Webstore Notifications

Sending and receiving email notifications helps you keep track of all transactions that transpired in the webstore.  It also keeps your customers informed of the changes or updates in their account and transactions online.

In Connected Business, you can set up email notifications to be sent and received for transactions made in the webstore.

 

Requirements

Before you can start sending or receiving email notifications, you must have the following requirements set up first:

• Webstore admin and customer must have an active email account.
  
  
• Email Service must be set up and started.
  
  
• Customer contact must be set to allow email notifications.
  
  
• A default email account should be assigned to the webstore.

Notification XML Packages

Connected Business has several notification xml packages for specific transactions in the webstore. You can find the xml packages folders from the installation folder of Connected Business usually following this path location: C:\Connected Business\Connected Business 13.1\CBE\Web\XmlPackages.

The following table shows the notification xml packages supported in Connected Business.

XML Package	Description
notification.adminneworder.xml.config	The email template sent to the web admin indicating that a new order has been placed in the webstore.
notification.emailgiftregistry.xml.config	The email template sent to the recipient when customer shares gift registry from the webstore.
notification.emailproduct.xml.config	The email template sent to the recipient when customer shares product info from the webstore
notification.error.xml.config	The email template sent to the webadmin indicating that an error was encountered in the webstore.
notification.newleadregistration.xml.config	The email template sent to the webadmin indicating that a new lead has been registered in the webstore.
notification.newmemberwelcome.xml.config	The email template sent to the customer indicating that account has been created in the webstore.
notification.requestnewpassword.xml.config	The email template sent to the customer indicating that account password has been requested.
notification.smsneworder.xml.config	The template used for sending SMS messages to the store administrator when a new order is created in the webstore.

Stock Availability Notification

To be able to send and receive notifications on stock availability, the user must enable the related application configurations for these notifications. To enable these notifications,

• Go to eCommerce module > Setup> Application Configuration and the Application Configuration window form will be displayed.
  
  
• Enter “notify” in the Search Control field and all related application configurations will be displayed.
  
  
• Select NotifyWhenAvail.Enabled appconfigs and set the Config Value on each appconfig to TRUE.
  
  
• Click Save and Close to apply changes.
  
  
• After enabling the appconfigs, set the product notification reports to be sent. Go to eCommerce module > Webstore and the Webstore detail form will be displayed.  In the Product Notification section, select the reports to be sent for promotional price, regular price and stock availability notification.

Click Image to Enlarge

For customers who want to receive these notifications, they need to subscribe to the item in the Webstore by clicking the “Notify me on Price Drop”  for price drop notifications (refer to Enable Price Drop Notification), and “Notify me when back in stock” for stock availability (only applicable for out of stock items) buttons. See image below for stock availability subscription

Click Image to Enlarge

Send / Receive Notification

To start sending and receiving notifications,

1. Set up the default email to be used in the email service and assign it to the webstore. To assign an email account to the webstore,
   
   
   • Go to the eCommerce module and click on the Webstore menu to load the Webstore form.
     
     
   • In the Webstore details form, go to the eMail Confirmation section and select the email account to be used from the dropdown list (the email accounts listed here are the ones that set up in Connected Business Email wizard).
     
     

     The email account set here will be used as the default account in sending all notifications for all transactions made in the webstore.

     
     

     Click Image to Enlarge
     
     

   • Click Save and Reset Web Cache to apply changes.
     
     
2. After setting up the default email account for the webstore, set the customer contact to allow notifications to be sent in the email. To do this,
   
   
   • Go to Customer module > Find Customer. Select the customer record from the list of active customers to open the Customer Detail form.
     
     
   • In the Customer Detail form, click the Contacts tab > Contact Information and click the icon beside the email address. You will know that the contact allows email notification once the red mark on the icon disappears after clicking on the icon.
     
     

     Click Image to Enlarge
     
     

3. After setting up the default email account and enabling email notifications in the customer contact, go to the webstore and create an order.  After placing the order, a notification will be sent indicating that an order has been submitted for processing.
   
   
4. In the Connected Business backend, you can check if the notification is added in the list of emails that are ready to be sent. Open the Connected Business Email from CRM module > Mail and check the Outbox folder.  You will see that the email is already added in the queue of pending emails.
   
   

   Click Image to Enlarge
   
   

5. Once the email is processed, the order notification is sent to both the web admin and customer.
   
   Email sent to the web administrator:
   
   

   Click Image to Enlarge

   
   Email sent to the customer with the SO attached:
   
   

   Click Image to Enlarge