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But what about users who don't order via your website? There will always be customers who prefer to chat to their Sales Rep and order through with them, or those users who need to speak to a Customer Service advisor before placing a particular order over the phone. Good news - as long as the email address is stored in PRONTO, those customers can receive the same Order Confirmation and Shipped emails as your web users!
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- Open the Integrator client.
- With the appropriate site selected, click 'Settings'.
- Select the 'Advanced' tab.
- Set the 'Customer Email Record Type' to 'E'.
- Select the 'Local Cache' tab.
- Select the 'Customer_DeliveryAddress_EMAIL' table and click 'Empty Selected Tables'. If there is no entry for this table, disregard this step.
- Click 'OK' to save.
- Stop, then re-start your integrator. If you're unsure how to do this, see Integrator - Stop and Start.
- LastOnce the integrator has re-started, trigger a Send All for 'Customer Master'.
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To edit the content or layout of these your Offline Order Confirmation and Shipped emails, simply configure the widgets in the templates as required.
- Login to the CMS.
- Navigate to
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- Content → Emails.
- Select the required template:
- Offline Order Confirmation Email
- Offline Order Shipped Email
- Add, Edit, or Delete widgets as required.
- Use the 'Test Email...' option to verify that output is as you expect.
