Transactional emails

StoreConnect includes a transactional email system for customizing the emails the platform sends automatically.

Transactional emails are routine emails sent to confirm when an action takes place. When a customer places an order through your store, StoreConnect sends emails at different stages of the order process, such as order payment success, order shipped, and order fulfilled.

For broader email configuration, see Set up StoreConnect emails.

How it works

Every transactional email is sent from your Salesforce org using Classic Email Templates, specifically Visualforce Email Templates. StoreConnect uses Visualforce templates for their flexibility, but any Classic Email Template can be used instead.

:::note Classic Email Templates are a Salesforce feature. Any template customizations should be done by a qualified Salesforce administrator or developer. :::

Which order fields drive the emails

Transactional emails are triggered by the values of three fields on the standard Order object. For more detail, see Order object reference.

Checkout Step (Order.Checkout_Step__c)

On installation, StoreConnect adds a Checkout Step field (Order.Checkout_Step__c) to the standard Order object. It always holds one of these values:

• open: the customer has added something to the cart.
• customer: the customer is at the customer information step.
• shipping: the customer is at the shipping step.
• payment: the customer is at the payment step (shipping chosen).
• complete: the customer has completed payment.
• failed: the customer tried to pay but the payment failed.

Abandoned (Order.Abandoned__c)

The standard Order object also has an Abandoned checkbox (Order.Abandoned__c), FALSE by default. It indicates the cart was abandoned after 10 hours of inactivity. An order with a Checkout Step of failed and Abandoned set to TRUE means the payment failed and the customer did not retry within 10 hours.

Status (Order.Status)

StoreConnect also uses the standard Status field on the Order object. The default Salesforce setup has two statuses, Draft and Activated. Stores commonly use statuses such as:

1. Draft
2. Verified
3. Back Order
4. Picking
5. Picked
6. Shipped
7. Fulfilled
8. Canceled

The -syncing suffix

As an order progresses through its stages, a -syncing suffix may appear. For example, complete-syncing indicates the record has not yet fully synchronized from the StoreConnect ecommerce site.

Default email templates and triggers

StoreConnect includes 11 default transactional emails for the Order object:

Transactional email	Checkout Step	Abandoned?	Order Status
Order Abandoned Open	open	TRUE	Draft
Order Abandoned Customer	customer	TRUE	Draft
Order Abandoned Shipping	shipping	TRUE	Draft
Order Abandoned Pre Payment	payment	TRUE	Draft
Order Abandoned Failed	failed	TRUE	Draft
Order Payment Success	complete	FALSE	Draft
Order Picking	complete	FALSE	Picking
Order Picked	complete	FALSE	Picked
Order Backorder	complete	FALSE	Back Order
Order Shipped	complete	FALSE	Shipped
Order Fulfilled	complete	FALSE	Fulfilled

Change the email triggers

Transactional emails are triggered by the changing state of the order. The triggers are defined in the Transactional Emails related list for each store.

The email templates

Each transactional email has a Classic Email Template you can edit to fit your branding. We recommend copying the template before editing, so you can revert to the original later.

StoreConnect includes these templates:

Transactional email	Template name
Order Abandoned Open	TEMPLATE_Order_Abandoned_Open
Order Abandoned Customer	TEMPLATE_Order_Abandoned_Customer
Order Abandoned Shipping	TEMPLATE_Order_Abandoned_Shipping
Order Abandoned Pre Payment	TEMPLATE_Order_Abandoned_Prepayment
Order Abandoned Failed	TEMPLATE_Order_Abandoned_Pay_Failed
Order Payment Success	TEMPLATE_Order_Payment_Success
Order Picking	TEMPLATE_Order_Picking
Order Picked	TEMPLATE_Order_Picked
Order Backorder	TEMPLATE_Order_Backorder
Order Shipped	TEMPLATE_Order_Shipped
Order Fulfilled	TEMPLATE_Order_Fulfilled

When an order changes status, StoreConnect searches the Transactional Emails related list for your store, sends the email matching the order’s Checkout Step, Abandoned, and Status fields to the order’s Checkout Email contact, and passes the Order and Contact records to the Classic Email Template.

Stop transactional emails for a single order

1. Open the Order you want to change.
2. Uncheck the Send Confirmation Emails checkbox.
3. Click Save.

This prevents future email notifications for that order.