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Order Base Email Notification Template

Paige Freeman
  • Updated

The Order base email notification template is used when a new order is created. An email is sent to the bill-to customer of the order that includes the order number and a summary of the order. 

Data Collection: OrderInfo.OrderMasters

Base Frequency (Scheduled Notifications Only): Every 3 Minutes

Base Filters

Filter Description
Allow System Notifications EqualTo Y

This filter appears on all base notification event templates and prevents emails from sending to customers that do not allow system notifications. 

The Allow System Notifications toggle is located on the Contact Information page within a customer record.
AddedOn LessThanOrEqualTo Current Run Date and Time This will generate the email if the date and time the order was added is less than the current run date and time. 
AddedOn GreaterThan Last Run Date and Time This will generate the email if the date and time the order was added is greater than the last time this process was scheduled to run. This ensures that a customer won't receive multiple emails for the same event.
CustomerStatusCode EqualTo A

This filter appears on all base notification event templates and prevents emails from sending to customers that are in a status other than Active, such as Deceased, Duplicate, or Inactive. 

The Constituent Status is located on the Demographics page within a customer record.

Base Email Body

Dear {{BillToCustomer.LabelName}},

Thank you for placing your order. Your reference number is {{OrderNumber}} . Please use your reference number when contacting us regarding this order. Below is a summary of your order:

Product Description

Quantity

Unit Price

Shipping

Tax

Discount

Price

Recipient

Ship-Address
{{#each Details}}

 {{this.Product.ShortName}}

 {{this.OrderQuantity}}

{{this.ActualUnitPrice}}  

{{this.ActualShipAmount}} 

{{this.ActualTaxAmount}} 

{{this.ActualUnitDiscount}}  

{{this.ActualTotalAmount}} 

  {{this.ShipCustomer.LabelName}}

  {{this.ShipAddressInfo.FormattedAddress}}
{{/each}}

 

Total Shipping Charges

Total Discount offered

 Total Order Amount

{{ActualTotalShippingAmount}}

 {{ActualTotalDiscountAmount}}

{{ActualTotalOrderAmount}}

The billing address we have on record is  {{BillAddressInfo.FormattedAddress}} . Your product will be shipped soon.

Common Business Scenarios

Subsystem Filter

You can exclude orders from various subsystems by adding filter criteria. For example, if you are using the Fundraising Order, Meeting Order, and/or Membership Order notification templates, you would want to exclude those subsystems from this notification event. 

Property: Details > Subsystem

Operator: NotEqualTo

Value: MBR,FND,MTG

Order Method

You can include or exclude orders based on order method by adding the OrderMethodCode property to your filter criteria. For example, if you wanted to create a separate notification for orders from the web, you could create a new notification based on the Order template and add a filter of "OrderMethodCode EqualTo WEB".