What are mail settings and order statuses?
With mail settings, you determine which emails customers receive at specific order statuses. Think of a confirmation when an order is placed or a notification that an order has been shipped. PromoCat offers a list of standard order statuses, which you can adjust or extend.
Standard order statuses in PromoCat
Below you'll find an overview of the standard order statuses and their meaning:
Aangemaakt (Created): The order has been created but not yet paid.
Geaccepteerd door klant (Accepted by customer): The order has been created and paid.
Verwerken (Processing): The order is being processed.
Verzamelen (Collecting): Items and order information are being collected.
Wachten op betaling (Awaiting payment): The order has not been paid (with linked payment providers).
In voorbereiding (In preparation): The order is being prepared for shipping.
Verzonden (Shipped): The order has been shipped to the customer.
Gedeeltelijk verzonden (Partially shipped): Part of the order has been shipped.
Gedeeltelijk betaald (Partially paid): The order has been partially paid.
Geannuleerd (Cancelled): The order has been cancelled by the customer.
Retour (Returned): The order has been returned.
Fraude (Fraud): The order has been marked as fraud.
Afgerond (Completed): The order has been completed and there are no outstanding tasks.
Getting started with your mail and order statuses
Adjusting mail settings
Adjusting mail settings
Changing the mail content
In the CMS, go to "Bestellingen" (Orders).
Click "Bestelstatus en berichten" (Order status and messages).
Select the desired order status and click "Mailinstellingen wijzigen" (Change mail settings).
Adjust the subject and content of the email.
Click Save.
Sending emails automatically
Go to "Bestelstatus en berichten" (Order status and messages).
Click "Mailinstellingen wijzigen" (Change mail settings) for the desired order status.
Tick "Verzenden aan klant" (Send to customer).
Click Save.
Attaching a PDF
Go to "Bestelstatus en berichten" (Order status and messages).
Click "Mailinstellingen wijzigen" (Change mail settings).
At "Verstuur pdf mee" (Attach PDF), select the PDF you want to attach.
Click Save.
Managing order statuses
Managing order statuses
Creating a new order status
Go to "Bestelstatus en berichten" (Order status and messages).
Click "Nieuwe status toevoegen" (Add new status).
Enter the name of the status.
Tick "Actief" (Active) and "Mag handmatig geselecteerd worden" (May be selected manually).
Click Save.
Activating or deactivating an order status
Go to "Bestelstatus en berichten" (Order status and messages).
Select the desired status and click "Status wijzigen" (Change status).
Tick or untick "Actief" (Active) and "Mag handmatig geselecteerd worden" (May be selected manually).
Click Save.