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Configuring E-Mail Notification

A simple and intuitive text/HTML editor helps composing an e-mail notification contents.

A notification is created using special placeholders (different expressions that start from @@ and end with @). All the placeholders available are shown in the list below the Message body field. Designation of each placeholder is explained in the right column of the list. Having been inserted in the addressee fields or message text, a placeholder automatically drops appropriate value to the actual text generated. Actual values that replace placeholders are taken from Parallels Business Automation - Standard database, in accordance with a particular object an event is related to.

Note: You can add new placeholders and customize an existing ones. Please refer to the Parallels Business Automation - Standard SDK guide for details.

You can create both the text and HTML content formats. Please note that you can change the format from text to HTML at any moment.

The built-in WYSIWYG editor provides the wide set of tools for text formatting and design, print preview, drawing toolbar.

For e-mail messages and print forms texts, you can select a message content type (HTML or text). To convert a message into text format before sending, set the Message content type to Text.

After this, you can:

Enter hyperlinks and more (please use the tooltips provided for each of the Editor option).

Parallels Business Automation - Standard supports multi-lingual customization for a wide range of fields (website texts, hosting plan names and description, notification templates). You can enter and save texts in any of the languages available for the current Parallels Business Automation - Standard implementation (Bulgarian, Chinese Simplified, Chinese Traditional, Dutch, English, French, German, Italian, Japanese, Korean, Polish, Russian, Spanish). To select the language, click one of the buttons with language names tiled below the field you want to enter the text and enter the text in the language selected. For example, click English - and edit the English text, then click German (the English content will be saved and replaced with the German content in the same field) and edit the German text, and so on, for all languages you want to use in your store.

To attach such an action as "send e-mail message" to an event:

  1. Select an event and then select the Send message action as this described above in items 1 - 6 of the step-by step procedure.
  2. Fill the form that appears on the screen:
    1. Type the short name of an action (for example, Notification) into the Name field. This name will be shown below the name of the object on the Actions screen.
    2. You can check the Enabled box to enable the action (in this case, sending an e-mail notification) execution in case the event takes place.
    3. Paste appropriate placeholders in the To E-Mail, To Name, Subject fields. For example, @@customer_billing_email@, @@customer_name@, and Order#@@doc_id@ respectively;
    4. If you would like to send a copy of notification to some address(es), you can enter these addresses into the CC field.
    5. Type the message itself into the Message body field. Please, follow the instructions above to create a text or an HTML message. Type the text, copy from the list and paste appropriate placeholders where needed. For example, "Dear @@customer_name@ ,... Your Order @@order.id@ @@order.description@ was accepted..." etc. In message body you can also use the pre-configured print forms. The placeholders for print forms (if any) that correspond to the type of object (invoice, order, etc) you are creating a message for are shown in the list below the message body field and look like %%print_form_name%.
    6. If there are any print forms for the type of object you are creating the message for, you can configure the notification in such a way that the PDF file describing the object and formatted in accordance with a particular print will be attached to an e-mail notification. To this effect, scroll the screen up to the end of the placeholders list and in case any print forms are available, you will see the form named Send printable form as PDF attached to this message enlisting the print forms available. To send the object description as PDF file attached to an e-mail notification message, check the box next to a print form name. Please note that in this case, print forms are referred to by a friendly name you have given to a form while creating it.
  3. Click the Update button to save changes.

Note: The From fields of e-mail notifications are automatically pre-filled with the data entered for the messenger in the System Director - Configuration Manager - E-Mail Setup. In addition, there you can disable or enable e-mail notifications in general, as a system-wide setting.

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