Wednesday, October 24, 2018

Webstore Customer Registration Confirmation Email

User can use Saved search and create a custom message for the email alert

1. Navigate to List > Search > Saved Searches > New
2. Click on Customer link
3. Enter the following:
  • Search Title: Enter a name for the search, if you want to change the default
  • Click on Criteria tab > Standard subtab 
  • On Filter column, add Web Lead and Description column select True/yes
4. On the Results tab, click on Remove All on both Column and drill down tab
5. Click on the Email tab, set Send Email Alerts When Records are Created/Updated = T
6. Click on the Recipients from Results sub tab and add Email
7. Click on Customize message tab
  • In From field, Enter optional text to appear in the From field of alerts. The format is "Name"<email address>. (i.e. "Netsuite"<testing@netsuite.com> ) 
  • In Subject field, Enter optional text to appear in the Subject field of alerts 
  • In the Message field, Enter custom Message: (Example: Thank you! you have successfully registered in our web site) 
  • Summarized Results, select Send within Message
  • Include View Record Link is disabled
8. Click Save

Note: This has been filed as Enhancement 91950 - Webstore customer registration confirmation Email

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