Mercury Administration: Email Screen
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==Accessing the Email Screen== | ==Accessing the Email Screen== | ||
'''To access the Email screen in Mercury Administration:''' | '''To access the Email screen in Mercury Administration:''' | ||
| - | #Launch | + | #Launch Mercury Administration. |
| - | #Double-click | + | #Double-click Mercury Administration in the explorer pane. |
| - | #Double-click the | + | #Double-click the Communications folder. |
| - | #Double-click | + | #Double-click Email. The Email screen opens. |
==Configuring Email Settings== | ==Configuring Email Settings== | ||
'''To configure email settings for FTD Mercury:''' | '''To configure email settings for FTD Mercury:''' | ||
| - | #In | + | #In Mercury Administration, access the Email screen. |
| - | #In the | + | #In the Store Name field, select the store for which you are configuring settings. |
| - | #In the | + | #In the Templates area, from the Email Cover Letter list, select the cover letter you want to use, or select None if you do not want to use an email cover letter. |
| - | #In the | + | #In the Delivery Confirmations area, select the default templates to use with local delivery confirmations, outgoing delivery confirmations, and outgoing delivery confirmations with Answer messages received. |
| - | #In the | + | #In the Addressing area, enter any additional email address information. |
| - | #Set the value for the | + | #Set the value for the Default Processing Option. If you select later, set the Default Later Time. |
| - | #Click | + | #Click Apply to save changes before you exit this screen. |
==Email Screen Settings== | ==Email Screen Settings== | ||
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Select the store for which you are configuring email settings. | Select the store for which you are configuring email settings. | ||
| - | === | + | ===Delivery Confirmations=== |
<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> | <table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> | ||
<tr style="background:#D1BC61;"> | <tr style="background:#D1BC61;"> | ||
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</tr> | </tr> | ||
<tr> | <tr> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Local Delivery</td> |
| - | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Located in the Delivery Confirmations area of this screen, this list allows you to select the name of the default email template that you want to use for local delivery confirmations. This confirmation email message is sent to customers when a local delivery order has been marked Delivered. Select the name of the template from the list, or select None if you do not want to have a default template for local delivery. If None is selected, the clerk must manually select a template at Order Entry.</td> |
</tr> | </tr> | ||
<tr style="background:#f2ebd8;"> | <tr style="background:#f2ebd8;"> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Outgoing Delivery</td> |
| - | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Located in the Delivery Confirmations area of the screen, this list allows you to select the name of the default email template that you want to use for outgoing Mercury orders. The confirmation email message is sent when the outgoing order is marked Delivered. Select the name of the template from list, or select None if you do not want to have a default template for outgoing orders. If None is selected, the clerk must manually select a template at Order Entry.</td> |
| + | </tr> | ||
| + | <tr> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Outgoing Delivery with ANS Received</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Located in the Delivery Confirmation area of this screen, this list allows you to select a different email template for orders that received an ANS confirmation message back from the filling florist confirming that the order has been delivered. You may want to select a different template stating that the filling florist has confirmed that the order was delivered. Select the name of the template from the list, or select None if you do not want to have a default template for outgoing orders with ANS messages received.<br><table><tr><td>[[Image:NoteIcon.png]]</td><td>If a customer has already been sent a delivery confirmation message on an order and you receive a ANS message back on an order, the system does not send another delivery confirmation message to the customer. Only one delivery confirmation message is sent per order.</td></tr></table></td> | ||
| + | </tr> | ||
| + | <tr style="background:#f2ebd8;"> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Enable Delivery Confirmations on New Accounts</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Select this check box if you want to enable delivery confirmations for all new accounts added to FTD Mercury. You can also click the Enable All Accounts button in this area to enable all accounts in FTD Mercury for delivery confirmations. If you enable all accounts and have only a single email address associated with an account, it will automatically be used as the default email address for delivery confirmations.</td> | ||
</tr> | </tr> | ||
</table> | </table> | ||
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===Order Confirmations=== | ===Order Confirmations=== | ||
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| - | === | + | ===Templates=== |
<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> | <table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> | ||
<tr style="background:#D1BC61;"> | <tr style="background:#D1BC61;"> | ||
| Line 74: | Line 81: | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Invoice Email Cover Letter</td> |
| - | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">This list displays the name of the email cover letter you want to use for invoices. When a customer receives an invoice via email, the cover letter is what displays as the content of the email message. The invoice will be an attachment to the email message.<br>If you email invoices, select a template from this list. Templates that you created in the FTD Document Center with the type of Invoice Email Cover Letter are available for selection from this list. Selecting None sends your customers blank email messages with invoices attached.</td> |
</tr> | </tr> | ||
<tr style="background:#f2ebd8;"> | <tr style="background:#f2ebd8;"> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">ROA Payment Cover Letter</td> |
| - | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">This list displays the name of the ROA Payment cover letter you want to use for account payments. When a customer receives a payment receipt via email, the cover letter is what displays as the content of the email message. The invoice will be an attachment to the email message.<br>If you email ROA payments, select a template from this list. Selecting None sends your customers blank email messages with payment receipts attached.</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Statement Email Cover Letter</td> |
| - | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">This list displays the name of the email cover letter you want to use for statements. When a customer receives a statement via email, the cover letter is what displays as the content of the email message. The statement will be an attachment to the email message.<br>If you email statements, select a template from this list. Templates that you created in the FTD Document Center with the type of Statement Email Cover Letter are available for selection from this list. Selecting None sends your customers blank email messages with statements attached.</td> |
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| - | + | ||
| - | + | ||
| - | + | ||
</tr> | </tr> | ||
</table> | </table> | ||
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===Picture Templates=== | ===Picture Templates=== | ||
Current revision
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If you want to email your customers delivery confirmations, statements, and/or invoices, the Email screen allows you to configure the way the email messages look and how/when they are sent.
Accessing the Email Screen
To access the Email screen in Mercury Administration:
- Launch Mercury Administration.
- Double-click Mercury Administration in the explorer pane.
- Double-click the Communications folder.
- Double-click Email. The Email screen opens.
Configuring Email Settings
To configure email settings for FTD Mercury:
- In Mercury Administration, access the Email screen.
- In the Store Name field, select the store for which you are configuring settings.
- In the Templates area, from the Email Cover Letter list, select the cover letter you want to use, or select None if you do not want to use an email cover letter.
- In the Delivery Confirmations area, select the default templates to use with local delivery confirmations, outgoing delivery confirmations, and outgoing delivery confirmations with Answer messages received.
- In the Addressing area, enter any additional email address information.
- Set the value for the Default Processing Option. If you select later, set the Default Later Time.
- Click Apply to save changes before you exit this screen.
Email Screen Settings
Configurable settings in the Email screen are grouped into the following areas:
Store Name
Select the store for which you are configuring email settings.
Delivery Confirmations
| Setting | Description | ||
| Local Delivery | Located in the Delivery Confirmations area of this screen, this list allows you to select the name of the default email template that you want to use for local delivery confirmations. This confirmation email message is sent to customers when a local delivery order has been marked Delivered. Select the name of the template from the list, or select None if you do not want to have a default template for local delivery. If None is selected, the clerk must manually select a template at Order Entry. | ||
| Outgoing Delivery | Located in the Delivery Confirmations area of the screen, this list allows you to select the name of the default email template that you want to use for outgoing Mercury orders. The confirmation email message is sent when the outgoing order is marked Delivered. Select the name of the template from list, or select None if you do not want to have a default template for outgoing orders. If None is selected, the clerk must manually select a template at Order Entry. | ||
| Outgoing Delivery with ANS Received | Located in the Delivery Confirmation area of this screen, this list allows you to select a different email template for orders that received an ANS confirmation message back from the filling florist confirming that the order has been delivered. You may want to select a different template stating that the filling florist has confirmed that the order was delivered. Select the name of the template from the list, or select None if you do not want to have a default template for outgoing orders with ANS messages received.
|
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| Enable Delivery Confirmations on New Accounts | Select this check box if you want to enable delivery confirmations for all new accounts added to FTD Mercury. You can also click the Enable All Accounts button in this area to enable all accounts in FTD Mercury for delivery confirmations. If you enable all accounts and have only a single email address associated with an account, it will automatically be used as the default email address for delivery confirmations. |
Order Confirmations
| Setting | Description |
| Local Delivery | Select the order confirmation email template you want to use for local deliveries. Select None if you do not want to have a default template for local delivery. If None is selected, the clerk must manually select a template at from the Emails and Confirmations window when entering the order. |
| Outgoing Delivery | Select the order confirmation email template you want to use for outgoing deliveries. Select None if you do not want to have a default template for outgoing delivery. If None is selected, the clerk must manually select a template at from the Emails and Confirmations window when entering the order. |
| Pickup Orders | Select the order confirmation email template you want to use for pickup orders. Select None if you do not want to have a default template for pickup orders. If None is selected, the clerk must manually select a template at from the Emails and Confirmations window when entering the order. |
| Enable Order Confirmations on New Accounts | Select this check box if you want to enable order confirmations for all new accounts added to FTD Mercury. You can also click the Enable All Accounts button in this area to enable all accounts in FTD Mercury for order confirmations. If you enable all accounts and have only a single email address associated with an account, it will automatically be used as the default email address for order confirmations. |
Templates
| Setting | Description |
| Invoice Email Cover Letter | This list displays the name of the email cover letter you want to use for invoices. When a customer receives an invoice via email, the cover letter is what displays as the content of the email message. The invoice will be an attachment to the email message. If you email invoices, select a template from this list. Templates that you created in the FTD Document Center with the type of Invoice Email Cover Letter are available for selection from this list. Selecting None sends your customers blank email messages with invoices attached. |
| ROA Payment Cover Letter | This list displays the name of the ROA Payment cover letter you want to use for account payments. When a customer receives a payment receipt via email, the cover letter is what displays as the content of the email message. The invoice will be an attachment to the email message. If you email ROA payments, select a template from this list. Selecting None sends your customers blank email messages with payment receipts attached. |
| Statement Email Cover Letter | This list displays the name of the email cover letter you want to use for statements. When a customer receives a statement via email, the cover letter is what displays as the content of the email message. The statement will be an attachment to the email message. If you email statements, select a template from this list. Templates that you created in the FTD Document Center with the type of Statement Email Cover Letter are available for selection from this list. Selecting None sends your customers blank email messages with statements attached. |
Picture Templates
| Setting | Description |
| Design Picture | Located in the Picture Templates area of this screen, this list allows you to select the name of the default email template to use when you send a customer a picture of the product that you have designed for them. For example, you may want to have a template stating that you would like to share a picture of the product that was designed. Select the name of the template from the list, or select None if you do not want to have a default template for local orders with design pictures. |
| Recipient Picture | Located in the Picture Templates area of this screen, this list allows you to select the name of the default email template to use when you send a customer a recipient picture. For example, you may want to select a template stating that the recipient would like to share the picture of them receiving their gift. Select the name of the template from the list, or select None if you do not want to have a default template for local orders with recipient pictures. |
| Outgoing Delivery with Picture Received | Located in the Picture Templates area of this screen, this list allows you to select a default email template for orders when you receive a message with a picture back from the filling florist. For example, you may want to select a template stating that you have received a picture from the florist that delivered the customer’s gift. Select the name of the template from the list, or select None if you do not want to have a default template for outgoing order messages received with pictures. |
Addressing
| Setting | Description |
| Carbon Copy | The email address in this field receives a copy of each email message. Note that this address displays in the CC line of the email message that the customer receives. |
| BCC Address | The email address in this field also receives a copy of each email message. However this address does NOT display in the CC line of the email message that the customer receives (the email address is hidden). |
| Reply To | If the customer replies to the email message, the new message is sent to this address. |
| From Alias | You can type a common name in this field to disguise the actual email address from which the message is being sent. For example, you can type Ken’s Floral Gift Shop in this field to disguise your store’s email address in the From line. |
Processing
| Setting | Description |
| Default Processing Option | This setting allows you to configure whether messages are sent immediately or in a batch at a later time. If you select Later, you must specify the later time in the Default Later Time field. |
| Default Later Time | If you selected Later as the Default Processing Option, this is the default time that the email messages will be sent. |
