Customer Success Portal
            Knowledge Base Truvi Commerce Marketing Email Templates

            Email Templates and Keys with automatic and manual triggers

            The following email templates are available for customization within truvi and are sent out via SendGrid.

            Emails highlighted in purple are automatically created in the email templates section of the Marketing module for you to customize. Others can be created from scratch. 

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


            Module
            Template (aka Key)
            Triggered
            Automatic or Manual Send
            Available Tokens 
            Customer/Contact 
            joinus.template
            When a customer signs up for mailing list
            Auto generated

            Customer/Contact 
            User.signup
            When a customer user account is created on website
            Auto generated
            Customer/Contact 
            User.note.followup
            When a note is added to a customer record and a status of "follow up" is selected
            Auto generated

            Customer/Contact 
            User.forgotpassword
            When a user initiates forgot password
            Auto generated
            Order
            Order.created
            When an order is created from the admin panel or front end website
            Auto generated
            Learn more about template and available tokens here
            Order
            Order.shipped
            When an order is marked shipped
            Auto generated
            Order
            Order.complete
            When an order is marked complete
            Auto generated

            Order
            Order.pickedup
            When an order is marked picked up
            Auto generated

            Order
            Order.refunded
            When an order is refunded in POS
            Auto generated 
            Order
            Order.POS
            When an order is created in POS
            Manually sent by staff in POS. 

            Order
            credit-memo-email
            When a credit memo is created 
            Manually sent by staff in admin panel.
            Order
            gift-certificate-email
            When a gift certificate is purchased, email send to sender and receiver
            Auto generated

            Marketing
            customer.segmentation
            Email sent through customer segmentation tool
            Manually sent by staff in admin panel

            Wine Club
            User.club.join
            When a customer joins the wine club via front end website
            Auto generated

            Wine Club
            add.club_membership.email
            When the admin adds a wine club membership via the admin panel or POS
            Auto generated

            Wine Club
            User.club_shipment.decline
            When cc declines, sent to wine club members
            Manually sent by staff in admin panel.

            Wine Club
            club.pickup.order.confirmation
            When club is processed for pickup members
            Auto generated

            Wine Club
            club.shipping.order.confirmation
            When wine club is processed for shipping members
            Auto generated

            Wine Club
            club.members.delivery
            When wine club members are processed from the members tab (Step 2) in club processing for shipping members.
            Auto generated

            Wine Club
            club.members.pickup
            When choosing to email wine club members from the members tab (Step 2) in club processing for pickup members
            Auto generated

            Wine Club
            club.cancelled
            When a wine club membership is cancelled
            Auto generated

            Shipment Manager
            Shipment.notification
            When an order is shipped via the Shipment Manager
            Manually sent by staff in admin panel.

            Shipment Manager
            Shipment.scheduled.notification
            When an order is scheduled to be shipped via the Shipment ManagerManually sent by staff in admin panel.

            Shipment Manager
            pickup-available-confirmation.notification
            When an order is marked available for pickup via the Shipment ManagerManually sent by staff in admin panel.



            Updated: 08 Aug 2019 02:21 AM
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