Manage customer emails

You can use SCM and CA to view transaction emails, generate selected customer emails, control whether generated emails are sent, held, or queued, and receive copies of emails sent to customers.

View a transaction email

To access an email for a transaction in SCM, 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 expand it. Here, you can find a list of all sent emails.

Generate a new email

To generate a new email in SCM, do the following:

1. Open the purchase overview page for the purchase.
2. Click the Delivery Info tab.
3. Click Generate New Email.
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 is automatically sent within 15 minutes. By default, Generate New Email creates an email that is queued to be sent.

Retrieve copies of all customer emails

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 General, Address, and Email and Phone Numbers sections.
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.

Automate and personalize customer emails

For advanced customer email workflows, you can use CleverAutomations. CleverAutomations is a premium solution that helps you create intelligent workflows for customer segmentation, personalized content, and streamlined email communication.

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