Manage emails

You can use the Cleverbridge platform to generate and manage the emails sent to customers during the purchase and subscription process.

View a transaction email

To access an email for a transaction in our web admin tool, do the following:

1. Search for a purchase or subscription using the search under Customers > Search.

2. Click the purchase or subscription for which you want to view emails. The Purchase Details page opens with all transactional records.

3. Scroll down to the Emails tab and click the drop-down. Here you'll find a displayed list of all the sent emails.

Generate a new email

To generate a new email in our web admin tool, do the following:

1. Open the purchase overview page for the purchase.

2. Click on the Delivery Info tab.

3. Click the Generate New Email button.

4. Select one of the following options:

Option	Description
Invoice (Receipt)	A customer has made a purchase and payment has been received. This email contains the delivery information and the receipt. For online payment options, the email is sent immediately after the purchase. For offline payment options, the email is sent once Cleverbridge has received payment.
Delivery	This email contains the delivery information for a purchase.

The email is generated and added to the top of the Emails table.

5. Click the ... button to the right of the generated email.

6. Select one of the following options:

Option	Description
Send	Immediately sends the generated email.
Hold	Prevents the email from being sent. It will never be sent, unless you click Queue or Send.
Queue	Places the email in a queue to be sent. It will automatically be sent within 15 minutes. By default, the Generate New Email button creates an email that is in a Queue to be sent.

Retrieve copies of all emails

If you wish to receive a copy of all emails sent to customers, do the following:

1. In the main menu of Commerce Assistant (CA), select Setup > Account Setup.
2. Select the Contacts section.
3. On the left side of the screen, click Add. A drop-down list displays.
4. Select one of the following:

• Customer email BCC contact: Emails sent to customers are also sent to this contact as Bcc.
• Customer email CC contact: Emails sent to customers are also sent to this contact as Cc.

5. On the right side of the screen, enter your contact information in the sections General, Address, and Email and Phone Numbers.
6. Click Save.

The visibility of your email address in these emails depends on whether you chose to include it as a Cc or Bcc contact.

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