Handling purchases is the bread and butter of your business. Your POS system manages transactions and transaction history but setting up an Automation to send your customer a digital receipt inspires confidence and peace of mind.
This document covers how to create a Workflow to send an email after a purchase is completed.
Step 1: Name/Add Trigger
First, we’ll give the workflow an applicable name and set its Trigger. Since this is pertaining to a customer transaction we need to make sure the Trigger happens after a purchase order is paid and the nodeType = Customer. Here is what the trigger will look like:
Step 2: Action, Send Email
Now that we have the trigger configured, let’s set up the action; “Send an email” containing the customer's purchase information and thanking them for their business. To begin click and select Send an email from the drop-down menu.
We created an email template called “Purchase Order Payment Receipt” for this. The TO field is defaulted to “the triggering customer node” (which is correct); ensure you have made your selection within the FROM drop-down. Then we configured the settings to have our shared Company email be the email composer (used in the signature):
Step 3: Save
After you’ve reviewed all your “Actions” and “Triggers”, click Save or Save Draft.
Save Draft vs. Save
Saving will publish the workflow and begin immediately. Saving it as a draft will keep your changes but the workflow remains idle until published.