A WooCommerce Transactional Email Guide

A WooCommerce
Transactional Email
Guide
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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
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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.
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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.
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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
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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
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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}
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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}
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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}
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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}
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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}
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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}
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2. Emails to Administrators
2.1 New Order
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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}
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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
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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}
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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}
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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}
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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}
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4. Subscription Emails to
Administrators
4.1 New Renewal Order
4.2 Subscription Switched
4.3 Cancelled Subscription
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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}
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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}
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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}
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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.
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