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Set up the Sales Follow Up Email Add-on
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In your Maropost Commerce control panel click the Addons menu.
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In the marketing section find the Sales Follow Up Email add-on and click the Install button.
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Set when a follow up email is sent, and who they go to:
- Default order date field used in follow up email - Choose the date to use for the follow up email. Must be one of Date Paid, Date Placed, Date Required, Date Invoiced or Default.
- Number of days to send order follow up email - Enter the number of days from when the order was shipped what you want the followup email to be sent.
- Send follow up email for first order only - Prevents follow up emails for each order a customer places.
- Order type allowed to send follow up email - The order types you wish to send follow up emails to. Select all to send to all order types.
- Customer group allowed to send follow up email - The customer groups you want to send follow up emails to. Select all to send to all customers (Requires the Customer Groups add-on).
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Click the Install button to complete the set up.
Tip: To change how the email looks see
this article. The template for this email is stored on the file server here:
/private/www/netosuite/SysDoc/emails/order/followup/, or in the control panel under
Settings & tools >
All Settings & tools >
Email Templates >
Order Emails >
Order Follow Up Email.