Invoices Icon

Invoices

Workflow Documentation
Last updated on July 12, 2017

Details

Replace default invoice emails from your e-commerce provider with templates customized to your company’s brand.

Setup

  1. Login to your Vextras account
  2. Click the ‘Add New’ in the bottom left corner
  3. Select ‘Add Workflow’
  4. Select ‘Transactional’
  5. Choose ‘Invoices’
  6. In step 1, toggle desired settings
  7. In step 2, add the name, email and subject customers will see when the message arrives
  8. Select a template to use, or add content using the WYSIWYG editor
  9. In step 3, confirm settings and activate

Overview Dashboard

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

  • Messages pending – count for pending e-mails that are scheduled to be sent
  • Messages sent – count for sent messages
  • Opens – number of times messages have been opened
  • Clicks – number of times messages have been clicked
  • Conversions – number of conversions resulting from this type of workflow
  • Revenue – total sales attributed to this type of workflow
  • Activity chart – weekly view of sent messages

Rules

  • Workflow name – the “friendly name” for your workflow, customers will not see this
  • Sending filter – send to all customers or only those who have opted in or registered in your store
  • Order status – select the order status that will trigger the rule
  • Products – Identify any or all SKU’s that will trigger a rule
  • Send after – time delay before a message is sent

Logs

The logs area of this workflow will display log events between specific date ranges.

  • Pending – shows messages that validated based on rule criteria and are scheduled to be sent
  • Sent – shows information about messages that have been sent as a result of meeting rule criteria
  • Conversions – displays relevant conversions as a result of a workflow message triggering

More Information

How to disable order notifications by shopping cart platform
  • 3dcart – login to your store’s admin, click “Store”, “Settings”, “General”, and then uncheck the order statuses that would trigger for new orders i.e. New, Unpaid, Processing.
  • Bigcommerce – detailed instructions.
  • Shopify – currently, there is no manual solution to override the default customer order notifications.
  • Volusion – currently, there is no manual solution to override the default customer order notifications.
  • WooCommerce – detailed instructions
Compatibility
  • All shopping carts are supported with this workflow

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