Confirmation messages and other notifications
- 09 Mar 2021
- 1 Minute to read
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Confirmation messages and other notifications
- Updated on 09 Mar 2021
- 1 Minute to read
- Print
- DarkLight
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The customer will see a confirmation message on the last page of checkout.
Follow the next steps to send the customer a confirmation email.
Create Email Template
- Go to: Setup → Classic Email Templates
- Click New
- Choose Custom (to use HTML code)
- Fill in the required field and check available for use and click Next
- Create your email subject and message
- Click Save
Create Email Alert
- Go to: Setup → Email Alerts
- Click New Email Alert
- Choose Web Order in the Object picklist
- Search the Email Template you want to use
- In the Recipient Type picklist, select creator and add Record Creator to the Selected Recipients
- Click Save
Create Process Builder
- Go to: Setup → Process Builder
- Click New and fill in required fields, the process starts on record change
- Select Web Order as Object and select 'Only when a record is created'
- Create Criteria that updates on 'No criteria'
a. Or when conditions are met: Status equals Order Created - Create Action type Email Alert and choose the created email alert
- Activate the process