General Feature Information
Feature Name:
Email Feature
Feature Overview:
The Email feature in OTO enables businesses to send personalized emails for various purposes such as tracking, order notifications, feedback, and more. This feature integrates with customizable pages and connected email accounts to provide a professional and consistent customer communication experience. Businesses can configure email settings, including dynamic placeholders and templates, to align with their brand and operational needs.
How to Use the Feature
Step-by-Step Instructions
Prerequisites:
Add Customizable Pages:
Before configuring email settings, ensure you have created customizable pages for each email type to reflect actionable links.Add an Email Account:
Configure your email account credentials in the "Email Accounts" section.
Steps to Configure the Email Feature
1. Access the Email Settings:
Navigate to Settings > Email in the sidebar.
Select the Email Settings tab.
2. Add an Email Account:
Go to the Email Accounts tab and click Add Email Account.
Fill in the following details:
Email: Enter the email address you want to use.
Password: Enter the password for the email account.
Host: Provide the email server host (e.g., smtp.gmail.com).
Port: Enter the SMTP port (e.g., 587 for TLS or 465 for SSL).
Display Email: Enter the sender's email address to display to recipients.
Display Name: Provide the sender's display name.
Toggle Use TLS/SSL based on the server requirements.
Click Add New Account to save.
3. Configure Email Settings:
Return to the Email Settings tab and click Add Email Settings.
Fill in the following fields:
Email Type: Choose the purpose of the email (e.g., Order Notification, Feedback).
Email Account: Select the configured email account.
Reply To: Provide the email address for customer replies.
Subject: Enter the email subject line.
Brand: Select your brand.
Language: Specify the language of the email content.
Status: Toggle the email setting as Active or Inactive.
Click Save to finalize the configuration.
Available Email Types and Their Functions
Order Tracking:
Sends customers a link to track their shipment in real-time.Address Verification:
Requests customers to confirm their address before order dispatch.Failed Delivery Attempt:
Notifies customers about unsuccessful delivery attempts and provides rescheduling options.Order Feedback:
Collects feedback from customers after order completion.Order Return Request:
Informs customers of their return request status.Order Notification:
Sends general order-related updates or notifications.
Configuration Details
Prerequisites Recap:
Customizable Pages:
Create templates for each email type in the customizable pages section for a cohesive experience.Email Account:
Ensure the email account is correctly configured with all fields completed.
Example Use Case
Order Tracking Email:
Purpose:
Notifies customers to track their order in real-time.
Setup Details:
Email Type: Order Tracking
Email Account: support@yourbusiness.com
Subject: "Track Your Order Now"
Reply To: noreply@yourbusiness.com
Customizable Page: Includes a branded tracking page with shipment details.
Troubleshooting and FAQs
Common Issues and Solutions:
Issue: Unable to save email settings.
Solution: Verify all mandatory fields (e.g., Email Type, Subject, Reply To) are completed.Issue: Emails are not being sent.
Solution:Check if the email account credentials are correctly configured.
Ensure the email setting is marked as "Active."
FAQs:
Can I use multiple email accounts?
Yes, you can configure and use multiple email accounts for different email types.Can I send emails in multiple languages?
Yes, you can select the desired language when configuring email settings.What happens if I don’t create a customizable page for an email type?
The email will lack actionable links reducing its effectiveness.