Workflows

Settings

Toggle desired settings for your workflows, including Sender Authentication capability, test mode email address and other settings depending on the e-commerce provider.

Sender Authentication

To make your sending engine invisible to your customers, you can set up unique DNS records for your domain. Otherwise, messages will show delivered by “sendgrid.net.” To get started, you’ll need access to your DNS provider (i.e., Google Domains, Cloudflare, GoDaddy, Network Solutions, etc.)

Once you’re logged into your DNS provider, add the unique CNAME records that are created to your DNS.

How to authenticate with your domain

1. Login to your Vextras dashboard.
2. Click “Workflows” > “Settings”
3. Toggle the “Sender Authentication” option “ON” so it shows in green.
4. For each hostname, create a new CNAME record with the values provided in your DNS.
5. Validate your entries.

Please note, allow up to 48 hours for your new DNS changes to update.

Activate Sender Authentication Option (formerly known as White Label)

Example CNAME Entry (Google Domains)

Add the unique CNAME records that are created in your DNS.

Example CNAME Entry (Volusion DNS)

Add the unique CNAME records that are created in your DNS with the domain name added to the record. Also, you must add a period to the end of both the record and hostname values.

Volusion DNS Tips

• When adding the custom entries, click “Add New Record” at the bottom of the page
• Change the “A” record to “CNAME”
• For all the “Host” names provided by Vextras, be sure to include it with your domain name. For example, “vextrasclick.mydomain.com.”
• You must include periods at the end of both the host and data values

Example Sender Authentication View When Successfully Configured

Once the CNAMEs are entered in your DNS, check back periodically and click “Validate” to see your entries have been verified.

Test Mode E-mail

When a workflow rule is set in “test mode,” all messages will be sent to this e-mail address.

Woo Hacks

If you have a WooCommerce store, you will have the ability to turn off all system generated emails that can trigger from order updates. This can be useful when using Vextras’ workflows for email messaging vs. WooCommerce’s default e-mails. Toggle this setting to activate and start using Vextras instead.

Please note, this will not “visually” turn off anything in WooCommerce’s settings area. However, system generated e-mails will no longer trigger.

Suppressions

Overview

Suppressions will display email addresses that have either opted out or bounced on delivery a Vextras workflow message.

Managing Suppressions

• In the main suppression view, customers may be resubscribed by clicking the trash icon.
• In the customer detail view, customers may be resubscribed by clicking the drop-down icon, then resubscribe.
• Add customers manually to your suppression list by clicking the drop-down icon and choose to unsubscribe.

More Information

• As a best practice, only resubscribe a customer if you’ve gotten explicit permission to add them back to your mailing list (or was unsubscribed in error).
• Please note that sending messages to customers who don’t opt in will hurt your sending reputation, or violate CAN-SPAM laws.
• We reserve the right at all times to disable workflow messaging if your account reaches an unsatisfactory reputation state.

Filters & Settings

Workflow sending filters allow messages to be sent with pinpoint precision based on criteria that are set. Create any combination of logic to accommodate your business goals.

Settings

Workflow rules can be enabled to send to all customers, those who opt-in at checkout or send to an individual email address (custom workflows only). Set the desired delay time and messages will queue up if they meet criteria. As a best practice, marketing related emails should be sent to your customers that opt-in at checkout. Transactional messages such as abandoned carts, order updates and invoices may be sent to all customers.

Sending Filters

Order Count Is

Send workflow messages to customers who have purchased a specified amount of times. Our system will validate the purchase history of a customer by calling your store’s API before passing or failing rule validation.

Limit Products Visible

By default, all products that were present in a shopping cart are displayed in the email message; if you would like to set a maximum number of products to be displayed, enable this option.

Price Triggers

Send messages when cart totals are above or below certain price levels. This works for workflow rules that work off past order data as well as orders that haven’t occurred, i.e., abandoned carts.

Product Filters

Product filters are found in every workflow and are a powerful way to trigger personalized messages to your users.

• If multiple SKU’s are included to a rule, the message will be triggered when any or all SKU’s match
  • For example, when any is selected in the product filter, and SKU’s widget-123 and widget-234 are specified, the rule would validate when either one of the SKU’s is present in a transaction. Alternatively, if all is the product filter, it would only trigger if both SKU’s are present on an order.
• Use asterisks as wildcards to trigger multiple SKU’s at once
  • WidgetNameStartsWith**
  • **WidgetNameEndsWith
  • **WidgetNameContains**
• There is no limit to the number of SKU’s that can be added in a rule. However, system performance may degrade when displaying a large number of products.
• If there is a large number of SKU’s that need to meet a rule requirement, try to use wildcards instead
• We cannot exclude specific SKU’s at this time
• You may copy and paste SKU’s in a comma-separated list (.csv)

Blacklist

Manually exclude emails from receiving a workflow message. This can be done at the rule level, so customers can still receive any other workflow message that is activated.

Bigcommerce Merge Variables

Use any API merge variable to personalize your message with dynamic data. You can select from either ‘Customer’, ‘Order’ or ‘Product’ variables. For example, use things like the order date, customer ID, order status, etc.

Customers

• First Name – *|customer_api_first_name|*
• Last Name – *|customer_api_last_name|*
• Email – *|customer_api_email|*
• Phone – *|customer_api_phone|*
• Company – *|customer_address_company|*
• City – *|customer_address_city|*
• State – *|customer_address_state|*
• Street 1 – *|customer_address_street|*
• Street 2 – *|customer_address_street2|*
• Zip – *|customer_address_zip|*
• Country – *|customer_address_country|*
• Date Created – *|customer_api_date_created|*
• Date Modified – *|customer_api_date_modified|*
• Customer ID – *|customer_api_id|*
• My Account – *|my_account|*
• Notes – *|customer_api_notes|*
• Tax Exempt Category – *|customer_api_tax_exempt_category|*
• Store Credit – *|customer_api_store_credit|*

Products

• Availability – *|product_api_availability|*
• Availability Description – *|product_api_availability_description|*
• Avalara Product Tax Code – *|product_api_avalara_product_tax_code|*
• Bin Picking Number – *|product_api_bin_picking_number|*
• Brand ID – *|product_api_brand_id|*
• Calculated Price – *|product_api_calculated_price|*
• API Categories – *|product_api_categories|*
• Checkout Button – *|checkout_button|*
• Condition – *|product_api_condition|*
• Price – *|product_api_cost_price|*
• Date Created – *|product_api_date_created|*
• Date Last Imported – *|product_api_date_last_imported|*
• Date Modified – *|product_api_date_modified|*
• Depth – *|product_api_depth|*
• Description – *|product_api_description|*
• Event End Date – *|product_api_event_date_end|*
• Event Date Field Name – *|product_api_event_date_field_name|*
• Event Start Date – *|product_api_event_date_start|*
• Event Date Type – *|product_api_event_date_type|*
• Fixed Shipping Price – *|product_api_fixed_cost_shipping_price|*
• Height – *|product_api_height|*
• Inventory Level – *|product_api_inventory_level|*
• Inventory Tracking – *|product_api_inventory_tracking|*
• Inventory Warning Level – *|product_api_inventory_warning_level|*
• Condition Shown – *|product_api_is_condition_shown|*
• Is Featured – *|product_api_is_featured|*
• Is Free Shipping – *|product_api_is_free_shipping|*
• Open Graph Thumbnail – *|product_api_is_open_graph_thumbnail|*
• Is Preorder Only – *|product_api_is_preorder_only|*
• Is Price Hidden – *|product_api_is_price_hidden|*
• Is Visible – *|product_api_is_visible|*
• Layout File- *|product_api_layout_file|*
• Meta Description – *|product_api_meta_description|*
• Meta Keywords – *|product_api_meta_keywords|*
• MYOB Asset Account – *|product_api_myob_asset_account|*
• MYOB Expense Account – *|product_api_myob_expense_account|*
• MYOB Income Account – *|product_api_myob_income_account|*
• Name – *|product_api_name|*
• Open Graph Description – *|product_api_open_graph_description|*
• Open Graph Title – *|product_api_open_graph_title|*
• Open Graph Type – *|product_api_open_graph_type|*
• Option Set Display – *|product_api_option_set_display|*
• Option Set ID – *|product_api_option_set_id|*
• Order Quantity Maximum – *|product_api_order_quantity_maximum|*
• Order Quantity Minimum – *|product_api_order_quantity_minimum|*
• Page Title – *|product_api_page_title|*
• Peachtree GL Account – *|product_api_peachtree_gl_account|*
• Preorder Message – *|product_api_preorder_message|*
• Preorder Release Date – *|product_api_preorder_release_date|*
• Price – *|product_api_price|*
• Price Hidden Label – *|product_api_price_hidden_label|*
• Product Options – *|product_api_product_options|*
• Rating Count – *|product_api_rating_count|*
• Rating Total – *|product_api_rating_total|*
• Related Products – *|product_api_related_products|*
• Retail Price – *|product_api_retail_price|*
• Sale Price – *|product_api_sale_price|*
• SKU – *|product_api_sku|*
• Tax Class ID – *|product_api_tax_class_id|*
• Total Sold – *|product_api_total_sold|*
• Type – *|product_api_type|*
• UPC – *|product_api_upc|*
• View Count – *|product_api_view_count|*
• Warranty – *|product_api_warranty|*
• Weight – *|product_api_weight|*
• Width – *|product_api_width|*

Orders

• Base Handling Cost- *|order_api_base_handling_cost|*
• Base Shipping Cost – *|order_api_base_shipping_cost|*
• Base Wrapping Cost – *|order_api_base_wrapping_cost|*
• Billing Company – *|billing_address_company|*
• Billing First Name – *|billing_address_first_name|*
• Billing Last Name – *|billing_address_last_name|*
• Billing Full Name – *|billing_address_full_name|*
• Billing Phone – *|billing_address_phonenumber|*
• Billing City – *|billing_address_city|*
• Billing State – *|billing_address_state|*
• Billing Street 1 – *|billing_address_street|*
• Billing Street 2 – *|billing_address_street2|*
• Billing Street Full – *|billing_address_full_street|*
• Billing Zip – *|billing_address_zip|*
• Billing Address One Liner – *|billing_address_one_liner|*
• Billing Country – *|billing_address_country|*
• Coupon Discount – *|order_api_coupon_discount|*
• Currency Code – *|order_api_currency_code|*
• Currency Exchange Rate – *|order_api_currency_exchange_rate|*
• Currency ID – *|order_api_currency_id|*
• Customer ID – *|order_api_customer_id|*
• Customer Message – *|order_api_customer_message|*
• Date Created – *|order_api_date_created|*
• Date Modified – *|order_api_date_modified|*
• Date Shipped – *|order_api_date_shipped|*
• Dicount Amount – *|order_api_discount_amount|*
• Gift Certificate Amount – *|order_api_gift_certificate_amount|*
• Handling Cost Excluding Tax – *|order_api_handling_cost_ex_tax|*
• Handling Cost Including Tax – *|order_api_handling_cost_inc_tax|*
• Handling Cost Including Tax – *|order_api_handling_cost_tax|*
• Handling Cost Tax Class ID – *|order_api_handling_cost_tax_class_id|*
• Order ID – *|order_api_id|*
• Number Of Items Shipped – *|order_api_items_shipped|*
• Items Total – *|order_api_items_total|*
• Order Is Digital – *|order_api_order_is_digital|*
• Payment Method – *|order_api_payment_method|*
• Provider ID – *|order_api_payment_provider_id|*
• Payment Status – *|order_api_payment_status|*
• Refunded Amount – *|order_api_refunded_amount|*
• Shipping Address Count – *|order_api_shipping_address_count|*
• Shipping Cost Excluding Tax – *|order_api_shipping_cost_ex_tax|*
• Shipping Cost Including Tax – *|order_api_shipping_cost_inc_tax|*
• Shipping Cost Tax – *|order_api_shipping_cost_tax|*
• Shipping Cost Tax ID – *|order_api_shipping_cost_tax_class_id|*
• Shipping Address Company – *|shipping_address_company|*
• Shipping First Name – *|shipping_address_first_name|*
• Shipping Last Name – *|shipping_address_last_name|*
• Shipping Full Name – *|shipping_address_full_name|*
• Shipping Phone – *|shipping_address_phonenumber|*
• Shipping City – *|shipping_address_city|*
• Shipping State – *|shipping_address_state|*
• Shipping Street 1 – *|shipping_address_street|*
• Shipping Street 2 – *|shipping_address_street2|*
• Shipping Street Full – *|shipping_address_full_street|*
• Shipping Address One Liner – *|shipping_address_one_liner|*
• Shipping Zip – *|shipping_address_zip|*
• Shipping Country – *|shipping_address_country|*
• Staff Notes – *|order_api_staff_notes|*
• Status – *|order_api_status|*
• Status ID – *|order_api_status_id|*
• Store Credit Amount – *|order_api_store_credit_amount|*
• Subtotal Excluding Tax – *|order_api_subtotal_ex_tax|*
• Subtotal Including Tax – *|order_api_subtotal_inc_tax|*
• Subtotal Tax – *|order_api_subtotal_tax|*
• Total Excluding Tax – *|order_api_total_ex_tax|*
• Total Including Tax – *|order_api_total_inc_tax|*
• Total Tax – *|order_api_total_tax|*
• Wrapping Cost Excluding Tax – *|order_api_wrapping_cost_ex_tax|*
• Wrapping Cost Including Tax – *|order_api_wrapping_cost_inc_tax|*
• Wrapping Cost Tax – *|order_api_wrapping_cost_tax|*

3dcart Merge Variables

Use any API merge variable to personalize your message with dynamic data. You can select from either ‘Customer’, ‘Order’ or ‘Product’ variables. For example, use things like the order date, customer ID, order status, etc.

Products

• Additional ImageCaption 2 – *|product_api_AdditionalImageCaption2|*
• Additional ImageCaption 3 – *|product_api_AdditionalImageCaption3|*
• Additional ImageCaption 4 – *|product_api_AdditionalImageCaption4|*
• Additional Image File 2 – *|product_api_AdditionalImageFile2|*
• Additional Image File 3 – *|product_api_AdditionalImageFile3|*
• Additional Image File 4 – *|product_api_AdditionalImageFile4|*
• Allow Access Customer Group ID – *|product_api_AllowAccessCustomerGroupID|*
• Allow Access Customer Name – *|product_api_AllowAccessCustomerGroupName|*
• Allow Fractional Quantity – *|product_api_AllowFractionalQuantity|*
• Allow Only Multiples – *|product_api_AllowOnlyMultiples|*
• Apply Quantity Discount To Options – *|product_api_ApplyQuantityDiscountToOptions|*
• Assign Key – *|product_api_AssignKey|*
• Backorder Message – *|product_api_BackOrderMessage|*
• Buy Button Link – *|product_api_BuyButtonLink|*
• Catalog ID – *|product_api_CatalogID|*
• Category List – *|product_api_CategoryList|*
• Category Special – *|product_api_CategorySpecial|*
• Cost – *|product_api_Cost|*
• Custom File Name – *|product_api_CustomFileName|*
• Date Created – *|product_api_DateCreated|*
• Depth – *|product_api_Depth|*
• Description – *|product_api_Description|*
• Disable Rewards – *|product_api_DisableRewards|*
• Display Text – *|product_api_DisplayText|*
• Do Not Use Category Options – *|product_api_DoNotUseCategoryOptions|*
• Enable Make An Offer Feature – *|product_api_EnableMakeAnOfferFeature|*
• Extra Field 1 – *|product_api_ExtraField1|*
• Extras Field 2 – *|product_api_ExtraField2|*
• Extras Field 3 – *|product_api_ExtraField3|*
• Extras Field 4 – *|product_api_ExtraField4|*
• Extras Field 5 – *|product_api_ExtraField5|*
• Extras Field 6 – *|product_api_ExtraField6|*
• Extras Field 7 – *|product_api_ExtraField7|*
• Extras Field 8 – *|product_api_ExtraField8|*
• Extras Field 9 – *|product_api_ExtraField9|*
• Extra Field 10 – *|product_api_ExtraField10|*
• Extra Field 11 – *|product_api_ExtraField11|*
• Extra Field 12 – *|product_api_ExtraField12|*
• Extra Field 13 – *|product_api_ExtraField13|*
• Feature List – *|product_api_FeatureList|*
• Free Shipping – *|product_api_FreeShipping|*
• Gift Certificate – *|product_api_GiftCertificate|*
• Gift Wrap Item – *|product_api_GiftWrapItem|*
• Group Options For Quantity Pricing – *|product_api_GroupOptionsForQuantityPricing|*
• GTIN – *|product_api_GTIN|*
• Height – *|product_api_Height|*
• Hide – *|product_api_Hide|*
• Home Special – *|product_api_HomeSpecial|*
• In Stock Message – *|product_api_InStockMessage|*
• Item Additional Field 1 – *|product_api_ItemAdditionalField1|*
• Item Additional Field 2 – *|product_api_ItemAdditionalField2|*
• Item Additional Field 3 – *|product_api_ItemAdditionalField3|*
• Item Catalog ID Options – *|product_api_ItemCatalogIDOptions|*
• Item Date Added – *|product_api_ItemDateAdded|*
• Item Description – *|product_api_ItemDescription|*
• Item ID – *|product_api_ItemID|*
• Item Option Price – *|product_api_ItemOptionPrice|*
• Item Options – *|product_api_ItemOptions|*
• Item Page Added – *|product_api_ItemPageAdded|*
• Item Quantity – *|product_api_ItemQuantity|*
• Item Unit Cost – *|product_api_ItemUnitCost|*
• Item Unit Price – *|product_api_ItemUnitPrice|*
• Item Unit Stock – *|product_api_ItemUnitStock|*
• Item Warehouse ID – *|product_api_ItemWarehouseID|*
• Item Weight – *|product_api_ItemWeight|*
• Keywords – *|product_api_Keywords|*
• Last Update – *|product_api_LastUpdate|*
• Listing Template ID – *|product_api_ListingTemplateID|*
• Listing Template Name – *|product_api_ListingTemplateName|*
• Login Required Option ID – *|product_api_LoginRequiredOptionID|*
• Login Required Option Name – *|product_api_LoginRequiredOptionName|*
• Login Required Option Redirect To – *|product_api_LoginRequiredOptionRedirectTo|*
• Main Image Caption – *|product_api_MainImageCaption|*
• Main Image File – *|product_api_MainImageFile|*
• Manufacturer ID – *|product_api_ManufacturerID|*
• Maximum Quantity – *|product_api_MaximumQuantity|*
• Media File – *|product_api_MediaFile|*
• Meta Tags – *|product_api_MetaTags|*
• MFG ID – *|product_api_MFGID|*
• Minimum Acceptable Offer – *|product_api_MinimumAcceptableOffer|*
• Minimum Quantity – *|product_api_MinimumQuantity|*
• Name – *|product_api_Name|*
• Non Searchable – *|product_api_NonSearchable|*
• Non Taxable – *|product_api_NonTaxable|*
• On Sale – *|product_api_OnSale|*
• Option Set List – *|product_api_OptionSetList|*
• Out Of Stock Message – *|product_api_OutOfStockMessage|*
• Price – *|product_api_Price|*
• Price Level 1 – *|product_api_PriceLevel1|*
• Price Level 1 Hide – *|product_api_PriceLevel1Hide|*
• Price Level 2 – *|product_api_PriceLevel2|*
• Price Level 2 Hide – *|product_api_PriceLevel2Hide|*
• Price Level 3 – *|product_api_PriceLevel3|*
• Price Level 3 Hide – *|product_api_PriceLevel3Hide|*
• Price Level 4 – *|product_api_PriceLevel4|*
• Price Level 4 Hide – *|product_api_PriceLevel4Hide|*
• Price Level 5 – *|product_api_PriceLevel5|*
• Price Level 5 Hide – *|product_api_PriceLevel5Hide|*
• Price Level 6 – *|product_api_PriceLevel6|*
• Price Level 6 Hide – *|product_api_PriceLevel6Hide|*
• Price Level 7 – *|product_api_PriceLevel7|*
• Price Level 7 Hide – *|product_api_PriceLevel7Hide|*
• Price Level 8 – *|product_api_PriceLevel8|*
• Price Level 8 Hide- *|product_api_PriceLevel8Hide|*
• Price Level 9 – *|product_api_PriceLevel9|*
• Price Level 9 Hide – *|product_api_PriceLevel9Hide|*
• Price Level 10 – *|product_api_PriceLevel10|*
• Price Level 10 Hide – *|product_api_PriceLevel10Hide|*
• Product Link – *|product_api_ProductLink|*
• Quantity Options – *|product_api_QuantityOptions|*
• Redeem Points – *|product_api_RedeemPoints|*
• Redirect Link – *|product_api_RedirectLink|*
• Reorder Quantity – *|product_api_ReorderQuantity|*
• Retail Price – *|product_api_RetailPrice|*
• Reuse Keys – *|product_api_ReUseKeys|*
• Reward Points – *|product_api_RewardPoints|*
• RMA Max Period – *|product_api_RMAMaxPeriod|*
• Sale Price – *|product_api_SalePrice|*
• Self Ship – *|product_api_SelfShip|*
• Ship Cost – *|product_api_ShipCost|*
• Short Description – *|product_api_ShortDescription|*
• SKU – *|product_api_SKU|*
• Special Instructions – *|product_api_SpecialInstructions|*
• Stock – *|product_api_Stock|*
• Stock Alert – *|product_api_StockAlert|*
• Tax Code – *|product_api_TaxCode|*
• Thumbnail File – *|product_api_ThumbnailFile|*
• Title – *|product_api_Title|*
• User ID – *|product_api_UserID|*
• Warehouse Aisle – *|product_api_WarehouseAisle|*
• Warehouse Bin – *|product_api_WarehouseBin|*
• Warehouse Custom – *|product_api_WarehouseCustom|*
• Warehouse Location- *|product_api_WarehouseLocation|*
• Weight – *|product_api_Weight|*
• Width – *|product_api_Width|*

Customers

• Additional Field 1 – *|customer_api_AdditionalField1|*
• Additional Field 2 – *|customer_api_AdditionalField2|*
• Additional Field 3 – *|customer_api_AdditionalField3|*
• Billing Address 1 – *|customer_api_BillingAddress1|*
• Billing Address 2 – *|customer_api_BillingAddress2|*
• Billing City – *|customer_api_BillingCity|*
• Billing Company – *|customer_api_BillingCompany|*
• Billing Country – *|customer_api_BillingCountry|*
• Billing First Name – *|customer_api_BillingFirstName|*
• Billing Last Name – *|customer_api_BillingLastName|*
• Billing Phone Number – *|customer_api_BillingPhoneNumber|*
• Billing State – *|customer_api_BillingState|*
• Billing Tax ID – *|customer_api_BillingTaxID|*
• Billing Zip – *|customer_api_BillingZipCode|*
• Comments – *|customer_api_Comments|*
• Group ID – *|customer_api_CustomerGroupID|*
• Customer ID – *|customer_api_CustomerID|*
• Disable Billing SameAs Shipping – *|customer_api_DisableBillingSameAsShipping|*
• Email – *|customer_api_Email|*
• Enabled – *|customer_api_Enabled|*
• Groups- *|customer_api_Groups|*
• Mailing List – *|customer_api_MailList|*
• My Account – *|my_account|*
• Non Taxable – *|customer_api_NonTaxable|*
• Shipping Address 1 – *|customer_api_ShippingAddress1|*
• Shipping Address 2 – *|customer_api_ShippingAddress2|*
• Shipping Address Type – *|customer_api_ShippingAddressType|*
• Shipping City – *|customer_api_ShippingCity|*
• Shipping Company – *|customer_api_ShippingCompany|*
• Shipping Country – *|customer_api_ShippingCountry|*
• Shipping First Name – *|customer_api_ShippingFirstName|*
• Shipping Last Name – *|customer_api_ShippingLastName|*
• Shipping Phone Number – *|customer_api_ShippingPhoneNumber|*
• Shipping State – *|customer_api_ShippingState|*
• Shipping Zip – *|customer_api_ShippingZipCode|*

Orders

• Affiliate Commission – *|order_api_AffiliateCommission|*
• Billing Address – *|order_api_BillingAddress|*
• Billing Address 2 – *|order_api_BillingAddress2|*
• Billing City – *|order_api_BillingCity|*
• Billing Company – *|order_api_BillingCompany|*
• Billing Country – *|order_api_BillingCountry|*
• Billing Email – *|order_api_BillingEmail|*
• Billing First Name – *|order_api_BillingFirstName|*
• Billing Last Name – *|order_api_BillingLastName|*
• Billing Online Payment – *|order_api_BillingOnLinePayment|*
• Billing Payment Method – *|order_api_BillingPaymentMethod|*
• Billing Payment Method ID – *|order_api_BillingPaymentMethodID|*
• Billing Phone Number – *|order_api_BillingPhoneNumber|*
• Billing State – *|order_api_BillingState|*
• Billing Zip – *|order_api_BillingZipCode|*
• Card Address – *|order_api_CardAddress|*
• Card Expiration Month – *|order_api_CardExpirationMonth|*
• Card Expiration Year – *|order_api_CardExpirationYear|*
• Card Issue Number – *|order_api_CardIssueNumber|*
• Card Name – *|order_api_CardName|*
• Card Number – *|order_api_CardNumber|*
• Card Start Month – *|order_api_CardStartMonth|*
• Card Start Year – *|order_api_CardStartYear|*
• Card Type – *|order_api_CardType|*
• Card Verification – *|order_api_CardVerification|*
• Customer Comments – *|order_api_CustomerComments|*
• CustomerID – *|order_api_CustomerID|*
• External Comments – *|order_api_ExternalComments|*
• Internal Comments – *|order_api_InternalComments|*
• Invoice Number – *|order_api_InvoiceNumber|*
• Invoice Number Prefix – *|order_api_InvoiceNumberPrefix|*
• Last Update – *|order_api_LastUpdate|*
• Order Amount – *|order_api_OrderAmount|*
• Order Date – *|order_api_OrderDate|*
• Order Discount – *|order_api_OrderDiscount|*
• Order ID – *|order_api_OrderID|*
• Order Status – *|order_api_OrderStatus|*
• Order Status ID – *|order_api_OrderStatusID|*
• Referer – *|order_api_Referer|*
• Reward Points – *|order_api_RewardPoints|*
• Sales Person – *|order_api_SalesPerson|*
• Sales Tax – *|order_api_SalesTax|*
• Sales Tax 2 – *|order_api_SalesTax2|*
• Sales Tax 3 – *|order_api_SalesTax3|*
• User ID – *|order_api_UserID|*

Shopify Merge Variables

Use any API merge variable to personalize workflow messages with dynamic data from a transaction. Select any ‘Customer’, ‘Order’ or ‘Product’ variables to customize your emails. For example, use things like the order date, customer ID, order status, etc.

Customers

• Customer Accepts Marketing (Yes or No) – *|customer_api_accepts_marketing|*
• Customer Address City – *|customer_address_city|*
• Customer Address Company – *|customer_address_company|*
• Customer Address Country – *|customer_address_country|*
• Customer Address First Name – *|customer_address_first_name|*
• Customer Address Full Name – *|customer_address_full_name|*
• Customer Address Full Street – *|customer_address_full_street|*
• Customer Address Last Name – *|customer_address_last_name|*
• Customer Address One Line – *|customer_address_one_liner|*
• Customer Address Phone Number – *|customer_address_phonenumber|*
• Customer Address State – *|customer_address_state|*
• Customer Address Street – *|customer_address_street|*
• Customer Address Street 2 – *|customer_address_street2|*
• Customer Address Zipcode – *|customer_address_zip|*
• Customer Created At Date – *|customer_api_created_at|*
• Customer Email Address – *|customer_api_email|*
• Customer ID – *|customer_api_id|*
• Customer Last Order ID – *|customer_api_last_order_id|*
• Customer Account Link – *|my_account|*
• Customer Note – *|customer_api_note|*
• Customer Order Count – *|customer_api_orders_count|*
• Customer Tags – *|customer_api_tags|*
• Customer Tax Exempt (Yes or No) – *|customer_api_tax_exempt|*
• Customer Total Spent (Historical) – *|customer_api_total_spent|*
• Customer Updated At Time – *|customer_api_updated_at|*
• Customer Verified Email (Yes or No) – *|customer_api_verified_email|*
• Billing Address City – *|billing_address_city|*
• Billing Address Company – *|billing_address_company|*
• Billing Address Country – *|billing_address_country|*
• Billing Address First Name- *|billing_address_first_name|*
• Billing Address Full Name- *|billing_address_full_name|*
• Billing Address Full Street- *|billing_address_full_street|*
• Billing Address Last Name- *|billing_address_last_name|*
• Billing Address One Line- *|billing_address_one_liner|*
• Billing Address Phone Number – *|billing_address_phonenumber|*
• Billing Address State – *|billing_address_state|*
• Billing Address Street – *|billing_address_street|*
• Billing Address Street 2 – *|billing_address_street2|*
• Billing Address Zipcode – *|billing_address_zip|*

Orders

• IP Address – *|order_api_browser_ip|*
• Buyer Accepts Marketing (Yes or No) – *|order_api_buyer_accepts_marketing|*
• Order Cancel Reason – *|order_api_cancel_reason|*
• Order Cancelled At Time – *|order_api_cancelled_at|*
• Order Close At Time – *|order_api_closed_at|*
• Order Currency Type – *|order_api_currency|*
• Order Email Address – *|order_api_email|*
• Order Finacial Status – *|order_api_financial_status|*
• Order Fulfillment Status – *|order_api_fulfillment_status|*
• Order ID – *|order_api_id|*
• Order Landing Site – *|order_api_landing_site|*
• Order Location ID – *|order_api_location_id|*
• Order Name – *|order_api_name|*
• Order Note – *|order_api_note|*
• Order Number – *|order_api_number|*
• Order Payment Gateway Used – *|order_api_payment_gateway_names|*
• Order Processed At Time – *|order_api_processed_at|*
• Order Processing Method – *|order_api_processing_method|*
• Order Referring Site – *|order_api_referring_site|*
• Order Source Name – *|order_api_source_name|*
• Order Subtotal – *|subtotal|*
• Order Subtotal Price – *|order_api_subtotal_price|*
• Order Tags – *|order_api_tags|*
• Order Taxes Included – *|order_api_taxes_included|*
• Order Total Discounts – *|order_api_total_discounts|*
• Order Total Line Items Price – *|order_api_total_line_items_price|*
• Order Total Price – *|order_api_total_price|*
• Order Total Tax – *|order_api_total_tax|*
• Order Total Weight – *|order_api_total_weight|*
• Order User ID – *|order_api_user_id|*
• Shipping Address City – *|shipping_address_city|*
• Shipping Address Company – *|shipping_address_company|*
• Shipping Address Country- *|shipping_address_country|*
• Shipping Address First Name – *|shipping_address_first_name|*
• Shipping Address Full Name – *|shipping_address_full_name|*
• Shipping Address Full Street – *|shipping_address_full_street|*
• Shipping Address Last – *|shipping_address_last_name|*
• Shipping Address One Line – *|shipping_address_one_liner|*
• Shipping Address Phone Number – *|shipping_address_phonenumber|*
• Shipping Address State – *|shipping_address_state|*
• Shipping Address Street – *|shipping_address_street|*
• Shipping Address Street 2 – *|shipping_address_street2|*
• Shipping Address Zipcode – *|shipping_address_zip|*

Products

• Product Name – *|product_api_name|*

Volusion Merge Variables

Use any API merge variable to personalize your message with dynamic data. You can select from either ‘Customer’, ‘Order’ or ‘Product’ variables. For example, use things like the order date, customer ID, order status, etc.

Please note, Volusion does not currently support product categories or tracking information via their API.

Customers

• Access Key – *|customer_api_AccessKey|*
• Allowed Access To Private_Sections – *|customer_api_Allow_Access_To_Private_Sections|*
• Catalog Subscriber – *|customer_api_CatalogSubscriber|*
• Checkbox For New Customers – *|customer_api_Checkbox_For_New_Customers|*
• City – *|customer_api_City|*
• Company Name – *|customer_api_CompanyName|*
• Country – *|customer_api_Country|*
• Custom Field Custom 1 – *|customer_api_Custom_Field_Custom1|*
• Custom Field Custom 2 – *|customer_api_Custom_Field_Custom2|*
• Custom Field Custom 3 – *|customer_api_Custom_Field_Custom3|*
• Custom Field Custom 4 – *|customer_api_Custom_Field_Custom4|*
• Custom Field Custom 5 – *|customer_api_Custom_Field_Custom5|*
• Customer Group – *|customer_api_ID_Customers_Groups|*
• Customer ID – *|customer_api_CustomerID|*
• Customer Is Anonymous – *|customer_api_Customer_IsAnonymous|*
• Customer Notes – *|customer_api_Customer_Notes|*
• Customer Type – *|customer_api_CustomerType|*
• Discount Level – *|customer_api_DiscountLevel|*
• Email Address – *|customer_api_EmailAddress|*
• Email Subscriber – *|customer_api_EmailSubscriber|*
• Fax Number – *|customer_api_FaxNumber|*
• First Date Visited – *|customer_api_FirstDateVisited|*
• First Name – *|customer_api_FirstName|*
• First Order Date – *|customer_api_FirstOrderDate|*
• Is Super Admin – *|customer_api_IsSuperAdmin|*
• Last Login – *|customer_api_LastLogin|*
• Last Login Attempt – *|customer_api_LastLoginAttempt|*
• Last Modified By – *|customer_api_LastModBy|*
• Last Modified Date – *|customer_api_LastModified|*
• Last Name – *|customer_api_LastName|*
• Newsletter 1 – *|customer_api_news1|*
• Newsletter 2 – *|customer_api_news2|*
• Newsletter 3 – *|customer_api_news3|*
• Newsletter 4 – *|customer_api_news4|*
• Newsletter 5 – *|customer_api_news5|*
• Newsletter 6 – *|customer_api_news6|*
• Newsletter 7 – *|customer_api_news7|*
• Newsletter 8 – *|customer_api_news8|*
• Newsletter 9 – *|customer_api_news9|*
• Newsletter 10 – *|customer_api_news10|*
• Newsletter 11 – *|customer_api_news11|*
• Newsletter 12 – *|customer_api_news12|*
• Newsletter 13 – *|customer_api_news13|*
• Newsletter 14 – *|customer_api_news14|*
• Newsletter 15 – *|customer_api_news15|*
• Newsletter 16 – *|customer_api_news16|*
• Newsletter 17 – *|customer_api_news17|*
• Newsletter 18 – *|customer_api_news18|*
• Newsletter 19 – *|customer_api_news19|*
• Newsletter 20 – *|customer_api_news20|*
• Pays State Tax – *|customer_api_PaysStateTax|*
• Percent Discount – *|customer_api_PercentDiscount|*
• Phone Number – *|customer_api_PhoneNumber|*
• Postal Code – *|customer_api_PostalCode|*
• Removed From Rewards – *|customer_api_Removed_From_Rewards|*
• Sales Rep Customer ID – *|customer_api_SalesRep_CustomerID|*
• State – *|customer_api_State|*
• Tax ID – *|customer_api_TaxID|*
• Website Address – *|customer_api_WebsiteAddress|*

Products

• Additional Handling Indicator – *|product_api_Additional_Handling_Indicator|*
• Add to Cart Button Replacement Text – *|product_api_AddtoCartBtn_Replacement_Text|*
• Add To PO Now – *|product_api_AddToPO_Now|*
• Affiliate Commissionable Value – *|product_api_Affiliate_Commissionable_Value|*
• Allow Price Edit – *|product_api_AllowPriceEdit|*
• Auto Drop Ship – *|product_api_AutoDropShip|*
• Availability – *|product_api_Availability|*
• Book ISBN – *|product_api_Book_ISBN|*
• Category ID – *|product_api_CategoryID|*
• Coupon Code – *|product_api_CouponCode|*
• Custom Line Item – *|product_api_CustomLineItem|*
• Custom Meta Tags Override – *|product_api_CUSTOM_METATAGS_OVERRIDE|*
• CustomField 1 – *|product_api_CustomField1|*
• CustomField 2 – *|product_api_CustomField2|*
• CustomField 3 – *|product_api_CustomField3|*
• CustomField 4 – *|product_api_CustomField4|*
• CustomField 5 – *|product_api_CustomField5|*
• Discount Auto ID – *|product_api_DiscountAutoID|*
• Discount Type – *|product_api_DiscountType|*
• Discount Value – *|product_api_DiscountValue|*
• Discounted Price Level 1 – *|product_api_DiscountedPrice_Level1|*
• Discounted Price Level 2 – *|product_api_DiscountedPrice_Level2|*
• Discounted Price Level 3 – *|product_api_DiscountedPrice_Level3|*
• Discounted Price Level 4 – *|product_api_DiscountedPrice_Level4|*
• Discounted Price Level 5 – *|product_api_DiscountedPrice_Level5|*
• Discounted Recurring Price Level 1 – *|product_api_DiscountedRecurringPrice_Level1|*
• Discounted Recurring Price Level 2 – *|product_api_DiscountedRecurringPrice_Level2|*
• Discounted Recurring Price Level 3 – *|product_api_DiscountedRecurringPrice_Level3|*
• Discounted Recurring Price Level 4 – *|product_api_DiscountedRecurringPrice_Level4|*
• Discounted Recurring Price Level 5 – *|product_api_DiscountedRecurringPrice_Level5|*
• Discounted Setup Cost Level 1 – *|product_api_DiscountedSetupCost_Level1|*
• Discounted Setup Cost Level 2 – *|product_api_DiscountedSetupCost_Level2|*
• Discounted Setup Cost Level 3 – *|product_api_DiscountedSetupCost_Level3|*
• Discounted Setup Cost Level 4 – *|product_api_DiscountedSetupCost_Level4|*
• Discounted Setup Cost Level 5 – *|product_api_DiscountedSetupCost_Level5|*
• Display Begin Date – *|product_api_DisplayBeginDate|*
• Display End Date – *|product_api_DisplayEndDate|*
• Do Not Allow Back Orders – *|product_api_DoNotAllowBackOrders|*
• Download File – *|product_api_DownloadFile|*
• Last Modified – *|product_api_LastModified|*
• EAN – *|product_api_EAN|*
• Enable Multi Child Add To Cart – *|product_api_EnableMultiChildAddToCart|*
• Enable Options Inventory Control – *|product_api_EnableOptions_InventoryControl|*
• Estimated Shipping – 2nd Day – *|product_api_EstShip_2ndDay|*
• Estimated Shipping – Ground – *|product_api_EstShip_Ground|*
• Estimated Shipping – Overnight – *|product_api_EstShip_Overnight|*
• Extended Information – *|product_api_ExtInfo|*
• Fixed Shipping Cost – *|product_api_Fixed_ShippingCost|*
• Fixed Shipping Cost Outside Local Region – *|product_api_Fixed_ShippingCost_Outside_LocalRegion|*
• Free Shipping Item – *|product_api_FreeShippingItem|*
• Gift Tracking Number – *|product_api_GiftTrakNumber|*
• Gift Wrap – *|product_api_GiftWrap|*
• Gift Wrap Cost – *|product_api_GiftWrapCost|*
• Gift Wrap Note – *|product_api_GiftWrapNote|*
• Google Adult Product – *|product_api_Google_Adult_Product|*
• Google Age Group – *|product_api_Google_Age_Group|*
• Google Availability – *|product_api_Google_Availability|*
• Google Color – *|product_api_Google_Color|*
• Google Gender – *|product_api_Google_Gender|*
• Google Material – *|product_api_Google_Material|*
• Google Pattern – *|product_api_Google_Pattern|*
• Google Product Category – *|product_api_Google_Product_Category|*
• Google Product Type – *|product_api_Google_Product_Type|*
• Google Size – *|product_api_Google_Size|*
• Google Unique Identifier Exists – *|product_api_Google_Unique_Identifier_Exists|*
• Height – *|product_api_Height|*
• Hide Free Accessories – *|product_api_Hide_FreeAccessories|*
• Hide When Out Of Stock – *|product_api_Hide_When_OutOfStock|*
• Hide You Save – *|product_api_Hide_YouSave|*
• Hide Product – *|product_api_HideProduct|*
• Home Page Section – *|product_api_HomePage_Section|*
• How To Get Sale Price – *|product_api_HowToGetSalePrice|*
• Inventory Last Verified – *|product_api_Inv_LastVerified|*
• Inventory Verify Quantity on Hand – *|product_api_Inv_Verify_QtyOnHand|*
• Is Child Of Product Code – *|product_api_IsChildOfProductCode|*
• Is Child Of ProductCode ProductID – *|product_api_IsChildOfProductCode_ProductID|*
• Is Kit ID – *|product_api_IsKitID|*
• Kit ID – *|product_api_KitID|*
• Last Modified By – *|product_api_LastModBy|*
• Last Modified – *|product_api_LastModified|*
• Last PO Date – *|product_api_LastPO_Date|*
• Last PO Quantity – *|product_api_LastPO_Qty|*
• Length – *|product_api_Length|*
• List Price – *|product_api_ListPrice|*
• List Price Name – *|product_api_ListPrice_Name|*
• Locked – *|product_api_Locked|*
• Maximum Quantity – *|product_api_MaxQty|*
• Meta Tag Description – *|product_api_METATAG_Description|*
• Meta Tag Keywords – *|product_api_METATAG_Keywords|*
• Meta Title – *|product_api_METATAG_Title|*
• Minimum Quantity – *|product_api_MinQty|*
• On Order Quantity- *|product_api_OnOrder_Qty|*
• Options – *|product_api_Options|*
• Option ID- *|product_api_OptionID|*
• Option ID’s- *|product_api_OptionIDs|*
• Options Cloned From – *|product_api_Options_Cloned_From|*
• Options Cloned From ProductID – *|product_api_Options_Cloned_From_ProductID|*
• Order Finished Note – *|product_api_OrderFinished_Note|*
• Oversized – *|product_api_Oversized|*
• Photos Cloned From – *|product_api_Photos_Cloned_From|*
• Photos Cloned From ProductID – *|product_api_Photos_Cloned_From_ProductID|*
• Product Code – *|product_api_ProductCode|*
• Product ID – *|product_api_ProductID|*
• Product Keys Shipped – *|product_api_Product_Keys_Shipped|*
• Product Name – *|product_api_ProductName|*
• Product Note – *|product_api_ProductNote|*
• Product Popularity – *|product_api_ProductPopularity|*
• Package Type – *|product_api_Package_Type|*
• Photo Alt Text – *|product_api_Photo_AltText|*
• Photo Sub Text – *|product_api_Photo_SubText|*
• Photo URL Large – *|product_api_PhotoURL_Large|*
• Photo URL Small – *|product_api_PhotoURL_Small|*
• Price Sub Text – *|product_api_Price_SubText|*
• Price Sub Text Short – *|product_api_Price_SubText_Short|*
• Private Section Customers Only – *|product_api_Private_Section_Customers_Only|*
• Product Category – *|product_api_ProductCategory|*
• Product Condition – *|product_api_ProductCondition|*
• Product Description Above Pricing – *|product_api_ProductDescription_AbovePricing|*
• Product Description – *|product_api_ProductDescription|*
• Product Description Short – *|product_api_ProductDescriptionShort|*
• Product Features – *|product_api_ProductFeatures|*
• Product Keywords – *|product_api_ProductKeywords|*
• Product Manufacturer – *|product_api_ProductManufacturer|*
• Product Name Short – *|product_api_ProductNameShort|*
• Product Order Detail Options – *|product_api_OrderDetails_Options|*
• Product Price – *|product_api_ProductPrice|*
• Product Price Name – *|product_api_ProductPrice_Name|*
• Product Ship Date – *|product_api_ShipDate|*
• Product Shipped – *|product_api_Shipped|*
• Product Total Price – *|product_api_TotalPrice|*
• Product Weight – *|product_api_ProductWeight|*
• Quantity – *|product_api_Quantity|*
• Quantity on Backorder – *|product_api_QtyOnBackOrder|*
• Quantity on Hold – *|product_api_QtyOnHold|*
• Quantity on Order – *|product_api_OnOrder_Qty|*
• Quantity on Packing Slip – *|product_api_QtyOnPackingSlip|*
• Quantity Shipped – *|product_api_QtyShipped|*
• Returned – *|product_api_Returned|*
• Returned Date – *|product_api_Returned_Date|*
• Quickbooks Item Account – *|product_api_Quickbooks_Item_Accnt|*
• Quickbooks Item Asset Account – *|product_api_Quickbooks_Item_AssetAccnt|*
• Quickbooks Item COGS Account – *|product_api_Quickbooks_Item_CogsAccnt|*
• Recurring Pricing Text – *|product_api_Recurring_Pricing_Text|*
• Recurring Duration – *|product_api_RecurringDuration|*
• Recurring How Often – *|product_api_RecurringHowOften|*
• Recurring Start Duration – *|product_api_RecurringStartDuration|*
• Recurring Start Price – *|product_api_RecurringStartPrice|*
• Reward Points Given For Purchase – *|product_api_Reward_Points_Given_For_Purchase|*
• RMA Number – *|product_api_RMA_Number|*
• RMA ID – *|product_api_RMAI_ID|*
• Sale Price – *|product_api_SalePrice|*
• Sale Price Name – *|product_api_SalePrice_Name|*
• Selected Option IDs – *|product_api_SelectedOptionIDs|*
• Setup Cost – *|product_api_SetupCost|*
• Setup Cost Name – *|product_api_SetupCost_Name|*
• Setup Cost Title – *|product_api_SetupCost_Title|*
• Ships By Itself – *|product_api_Ships_By_Itself|*
• Share Stock Status With – *|product_api_Share_StockStatus_With|*
• Share Stock Status With Product ID – *|product_api_Share_StockStatus_With_ProductID|*
• Shopping.com Category – *|product_api_ShoppingDotCom_Category|*
• Stock Status – *|product_api_StockStatus|*
• Stock Low Quantity Alarm – *|product_api_StockLowQtyAlarm|*
• Stock Reorder Quantity – *|product_api_StockReOrderQty|*
• Taxable Product – *|product_api_TaxableProduct|*
• Tech Specs – *|product_api_TechSpecs|*
• UPC Code – *|product_api_UPC_code|*
• Uses Product Key Types – *|product_api_Uses_Product_KeyTypes|*
• VAT Percentage – *|product_api_VAT_Percentage|*
• Vendor Part No – *|product_api_Vendor_PartNo|*
• Vendor Price – *|product_api_Vendor_Price|*
• Warehouses – *|product_api_warehouses|*
• Width – *|product_api_Width|*
• Warehouse Aisle – *|product_api_WarehouseAisle|*
• Warehouse Bin – *|product_api_WarehouseBin|*
• Warehouse Custom – *|product_api_WarehouseCustom|*
• Warehouse Location – *|product_api_WarehouseLocation|*
• Yahoo Category – *|product_api_Yahoo_Category|*
• Yahoo Medium – *|product_api_Yahoo_Medium|*

Orders

• Account Number – *|order_api_AccountNumber|*
• Account Type – *|order_api_AccountType|*
• Affiliate Commissionable Value – *|order_api_Affiliate_Commissionable_Value|*
• Bank Name – *|order_api_BankName|*
• Batch Number – *|order_api_BatchNumber|*
• Billing Address 1 – *|order_api_BillingAddress1|*
• Billing Address 2 – *|order_api_BillingAddress2|*
• Billing City – *|order_api_BillingCity|*
• Billing Company Name – *|order_api_BillingCompanyName|*
• Billing Country – *|order_api_BillingCountry|*
• Billing Fax Number – *|order_api_BillingFaxNumber|*
• Billing First Name – *|order_api_BillingFirstName|*
• Billing Last Name – *|order_api_BillingLastName|*
• Billing Phone Number – *|order_api_BillingPhoneNumber|*
• Billing Postal Code – *|order_api_BillingPostalCode|*
• Billing State – *|order_api_BillingState|*
• Card Holders Name – *|order_api_CardHoldersName|*
• Cash Tender – *|order_api_CashTender|*
• Checkout page – *|checkout_page|*
• Credit Card Authorization Date – *|order_api_CreditCardAuthorizationDate|*
• Credit Card Authorization Number – *|order_api_CreditCardAuthorizationNumber|*
• Credit Card Expiration Date – *|order_api_CreditCardExpDate|*
• Credit Card Issue Date – *|order_api_CreditCardIssueDate|*
• Credit Card Issue Number – *|order_api_CreditCardIssueNumber|*
• Credit Card TransactionID – *|order_api_CreditCardTransactionID|*
• Custom Field Custom 1 – *|order_api_Custom_Field_Custom1|*
• Custom Field Custom 2 – *|order_api_Custom_Field_Custom2|*
• Custom Field Custom 3 – *|order_api_Custom_Field_Custom3|*
• Custom Field Custom 4 – *|order_api_Custom_Field_Custom4|*
• Customer ID – *|order_api_CustomerID|*
• CVV2 Response – *|order_api_CVV2_Response|*
• Gift Card ID Used – *|order_api_GiftCardIDUsed|*
• Gift Wrap Note – *|order_api_GiftWrapNote|*
• Is A Gift – *|order_api_IsAGift|*
• Is GTS Order – *|order_api_IsGTSOrder|*
• LastModified By – *|order_api_LastModBy|*
• Last Modified – *|order_api_LastModified|*
• Locked – *|order_api_Locked|*
• MICR – *|order_api_MICR|*
• Order Comments – *|order_api_Order_Comments|*
• Order Date – *|order_api_OrderDate|*
• Order Entry System – *|order_api_Order_Entry_System|*
• Order ID – *|order_api_OrderID|*
• Order ID Third Party – *|order_api_OrderID_Third_Party|*
• Order Notes – *|order_api_OrderNotes|*
• Order Ship Date – *|order_api_ShipDate|*
• Order Status – *|order_api_OrderStatus|*
• Payment Amount – *|order_api_PaymentAmount|*
• Payment Declined – *|order_api_PaymentDeclined|*
• Payment Method ID – *|order_api_PaymentMethodID|*

WooCommerce Merge Variables

Use any API merge variable to personalize a workflow message with dynamic data. You may select from any ‘Customer’, ‘Order’ or ‘Product’ variables. For example, use things like the order date, customer ID, order status, etc. in your email content

Customers

• Customer Api Avatar Url – *|customer_api_avatar_url|*
• Customer Address City – *|customer_address_city|*
• Customer Address Company – *|customer_address_company|*
• Customer Address Country – *|customer_address_country|*
• Customer Address First Name – *|customer_address_first_name|*
• Customer Address Full Name – *|customer_address_full_name|*
• Customer Address Full Street – *|customer_address_full_street|*
• Customer Address Last Name – *|customer_address_last_name|*
• Customer Address One Liner – *|customer_address_one_liner|*
• Customer Address Phone Number – *|customer_address_phonenumber|*
• Customer Address State – *|customer_address_state|*
• Customer Address Street – *|customer_address_street|*
• Customer Address Street2 – *|customer_address_street2|*
• Customer Address Zip – *|customer_address_zip|*
• Customer Email – *|customer_api_email|*
• Customer Created At – *|customer_api_created_at|*
• Customer First Name – *|customer_api_first_name|*
• Customer Id – *|customer_api_id|*
• Customer Last Name – *|customer_api_last_name|*
• Customer Last Order Date – *|customer_api_last_order_date|*
• Customer Last Order Id – *|customer_api_last_order_id|*
• Customer Orders Count – *|customer_api_orders_count|*
• Customer Role – *|customer_api_role|*
• Customer Total Spent – *|customer_api_total_spent|*
• Customer Username – *|customer_api_username|*
• My Account – *|my_account|*

Orders

• Billing Address City – *|billing_address_city|*
• Billing Address Company – *|billing_address_company|*
• Billing Address Country – *|billing_address_country|*
• Billing Address First Name – *|billing_address_first_name|*
• Billing Address Full Name – *|billing_address_full_name|*
• Billing Address Full Street – *|billing_address_full_street|*
• Billing Address Last Name – *|billing_address_last_name|*
• Billing Address One Liner – *|billing_address_one_liner|*
• Billing Address Phone Number – *|billing_address_phonenumber|*
• Billing Address State – *|billing_address_state|*
• Billing Address Street – *|billing_address_street|*
• Billing Address Street2 – *|billing_address_street2|*
• Billing Address Zip – *|billing_address_zip|*
• Checkout page – *|checkout_page|*
• Order API Version – *|order_api_version|*
• Order Cart Tax – *|order_api_cart_tax|*
• Order Created Via – *|order_api_created_via|*
• Order Currency – *|order_api_currency|*
• Order Customer IP Address – *|order_api_customer_ip_address|*
• Order Customer Note – *|order_api_customer_note|*
• Order Customer User Agent – *|order_api_customer_user_agent|*
• Order Date Completed – *|order_api_date_completed|*
• Order Date Created – *|order_api_date_created|*
• Order Date Modified – *|order_api_date_modified|*
• Order Date Paid – *|order_api_date_paid|*
• Order Discount Tax – *|order_api_discount_tax|*
• Order Discount Total – *|order_api_discount_total|*
• Order Id – *|order_api_id|*
• Order Key – *|order_api_order_key|*
• Order Id – *|order_api_id|*
• Order Number – *|order_api_order_number|*
• Order Parent ID – *|order_api_parent_id|*
• Order Payment Details Method – *|order_api_payment_details_method|*
• Order Payment Details Method Paid – *|order_api_payment_details_method_paid|*
• Order Payment Details Method Title – *|order_api_payment_details_method_title|*
• Order Shipping Methods – *|order_api_shipping_methods|*
• Order Shipping Tax – *|order_api_shipping_tax|*
• Order Status – *|order_api_status|*
• Order Subtotal – *|order_api_subtotal|*
• Order Total – *|order_api_total|*
• Order Total Discount – *|order_api_total_discount|*
• Order Total Line Items Quantity – *|order_api_total_line_items_quantity|*
• Order Total Shipping – *|order_api_total_shipping|*
• Order Total Tax – *|order_api_total_tax|*
• Order Updated At – *|order_api_updated_at|*
• Order View Order Url – *|order_api_view_order_url|*
• Shipping Address City – *|shipping_address_city|*
• Shipping Address Company – *|shipping_address_company|*
• Shipping Address Country – *|shipping_address_country|*
• Shipping Address First Name – *|shipping_address_first_name|*
• Shipping Address Full Name – *|shipping_address_full_name|*
• Shipping Address Full Street – *|shipping_address_full_street|*
• Shipping Address Last Name – *|shipping_address_last_name|*
• Shipping Address One Liner – *|shipping_address_one_liner|*
• Shipping Address Phone Number – *|shipping_address_phonenumber|*
• Shipping Address State – *|shipping_address_state|*
• Shipping Address Street – *|shipping_address_street|*
• Shipping Address Street2 – *|shipping_address_street2|*
• Shipping Address Zip – *|shipping_address_zip|*

Products

• Product Average Rating – *|product_api_average_rating|*
• Product Backordered? – *|product_api_backordered|*
• Product Backorders (Total) – *|product_api_backorders|*
• Product Backorders Allowed? – *|product_api_backorders_allowed|*
• Product Button Text – *|product_api_button_text|*
• Product Catalog Visibility – *|product_api_catalog_visibility|*
• Product Categories – *|product_api_categories|*
• Product Cross Sell ID’s – *|product_api_cross_sell_ids|*
• Product Date Created – *|product_api_date_created|*
• Product Date Last Modified – *|product_api_date_modified|*
• Product Description – *|product_api_description|*
• Product Download Expiry – *|product_api_download_expiry|*
• Product Download Limit – *|product_api_download_limit|*
• Product Download Type – *|product_api_download_type|*
• Product Downloadable? – *|product_api_downloadable|*
• Product External URL – *|product_api_external_url|*
• Product Featured? – *|product_api_featured|*
• Product Featured Source – *|product_api_featured_src|*
• Product In Stock? – *|product_api_in_stock|*
• Product Manage Stock? – *|product_api_manage_stock|*
• Product Name – *|product_api_name|*
• Product On Sale? – *|product_api_on_sale|*
• Product On Sale From – *|product_api_date_on_sale_from|*
• Product On Sale To – *|product_api_date_on_sale_to|*
• Product Parent ID – *|product_api_parent_id|*
• Product Permalink – *|product_api_permalink|*
• Product Price – *|product_api_price|*
• Product Price HTML – *|product_api_price_html|*
• Product Purchaseable? – *|product_api_purchaseable|*
• Product Purchase Note – *|product_api_purchase_note|*
• Product Rating Count – *|product_api_rating_count|*
• Product Regular Price – *|product_api_regular_price|*
• Product Related ID’s – *|product_api_related_ids|*
• Product Reviews Allowed? – *|product_api_reviews_allowed|*
• Product Sale Price – *|product_api_sale_price|*
• Product Short Description – *|product_api_short_description|*
• Product SKU – *|product_api_sku|*
• Product Slug – *|product_api_slug|*
• Product Sold Individually? – *|product_api_sold_individually|*
• Product Status – *|product_api_status|*
• Product Stock Quantity – *|product_api_stock_quantity|*
• Product Subtotal – *|product_api_subtotal|*
• Product Subtotal Tax – *|product_api_subtotal_tax|*
• Product Tags – *|product_api_tags|*
• Product Tax Class – *|product_api_tax_class|*
• Product Tax Status – *|product_api_tax_status|*
• Product Total – *|product_api_total|*
• Product Total Tax – *|product_api_total_tax|*
• Product Total Sales – *|product_api_total_sales|*
• Product Type – *|product_api_type|*
• Product Upsell ID’s – *|product_api_upsell_ids|*
• Product Virtual? – *|product_api_virtual|*
• Product Visible? – *|product_api_visible|*
• Product Weight – *|product_api_weight|*

Universal Merge Variables

Use any of these merge variables in your email templates regardless of the shopping cart platform being used. Please note, some of these require the “Start” and “End” Vextras product grid comments for values to render correctly.

Item/Product Variables

Code comments are required

<!--START_VEXTRAS_PRODUCT_GRID_ITEM-->

• Item Code – *|item_code|*
• Item Description – *|item_description|*
• Item Short Description – *|item_description_short|*
• Item Image – *|item_image|*
• Item Name – *|item_name|*
• Item Codes – *|item_codes|*
• Item Options*|item_options|*
• Item Price – *|item_price|*
• Item Quantity – *|item_qty|*
• Item Quantity on Backorder – *|item_qty_on_backorder|*
• Item Review URL – *|item_review_url|*
• Item Tax – *|item_tax|*
• Item Total – *|item_total|*
• Item Thumbnail – *|item_thumbnail|*
• Item URL – *|item_url|*

<!--END_VEXTRAS_PRODUCT_GRID_ITEM-->

Customer Variables

Code comments are not required and can be used anywhere

• Billing Address First Name – *|billing_address_first_name|*
• Billing Address Last Name – *|billing_address_last_name|*
• Billing Address Full Name – *|billing_address_full_name|*
• Billing Address Phone Number – *|billing_address_phonenumber|*
• Billing Address Type – *|billing_address_type|*
• Billing Address Company – *|billing_address_company|*
• Billing Address Street – *|billing_address_street|*
• Billing Address Street 2 – *|billing_address_street2|*
• Billing Address Full Street – *|billing_address_full_street|*
• Billing Address City – *|billing_address_city|*
• Billing Address State – *|billing_address_state|*
• Billing Address Zip – *|billing_address_zip|*
• Billing Address Country – *|billing_address_country|*
• Billing Address Residential – *|billing_address_residential|*
• Billing Address One Liner – *|billing_address_one_liner|*

• Customer ID – *|customer_id|*
• Customer First Name – *|customer_first_name|*
• Customer Last Name – *|customer_last_name|*
• Customer Full Name – *|customer_full_name|*
• Customer Email – *|email|*
• Customer City – *|customer_city|*
• Customer State – *|customer_state|*
• Customer Zip – *|customer_zip|*
• Customer Country – *|customer_country|*
• Customer Company – *|customer_company|*
• Customer Phone Number – *|customer_phone_number|*
• Customer Notes – *|customer_notes|*
• Customer Private Notes – *|customer_private_notes|*
• Customer Address Type – *|customer_address_type|*
• Customer Address Street – *|customer_address_street|*
• Customer Address Street 2 – *|customer_address_street2|*
• Customer Address Full Street – *|customer_address_full_street|*
• Customer One Liner – *|customer_address_one_liner|*

• Shipping Address First Name – *|shipping_address_first_name|*
• Shipping Address Last Name – *|shipping_address_last_name|*
• Shipping Address Full Name – *|shipping_address_full_name|*
• Shipping Address Phone Number – *|shipping_address_phonenumber|*
• Shipping Address Type – *|shipping_address_type|*
• Shipping Address Company – *|shipping_address_company|*
• Shipping Address Street – *|shipping_address_street|*
• Shipping Address Street 2 – *|shipping_address_street2|*
• Shipping Address Full Street – *|shipping_address_full_street|*
• Shipping Address City – *|shipping_address_city|*
• Shipping Address State – *|shipping_address_state|*
• Shipping Address Zip – *|shipping_address_zip|*
• Shipping Address Country – *|shipping_address_country|*
• Shipping Address Residential – *|shipping_address_residential|*
• Shipping Address One Liner – *|shipping_address_one_liner|*

Order Variables

Code comments are not required and can be used anywhere

• Most Recent Tracking Number – *|most_recent_shipment_tracking|*
• Order IP Address – *|order_ip_address|*
• Order ID – *|order_id|*
• Order Comments – *|order_comments|*
• Order Placement Method – *|order_placement_method|*
• Order Payment Method – *|order_payment_method|*
• Order Total Payment – *|order_total_payment|*
• Order Total Shipping – *|order_total_shipping|*
• Order Total Tax – *|order_total_tax|*
• Order Subtotal – *|subtotal|*
• Order Total – *|total|*
• Order Status – *|status|*
• Order Status Changed At – *|status_changed_at|*
• Order Completed At Date – *|completed_at|*
• Order Tracking Number – *|shipment_tracking|*
• Previous Order Status – *|old_status|*
• Products – *|products|*
• Store URL – *|store_url|*
• Store URL Short (no https) – *|store_url_short|*

Date Variables

Code comments are not required and can be used anywhere

• Current Date (Common i.e. Dec 30, 2016) – *|current_date|*
• Current Date MM/DD/YY – *|current_date_mm_dd_yyyy|*
• Current Date DD/MM/YY – *|current_date_dd_mm_yyyy|*
• Current Date YY/MM/DD – *|current_date_yyyy_mm_dd|*
• Current Date (Words i.e. Fri Dec 30, 2016) – *|current_date_words|*
• Order Date (Common i.e. Dec 30, 2016) – *|order_date|*
• Order Date MM/DD/YY – *|order_date_mm_dd_yyyy|*
• Order Date DD/MM/YY – *|order_date_dd_mm_yyyy|*
• Order Date YY/MM/DD – *|order_date_yyyy_mm_dd|*
• Order Date (Words i.e. Fri Dec 30, 2016) – *|order_date_words|*
• Dynamic Dates in the future. Any number can replace the example, up to 365 days – *|date_plus_30|*

Social Variables

Code comments are not required and can be used anywhere

• Blogger – *|social_blogger|*
• Facebook – *|social_facebook|*
• Instagram – *|social_instagram|*
• LinkedIn – *|social_linkedin|*
• Pinterest – *|social_pinterest|*
• Twitter – *|social_twitter|*
• YouTube – *|social_youtube|*

Tracking & Conversions

Overview

Conversion tracking is enabled by default for all workflow rules. Our system tracks opens, clicks and purchase activity. This allows store owners to see what workflows are the most effective.

• Conversions are “awarded” to the last message clicked by a customer
• There are no expiration dates for tracking conversions

Google UTM Tracking

We automatically apply Google UTM tracking parameters on all production workflow messages. The structure of these parameters are as follows:

• Campaign Source – ‘vextras-workflows’
• Medium – ’email’
• Name – ‘rule_name_with_rule_date_activation_slug’

Example URL: http://mystore.com/?utm_source=vextras-workflows&utm_medium=email&utm_campaign=order_confirmation_corporate_tue_apr_11_2017_614_pm

More Information

• Our system tracks sends, opens, clicks and conversions during every step of the message lifecycle.
• Google Analytics’ tracking metrics may differ from stats delivered in Vextras
  • Google’s tracking system is independent of ours, and we do not have input on how data is compiled on their end.
  • Privacy settings in browsers, add-ons and extensions may block conversion data from being pushed into Google Analytics.
  • If the Google Analytics extension is not enabled in Vextras, we are unable to send conversion or tracking data to Google.
• Test messages sent from Vextras are not tracked for conversions

Conditional Statements

Using conditional statements is a great way to personalize workflow messaging with the merge variables that are available from your store. Use these to show data when certain scenarios are valid or not valid.

Basic Conditional Statements

Basic conditional statements can be used to only show values of merge variables when they are present. When creating these statements, use IF conditions to display content only when a condition evaluates as true.

Basic conditional statement example

Let’s assume that we know the customer’s first name is John.

*|IF:customer_api_FirstName|* Hey *|customer_api_FirstName|*! *|ELSE:|* Hey there! *|END:IF|* how are you today?.

In this example, if the customer’s name was present it would generate “Hey John, how are you today?” If a customer name was not available, it would generate “Hey there! How are you today?”

Advanced Conditional Statements

Advanced conditional statements are used in workflow messages when a variable needs to be shown or hidden based on a specific property.

Conditional statement example

For example, lets say you only want to show a discount on an invoice if there is one.

To orchestrate, add <tr title="total_discount > '0'"> to the table row <tr> above where the *|total_discount|* row is displayed.

When this is added, it will only show the discount row if it is > $0.

Subject Lines

Personalize subject lines for your marketing or transactional workflow messages as necessary.

• Do not use spammy or untruthful content in your subject line
• Universal merge variables are supported, which can be used to personalize delivery with order IDs, first, last names, etc.
• Use of emojis are not currently supported

Dynamic Product Snippets

Dynamic product snippets populate product images, names, and product descriptions. You may add product merge variables to render out data in any workflow message. If multiple SKU’s are found in an order or abandoned cart, the grid will repeat for each product present.

Abandoned cart snippet

Product reviews snippet

General use snippet

Product Images via Dynamic Snippets

It’s a best practice to have your product images scaled to “square” as possible e.g. 400x400px or 700×700, etc. If your images are not close to a square scale i.e. 136×689 or something similar, the image will most likely render squashed or stretched.

Test Mode

If you want to try things out before putting a workflow into production, simply toggle the “Test” switch on the top right of the workflow editor.

• When activated, a workflow will function just as it would in production.
• Emails are only sent to the address specified in the “Test Mode” settings (Messaging > Settings).
• For example, if an abandoned cart workflow is set to test mode, it will follow the logic set up in a rule and trigger accordingly, e.g. after a cart is abandoned for 6 hours. The only difference is it sends it to the email address defined in the messaging settings and not the actual customer.

Test mode toggle

Activate test mode

Test mode email address

Test Messages

You may send a test message to any email address. If a dynamic product snippet is loaded into a template, it will grab order details from any order specified. Please note, these messages do not validate against any particular rule logic.

Rule builder test message button

Specify any email addresses to send test messages to

Eligibility

• Orders will be trigger for any rule after a workflow rule is created
• Workflows are not retroactive to previous dates at this time
• If a rule is paused, no rules will validate or trigger
• If you delete a workflow rule, all pending messages will be deleted

Workflow Trigger Times

Workflow update intervals are dependent on the shopping cart platform and the type of workflow being used.

• Abandoned Carts – sends messages on the cart age time that is set
• Custom – triggers on the “Send After” time, except in situations where it is checking against an order status. In those cases, please refer to your shopping cart’s interval update times.
• Customer Retention – sends messages on the “In The Last” interval time e.g. 2 months, 90 days, etc. and when an order has Shipped.
• Customer Rewards – triggers on the “Send After” time and when an order has Shipped
• First-Time Buyers – triggers on the order status that is set and your platform’s interval update time.
• Order Updates – triggers on the order status that is set and your platform’s interval update time.
• Product Reviews – triggers on the “Send After” time and when an order has Shipped
• Product Triggers – triggers on the order status that is set and your platform’s interval update time.

Interval Update Times

If your provider doesn’t offer POST webhooks on updates for order statuses, you can set an update interval suitable for your store.

• 3dcart – 4 to 24 hours
• Bigcommerce – offers webhooks, which typically update in less than 5 minutes
• Volusion – 4 to 24 hours
• WooCommerce – offers webhooks, which typically update in less than 5 minutes

Custom Update Times

If you operate a shopping cart that doesn’t offer webhooks and you require faster update times, they may be added to your subscription for a monthly fee. Please note, more frequent update checks can impact your store’s bandwidth. Please contact us for more information.

Order Monitor Times

Order monitor times are dependent on the shopping cart platform being used. If your provider doesn’t offer POST webhooks on updates for order statuses, by default we monitor for the following durations.

• 3dcart – before an order status is Shipped, each order status is monitored for 60 days. After an order is Shipped, our systems continue to monitor the order for 30 days.
• Bigcommerce – order updates are monitored indefinitely
• Volusion – before an order status is Shipped, each order status is monitored for 60 days. After an order is Shipped, our systems continue to monitor the order for 30 days.
• WooCommerce – order updates are monitored indefinitely

Custom Order Monitor Times

If you operate a shopping cart that doesn’t offer webhooks and you require longer monitor times, they may be added to your subscription for a monthly fee. Please contact us for more information.

Templates

The included templates are responsive and Litmus tested. Feel free to copy the source code directly from the editor and customize as necessary. For simplicity, we only show relevant templates for the specific type of rule e.g. abandoned carts, customer retention, etc.

Changing colors

You can easily change the design of any template by finding/replacing the hex colors and modifying them to your brand.

• “Basic” template
  • Header and footer – find and replace hex color #7f8c8d
  • Button – find and replace hex color #000.
• “Corporate” template
  • Header and footer – find and replace hex color #2C3E50
  • Button – find and replace hex color #27AE60.

Importing your logo

You may import your company logo in the “Corporate” template by specifying a public URL to call in the image. Dropbox, FTP, Amazon S3 or any publicly available URL will work.

• Add your logo URL under your ‘Store’ > ‘Settings’
• For best results, use a logo size of 120 x 510px

Social Linkage

Add custom URLs to link to your social profiles when sending workflow e-mails. These will be linked from the social icon images on the default templates.

• Social links supported – Blogger, Instagram, Pinterest, Twitter, Facebook, LinkedIn, YouTube
• Update URL’s by going to ‘Store’ > ‘Settings’
• If you need to modify what social icons display on a template, manually update the HTML as needed

Logs

Event logs are generated for each type of workflow on a successful (or failed) event.

Completed

• Customer email
• Rule name
• Date
• Opens
• Clicks
• Status – success or failure
• Order ID (if applicable)
• Customer ID (if applicable)
• Message status
• Details

Pending

• Customer email
• Rule name
• Queued date
• Scheduled to send date
• Actions – promote or delete

Conversions

• Customer email
• Rule name
• Date
• Revenue
• Order ID
• Customer ID

Blocked

• Customer email
• Rule name
• Block reason