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Divi & WooCommerce Course

Configuring Transactional Emails In WooCommerce

WooCommerce allows you to send two types of mails: transactional mails and marketing mails. 

Transactional mails are triggered when a customer interacts with a WC online store. For instance, when a shopper buys any products or when the status of their order changes, etc. WooCommerce, by default, allows 10 types of transactional emails. 

Let us learn the step-by-step process of configuring transactional emails in WooCommerce. 

Setting Up Transactional Emails in WooCommerce

  1. Go to: WooCommerce Dashboard -> Settings -> Emails 
  1. You will be redirected to a new window with a list of 10 types of transactional emails sent from WooCommerce. 

These are: 

  • New Order Email: triggered when you receive a new order.
  • Cancelled Order: triggered when any order has been cancelled.
  • Failed Order: sent to shoppers when an order has failed. 
  • Order-on-hold: contains order details after an order is put on hold.
  • Processing Order: contains order details; sent to customers after payment is processed.
  • Completed Order: triggered when the order is marked complete. Indicates that the order has been shipped. 
  • Refunded Order:  triggered when customers’ orders are refunded.
  • Order Notice/Customer invoice: sent to customers when a customer note is added from the edit order admin. Customer invoice emails can be sent to customers when an order needs payment. These emails are not triggered automatically, though. 
  • Reset password: triggered when customers change their account passwords.
  • New Account: sent when customer create a new account. 

Managing Transactional Emails

  1. Click on “manage” to set up the required email type. You could see the manage button besides each email type. 
  1. To manage each type of the 10 types of WooCommerce transactional emails, you need to fill the following details: 
  • Enable/Disable: select the checkbox if you want to enable email notification.
  • Recipient(s):  Add email address of the receiver(s).
  • Subject: add appropriate subject for the email like order number, title, etc.
  • Heading: Give an appropriate heading to your email.
  • Additional Content: This field is particularly significant for emails that are sent to your customers. For instance, the Completed Order email. You could add a special thank you note here. Such content helps your customers feel appreciated. Also, these add a touch of brand personality. You could also consider including links to return policies, warranty information, and other documentation that applies to all of your products. 
  • Email Type: WC allows you to choose the email format type. There are three formats available to choose from:
  • Plain text: emails without formatting or images.
  • HTML: emails with better formatting, order tables, images, etc.
  • Multipart: includes both plain text and HTML versions allowing the receiver’s clients to choose the best format for them. 
  • Template: You can add your email template copy which you want to send to your recipient. 
  • Save changes. 

Customizing Email Templates in WooCommerce

  1. On the “Email” tab, you will see “Email Template” section. This section offers a range of customization options, including:
  • Header Image: allows you to add any image you would want to display at the top of all emails. 
  • Footer text: You could any information you would like to add to all your emails, such as your website link and contact information.
  • Base Color: Choose the color you want to use headings, links, and the     background of your email title. 
  • Background Color: Pick a color of your choice for your email background.
  • Body Background Color: Choose a color for the main body of your email.
  • Body Text Color: You could also change the text color of your email.
  1. Click on “click here to preview template” to preview your email template with the new changes. 
  1. Save changes. 
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