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

magento sales emails

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

FIELDSCOPEDESCRIPTION
Asynchronous sendingGlobalThis 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

magento 2 sales email asynchronous sending
FIELDSCOPEDESCRIPTION
EnabledStore ViewWhen 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 SenderStore ViewDetermines the store contact that shows up as an email sender. Default sender: Sales Representative
New Order Confirmation TemplateStore ViewA definite email template will be sent to confirm the customer’s new order. Default template: New Order
New Order Confirmation Template for GuestStore ViewConfirmation email form will be sent to confirm the customer’s order. Default template: New Order for Guest
Send Order Email Copy ToStore ViewWhen 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 MethodStore ViewIndicates 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

magento 2 email marketing
FIELDSCOPEDESCRIPTION
EnabledStore ViewWhen this feature is enabled, the store sends a  transactional email for each order comment. There are 2 options including: Yes / No
Order Comment Email SenderStore ViewIdentifies the store contact that appears as the message sender. Default sender: Sales Representative
Order Comment Email TemplateStore ViewWhen a comment is added to a customer’s order, a confirmation template is sent. Default template: Order Update
New Order Confirmation Template for GuestStore ViewWhen a comment is added to a guest’s order, a confirmation template is sent. Default template: Order Update for Guest
Send Order Email Copy ToStore ViewWhen 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 MethodStore ViewIndicates 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

magento 2 email marketing
FIELDSCOPEDESCRIPTION
EnabledStore ViewWhen 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 SenderStore ViewIdentifies the store contact that appears as the message sender. Default sender: Sales Representative
Invoice Email TemplateStore ViewWhen a customer creates a new invoice, a specified template is sent. Default template: New Invoice
Invoice Email Template for GuestStore ViewWhen a customer creates a new invoice, a specific template is sent. Default template: New Invoice for Guest
Send Invoice Email Copy ToStore ViewWhen 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 MethodStore ViewIndicates 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

magento 2 sales email templates
FIELDSCOPEDESCRIPTION
EnabledStore ViewA  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 SenderStore ViewIdentifies the store contact that appears as the message sender. Default sender: Sales Representative
Invoice Comment Email TemplateStore ViewWhen a customer invoice comment is created, specific templates are sent. Default template: Invoice Update
Invoice Comment Email Template for GuestStore ViewOnce a guest invoice comment is created, specific templates are sent. Default template: Invoice Update for Guest
Send Invoice Comment Email Copy ToStore ViewWhen 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 MethodStore ViewIndicates 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

magento 2 sales email templates
FIELDSCOPEDESCRIPTION
EnabledStore ViewFor 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 SenderStore ViewIdentifies the store contact that appears as the sender of the message. Default sender: Sales Representative
Shipment Email TemplateStore ViewWhen a shipment is created for a customer, specific samples are sent. Default template: New Shipment
Shipment Email Template for GuestStore ViewWhen a shipment is created for a customer, specific samples are sent. Default template: New Shipment for Guest
Send Shipment Email Copy ToStore ViewWhen 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 MethodStore ViewIndicates 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

magento 2 sales emails
FIELDSCOPEDESCRIPTION
EnabledStore ViewFor 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 SenderStore ViewIdentifies the store contact that appears as the message sender. Default sender: Sales Representative
Shipment Comment Email TemplateStore ViewOnce a customer’s shipment comment is created, a defined template is sent. Default template: Shipment Update
Shipment Comment Email Template for GuestStore ViewOnce a customer shipment comment is created, a defined template is sent. Default template: Shipment Update for Guest
Send Shipment Comment Email Copy ToStore ViewWhen 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 MethodStore ViewIndicates 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

magento 2 sales emails
FIELDSCOPEDESCRIPTION
EnabledStore ViewOnce 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 SenderStore ViewIdentifies the store contact that appears as the sender of the message. Default sender: Sales Representative
Credit Memo Email TemplateStore ViewWhen a credit memo is created for a customer, the identification template is sent. Default template: New Credit Memo
Credit Memo Email Template for GuestStore ViewWhen 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 ToStore ViewYou 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 MethodStore ViewIndicates 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

magento sales emails
FIELDSCOPEDESCRIPTION
EnabledStore ViewA 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 SenderStore ViewIdentifies the store contact that appears as the message sender. Default sender: Sales Representative
Credit Memo Comment Email TemplateStore ViewWhen a customer credit memo comment is added, a confirmation template is sent. Default template: Credit Memo Update
Credit Memo Comment Email Template for GuestStore ViewWhen 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 ToStore ViewWhen 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 MethodStore ViewIndicates 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

magento sales emails
FIELDSCOPEDESCRIPTION
EnabledStore ViewWhen 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 SenderStore ViewDetermines the store contact that appears as the message sender. Default sender: General Contact
Order Ready For Pickup Email TemplateStore ViewFor 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 GuestStore ViewFor 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 ToStore ViewWhen 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 MethodStore ViewIndicates 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)

magento 2 email
FIELDSCOPEDESCRIPTION
EnabledStore ViewThis feature will send an email during the order process. Options include: Yes / No
Created and requires Approval Purchase Order (to Buyer)Store ViewThe Magento sales emails system will send the order creator a confirmation email
Created and Automatically approved Purchase Order (to Buyer)Store ViewThe Magento sales emails system will send the order creator a confirmation email
Approved Purchase Order (to Buyer)Store ViewThe system will send an order approval email to the creator
Rejected Purchase Order (to Buyer)Store ViewWhen an order is rejected, the system will send an email notification to the shopper
Comment added to Purchase OrderStore ViewWhen 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 ViewIf an error occurs while converting the PO into an order, the system will notify the creator
Purchase Order required Approval (to Approver)Store ViewWhen an order needs to be approved, the system will send an email notification to the approver

Quote (B2B feature)

magento email marketing
FIELDSCOPEDESCRIPTION
EnabledStore ViewAllows emailing of quotes from the current store view. Options: Yes / No
Updated Quote Template (to Buyer)Store ViewWhen 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 ViewWhen a quote is rejected, a definite email template is used to notify the buyer. Default template: Declined Quote
New Quote Template (to Seller)Store ViewWhen 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 ViewWhen 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 View48 hours before the quote expires, the specified email template will be sent for notification. Default template: Expiration Warning
Quote Expiration (in 24 hrs)Store View24 hours before the quote expires, the specified email template will be sent for notification. Default template: Expiration Warning
Expiration Date ResetStore ViewWhen the expiration date changes, a confirmation email will be sent to notify your customers. Default template: Expiration Date Reset
Send Quote Email Copy ToStore ViewWhen 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 MethodStore ViewIndicates 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?

magento 2 transactional emails
FIELDSCOPEDESCRIPTION
EnabledStore ViewThis feature will email notification for each RMA created. Options include: Yes / No
RMA Email SenderStore ViewIdentifies the store contact that appears as the sender of the message. Default value: Sales Representative
RMA Email TemplateStore ViewWhen 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 GuestStore ViewWhen 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 ToStore ViewWhen 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 MethodStore ViewIndicates 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)

magento 2 transactional emails
FIELDSCOPEDESCRIPTION
EnabledStore ViewWith each RMA authorization, this feature sends an email notification. Options include: Yes / No
RMA Authorization Email SenderStore ViewIdentifies the store contact that appears as the message sender. Default value: Sales Representative
RMA Authorization Email TemplateStore ViewDefines the email template used when sending the RMA authorization message. Default template: RMA Authorization
RMA Authorization Email Template for GuestStore ViewDefines 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 ToStore ViewWhen 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 MethodStore ViewIndicates 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)

magento email marketing
FIELDSCOPEDESCRIPTION
EnabledStore ViewWhen an RMA admin comments, this feature sends an email notification. There are 2 options including: Yes / No
RMA Comment Email SenderStore ViewIdentifies the store contact that appears as the message sender. Default value: Sales Representative
RMA Comment Email TemplateStore ViewWhen 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 GuestStore ViewWhen 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 ToStore ViewEnter 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 MethodStore ViewIndicates 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)

magento email marketing
FIELDSCOPEDESCRIPTION
EnabledStore ViewFor each RMA customer review, this feature sends the comment via email. Options include: Yes / No
RMA Comment Email SenderStore ViewIdentifies the store contact that appears as the message sender. Default value: Customer Support
RMA Comment Email RecipientStore ViewIdentifies the store contact that is the recipient of the customer comment email. Default value: Sales Representative.
RMA Comment Email TemplateStore ViewWhen a customer adds a comment to an RMA, a specified email template is used. Default template: RMA Admin Comments
Send RMA Comment Email Copy ToStore ViewEnter 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 MethodStore ViewIndicates 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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About Magezon Writer

Magezon Writer
In Magezon Blog, you can find a host of valuable pieces of information on e-commerce and Magento-related topics. As a content writer in Magezon, my mission is to generate insightful articles that assist merchants and web developers in their learning, developing and doing business.

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