Selling

Customizing Welcome / Order Confirmation Email


Murray Gray in Selling

Dec 09, 2020 - 3 min read. Available on all plans.

When you make a sale through our order form or use the Zapier integration to insert a new student into your Program, we'll send an order confirmation email out to the email address that was used for the registration.

By default, the email looks a little like this:

Customizing the Order Confirmation Email

  • From the Courses page, click on the Course you wish to customize
  • Scroll down to the Step 5 "Secret Sauce" section, and click to open it
  • You should already have an item called When User Added to this Course. Click to open it. You should see something a little like this:
  • Click on the email and edit it in the modal window that pops up
  • Customize your email subject line and email body as you wish, making sure to preserve the variable names we're using to customize the email for each student.

Here's a list of the variables we use. You need to make sure that they are kept exactly as is -- along with the curly braces on each site of the word.

  • {FIRSTNAME}
  • {PROGRAMNAME}
  • {EMAIL}
  • {PASSWORD}
  • {MAGICLINK} (this variable fills in their course's magic login link that doesn't require a password)

Creating a New Order Confirmation Email

  • From the Courses page, click on the Course you wish to customize
  • Scroll down to the Automations section, and click to open it
  • If you don't have an item called When User Added to this Course then click the Add Your First Automation button
  • Enter a name like "Welcome Email"
  • Choose Added to Course from the Trigger field
  • Click the Add button in the top right. You should see your new Automation has been created:
  • Click it to open it, and then click the + button to add your first action
  • Choose Email, and then enter your email content as described above. Save the email, and you're done!
  • Note: Make sure to toggle your automations "ON" in order for them to run!

Customizing the Return Email Address

By default, all emails will come from the [email protected] email address.

NOTE: While you can't yet customize this sending address, but you can customize the address that's used if the student REPLIES to any email we send them on your behalf.

  • Click into your Account area and look for the Customer Service Email field.
  • Set this to whatever email address you prefer to use.

We highly recommend you customize this so that your students can get in immediate touch with you and not be confused about who Xperiencify is! :)

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