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
- Go to: WooCommerce Dashboard -> Settings -> Emails
- You will be redirected to a new window with a list of 10 types of transactional emails sent from WooCommerce.
- 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
- Click on “manage” to set up the required email type. You could see the manage button besides each email type.
- 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
- 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.
- Click on “click here to preview template” to preview your email template with the new changes.
- Save changes.