Email & Automation

How to set up SMTP?

Hi there, Fordeer again! Setting up SMTP involves configuring your email client or application to use a specific SMTP server for sending invoice emails by your email service. You'll need to input details like the server address, port number, username and password. Here's a general guide how to set SMTP on Fordeer PDF Invoice: 1. Go to Automation Emails on our app > Email settings > Customize Email Sender 2. Select the third option named: Customize email service. Here you start inputting the details into the fields our app has: - SMTP Server: This is the hostname or IP address of the SMTP server. For example, smtp.gmail.com for Gmail. - Port: Usually, port 587 (with TLS) or 465 (with SSL) is used, but some servers may use port 25. Consult your email provider's documentation or the SMTP server's settings for the correct port. - Username: This is typically your full email address. - Password: This is your email account password, or potentially an app-specific password if your email provider requires it. You can refer to this article to learn how to find App password on your Google Account - Encryption: Choose the appropriate security protocol (TLS or SSL) - Sender name: Sender name in outgoing email, for example: Flower Shop - Sender email address: It will appear in outgoing email, for example: flowershop.support@gmail.com Demo SMTP settings ( for Gmail ) 1. Hit Save button to update all the changes. 2. Scroll down and hit the button Verify email 1. A modal will appear, enter your email address will receive the email confirm the email verification > Hit Send test button Send test to check out the SMTP settings If your SMTP is correct, you will see the toast with text like the picture below: If not, please try to check out your SMTP settings again. 1. Check your email If you receive an email like that, you're done! Set up successfully! From now on, when you send email to customers, the email address will be sent from yours. This feature is available for Profesisonal users. Please upgrade plan to send automatic invoice emails to customers with your email address We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

Securing Gmail SMTP with Google App Password: A Comprehensive Guide

When developing applications that need to send emails through Gmail, many developers encounter the familiar error message: "Username and Password not accepted", even when they're certain their credentials are correct. This occurs because Google has enhanced security for Gmail accounts, preventing "less secure apps" from accessing them directly using regular passwords. Fortunately, Google provides a more secure alternative: App Passwords. In this article, we'll explore how to set up and use Google App Password to authenticate with Gmail's SMTP service. What is an App Password? An App Password is a 16-character authentication code generated specifically for a particular application or device. App Passwords offer several advantages: - Enhanced security: Each application gets its own distinct password, which can be individually revoked - Convenience: No need to enter 2FA verification codes each time your application connects - Traceability: Ability to monitor which applications are currently accessing your account Prerequisites Before creating an App Password, you need to meet these requirements: 1. Two-Factor Authentication (2FA): Your Google account must have 2FA enabled 2. Account type: Works with personal Google accounts or Workspace accounts (if permitted by admin) Step-by-Step Guide: Setting Up Two-Factor Authentication If you haven't enabled 2FA yet, follow these steps: 1. Access Google security page: https://myaccount.google.com/security 2. Locate "2-Step Verification" 3. Click "Get started" 4. Verify your identity using your Google password 5. Enter your phone number and select your preferred verification method (SMS or call) 6. Enter the verification code sent to your phone 7. Enable 2-Step Verification by clicking "Turn on" Creating App Password for Gmail SMTP After enabling 2FA, create an App Password: 1. Access Google security page: https://myaccount.google.com/security 2. Locate "App passwords": https://myaccount.google.com/apppasswords - Note: If this option isn't visible, you may not have enabled 2FA, your Workspace account may be restricted by admin, or you're using organizational login 1. Select application and device: - In the "Select app" field, choose "Other (Custom name)" or "Mail" - Give it a memorable name like "SMTP Script" or "Email Service" - Click "Create" 1. Save the generated password: Google will display a 16-character App Password. Copy and save this password immediately, as you won't be able to view it again. Using App Password with Custom SMTP in Fordeer PDF Invoice Fordeer PDF Invoice allows you to configure custom SMTP servers for sending invoices via email. Here's a detailed guide for setting up Gmail SMTP with App Password in Fordeer PDF Invoice: Step 1: Log into Fordeer PDF Invoice Admin Dashboard Access your Fordeer PDF Invoice application's admin dashboard and log in with your administrator credentials. Step 2: Navigate to Email Settings 1. From the main menu, select Settings 2. Locate and select Email Settings -> Change Email Settings -> Customize email service Step 3: Configure SMTP with Gmail Fill in the Gmail SMTP information with the following parameters: - SMTP Server: smtp.gmail.com - SMTP Port: 587 (or 465 if using SSL) - Encryption: TLS (or SSL if using port 465) - Sender Name: Display name for emails (e.g., ABC Invoice Service) - Sender Email: Your Gmail address (e.g., your-email@gmail.com) - SMTP Username: Your full Gmail address (e.g., your-email@gmail.com) - SMTP Password: The App Password you generated from Google (without spaces) Using App Password with Custom SMTP in Fordeer PDF Invoice Step 4: Test Connection and Save Settings 1. Click the *Verify email button to verify your configuration works 2. Enter the email you want to receive email 3. Check your email inbox We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to custom email sender?

Before you can send out any email campaign in Fordeer, you need to have a verified sender. You have three options to add a sender: - Use Fordeer sender domain and email service (Default) - Use your email account and Fordeer email service - Use your email account and your custom SMTP In this guide, we will walk you through by steps to set up your email automation configuration. Step 1: Access “Custom Email Sender” page Go to Automation Emails on our app, then click Email settings > Custom Email Sender . Here select email service type to meet your needs and your plan. Step 2: Select the option that you want to follow There are 3 options for you: - Use Fordeer sender domain and email service (Default) - Use your email account and Fordeer email service - Use your email account and your custom SMTP Step 3: Add the sender and complete the settings Option 1: Use Fordeer Email Service All emails are sent from noreply@fordeercommerce.io via Fordeer's email service (Brevo Email Service). Option 2: Customize sender address All emails are sent from your email via Fordeer's email service (Brevo Email Service). 1. Enter your Sender name and Sender email address 1. Hit Save button and click Verify email button after that. A modal will be opened and you need to fill out the code to complete the verification process. 1. An email will be sent to your email, open that email and get the code. 1. Paste/enter the code to our app and hit Submit code button After verifying your email successfully, you can start sending your email automation by your custom sender as the default one. If you aren't a fan of reading, you can watch the below screen recording to learn how to verify your email Option 3: Customize email service Different from the option 2, you can use your email account and your own custom SMTP to send all your automation campaign. When you select this option, you need to fill up all information about your custom SMTP service. You can refer to this article to learn how to set up your email SMTP. Check out now! If you use Google Account, check out our helpdesk article to learn how to set up SMTP for Gmail Please give it a try and do not hesitate to contact us if email does not send as you expect, we will be more than happy to assist you. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to modify the email information?

Fordeer hello to you! In this guide, we'll walk you through the detailed process of modifying email campaign settings in our app. 1. Activating the campaign status: You have the option to enable or disable the campaign as needed. 1. Modifying basic information: While you've already filled out fields like Name, Description, and Attached File when initially creating the automation email, these can be adjusted anytime under the Email Information tab. 1. Adding conditions: Add more conditions to automation flow besides the trigger Additional conditions for automation campaign For example: In this case, our automation email will send invoices when orders with tag "b2b" is created on the storefront. Condition: adding tags 1. Setting delay time: Determine how long after an order is placed that the email should be sent to your recipients. This delay can be crucial for timing your communication just right. 1. Scheduling the campaign: Here, you have the flexibility to specify the start and end dates for your email campaign. This feature allows you to align the campaign with specific marketing periods or business strategies. These features are designed to give you complete control over your email campaigns, ensuring they align perfectly with your business needs and marketing strategies. Please give it a try and do not hesitate to contact us if the metafields does not display on your invoices, we will be more than happy to assist you. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to customize email automation content?

Fordeer hello to you! Great news! After successfully setting up an automated email, you'll be directed to the Email Customization page. This is where you can unleash your creativity and make your email template truly your own. Here's what you can do: - Header Logo: Add your brand's header logo and adjust its size to fit perfectly in your email. - Email Banner: Insert a striking banner and customize its size for maximum impact. - Heading: Craft a compelling heading to captivate your readers right from the start. - Body: Fill in the body with relevant content tailored to your audience's interests. - Order Item Display: Choose to display various order details such as subtotals, total tax, tax names, total shipping costs, and shipping methods. - Footer Logo: Place your footer logo and tweak its size for a balanced look. - Footer Content: Modify the footer text to align with your message or brand voice. - Background Color: Select a background color that resonates with your brand's theme. These customization options are designed to help you create an email that not only looks professional but also aligns seamlessly with your brand identity. And that’s all! We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to change document email content?

Hello from Fordeer , You can send email manually to customers directly on the Orders page on our app. Please go to Orders on our app > Select order(s) you want to send invoices to customers > Send email to customer The email will be sent to the customer’s address. However, the content is not editable by default. If you'd like to customize it, here’s how: 1. First, navigate to the Automation Emails option located on the sidebar menu of our app. 2. Then go to Email settings > Email settings section 1. Here, you can freely select document type and change the subject line and the body text of the invoice email content to better align with your brand's voice or specific messaging for your customers. Besides, if you want to send multiple invoices to your email with default content, we handle this case for you as well. 1. Please select Send multiple to a specific address, here you can select document type you want to edit content, set default send to email, BCC,CC emails and absolutely default content. 1. Make sure to click on Save to apply and retain all your modifications. That’s all there is to it! Try it out and let us know how it works for you. Use code: SUPSTA3M15 to get 15% for 3 months when upgrading to Starter plan. If you have any questions while using our app, please do not hesitate to let us know via our live chat or our support email: support@fordeercommerce.io We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to send an email test?

Hello you guys, If you've created a new email campaign in our app and are eager to test its appearance and functionality, this article will guide you through the process of sending a test email. Steps to send a test email: 1. In the preview area of your email campaign, locate and click on the Send test button, as shown in the reference image below. 2.Here, you'll need to input an email address where you wish to receive the test email. This step allows you to see exactly how the email will appear to your customers. 1. Click on the Send test option to dispatch the email. Receiving the test email: - Once you complete these steps, a test email, identical to what your customers would receive, will be sent to the specified email address. This testing phase is crucial to ensure your email campaign looks and functions as intended before it reaches your customers. If you don't receive the test email, encounter errors, or if it doesn't display correctly, please contact us via live chat or email at support@fordeercommerce.io We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to create an automation email?

Hello Fordeer Users! In today's dynamic business world, achieving efficiency is crucial. That's where our Fordeer Invoice App comes into play, offering a powerful automated email feature to streamline your operations. Let's walk you through the process of creating an automated email: Steps to Follow: 1. Navigate to Automation Emails on the sidebar menu. 2. Select Create new automation. 1. A pop-up window will appear where you can name your campaign, attach files for your customers, and set the trigger conditions. 2. Click Create to establish your new campaign. Once you've created your campaign, you might want to add more personal touches or specific details. To do this, we recommend checking out our helpful articles below: 👉 How to modify email automation campaign? 👉 How to modify email information? They're designed to assist you in fine-tuning your email campaign to perfectly align with your business needs. This feature is currently available on the Professional plan. Upgrade today to enjoy a 7-day free trial and receive 30% off the annual plan as part of our deal! Please check it out and feel free to reach out to us if you have any questions along the way. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to track Email Automation history?

If you have active email automation campaigns running, you will likely want to verify whether your customers are receiving your emails. To help you monitor this, Fordeer includes an Email Automation History feature. This tool allows you to track every email sent to your customers and easily resend any that fail. Before you can track your history, you must have: 1. An active or drafted automation email campaign. 2. At least one order that has triggered the automation event. (New to automations? Learn how to create an automation campaign here) How to access your email history To view and track your automated emails, follow these steps: 1. Open the app and navigate to Automation Emails. 2. Click on the Auto Email History tab. From this dashboard, you can monitor the real-time status of your sent emails. We partner with Brevo as our email service provider to give you accurate tracking data for the following statuses: Sent, Delivered, Failed, Opened. Resending Failed Emails If an email status shows as Failed, a Resend button will appear next to the order. This allows you to quickly address the issue and ensure your customer receives their invoice or notification. Important Notes ⚠️ Do not delete campaigns: If you permanently delete an email campaign, its tracking history will be completely erased. If you want to stop a campaign but keep its data, change its status to Draft instead. ℹ️ Open status tracking: Please note that if a customer blocks or disables external images in their email inbox, our system cannot accurately detect the "Delivered" or "Opened" status. Need help or have suggestions to make this feature better? Feel free to reach out to our support team anytime, we are always happy to help! We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to automate invoices with Shopify Flow and Fordeer?

Automating your invoicing process saves time and ensures your customers receive their documents instantly. With the Fordeer PDF Invoice integration, you can trigger custom emails based on specific actions in your Shopify store. Plan requirements - Starter plan: Access to send automated emails via Shopify Flow. - Professional plan & higher: Ability to fully customize the email content (Layout, text, and branding). USE THIS DISCOUNT CODE: FDWELCOME2 TO GET 20% OFF FOR 3 MONTHS Step 1: Create your workflow in Shopify Flow 1. Open the Shopify Flow app and click Create workflow. 1. Select a trigger: Choose the event that will start the automation (e.g., Order created or Order paid). 1. Add an Action: Click the plus (+) icon and select Fordeer: PDF Invoice from the list of installed apps. 1. Configure the Action: - Select template: Choose the document type you want to send (e.g., Invoice). - Customize delivery: You can edit the Email Subject, Recipient Email, CC, and BCC fields. - Attachment: Choose whether or not to attach the PDF invoice directly to the email. 1. Click Turn on workflow in the top right corner. Pro-Tip: To test your workflow, create a test order in your Shopify Admin. You can track the success of your automation in theRecent runstab within Shopify Flow. Step 2: Customizing the Email Content If you are on a Professional plan or higher, you can edit the specific message your customers receive. - In the Fordeer app, go to Automation Emails. - Select the Shopify Flow tab. - Here, you will see all supported templates: Invoice, Refund, Draft Order, and Packing Slip. - Click Edit template on the specific document you are using in your Flow. - Use the editor to update the text, branding, and layout to meet your requirements, then hit Save. If your workflow isn't triggering correctly or you need help mapping your metafields, please reach out to our support team. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to attach PDF invoices to customer emails?

Thank you for using Fordeer! This guide explains how to attach a PDF invoice to emails sent to customers. To configure default settings for attaching PDF invoices in customer emails, follow these steps: 1. Navigate to Automation Emails in the sidebar menu. 2. Go to Email Settings > Manual Email Settings. 1. Enable the following options as needed: 2. Attach PDF invoice to the email: Directly attach the PDF file to the email instead of including a download link. 1. Shorten link: Use a shortened download link when sending emails to customers. 3. Hit Save button at the end. Once configured, these settings will apply when sending emails from the Orders section in our app. You can send emails directly to customers from this page. If you need to adjust these settings for a specific email, you can do so directly in the modal window within the Orders section. For further assistance, feel free to contact our support team! We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to add Download button to Shopify’s confirmation emails?

Hello from Fordeer, This guideline will help you learn more about how to add the Download invoice button to Shopify’s confirmation email. Step 1. Set up and modify the Download button - Firstly, you need to access the Automation Emails page on the sidebar. Then select Shopify Notification Emails ( Integrations) - After that, you select Order or Draft Order to continue modifying the button. - Modify the buttons as you wish on the right side menu including: layout settings, button display settings, icon settings, button content, button color and code Custom the Download button We recommend you not editing code by yourself. Contact us before you made any changes to prevent problems in the future - Scroll to the end and hit the Copy code button after setting up the button display Step 2. Add the code to the default forms - First of all, on your Shopify Admin page, go to Settings on the sidebar. - Then click Notifications. - After accessing the Notifications page, select Customer notifications, then select Order confirmation or any available email templates here - Next, click Edit code and paste the code from  Step 1 onto Email Body (HTML), normally right above  **** tag at the bottom. Remember to **Save **all the modifications. - You can click **Preview **to check the templates. - This is how the Download invoice button will be displayed after those actions. You can send a test email directly to your email address to see what your customers will receive. Upgrade to the Starter plan to access this feature and provide your customers with seamless invoice downloads Please give it a try and see how it goes. If you notice any problems with invoice downloading or adding code to your email template, feel free to contact us via email: support@fordeercommerce.io or live chat in-app. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to add Download button to new customer account page?

With support for New Shopify’s Customer accounts extensions, you can add buttons that let customers easily download and access files, creating a smoother and more personalized experience. Customers can quickly access all their downloads directly within their accounts, eliminating the hassle of searching through emails for past order downloads. This streamlined approach improves user satisfaction and reinforces the security of your store's digital content. This article will walk you through the steps to set it up. Before, kindly make sure you are using New customer account page (Suggested by Shopify) Adding Download invoice button to the Thank you page 1. Head to Online store > Themes > Check out and customer accounts 1. Select the Thank you page 1. Go to Apps section on the left side of screen bar and you will our app extension 1. Click on the + icon on the second block to add the download button to the relevant page 1. You can change the button title 1. Go to Sections section to adjust the block position by using drag & drop function. 1. Once you've added it, click Save on the top right. Adding Download invoice button to the Orders & Order status page 1. Go to Order status on the Customer accounts 1. Go to Apps section and click on the + icon on the second block to add the download button to the relevant page 1. You can also drag and drop the app block in the page structure to reposition the link. 1. Click Save after that. That’s all! Try it out and let us know how it works for you. Currently, this feature is available to all customers having new customer account page. But we recommend upgrading plans to be able allow customers download unlimited orders. Why? Because, on Free plan, you can only download 50 times both for orders &draft orders. But on Starter or higher plans, you can download unlimited orders/unlimited times. Please give them a try and do not hesitate to contact us if you have any questions along the way. **Our working time: ** 8h30-23h59 (UTC +7): Monday to Saturday Within working hours, all chats will be replied to within minutes. All tickets via email will be replied to within hours. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

Adding print and download buttons to Legacy customer account page

Merchants often want to add a download button to their Shopify's Customer Order detail page for Convenience for their customers. Providing a print and download buttons allow customers to easily access and save important documents related to their order, such as invoices, receipts without having to navigate through multiple pages or emails. Our app allows you to add a 'Download' button to the New Customer Account Page. For detailed instructions, please refer tothis article Here's how to add Print and Download buttons to the Legacy Customer Order Detail Page within the Customer Account: 1. Navigate to the Settings page in the sidebar menu and select Custom Print/Download Button. 2. Locate the section labeled Add print and download button to Shopify's Customer order detail page 3. Click the Add block button. 1. You'll be directed to the customer order page on the Theme Editor, login your account into box. Login tip: You can login your account in your storefront first. Then save your password on GG Chrome, then go to Theme editor to login again. 1. Then, select the Customer order account page. 1. In the Customization section on the left, select Add section or Add block and then choose our app block Fordeer: Invoice. 1. Customize the button to fit your preferences. 1. Click Save to apply the changes. To test the functionality, visit your Online Store, log in to an account, and view an order detail. You should see the button available there. The print/download button currently allows you to download invoices only; it does not support downloading packing slips or refunds. This guide provides comprehensive instructions on how to add print/download buttons to the Customer Order Detail page. By following these steps, you can enhance your customers' experience by giving them easy access to important documents directly from their order details. In addition to this feature, our app also enables you to add a Download button in Shopify email confirmations sent to your customers. This streamlines the process, allowing customers to quickly and conveniently download their invoices directly from their email notifications. If you encounter any issues or have questions during the setup process, feel free to reach out to us via our app's live chat or email us at support@fordeercommerce.io. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to send an email with a draft order file?

This instruction will give you information about how to send an email with a draft order file. 1. Firstly, access the Draft Orders page, click the draft order that you want to send emails for Select the draft order . Click Send quote button 1. There will be the pre-set form and content of the email. You can flexibly edit the Subject and Content to fit your needs. There are some optional details you can select to fit your needs: - Add up to 10 BBC and 10 CC emails; - Put a checkmark into Send email to customer and Send me a copy; - Add file to the email (promotion, document, instruction, etc.). 1. Remember to click Submit to complete the setup and start sending emails to your customers. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to edit the content of thank you note on the invoices?

Hello from Fordeer, You can edit the content of thank you note on the invoices by following the steps: Step 1: Go to Customization page > click Customize button on the template you want to customize Step 2: Go to Footer section > Thank you note Step 3: Toggle to turn off the feature: Automatically translate Step 4: Change or remove the content on the Show thank you note box. You can use our app variables Step 5: Click Save button at the end. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to send thank you note (send invoices to customer manually)?

Fordeer hello to you! 😃 Sending invoices manually to your customers post-purchase offers numerous benefits. It not only confirms the transaction details but also enhances customer relations by acknowledging their purchase. Additionally, it provides a personal touch, potentially increasing customer loyalty and satisfaction. Here’s a step-by-step guide on how to send a personalized thank-you note to your customers: 1. Navigate to the Orders section in the sidebar menu. 2. Choose the specific order for which you want to send the thank you note. 1. Click on Send thank you button. 1. Customize Your Message: A modal will appear where you can tailor the content of the thank you note. You have the flexibility to modify the message, add email CC & BCC, and even attach files as per your requirements. 2. Send Your Note: After customizing, click Submit to successfully dispatch your personalized invoice and thank you note to the recipient. By following these steps, you can effectively communicate with your customers, making them feel valued and appreciated. If you want to skip the manual work! Fordeer's Email Automation features can automatically send invoices with your personalized thank you note. You can read out this helpdesk here to know how to create an email automation campaign on our app. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!