Below you can find a list of the default Email templates that are available as standard in your Management Console. Many of these default templates are pre-configured with automation rules (i.e., emails are automatically sent out in certain scenarios, e.g., when a new order is placed by a customer).
You can edit the name of each template manually, so there is a chance that your templates have different names from those listed in the table below.
In addition to the pre-configured automation rules for these Email templates, you can configure additional rules in the Autonomous → Workflow Automation section:
See the table below that outlines the default Email templates with descriptions of the automation rules (where applicable).
Email Template | Default Automation | Description |
Full Refund | No | It can be configured as the name suggests for refunds, but no automatic actions are assigned by default. Trigger(s) can be set in Workflow Automation. |
Order Dispatch | No | It can be configured, as the name suggests, for order dispatch notifications, but no automatic actions are assigned by default. Trigger(s) can be set in Workflow Automation. |
Order Confirmation | No | It can be configured as the name suggests, for order confirmation notifications, but no automatic actions are assigned by default. Trigger(s) can be set in Workflow Automation. |
Quote Request: Non-Transactional | No | Legacy Template. It can be configured, as the name suggests, for quotation requests, but no automatic actions are assigned by default. Trigger(s) can be set in Workflow Automation. |
New Order | Yes | By default will send an order notification email to the assigned Order contact (Customer) when a New Order is created from the Management Console or on the Front End Ordering Portal |
General Enquiry | Yes | By default, it will send an email to the customer after they create a manual quote request on the Front End Ordering Portal, e.g., confirming the request was received in the AMFG console |
Order Cancellation | No | It can be configured, as the name suggests, for order cancellation notifications, but no automatic actions are assigned by default. Trigger(s) can be set in Workflow Automation. |
Quote | Yes | This email template is used if a Quote is sent to the quote recipient (Customer) from the Front End Ordering Portal or Management Console |
Account Activation | Yes (if enabled in Portal Settings) | If Settings → Portal Settings → Email validation for new registrations is ON, it will send an activation email to the newly registered Customer to activate their account |
Management Console Registration | Yes | This email template is used if a new Customer Contact is created in the Management Console. It should contain a password. The email is sent to the Customer |
Request For Quote | No | Legacy template. It can be configured, as the name suggests, for quotation requests, but no automatic actions are assigned by default. Trigger(s) can be set in Workflow Automation. |
Password Reminder | Yes | Password reminder email is triggered when the user on the Front End clicks the "Forgotten password" button. |