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    Email
    • 22 Aug 2023
    • 2 Minutes to read
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    Contents

    Email

    • Updated on 22 Aug 2023
    • 2 Minutes to read
    • Contributors
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    Article summary

    In order to send emails to customers, an email template needs to be set up.

    There are different emails for different documents in BeX that can be sent to customers.

    To create a campaign:

    1. Select the type of campaign from the dropdown. For example, if you want to send a POS receipt to a customer from the cash register, choose 'Digital POS Receipt.'
    2. Choose the language for the email. For instance, if you select 'Swedish,' customers who have 'Swedish' on their customer card or on the store's template customer will receive this campaign. If you work with multiple languages, you should set up emails for all languages. This assumes that template customers have a 'Language' field to set the language on the customer card. If no language is set, you can leave it blank. In this case, this email will have the potential to be sent to customers/template customers without a language.
    3. The shop is optional. But if you have multiple stores and want to distinguish email content, this option is available.
    4. The subject needs to be filled in and is the subject line the email will have when sent to the customer.
    5. HTML is the content of the email. This can be programmed with HTML code and can retrieve variables from BeX.
    6. Text - Optional. This is used instead of HTML if the email server to which the email is sent rejects HTML and cannot render it. So, the text without HTML configuration can be added here as a fallback if the email server cannot receive HTML.
    HTML

    To retrieve order information to include in an email, variables need to be used in the HTML coding. Examples of variables are:

    Order number = {{BilltoName}}
    Customer name to be displayed = {{OrderNumber}}

    To create line breaks in HTML, that is, change lines and paragraphs, image.png needs to be inserted. To change a line, insert image.png{height="" width=""} To change a paragraph, insert image.png

    Example of an email for Digital POS receipt:
    image.png

    Sender Address

    The email address used for campaigns is set up under Administration → Company → Company → Company card in the 'Sender adress' field. All email campaigns have the same sender.

    Once everything is filled out, click outside the HTML box. It will turn green, indicating that it's saved.

    In the preview, you can see what's been filled in for HTML, shown in the way it will be sent to the customer's email.

    The text field can contain the same information as in HTML. This is for email validation.

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