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