Post-sale email configuration is a valuable tool for maintaining contact with customers after a purchase. It allows you to send important information, confirm transactional details, and strengthen customer relationships.
Before activating your rule, make sure to test it to confirm that emails are being sent as expected.
Step-by-Step Configuration Guide #
Navigating to the Post-Sale Feature #
- In the side menu, click on Sales.
- Then select Post-Sale.
3. Add a New Email Rule #
- Click on “Add New Email Rule”.
4. Configure the Email Rule #
Configuring the Email Rule #
3.1 Select the Store View #
- Choose the store view where the rule will be applied.
3.2 Select the Email Template #
- Select the email template that will be used when the rule is triggered.
Note: If you need to create or modify a standard email template, please contact the support team.
3.3 Set the Payment Method #
- In the Payment Method field, select which method will trigger the rule.
Examples of available payment methods:
- Boleto
- Pix
- Credit Card
- Custom Payment Methods
3.4 Set the Order Status #
- Choose the order status that must be reached for the email to be sent.
Common statuses include:
- Awaiting Payment
- Order Complete
- Order Canceled
3.5 Configure the Sending Time #
- In the Send After (days) field, enter the number of days after the selected order status is reached to send the email.
Example: If you enter 2, the email will be sent 2 days after the order reaches the defined status.
3.6 Add Copy Recipients (Optional) #
- In the Copy field, add the email addresses that should receive a copy of the post-sale email.
Saving the Rule #
After completing all required fields, click Save to activate the email rule.
If you have any questions or need additional support, feel free to contact the technical support team.