Customer Success Portal
            Knowledge Base Truvi Commerce Marketing Email Templates

            Email Templates and Keys

            The following email templates are available for customization within truvi and are sent out via SendGrid. Those highlighted in purple are automatically generated in truvi. 

            To create an email template to send via Sendgrid, review Create Email Template


            Module
            Template (aka Key)
            Purpose
            Customer/Contact 
            joinus.template
            Confirmation email for website mailing list signups
            Customer/Contact 
            User.signup
            Confirmation email when a customer account is created
            Customer/Contact 
            User.note.followup
            auto generated email when a note is added to a customer record and a status of "follow up" is selected
            Customer/Contact 
            User.forgotpassword
            Auto generated email when a user initiates forgot password
            Order
            Order.created
            Confirmation email when an order is created from admin panel or website
            Order
            Order.shipped
            Confirmation email when an order is marked shipped
            Order
            Order.complete
            Confirmation email when an order is marked complete
            Order
            Order.pickedup
            Confirmation email when an order is marked picked up
            Order
            Order.refunded
            Confirmation email when an order is refunded
            Order
            Order.POS
            Confirmation email when an order is created via POS
            Order
            credit-memo-email
            Confirmation email when a credit memo is created for an order
            Order
            gift-certificate-email
            Confirmation email when a gift certificate is purchased. This email goes to the sender and receiver
            Marketing
            customer.segmentation
            Used for marketing email sent through the customer segmentation tool
            Wine Club
            User.club.join
            auto generated email when a customer joins the wine club via website
            Wine Club
            add.club_membership.email
            auto generated email when admin adds/sets up wine club membership via the truvi site or POS
            Wine Club
            User.club_shipment.decline
            auto generated email sent to cc declined wine club members
            Wine Club
            club.pickup.order.confirmation
            auto generated email when club is processed for pickup members
            Wine Club
            club.shipping.order.confirmation
            auto generated email when wine club is processed for shipping members
            Wine Club
            club.members.delivery
            auto generated email for wine club members from the members tab (Step 2) in club processing for shipping members
            Wine Club
            club.members.pickup
            auto generated email when choosing to email wine club members from the members tab (Step 2) in club processing for pickup members
            Wine Club
            club.cancelled
            auto generated email when a wine club membership is cancelled
            Shipment Manager
            Shipment.notification
            auto generated email when an order is shipped via the Shipment Manager
            Shipment Manager
            Shipment.scheduled.notification
            auto generated email when an order is scheduled to be shipped via the Shipment Manager
            Shipment Manager
            pickup-available-confirmation.notification
            auto generated email when an order is marked available for pickup via the Shipment Manager


            Updated: 6 days ago
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