Send email to customers (tutorial)


#1

Because the informations are scattered everywhere in the forum I decided to create a step by step tutorial.

  1. Create a custom field “Email Address” in your Customers Entity.

  2. In Automation Menu create an Action with the following settings

    Action Name:Send Email
    Action Type:Send Email
    Parameters:
    S M T P Server: your email service SMTP Server
    S M T P User: your email username (usualy is your email)
    S M T P Password: your email password
    S M T P Port: your email service Port
    To E Mail Address: [:To Address]
    Subject: [:subject]
    C C Email Addresses: [:To Address]
    From E Mail Address:
    E Mail Message: [:message]
    File Name: [:filename] (filaname is used to send attachment files read below)
    Delete File:
    Bypass Ssl Errors:
    Retry Count:
    Retry Minutes:


    I don’t recommend Gmail because it has very restricted security settings, but Outlook is working fine using this settings, or if you own domain name/hosting even better.

    S M T P Server: smtp-mail.outlook.com
    S M T P User: youremail
    S M T P Password: yourpassword
    S M T P Port: 25
    To E Mail Address:
    Subject:
    C C Email Addresses:
    From E Mail Address:
    E Mail Message:
    File Name:
    Delete File:
    Bypass Ssl Errors: False
    Retry Count:
    Retry Minutes:

  3. You implemment the action in the rule you want to execute (i used it for sending email to Delivery Customers as soon as their order is ready).


    Constraint:
    To Address: {ENTITY DATA:Customers:Emai| Address}
    subject: what ever you want for subject
    message: Your message (REMEMBER: Email message body does not support multiple lines)
    filename: attach files to email (read below)

If you want to send attachment with you email do the following steps:

a) In Printing menu add a printer with settings:

Printer Name:Print For Email
Printer Share Name / Port Name: .
Printer Type: Custom Printer -  Save to File Printer
Character Set:
RTL Support:None
Line Count:O
Line Character Count:42

In settings menu you must add the path that txt files are stored. You must have already create the folder /s

b) Create a ticket template
I use a simple one just for customers quick information

[LAYOUT]
-- General layout
<T>Coffee Shop
<C>***
<C>Date: [=FD(ADD('{TICKET DATE}',0),'dd/MM/yyyy')]
<C>Time: [=FD(ADD('{TIME}',0),'HH:mm')]|
{ENTITIES}
<C>Order #:{TICKET NO}  {TICKET TAG:SG}
<L00>{TICKET STATE:Status}
{ORDERS}
<F>=
<EB>
<J00>      Thank You
<CUT>
[DISCOUNTS]
<J00>{CALCULATION NAME} {CALCULATION AMOUNT}% |{CALCULATION TOTAL} €
[PAYMENTS]
[<J00>Change: |{CHANGE TOTAL} €]
<J00>{DESCRIPTION}
[ORDERS]
-- Default format for order
<J00>{QUANTITY} {NAME} ({PRICE TAG})|{TOTAL PRICE}
{ORDER TAGS}
[ORDERS:Gift]
-- Format for gifted orders
<J00>- {QUANTITY} {NAME}|**GIFT**
{ORDER TAGS}
[ORDERS:Void]
-- Nothing will print for void lines
[ORDER TAGS]
-- Format for order tags
<J00> * {ORDER TAG NAME} | {ORDER TAG PRICE} €
[ENTITIES:Table]
-- Table entity format
<L00>Table: {ENTITY NAME}
[ENTITIES:Customer]
-- Customer entity format
<J00>Customer: {ENTITY NAME}
[<J00>Tel:{ENTITY DATA:Telephone} | Mobile:{ENTITY DATA:Mobile}]
[<J00>Address:{ENTITY DATA:DeliveryAddress}]     
<L>
<EB>
[<C00>Points: {ENTITY DATA:Points}]
[<C00>Account Balance: [=F(0-TN('{ENTITY BALANCE}'))] €]
<DB>
<L>
[TAXES]
<J00>{TAX NAME}|{TAX AMOUNT} €
[ENTITIES:Gift Certificate]
<C00>Card: {ENTITY NAME}
<C00>Balance: [=F(0-TN('{ENTITY BALANCE}'))] €
<L>

c) Add a print Job

d)Next go to the Rule and add the txt file path to filename

I hope this tutorial will help you … :smile:


#2

once I changed this setting gmail began to work for me.
https://www.google.com/settings/security/lesssecureapps


#3

and while I’m here you can set it up to be received as a text message on your phone


#4

Can we send email in pdf format ?
how can we send email to a customer who request invoice after closing the ticket (in Resturant department)


#5

Email supports printer tags. Can also save to file and send transaction file.


#6

could you please show me your execute Email job Action


#7

Hi this is my Email Action, as for the pdf you must have a pdf printer installer and set it to save with out asking.


#8

Is it possible to add a linebreak into the email? I have tried \r <br>


#9

Maybe if you write the body in a script and use.a call there. Though I have not tried that.


#10

It works if I use an ? prompt for the message and use \r but I don’t really want that popping up everytime. I will try using some sort of script.


#11

Try \r\n instead of just \r