How to Create Custom Email Notification Messages

When a User creates a requisition, SnapTracker generates a series of emails to notify the requestor and the service provider that an order was created. The emails contain the order number and the contents of the order.

This post outlines how to create a custom email notification message.

Step-by-step instruction

From the main navigation bar on the left, select Utilities, Custom Setup.

The Thank You Message Setup screen displays.

First, select the Customer Number for whom you would like to Custom Email Notification Messages.

Select the Email Notification tab.

From the Select a Request Type drop-down box, select the type of request you would like to create Custom Email Notification Message for.

Enter the message in the text box. Click Create to complete the setup.

Note

When an email is sent for new product, a SIF file is generated for the new product and sent to a designated email address with a copy of the purchase requisition.

By default, SnapTracker generates the following generic email messages:

“A shopper has ordered new product. Attached to this email is the order file in an electronic format for you to import into your business system.”

Note that there is no generic SnapTracker shopper email notification message. The dealer can create and assign one if required.  The shopper message displays directly after the Thank-you message, with a blank line separating the Thank-you message and the custom message in the order confirmation email.

Tip

The length of the thank-you message is unlimited.

You can create custom text and add in basic HTML coding to change the color, size and font of the text.