How to send my customer an email when you download an order for processing

How to send my customer an email when you download an order for processing

Follow the instructions below to setup Automation for Actinic to email your customers as orders arrive.

1) Open Automation for Actinic
2) Click "Batch Order Processing"
3) Select "Options"
4) "Email orders - Email Options" tab
5) Make the appropriate selections.
i.e. if sending a "We're processing your order" email to your customer, select "One Set of Details" and send to "Customer"
Edit the subject heading and add a, appropriate message to your customer, if desired.
6) "Email Orders - Print Options" tab
7) Select whether you wish to attach a report (such as invoice)
8) Check the "Save Copies" box and "Setup Email"
9) Use either your local Outlook settings or, if this causes problems, enter your SMTP server details directly.
10) Enter any other options, such as sender name, email address and choose whether to store an email log.
11) Click "Ok" to exit the "Batch Order Processor" options.

12) Ensure that "Email Reports" is checked in the "Batch Order Processor", along with any other settings you require (such as address formatting, order processing etc)
13) Click "Close" to exit the "Batch Order Processor"

14) Click "Options" in Automation for Actinic
15) Edit your scheduled task
16) Ensure "Order Processing" is checked, along with download/upload options, as desired.
17) Check the "Batch Order Processing" box (this includes your previously set "Batch Order Processing" options in the task list)
18) Click "Ok" twice to exit Automation for Actinic options.

19) Test on a demo order to ensure your processing and email settings work as desired.

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