Email template - Customer confirmation Template
- Alex Morrisson
Creating an Automated Email Template for Customer Order Confirmation
Overview
This guide explains how to create an automated email template in BUZ that sends a confirmation email to customers when they accept an order. The template must be named "Customer Confirmation" for the system to recognise and use it automatically.
Steps to Create the Template
Template Name
Document Name: Customer Confirmation
Note: The template name must be exactly "Customer Confirmation" for the system to function correctly.
Document Type: Check Order
Email Details
Email to: Leave this blank or you can use the following fields
[Contact Email Address]
[Billing Email Address]
Email from: Sales@company.com input your companies default email here
Email Subject
Subject Line: BUZ Blinds Confirmation of Order: [Reference Number], Job Description: [Reference Description]
Email Details
Salutation:
Dear [Contact Name],
or
Hi [First Name],
Email Body
Thank you for placing your Order: [Reference Description]
Please check your order (measurements etc.) and advise us immediately if you need to make any corrections.
Order No.: [Reference Number]
Next Steps
If you have any queries, please email sales@buz-blinds.com.au
Contact Details
BUZ Blinds
Bennelong Point, Sydney NSW 2000
P: 02 8317 3458
ABN: 67 002 552 338
Example in BUZ
Additional Information
To create similar templates for other use cases (e.g., wholesale customer quote confirmations), follow the same steps but modify the Email Body and Subject accordingly.
For a list of all available email fields, refer to Email Fields Documentation.
Example templates
Document Name | Customer Confirmation |
|---|---|
Document Type | Check Order |
Email to: | Leave this blank |
Email from: | |
Email Subject | BUZ Blinds Confirmation of Order: [Reference Number], Job Description: [Reference Description] |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body |
|
Next steps | If you have any queries, please email sales@buz-blinds.com.au |
Contact Details | BUZ Blinds Bennelong Point, Sydney NSW 2000 P: 02 8317 3458 ABN: 67 002 552 338
|
Check Order
This is the covering email sent to Wholesale Customers when they request an email of the Quote using Online Ordering.
The email is sent to the user's email address; if the order is not entered by a customer user, then no email is sent.
Document Name | Customer Confirmation |
Document Type | Check Order |
Email to: | Leave this blank |
|---|---|
Email from: | |
Email Subject | BUZ Blinds Check Order: [Reference Number], Job Description: [Reference Description] |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body |
Discounts that may be applicable are included in the quoted price. |
Next steps | If you have any queries, please email sales@buz-blinds.com.au |
Contact Details | BUZ Blinds Bennelong Point, Sydney NSW 2000 P: 02 8317 3458 ABN: 67 002 552 338
|