for promotion. The Email Types available are:
   
   • Requested: If Order Request Email is enabled
   • Parked
   • Placed
   • Completed
   • Backordered
   • Deleted
   • Standing Order Email Reminder
     
     
5. Drag and drop each product's tile to to manage the order they'll be displayed in for each email sent. 

Customer Invite Email

Customize the invite email for you B2B Store directly from the Email Settings page. 

• Email Subject Line
  Use the Email Subject Line field to customize how your invite's displayed in your customer's inbox. Within the field you have the option to include your B2B Store's "Brand Name" as a variable, add "{Brand Name}" to the field and your B2B Store's Brand Name will populate as and when an invitation is emailed to your customer.
  NOTE: Email Subject Line is a required field with a 100 character limit. Select the restore icon next to the field to restore your Subject Unleashed's standard text.
  
  
• Email Content
  Use the Email Content field to customize the message body of your B2b Store's invitation email. Within this field you can add the variables "Contact Name" and "Company Name" which will populate your customer's contact name and your company's name respectively when an invitation email's sent to your customer.
  Customize the style of your B2B Store's invite using the rich text options available in the Email Content field:
  • Text Size: Use the drop down menu to select the the size of your text; Heading 1, Heading 2, Heading 3, Heading 4, Normal.
  • Font: Use the drop down menu to select which font your text will be displayed with; Sans Serif, Serif or Monospace.
  • Text Style: Use the icon functions to make the text bold, italic, underlined, stricken-through, subscript or superscript.
  • Text colour: Use the icon functions available to set a font colour and a text background colour (colour options are limited to those shown in the icon's colour chart).
  • Text Alignment: Use the icon available to choose whether the text is; left aligned, right aligned, centered or justified.
  • Numbered: Use the icon available to display text in a numbered list.
  • Bullet points: Use the icon available to display text in a bullet pointed list.
  • Add Images: Use the icon available to add existing B2B Store images to your store's content page.
  • Hyperlink: Use the icon available to add a hyperlink to the text provided. When the hyperlinked text is selected in the content page a new tab will be opened, directing the customer to the linked page.
    NOTE: Email Content is a required field with a 500 character limit. Select the restore icon next to the field to restore your Content Unleashed's standard text.
    
    
• Invite email valid for
  Use the "Invite email valid for" field to set an expiration limit for your B2B Store's invite. Your BB Store's email will display to the customer how long it is valid for.
  If a customer does not accept your B2B Store's invitation within the set limit, the invitation's acceptance link will return a notification advising it's expiration. They'll be further advised to contact your Store Administrator for a new invitation. At the same time, your Store Administrator will receive a notification that the customer did attempt to accept the invite and login and the contact in your B2B Store's Customer page will display an "Expired" status.
  NOTE: "Invite email valid for" is a required field with a maximum 30 day limit. If the limit is updated in your B2B Store's settings, it will apply to any existing/pending invitations as well as future invites.
  
  
• How will it look?
  Use the "How will it look?" button in your invitation edit window to send a test invitation to your B2B Store Administrator's email address. Here you can preview the B2B Store's invite email as if you were a customer.
  
  
• Save
  Once you've made changes to your B2B Store's invite email, click Save. You can make changes to your invitation email at any time.