# ▶️ Configure transactional emails

Source: https://support.storeconnect.com/articles/how-to-configure-transactional-emails · Last modified 21 August 2026

Video: https://vimeo.com/1197575525?fl=sv&fe=ci

### **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**.


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### **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.


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### **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.


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### **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**.


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### **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.


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### **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.


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### **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.


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### **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.


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### **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**.

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StoreConnect Support — https://support.storeconnect.com/articles/how-to-configure-transactional-emails