What are Magento Sales Emails? Explain Magento Sales Email Fields in the Backend

While the basic purpose of sales emails is to sell, it’s not just about selling. These days, companies are constantly trying to develop the method of selling via emails to achieve the best results, and Magento Sales Emails is proving to be a very useful tool. And in this article, we will explain the fields of Magento sales emails in the backend.

What is a sales email? 

Sales emails are emails that companies send to promote products and services and increase sales.

The purpose of sales email is to introduce products or services to potential customers and the main goal is to promote business activities, turn potential customers into real customers of the business. The effectiveness of a sales email depends on the value of the offer, the subscriber’s engagement with the brand, the quality of the email template, and the email deliverability. After learning the basic concepts of email sales, the next part of the article will help you have a better view of Magento 2 sales emails.

Explain Magento Sales Emails fields in backend

To achieve an effective Magento 2 email marketing campaign, you must first have an understanding of Magento Sales Emails fields in the backend. Following are the basic explanations:

General Settings

FIELD	SCOPE	DESCRIPTION
Asynchronous sending	Global	This is a feature that helps you determine whether your sales emails are sent to customers synchronously or not. Magento thinks you should enable asynchronous submission. There are 2 preferred options for this feature: Off – (Set as default) When an event starts, your sales email will be sent On – (Recommended by Magento 2) Your sales emails will be sent regularly at the intervals you specified earlier

Order

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	When this setting is enabled, your store will send a  transactional email for each order placed. The options given are: Yes / No
New Order Confirmation Email Sender	Store View	Determines the store contact that shows up as an email sender. Default sender: Sales Representative
New Order Confirmation Template	Store View	A definite email template will be sent to confirm the customer’s new order. Default template: New Order
New Order Confirmation Template for Guest	Store View	Confirmation email form will be sent to confirm the customer’s order. Default template: New Order for Guest
Send Order Email Copy To	Store View	When you enter the email of a customer who has placed an order, you will receive that customer’s order email. If you enter multiple email addresses, separate them with commas
Send Order Email Copy Method	Store View	Indicates the email method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address Separate Email – Sends the copy as a separate email

Order Comments

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	When this feature is enabled, the store sends a  transactional email for each order comment. There are 2 options including: Yes / No
Order Comment Email Sender	Store View	Identifies the store contact that appears as the message sender. Default sender: Sales Representative
Order Comment Email Template	Store View	When a comment is added to a customer’s order, a confirmation template is sent. Default template: Order Update
New Order Confirmation Template for Guest	Store View	When a comment is added to a guest’s order, a confirmation template is sent. Default template: Order Update for Guest
Send Order Email Copy To	Store View	When you enter the email of any customer, the system will send you back a copy of their order comment email. If you enter multiple email addresses at once, separate them with a comma
Send Order Email Copy Method	Store View	Indicates the method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address Separate Email – Sends the copy as a separate email

Invoice

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	When this feature is enabled, for each invoice created, the store will send a corresponding transaction invoice. There are 2 options for this feature: Yes / No
Invoice Email Sender	Store View	Identifies the store contact that appears as the message sender. Default sender: Sales Representative
Invoice Email Template	Store View	When a customer creates a new invoice, a specified template is sent. Default template: New Invoice
Invoice Email Template for Guest	Store View	When a customer creates a new invoice, a specific template is sent. Default template: New Invoice for Guest
Send Invoice Email Copy To	Store View	When you enter any customer’s email, the system will send you back a copy of their invoice email. If you enter multiple email addresses at once, separate them with a comma
Send Invoice Email Copy Method	Store View	Indicates the method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address Separate Email – Sends the copy as a separate email

Invoice Comments

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	A  transactional email will be sent for each invoice comment when you enable this feature. There are two options for this feature: Yes / No
Invoice Comment Email Sender	Store View	Identifies the store contact that appears as the message sender. Default sender: Sales Representative
Invoice Comment Email Template	Store View	When a customer invoice comment is created, specific templates are sent. Default template: Invoice Update
Invoice Comment Email Template for Guest	Store View	Once a guest invoice comment is created, specific templates are sent. Default template: Invoice Update for Guest
Send Invoice Comment Email Copy To	Store View	When you enter any customer’s email, the system will send you back a copy of their invoice comment email. If you enter multiple email addresses at once, separate them with a comma
Send Invoice Comments Email Copy Method	Store View	Indicates the email method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address Separate Email – Sends the copy as a separate email

Shipment

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	For each shipment generated, a  transactional email will be sent when you enable this feature. You have 2 options for this feature: Yes / No
Shipment Email Sender	Store View	Identifies the store contact that appears as the sender of the message. Default sender: Sales Representative
Shipment Email Template	Store View	When a shipment is created for a customer, specific samples are sent. Default template: New Shipment
Shipment Email Template for Guest	Store View	When a shipment is created for a customer, specific samples are sent. Default template: New Shipment for Guest
Send Shipment Email Copy To	Store View	When you enter anyone’s email, the system sends back a copy of the shipment email to them. If you enter multiple email addresses at once, separate them with a comma
Send Shipment Email Copy Method	Store View	Indicates the method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address Separate Email – Sends the copy as a separate email

Shipment Comments

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	For each shipment comment created, a  transactional email will be sent when you enable this feature. There are 2 options included: Yes / No
Shipment Comment Email Sender	Store View	Identifies the store contact that appears as the message sender. Default sender: Sales Representative
Shipment Comment Email Template	Store View	Once a customer’s shipment comment is created, a defined template is sent. Default template: Shipment Update
Shipment Comment Email Template for Guest	Store View	Once a customer shipment comment is created, a defined template is sent. Default template: Shipment Update for Guest
Send Shipment Comment Email Copy To	Store View	When you enter the email of any customer, the system will send you back a copy of their shipment review email. If you enter multiple email addresses at once, separate them with a comma
Send Shipment Comments Email Copy Method	Store View	Indicates the email method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address Separate Email – Sends the copy as a separate email

Credit Memo

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	Once a credit memo is created, this feature will trigger a  transactional email for each credit memo. This feature includes 2 options: Yes / No
Credit Memo Email Sender	Store View	Identifies the store contact that appears as the sender of the message. Default sender: Sales Representative
Credit Memo Email Template	Store View	When a credit memo is created for a customer, the identification template is sent. Default template: New Credit Memo
Credit Memo Email Template for Guest	Store View	When a credit memo is created for a guest, a confirmation form is sent. Default template: New Credit Memo for Guest
Send Credit Memo Email Copy To	Store View	You enter the emails of the people you want them to receive copies of the credit memo email. If you enter multiple email addresses at once, separate them with a comma
Send Credit Memo Email Copy Method	Store View	Indicates the method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address Separate Email – Sends the copy as a separate email

Credit Memo Comments

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	A transactional email will be sent for each comment in the credit memo when this feature is enabled. You have 2 options for this feature: Yes / No
Credit Memo Comment Email Sender	Store View	Identifies the store contact that appears as the message sender. Default sender: Sales Representative
Credit Memo Comment Email Template	Store View	When a customer credit memo comment is added, a confirmation template is sent. Default template: Credit Memo Update
Credit Memo Comment Email Template for Guest	Store View	When a guest credit memo comment is added, a confirmation template is sent. Default template: Credit Memo Update for Guest
Send Credit Memo Comment Email Copy To	Store View	When you enter the email of any customer, Magento sales emails system will send you a copy of the credit memo comment email. If you enter multiple email addresses at once, separate them with a comma
Send Credit Memo Comments Email Copy Method	Store View	Indicates the email method used to send the copy. Options include: Bcc – Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer Separate Email – Sends the copy as a separate email

Order Ready For Pickup in Store

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	When the Order is ready to be received at the store, this feature will send a transactional email. There are 2 options for this feature: Yes / No
Order Ready For Pickup Email Sender	Store View	Determines the store contact that appears as the message sender. Default sender: General Contact
Order Ready For Pickup Email Template	Store View	For each order that is ready for in-store pickup for a registered customer, a transactional email using the specified templates is sent. Default template: Order is Ready for Pickup
Order Ready For Pickup Email Template for Guest	Store View	For each order that is ready for in-store pickup for a registered customer, a transactional email using the specified templates will be sent. Default template: Order is Ready for Pickup for Guest
Send Order Ready For Pickup Email Copy To	Store View	When you enter the email of any customer, Magento sales emails system will send you back a copy of the Ready For Pickup email. If you enter multiple email addresses at once, separate them with a comma
Send Order Ready For Pickup Email Copy Method	Store View	Indicates the email method used to send the copy. Options: Bcc – Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer Separate Email – Sends the copy as a separate email

Purchase Order Approval (B2B feature)

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	This feature will send an email during the order process. Options include: Yes / No
Created and requires Approval Purchase Order (to Buyer)	Store View	The Magento sales emails system will send the order creator a confirmation email
Created and Automatically approved Purchase Order (to Buyer)	Store View	The Magento sales emails system will send the order creator a confirmation email
Approved Purchase Order (to Buyer)	Store View	The system will send an order approval email to the creator
Rejected Purchase Order (to Buyer)	Store View	When an order is rejected, the system will send an email notification to the shopper
Comment added to Purchase Order	Store View	When a comment is added to the PO, the system will send an email to the creator
Error creating Order from Purchase Order (to Buyer)	Store View	If an error occurs while converting the PO into an order, the system will notify the creator
Purchase Order required Approval (to Approver)	Store View	When an order needs to be approved, the system will send an email notification to the approver

Quote (B2B feature)

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	Allows emailing of quotes from the current store view. Options: Yes / No
Updated Quote Template (to Buyer)	Store View	When an updated quote is available, a specified email template is used to send notifications to buyers. Default template: Updated Quote
Declined Quote Template (to Buyer)	Store View	When a quote is rejected, a definite email template is used to notify the buyer. Default template: Declined Quote
New Quote Template (to Seller)	Store View	When a new quote update is requested, a definite email template is used to send notifications to the seller. Default template: New Quote
Updated Quote Template (to Seller)	Store View	When an updated quote is received, a definite email template is used to notify the seller.. Default template: Updated Quote
Quote Expiration (in 48 hrs)	Store View	48 hours before the quote expires, the specified email template will be sent for notification. Default template: Expiration Warning
Quote Expiration (in 24 hrs)	Store View	24 hours before the quote expires, the specified email template will be sent for notification. Default template: Expiration Warning
Expiration Date Reset	Store View	When the expiration date changes, a confirmation email will be sent to notify your customers. Default template: Expiration Date Reset
Send Quote Email Copy To	Store View	When you enter the email of any customer, the system will send you a copy of the quote email. If you enter multiple email addresses at once, separate them with a comma
Send Quote Email Copy Method	Store View	Indicates the email method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address Separate Email – Sends the copy as a separate email

RMA (Adobe Commerce only)

You might want to know: What is RMA in Magento 2 and why is it important?

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	This feature will email notification for each RMA created. Options include: Yes / No
RMA Email Sender	Store View	Identifies the store contact that appears as the sender of the message. Default value: Sales Representative
RMA Email Template	Store View	When an RMA is created for a customer, a specified email template is sent by the system for notification. Default value: New RMA
RMA Email Template for Guest	Store View	When an RMA is created for a guest, a specified email template is sent by the system for notification. Default template: New RMA for Guest
Send RMA Email Copy To	Store View	When you enter any customer’s email, the system will send you a copy of the RMA email. If you enter multiple email addresses at once, separate them with a comma
Send RMA Email Copy Method	Store View	Indicates the email method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address Separate Email – Sends the copy as a separate email

RMA Authorization (Adobe Commerce only)

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	With each RMA authorization, this feature sends an email notification. Options include: Yes / No
RMA Authorization Email Sender	Store View	Identifies the store contact that appears as the message sender. Default value: Sales Representative
RMA Authorization Email Template	Store View	Defines the email template used when sending the RMA authorization message. Default template: RMA Authorization
RMA Authorization Email Template for Guest	Store View	Defines the template to be used when an RMA authorization message is sent to the client. Default template: RMA Authorization for Guest
Send RMA Authorization Email Copy To	Store View	When you enter the email of any customer, the system will send you a copy of the RMA authorization email. If you enter multiple email addresses at once, separate them with a comma.
Send RMA Authorization Email Copy Method	Store View	Indicates the email method used to send the copy. Options include: Bcc – Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer Separate Email – Sends the copy as a separate email

RMA Admin Comments (Adobe Commerce only)

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	When an RMA admin comments, this feature sends an email notification. There are 2 options including: Yes / No
RMA Comment Email Sender	Store View	Identifies the store contact that appears as the message sender. Default value: Sales Representative
RMA Comment Email Template	Store View	When an administrator adds comments to the RMA for a customer, a specified email template is used. Default template: RMA Admin Comments
RMA Comment Email Template for Guest	Store View	When the admin adds comments to the guest RMA, a specified email template is used. Default template: RMA Admin Comments for Guest
Send RMA Comment Email Copy To	Store View	Enter anyone’s email address to receive a copy of the notification email. You need to separate multiple email addresses with commas.
Send RMA Comments Email Copy Method	Store View	Indicates the email method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address. Separate Email – Sends the copy as a separate email.

RMA Customer Comments (Adobe Commerce only)

FIELD	SCOPE	DESCRIPTION
Enabled	Store View	For each RMA customer review, this feature sends the comment via email. Options include: Yes / No
RMA Comment Email Sender	Store View	Identifies the store contact that appears as the message sender. Default value: Customer Support
RMA Comment Email Recipient	Store View	Identifies the store contact that is the recipient of the customer comment email. Default value: Sales Representative.
RMA Comment Email Template	Store View	When a customer adds a comment to an RMA, a specified email template is used. Default template: RMA Admin Comments
Send RMA Comment Email Copy To	Store View	Enter anyone’s email address to receive a copy of the message. You need to separate multiple email addresses with commas.
Send RMA Comments Email Copy Method	Store View	Indicates the email method used to send the copy. Options include: Bcc – Bcc stands for “blind courtesy copy.” When you send an email to your customer and you want to send a blind courtesy copy to another recipient, select Bcc. In this case, the recipient cannot see the customer’s email address. Separate Email – Sends the copy as a separate email.

Conclusion

We can see that Magento sales email is a very effective tool to generate more orders for your Magento store. Hopefully, through this article, you have understood more about Magento sales email and used that knowledge to have the best sales email for your store.

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