>5 Min to Be Master in Creating Magento 2 Sales Emails

5 Min to Be Master in Creating Magento 2 Sales Emails

Optimizing Magento 2 store becomes your daily tasks. It seems like merchants pay more attention to the pre-sale experience such as product content, search system, checkout process, etc. rather the post-sale one. Please keep in mind that both are essential. While pre-sale efforts drives visitors to consumers, post-sale supports even trigger them to loyal customers. Today, we will navigate you to one of the very first post-sale experience: Magento 2 Sales Emails.

How many Magento 2 Sales Emails Must Online Merchants Take into Account?

When selling online, the most basic and convenient way to keep in touch with your customers is via email. There are various kinds of emails delivered a day such as newsletter emails, daily deals, sales emails, customer replies, etc. Do not mess them up. Sales emails are sent on the events or or by predetermined interval related to an orders, including:

    • Order and Order Comments
    • Invoice and Invoice Comments
    • Shipment and Shipment Comments
  • Credit Memo and Credit Memo Comments

As can be seen, those emails are triggered after a transaction between the sellers and the buyers. Hence, Magento 2 sales emails are so-called transactional emails. In general, the configuration of those are quite similar, in which you identify the sender of sales email, the template to be used, and who else to receive the email copy. However, to make it as clear as possible, we come with this article to guide you through each type of Magento 2 sale email.

How to Configure Magento 2 Transactional Emails

In Admin Panel, navigate to Stores ⇒ Settings ⇒ Configurations ⇒ Sales ⇒ Sales Emails

In General Settings, set Asynchronous sending to Yes to determine that Magento 2 sales emails will be sent at predetermined and regular intervals.

magento 2 sales emails
Magento 2 sales emails general configuration

Order Email

This Magento 2 sales email is sent to customers, normally right after the completion of order placement to confirm about the order information.

magento 2 sales emails
Magento 2 sales emails configuration: Order email
    • In Enabled, choose Yes to send order emails based on the settings as below.
    • In New Order Confirmation Email Sender, specify the store contact that is presented as the email sender. By system value, the default sender is Sales Representative.
  • In New Order Confirmation Email Template, choose desire template to be sent to the registered customers. Various default templates are available to choose, such as New Order. You can also create new template by following Marketing ⇒ Communication ⇒ Email ⇒ Customizing Email Templates.

Next time we will instruct you to create new email templates, do not miss it.

    • In New Order Confirmation Email Template for Guest, select template to be delivered on orders placed by the guests.
    • In Send Order Email Copy To, enter single or multiple email addresses (separated by comma) to send Magento 2 Order emails to anyone rather than customer. This config is useful if you want to test or manage the order emails on some purposes.
  • In Send Order Email Copy Method, there are two methods to send copy emails:

+ BBC: How many emails sent and the BBC recipients are invisible to the customer.

+ Separate Email: The copy sales email is delivered to entered email addresses as a separate email.

Order Comments Email

Similarly, there are 6 fields to fill out.

Magento 2 sales emails
Magento 2 sales emails configuration: Order Comment
    • In Enabled, choose Yes to send order comment emails based on the settings.
    • In Order Comment Email Sender, specify the store contact that is presented as the email sender. By system value, the default sender is Sales Representative.
    • In Order Comment Email Template, choose template to be sent when there is a new comment to the order of the registered purchaser. Also, you can select the default template or your own created one. If you do not change this setting, the system value – Order Update template is in use.
    • In Order Comment Email Template for Guest, select template to be delivered when a comment is added to the orders placed by the guests.
    • In Send Order Comment Email Copy To, enter single or multiple email addresses (separated by comma) to send Magento 2 Order Comment emails to anyone rather than customer.
    • In Send Order Email Copy Method, there are two methods to send copy emails:

+ BBC: How many emails sent and the BBC recipients are invisible to the customer.

+ Separate Email: The copy sales email is delivered to entered email addresses as a separate email.

Invoice Email

The next Magento 2 sales emails to configure is the Invoice message which is sent after customers pay for their purchase. The configuration is similar.

magento 2 sales emails
Magento 2 sales emails: Invoice email
    • In Enabled, choose Yes to send invoice emails after the generation of the invoice.
    • In Invoice Email Sender, specify the store contact that is presented as the email sender. By system value, the default sender is Sales Representative.
    • In Invoice Email Template, choose template to be sent on the invoice generation for the registered customers. You can select the default template or your own created one. If you do not change this setting, the system value – New Invoice template is in use.
    • In Invoice Email Template for Guest, select template to be delivered when the invoice is created on the payment of the guests.
    • In Send Invoice Email Copy To, enter single or multiple email addresses (separated by comma) to send Magento 2 Invoice emails to anyone rather than customer.
    • In Send Invoice Email Copy Method, there are also two methods to select:

+ BBC: How many emails sent and the BBC recipients are invisible to the customer.

+ Separate Email: The copy email is delivered to entered email addresses as a separate email.

*Note: You can use Magento 2 Auto Invoice extension to speed up Magento payment process by generating invoice and shipment automatically.

Invoice Comments Email

Complete the settings in 6 fields and a Magento 2 Invoice Comment email will be sent to customers on invoice comment if any.

magento 2 sales emails
Magento 2 sales emails configuration: Invoice comment email
    • In Enabled, choose Yes to send this Magento 2 transactional email based on the settings.
    • In Invoice Comment Email Sender, specify the store contact that is presented as the email sender. By system value, the default sender is Sales Representative.
    • In Invoice Comment Email Template, choose a template to be sent when there is a new comment added to the invoice of the registered purchaser. Also, you can select the default template or your own created one. If you do not change this setting, the system value – Invoice Update template is in use.
    • In Invoice Comment Email Template for Guest, select template to be delivered when a comment is added to the invoice generated for the guests.
    • In Send Invoice Comment Email Copy To, enter single or multiple email addresses (separated by comma) to send Magento 2 sales emails of invoice comment to anyone rather than the customer.
    • In Send Order Email Copy Method, there are two methods to send copy emails:

+ BBC: How many emails sent and the BBC recipients are invisible to the customer.

+ Separate Email: The copy sales email is delivered to entered email addresses as a separate email.

Shipment Email

Another one of Magento 2 sales emails triggered in relation to order placement is Shipment email. This Magento 2 transactional email is delivered on the generation of order shipment.

magento 2 sales emails
Magento 2 sales emails configuration: Shipment email
    • In Enabled, choose Yes to send shipping emails after the generation of the invoice.
    • In Shipment Email Sender, identify the email sender among the store contacts. By system value, the default sender is Sales Representative.
    • In Shipment Email Template, pick default or created template to be sent on the shipment generation for the registered customers. If you do not change this setting, the system value – New Shipment template is in use.
    • In Shipment Email Template for Guest, select template to be delivered when the shipment is created on the payment of the guests.
    • In Send Shipment Email Copy To, provide single or multiple email addresses (separated by comma) to send Magento 2 Shipment emails to anyone rather than customer.
    • In Send Order Email Copy Method, there are two methods to send copy emails:

+ BBC: How many emails sent and the BBC recipients are invisible to the customer.

+ Separate Email: The copy sales email is delivered to entered email addresses as a separate email.

Shipment Comments Email

A type of Magento 2 sale email is sent to the customers if there is a new comment added to the shipment after you have done the following settings.

magento 2 sales emails
Magento 2 sales emails configuration: Shipment comment email
    • In Enabled, choose Yes to send this Magento 2 transactional email of shipment comment.
    • In Shipment Comment Email Sender, specify the store contact that is presented as the email sender. By system value, the default sender is Sales Representative.
    • In Shipment Comment Email Template, choose template to be sent when there is a new comment to shipment generated for the registered purchaser. Choose default or create a new temple, it is up to you. If you do not change this setting, the system value – Shipment Update template is in use.
    • In Shipment Comment Email Template for Guest, select template to be delivered when a comment is added to the shipment created for the guests.
    • In Send Invoice Comment Email Copy To, enter email addresses (separated by comma) to send Magento 2 sales emails of shipment comment to anyone rather than customer.
    • In Send Order Email Copy Method, there are two methods to send copy emails:

+ BBC: How many emails sent and the BBC recipients are invisible to the customer.

+ Separate Email: The copy sales email is delivered to entered email addresses as a separate email.

Credit Memo Email

When merchants accept and pay for a full or partial refund, a credit memo is generated. That time, customers will receive a Magento 2 credit memo email.

In Admin Panel, please configure as follow:

magento 2 sales emails
Magento 2 sales emails configuration: Credit Memo email
    • In Enabled, choose Yes to send this Magento 2 transactional email on the credit memo generation.
    • In Credit Memo Email Sender, define the store contact that is presented as the email sender. By system value, the default sender is Sales Representative.
    • In Credit Memo Email Template, pick desire template to be sent to the registered customers. Various default templates are available to choose, such as New Credit Memo. You can also create new template by following Marketing ⇒ Communication ⇒ Email ⇒ Customizing Email Templates.
    • In Credit Memo Email Template for Guest, select template to be delivered on orders placed by the guests.
    • In Send Order Email Copy To, enter single or multiple email addresses (separated by comma) to send Magento 2 Credit Memo emails to anyone rather than customer.
    • In Send Order Email Copy Method, there are two methods to send copy emails:

+ BBC: How many emails sent and the BBC recipients are invisible to the customer.

+ Separate Email: The copy sales email is delivered to entered email addresses as a separate email.

Credit Memo Comments Email

The final of Magento 2 sale emails type is sent when a comment is added to the credit memo.

magento 2 sales emails
Magento 2 sales emails configuration: Credit Memo comment email
    • In Enabled, choose Yes to send this Magento 2 transactional email of credit memo comment.
    • In Credit Memo Comment Email Sender, identify which store contact is appeared as the email sender. By default, the pre-selected is Sales Representative.
    • In Credit Memo Comment Email Template, pick default or created template to be sent on the shipment generation for the registered customers. If you do not change this setting, the system value – Credit Memo Update template is used.
    • In Credit Memo Comment Email Template for Guest, select template to be delivered when a comment is added to the credit memo generated for the guests.
    • In Send Credit Memo Comment Email Copy To, provide email addresses (separated by comma) to which Magento 2 sales emails of credit memo comment are sent.
    • In Send Order Email Copy Method, there are two methods to send copy emails:

+ BBC: How many emails sent and the BBC recipients are invisible to the customer.

+ Separate Email: The copy sales email is delivered to entered email addresses as a separate email.

Wrapping Up

Above is the step-by-step instruction of how to configure Magento 2 sales emails. If you find this post is helpful, do not hesitate to share it with others. Also, feel free to take a quick tour around our blog to digest more useful Magento 2 tutorials.

Bonus: If you are seeking for Magento 2 extensions to configure admin email, check Magento 2 Admin Email Notification right away!