A WooCommerce Transactional Email Guide 1 Table of Contents Introduction 1. Emails to Customers 1.1 Processing Order 1.2 Completed Order 1.3 Customer Invoice 1.4 Customer Note 1.5 Reset Password 1.6 New Account 2. Emails to Administrators 2.1 New Order 3. Subscription Based Emails to Customers 3.1 Processing Renewal Order 3.2 Completed Renewal Order 3.3 Subscription Switch Complete 3.4 Customer Renewal Invoice 4. Subscription Based Emails to Admin 4.1 New Renewal Order 4.2 Subscription Switched 4.3 Cancelled Subscription The End 2 Introduction WooCommerce transactional emails are sent to customers and shop owners throughout the purchase process. There are a number of items that can be edited within the WooCommerce backend: 1. Header image (for the logo to be retina, HTML needs to be edited) 2. Footer content 3. Color palette 3. Email subject 4. Header text The first three are edited in the email options. 1. 2. 3. 3 The second two are located in the tabs that are specific to each email. 4. 5. Additional Updates Additional email content (such as main body copy) is edited in the HTML. 4 General Email Example Your {site_title} order receipt from {order_date} Thank you for your order Subject Header Your order has been received and is now being processed. Your order details are shown below for your reference: Body {order number} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} Footer 5 1. Customer Emails 1.1 Processing Order 1.2 Completed Order 1.3 Customer Invoice 1.4 Customer Note 1.5 Reset Password 1.6 New Account 6 1.1 Processing Order Sent on payment containing order details. Your {site_title} order receipt from {order_date} Thank you for your order Your order has been received and is now being processed. Your order details are shown below for your reference: {order number} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} 7 1.2 Completed Order Sent when an order is marked complete, usually indicating that the order has been shipped. Your {site_title} order from {order_date} is complete Your order is complete Hi there. Your recent order on {shop title} has been completed. Your order details are shown below for your reference: {order number} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} 8 1.3 Customer Invoice Optional, contains order information and payment links. Invoice for order {order_number} from {order_date} Invoice for order {order number} An order has been created for you on {site title}. To pay for this order please use the following link: pay {order number} {date} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Note: {any text customer enters as a note during checkout} {One line of editable footer text} 9 1.4 Customer Note Sent when an administrator adds a note to an order. Note added to your {site_title} order from {order_date} A note has been added to your order Hello, a note has just been added to your order: Customer really loves our espresso roast. For your reference, your order details are shown below. {order number} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} 10 1.5 Reset Password Password Reset for {site_title} Password Reset Instructions Someone requested that the password be reset for the following account: Username: {username} If this was a mistake, just ignore this email and nothing will happen. To reset your password, visit the following address: Click here to reset your password {One line of editable footer text} 11 1.6 New Account Sent when a customer signs up for an account. Your account on {site_title} Welcome to {site name} Thanks for creating an account on {site name}. Your username is {username} Your password has been automatically generated: 4o2kso23o%39 You can access your account area to view your orders and change your password here: siteurl.com/my-account {One line of editable footer text} 12 2. Emails to Administrators 2.1 New Order 13 2.1 New Order Sent when an order is received. [{site_title}] New customer order ({order_number}) - {order_date} New customer order You have received an order from {customer’s name}. Their order is as follow: {order number} {date} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} 14 3. Subscription Emails to Customers 3.1 Processing Renewal Order 3.2 Completed Renewal Order 3.3 Subscription Switch Complete 3.4 Customer Renewal Invoice 15 3.1 Processing Renewal Order Sent after payment for a subscription renewal order is complete. Contains the renewal order details. Your {blogname} renewal order receipt from {order_date} Thank you for your order Your order has been received and is now being processed. Your order details are shown below for your reference: {order number} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} 16 3.2 Completed Renewal Order Sent when a subscription renewal order is marked complete and usually indicates that the item for that renewal period has been shipped. Your {blogname} renewal order from {order_date} is complete Your renewal order is complete Hi there. Your recent order on {site name} has been completed. Your order details are shown below for your reference: {order number} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} 17 3.3 Subscription Switch Complete Sent when a subscription is switched successfully. Your {blogname} subscription change from {order_date} is complete Your subscription change is complete Hi there. Your subscription change on {site name} has been completed. Your order details are shown below for your reference: {order number} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: Email: $25 / week Tel: Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} 18 3.4 Customer Renewal Invoice If a subscription is using manual renewals, will be sent when a renewal payment is due. Invoice for renewal order {order_number} Order {order number} details An invoice has been created for you to renew your subscription. To pay for this invoice please use the following link: Pay Now {order number} {date} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week {One line of editable footer text} 19 4. Subscription Emails to Administrators 4.1 New Renewal Order 4.2 Subscription Switched 4.3 Cancelled Subscription 20 4.1 New Renewal Order Sent when a subscription renewal payment is processed. [{blogname]} New subscription renewal order ([order_number]) {order_date} New subscription renewal order You have received an order from {customer’s name}. Their order is as follow: {order number} {date} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} 21 4.2 Subscription Switched Sent when a customer switches a subscription. [{blogname]} Subscription Switched ([order_number]) - {order_date} Subscription Switched {customer’s name} has switched their subscription. Thier new subscription information is as follows: {order number} {date} Product Quantity Price Espresso Subscription 1 $25 / week Cart Subtotal: $25 / week Shipping: Free Shipping Payment Method: Credit Card Payment Order Total: $25 / week Customer Details Email: Tel: Billing address Shipping address Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 Customer’s Name 70 NW Couch St Suite 404 Portland, OR 97209 {One line of editable footer text} 22 4.3 Cancelled Subscription Sent when a customer’s subscription is cancelled by either a store owner or the customer. [{blogname}] Subscription Cancelled Subscription Cancelled A subscription belonging to {customer name} has been cancelled. Their subscription details are as follows: {order number} Product Quantity Price Espresso Subscription 1 $25 / week Last Payment Date End of Prepaid Term Date {One line of editable footer text} 23 We hope you’ve enjoyed. Needmore Designs is a website design studio located in rainy Portland, Oregon. We produce responsive websites for coffee, specialty food & drink, hospitality, and other design-focused brands. Check out our work at needmoredesigns.com or read about transactional email specialization in our blog. 24
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