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How To Configure Sales Email in Magento 2?

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Written by  Sarah
Saturday, 18 August 2018 17:13
How To Configure Sales Email in Magento 2? - 5.0 out of 5 based on 1 vote

Do you want to automatically send out a confirmation email to your customers after they make a purchase and when an order is ready to your customers from your Magento 2 website?

Magento 2 Sales Email

Today, we are happy to introduce you new tutorial on how to set-up sales email on the Magento 2 store.

With the Sales Emails, there are many sections to configure:

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

Here, let's determine the email contact as the sender of the email, the email template to be used, and anyone who is to receive a copy of the message.

Configure Sales Email:

Step 1: Installing the third party SMTP extension

To ensure your customer can get the email. You need to install SMTP (Simple Mail Transfer Protocol). There are 2 ways to use SMTP: Installing the default SMTP Using SMTP extension from Magento providers

But not like SMTP extension, the setting for default SMTP mode is quite complicated for newbies. We highly recommend you to install a SMTP extension, there are many free SMTP extensions for download like: Magento 2 SMTP Extension from Mageplaza, SMTP by Sendgrid, SMTP by Emizentech

Step 2: Configure the Sales Emails

  • On the Admin Panel, Stores > Settings > Configuration.
  • On the left panel, under Sales tab, click on Sales Emails subtab.
  • Magento 2 Sales Email

  • Open the Order section:

Magento 2 Sales Email

  • Set Yes to send a transactional email for each order placed.
  • New Order Confirmation Email Sender: Identifies the store contact that appears as the message sender. Default sender: Sales Representative
  • New Order Confirmation Template: Identifies the template that is sent to confirm new orders placed by customers. Default template: New
  • New Order Confirmation Template for Guest: Identifies the template that is sent to confirm new orders placed by guests. Default template: New Order for Guest
  • Send Order Email Copy To: To send the sales emails to many people at the same time, enter the email addresses, and each is separated by comma.
  • Send Order Email Copy Method: Choose one of the sending email methods
    • BCC: Send a "blind courtesy copy" by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer and they don't know that a copy is sent to many addresses.
    • Separate Email: Send a copy email as a separate email.
  • Open the Order Comments, Invoice, Shipment, and Credit Memo section, then complete it similarly to Order.

Magento 2 Sales Email

All are the instructions for you to configure and manage Magento 2 Sales Emails effectively. Hope that you do it right in order to achieve the best results.

Automatically sending emails to customers to remind them about their abandoned carts and offer them a discount, more shoppers will recover their carts and complete the checkout.

It comes to the end of tutorial: How to Configure Sales Email in Magento 2.

Check out for Magento 2 Extensions right now, They are cool and awesome!

Thanks for reading!

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