Mail settings and order statuses

Written by Steven Veenstra

Modified on: Fri, 6 Dec, 2024 at 1:00 PM

What are email settings and order statuses?

With email settings, you can determine which emails customers receive for specific order statuses. For example, a confirmation when an order is placed or a notification that an order has been shipped. PromoCat offers a list of default order statuses, which you can customize or expand.

Default order statuses in PromoCat

Below is an overview of the default order statuses and their meanings:

Created: Order has been created but not yet paid.
Accepted by customer: Order has been created and paid.
Processing: The order is being processed.
Collecting: Items and order information are being collected.
Waiting for payment: Order is not paid (with linked payment providers).
In preparation: Order is being prepared for shipment.
Shipped: Order has been shipped to the customer.
Partially shipped: Part of the order has been shipped.
Partially paid: Order is partially paid.
Canceled: Order has been canceled by the customer.
Returned: Order has been returned.
Fraud: Order has been marked as fraud.
Completed: The order is complete and there are no outstanding tasks.

Getting started with your emails and order statuses

Adjusting email settings
Modify the content of your emails or determine when an email is sent

Change email content

Go to "Orders" in the CMS.
Click on "Order statuses and messages".
Select the desired order status and click on "Edit email settings".
Modify the subject and content of the email.
Click Save.

Automatically send emails

Go to "Order statuses and messages".
Click on "Edit email settings" for the desired order status.
Check "Send to customer".
Click Save.

Attach PDFs

Go to "Order statuses and messages".
Click on "Edit email settings".
Select the PDF you want to attach under "Attach PDF".
Click Save.

Managing order statuses
Enable or disable order statuses or create a new status

Create a new order status

Go to "Order statuses and messages".
Click on "Add new status".
Enter the name of the status.
Check "Active" and "Can be selected manually".
Click Save.

Activate or deactivate an order status

Go to "Order statuses and messages".
Select the desired status and click on "Edit status".
Check or uncheck "Active" and "Can be selected manually".
Click Save.