Customer Email Notifications

Table Of Contents

  1. General Settings
  2. Email Style Settings
  3. General Customer Email Notification Settings
  4. Notification Types
  5. Footer Example

Customer Email Notifications for Scheduled Orders can be enabled for each site within your QPilot Merchant Account (https://merchants.QPilot.cloud).

You may edit your Customer Notifications and Email Templates to customize their look and content by navigating to your QPilot Merchant Dashboard > Site Settings > Customer Notifications >> Email Templates tab. 

General Settings

Email Delivery Address

The sender email address you want to appear when sending emails. Leaving this blank will default to:  notifications@qpilot.cloud

  • Important notes about using your own email address:
    • You should not use "no-reply" addresses. They hurt reputation over email servers and can result in emails being flagged as Spam.
    • To ensure proper email authentication, you should configure the following SPF records in your DNS Server:v=spf1 include:sendgrid.net ~all
      Please refer to https://sendgrid.com/docs/glossary/spf/ for more information

Email Style Settings

Customize the look of your templates: add a logo URL and change styling.

All Customer Notification Emails are sent using the Email Style Settings, however, you can further customize each of the different types of notifications in the following ways:

  • Container Background Color (rgba/hsla/hexadecimal)
    • The background color of the email body
  • Logo Image (URL)
    • The unique URL for your hosted image of your company logo
    • Enter a secure URL for your image to avoid issues with email delivery.  For example: "https://mysite.com/images/my-logo.png"
  • Logo Background Color (rgba/hsla/hexadecimal)
    • The background color displayed behind the logo image.
  • Content Table Color (rgba/hsla/hexadecimal)
    • The color of the border lines wrapping the email content
  • Banner Background Color (rgba/hsla/hexadecimal)
    • The background color of the banner area
  • Banner Font Color (rgba/hsla/hexadecimal)
    • The font color of the banner area
  • Details Table Color (rgba/hsla/hexadecimal)
    • The color of the border lines throughout the Scheduled Order Details table
  • Details Table Font Color (rgba/hsla/hexadecimal)
    • The font color of the text within the Scheduled Order Details table
  • In the example below you can see each of the elements of the email notification template labeled

  • Custom Styles Using Element Classes and Selectors (CSS)
  • Merchants can further customize the display and layout of their Customer Email Notifications using element classes and selectors in the "Custom Styles" field. Some examples of the classes to target for customization include:

    • Table dimension styling
    • Hiding table elements (for example price lines)

The example below illustrates some of the different elements that can be targeted using classes and selectors in the "Custom Styles" field

custom style settings

General Customer Email Notification Settings

Speak to customers in your voice. Merchants can modify Customer Email Notifications' text in the following ways:

  • Email Subject (Required)
    • The subject displayed for all notification emails
    • Example: “Notice: Your Order is Processing Soon!”
  • Banner Text
    • The large text displayed within the top of the email template that describes the purpose of the Notification.
    • Example: “Oops! There was an Error Processing Your Payment”
  • Before Content Text
    • The content displayed before the Scheduled Order Details table
    • Default content is provided for this area that displays a greeting to your customer as well as instructions to help customers review and update their Scheduled Order.
  • After Content Text
    • The content displayed after the Scheduled Order Details table
    • No default content is provided for this area

Notification Types

Upcoming Scheduled Orders

Note: Number of Days (N-Day) emails are sent relative to your connected QPilot Site's processing time.  For example, if your QPilot Site is set to process Scheduled Orders at 2:00 am, then a 1-Day Customer Email Notification is sent at 2:00 am the day before the Next Occurrence Date of the Scheduled Order.
  • Enable Scheduled Order 1-day Email
    • Enable to notify your customers about upcoming Scheduled Orders 1 day before the Next Occurrence Date.
  • Enable Scheduled Order 2-day Email
    • Enable to notify your customers about upcoming Scheduled Orders 2 days before the Next Occurrence Date.
  • Enable Scheduled Order 10-day Email
    • Enable to notify your customers about upcoming Scheduled Orders 10 days before the Next Occurrence Date.

Lock Notification Emails

  • Enable to  notify your customers of how long they have to make changes to upcoming Scheduled Orders before they are locked.
  • Note: your site must define a "Lock Window" in order to use this notification, this setting will lock the Scheduled Order from any changes made by customers. 
  • Lock Window Notification
    • How many days prior to the set lock window will customers be notified. 
    • Leaving this value blank will disable this notification (even if a lock window is set).

Scheduled Order Errors

Scheduled Order Error emails notify your customers of an error with their Scheduled Order and help them to review and update their Scheduled Order.

  • "Empty Scheduled Order"
    • Enable to notify the customer when their Scheduled Order has no items
  • "No Items To Ship"
    • Enable to notify the customer when their Scheduled Order has items, but none of the products on the Scheduled Order are "In Stock".
    • Products within a Scheduled Order that are not enabled for “Process Scheduled Order” are also treated as "Out of Stock".
  • "Payment Method null"
    • Enable to notify the customer when they have not selected a payment method for their Scheduled Order
  • "Payment Failed"
    • Enable to notify the customer when their selected payment method did not process successfully.  For example, their credit card was declined, expired, or is out of funds.
  • Send a BCC of Error Emails
    • Enable this option to set an email address that will be BCC’d when any Scheduled Order Error email is sent. 
    • If enabled and left blank, the contact email for the QPilot Site will be used.

You can use this area as a business information footer right out of the box. You will want to apply the "footer information" to the "After Content Text" area on all your email templates. See the example (below) to see how this would look

footer sample

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