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Setting up Automatic Notification of Customer Transactions

Set up an automatic e-mail notification system so that when a customer makes a payment or purchase, a notification e-mail is sent to a designated staff e-mail address. These two methods use the following system options:

  • EwebTransactionStaffNotificationAddress
  • EwebTransactionStaffNotificationAddressDetail

Important: Enabling both system options will cause two e-mails to be sent out per purchase.

The EwebTransactionStaffNotificationAddress system option sends the designated staff person an exact copy of the confirmation e-mail sent to the customer for their purchase.

The EwebTransactionStaffNotificationAddressDetail system option will send the designated staff person an e-mail informing them that a purchase has been made by somebody in the organization. This e-mail contains a hyperlink to the Confirmation Profile in iWeb. The Confirmation Profile will display information about the purchase as well as a hyperlink to the Purchase Details/Demographics report that displays demographics collected during the purchase.

Using the EwebTransactionStaffNotificationAddress System Option

To set up the transaction notification e-mail address using the EwebTransactionStaffNotificationAddress system option:

  1. Hover over the Modules tab in the top navigation bar. In the fly out menu, click eMarketing. The eMarketing Overview page will appear.
  2. Expand the Emarketing System Options child form at the bottom of the page.
  3. Click the green goto icon next to the EwebTransactionStaffNotificationAddress system option. The EwebTransactionStaffNotificationAddress Profile will appear.

  1. Click the Edit button at the top of the EwebTransactionStaffNotificationAddress Profile to open the System Option page.

  1. Enter the e-mail address of the staff person to receive the transaction notification in the System Option Value text box.
  2. Click Save.

When a customer makes a purchase through the Online Store, they have the option to send a confirmation e-mail on the Checkout page of the Shopping Wizard.

A notification e-mail will only be sent if there is an e-mail address in the Current Value column for the EwebTransactionStaffNotificationAddress system option. If there is no e-mail address, the notification e-mail will not be sent.

If automatic transaction notification is set up, a copy of the customer’s transaction information summary will be sent to the staff person’s e-mail address as indicated in the EwebTransactionStaffNotificationAddress system option through the blind carbon copy (BCC) e-mail functionality.

The e-mail notification of products purchased in netFORUM is only for purchases through the Online Store. It is not configured for internal transactions. If the checkout is not successful, the staff will not receive an e-mail notification.

Using the EwebTransactionStaffNotificationAddressDetail System Option

To set up the transaction notification e-mail address using the EwebTransactionStaffNotificationAddressDetail system option (refer to images above):

  1. Hover over the Modules tab in the top navigation bar. In the fly out menu, click eMarketing. The eMarketing / Overview page will appear.
  2. Expand the Emarketing System Options child form at the bottom of the page.
  3. Click the green goto icon next to the EwebTransactionStaffNotificationAddressDetail system option. The EwebTransactionStaffNotificationAddressDetail Profile will appear.
  1. Click the Edit button at the top of the EwebTransactionStaffNotificationAddressDetail Profile to open the System Option page.
  2. Enter the e-mail address of the staff person to receive the transaction notification in the System Option Value text box.
  3. Click Save.