Sending Emails in the Administration Module

When viewing the details page for most Objects (such as Orders, Invoices, and Payments) in the Administration module, you can see a list of emails related to the Object by selecting the Emails tab in the Details section at the bottom of the page. To send a new email to the Customer associated with the Object, follow these steps:

  1. Click New in the Emails tab. This opens a Compose Email dialog.
  2. Optionally, select a Tag for the email from the drop-down list in the upper left of the dialog.
  3. Enter address and subject information in the appropriate fields. The From and To fields are pre-populated with the Customer’s email address and the default Order Management return address.
  4. Optionally, you can attach a file by clicking Choose File. Browse to the desired file and select it, then click Add. To remove an attachment, click the Remove button next to it.
  5. Select HTML or Plain Text to set the email body type.
  6. Optionally, select a Template from the Copy Template drop-down list to base the email on that Template.
  7. Edit the body of the email as desired. The following edit field states can be selected below the email body:
    • Design: View and edit the email body WYSIWYG style. This is the default state.
    • HTML: View and edit the HTML source directly.
    • Preview: View the email body as it will appear to the recipient.
  8. Click Send to send the email. It's saved in the system and will appear in the Emails tab for the current Object.