How to set up flow for sending emails in order management

Here, we'll walk you through how you can customize the emails sent when processing your order. We also show how to set up your own email for orders to be picked up in store.

Video Review

Review the video for a walkthrough of how different flows are set up.

What emails need to be created?

Before you can start setting up the flows that will send out emails, you need to create the emails that will be sent out. This makes it easier to keep track of all the flows you'll be creating. To fill your emails with content, you need to use so-called Placeholders. Click here to see the overview of placeholders.

Order update

Emails created when updating orders should be relatively short and informative. The following emails are good to start with.

Email flow

Once your emails are created, you can get started creating flows that send out emails to your customers. Review the video for a quick review. To ensure that emails are sent to customers, the symbol on the image below must be enabled (blue).

New order flow

When an order is placed by the customer, they shall receive an order confirmation. If you want Personalized Shopping to send this, set up a flow that starts when A new order was placed. Here it is not necessary to enter rules that interrupt the flow. 

Flow for orders that change status

When an order changes status, you enter a flow that starts when an order changes status. 

Flow for orders to be shipped (without the possibility of pickup in stock/in store)

When an order is completed inyour control panel, a flow that sends out emails must be set up for this. See how this is set up. 

Flow for orders to be shipped or picked up in stock/in store

If you offer customers to pick up their orders in store or in stock, this can easily be solved by entering a condition in the flow. A condition selected criteria and the next step is based on what is entered here. The example below assumes that one e-mail should be sent for orders to be shipped and one e-mail for orders to be picked up in stock.

Video Review

Step by Step

1: The flow starts when an order is shipped, trigger An order was shipped

2: The condition : The order has shipping method
Compare with the shipping method title in the control panel

3: What should the condition do?

✅ The condition is met
Send the email Order: Ready for pickup

❌ The condition is not met
Send email Order: Sent

Cancelled order flow

When an order is cancelled, you can enter a flow that automatically starts when an order is cancelled. There is no need to add a rule that interrupts the flow.