1. Locate the Transactional Emails Section
In the StoreConnect Dashboard, go to:
- StoreConnect Navigation → Configuration → Stores → All Stores.
Open your store record.
Go to the Additional Relationships tab.
Under Transactional Emails, click View All to see the default transactional emails.
- Emails here can be enabled, disabled, and modified.
2. Understand the Transactional Email Settings
Each email has the following columns:
Enabled → whether the email is active.
Order Status → the order status that triggers the email.
- Example: Open an Order Record and view the order statuses at the top to understand what status will trigger an email.
Checkout Step → the checkout stage that affects sending the email.
Cart Abandoned → whether this applies to abandoned cart emails.
Email Template → the content/template used for the email.
3. Configure an Individual Transactional Email
Select an email (e.g. Order Payment Success) and click Edit.
Configure the following fields:
Enabled/Disabled.
Store it belongs to.
Whether it relates to an abandoned cart.
The Email Template used.
The Order Status it responds to.
The Checkout Step it responds to.
4. View and Edit Email Templates
Go to Salesforce Setup (click the cog icon).
In the Quick Find bar, search for Classic Email Templates.
Open the folder StoreConnect Templates.
Locate and open the desired template (e.g. Order Payment Success).
View a preview and click Edit Properties to modify:
Name of the template.
Folder assignment.
Internal Description.
Subject line.
5. Edit the Template Content
To fully edit the email, click Edit Template to open the HTML editor.
Note: StoreConnect templates may be managed (some properties may not be editable).
To create a fully editable version:
Click Clone to duplicate the template.
Provide a new name and description.
Save your cloned template.
6. Apply the Cloned Template (if used)
After cloning:
Go back to Transactional Emails.
Edit the relevant email record.
Update the Template API Name to match your new clone.
The system will now send the new template instead of the old one.
7. View Email History for an Order
In an individual order record:
Go to Activities to view a complete history of all emails sent to the customer.
Example: See if the Payment Success email was sent.
8. Prevent Emails for a Specific Order
If needed, stop transactional emails for a specific order:
Click More → Notifications.
Uncheck Send Confirmation Emails.
This prevents future transactional emails for that order.
9. Configure Additional Standard Emails
In your Store Record, go to the Email tab.
Configure templates for the following additional standard emails:
Customer Email Address Confirmation Email.
Contact Invitation Email.
Reset Password Notification Email.
You can also configure the email address from which emails are sent.