How To Configure Customer Email Options In Magento 2

Person Using Ipad

As an e-commerce website, keeping the customers informed about their orders and any updates related to it is crucial. Proper and timely communication with the customers can significantly impact the sales and improve customer satisfaction. In Magento 2, there are several customer email options that can be configured to ensure seamless communication between the store owner and the customers.

Speed Up Your Magento Store by 300%

Configuring the Sender Email

The first step to configure customer email options is to set up the sender email. This email address is used by the Magento system to send all the transactional emails to the customers. To configure the sender email, follow the steps below:

  1. Log in to the Magento 2 admin panel.
  2. Go to Stores > Configuration.
  3. In the left sidebar, expand the General tab and click on Store Email Addresses.
  4. Here, you can configure the following email addresses:
    • Sender Name: Enter the name of the sender.
    • Sender Email: Enter the email address that will be used to send all the transactional emails.
    • Return-Path Email: Enter the email address where undeliverable email notifications will be sent.

Setting up Email Templates

Magento 2 provides default email templates for various types of emails, such as order confirmation, shipment confirmation, invoice, and credit memo. However, these default templates may not be suitable for all stores. Therefore, it is essential to customize these templates based on the store’s brand and communication style.

To customize the email templates, follow the steps below:

  1. Go to Marketing > Communications > Email Templates.
  2. Here, you will see a list of all email templates available in Magento 2. To edit a template, click on its name.
  3. In the Edit Template section, you can customize the email’s content, subject, and sender information. You can also add variables to personalize the emails. Variables are placeholders that include the customer and order information.
  4. After making the necessary changes, click on Save Template.

Email notifications to customers

Magento 2 allows store owners to configure email notifications that are automatically sent to customers based on specific events. Below are the different types of email notifications that can be configured:

Order Confirmation Email

Order Confirmation Email is sent to the customer after the order is placed. This email confirms that the order has been received and is being processed. To configure the order confirmation email, follow these steps:

  1. Go to Stores > Configuration.
  2. In the left sidebar, expand the Sales tab and click on Sales Emails.
  3. Set Send Order Email Copy To to the email address(es) where you want to receive a copy of the order confirmation email.
  4. In the Order Confirmation section, you can configure the following options:
    • Enable Order Confirmation Email: Set to Yes to send order confirmation emails to customers.
    • New Order Confirmation Email Sender: Select the email sender that will be used to send the order confirmation email.
    • New Order Confirmation Template: Select the email template that will be used to send the order confirmation email.

Shipment Confirmation Email

Shipment Confirmation Email is sent to the customer when the order is shipped. It contains the shipment tracking information and a link to track the shipment. The shipment confirmation email can be configured using the following steps:

  1. Go to Stores > Configuration.
  2. In the left sidebar, expand the Sales tab and click on Sales Emails.
  3. Set Send Shipment Email Copy To to the email address(es) where you want to receive a copy of the shipment confirmation email.
  4. In the Shipment section, you can configure the following options:
    • Enable Shipment Confirmation Email: Set to Yes to send shipment confirmation emails to customers.
    • Shipment Confirmation Email Sender: Select the email sender that will be used to send the shipment confirmation email.
    • Shipment Confirmation Template: Select the email template that will be used to send the shipment confirmation email.

Invoice Email

Invoice Email is sent to the customer when an invoice is generated for the order. The invoice email contains the invoice details, including the products, prices, taxes, and payment information. The invoice email can be configured using the following steps:

  1. Go to Stores > Configuration.
  2. In the left sidebar, expand the Sales tab and click on Sales Emails.
  3. Set Send Invoice Email Copy To to the email address(es) where you want to receive a copy of the invoice email.
  4. In the Invoice section, you can configure the following options:
    • Enable Invoice Email: Set to Yes to send invoice emails to customers.
    • Invoice Email Sender: Select the email sender that will be used to send the invoice email.
    • Invoice Email Template: Select the email template that will be used to send the invoice email.

Credit Memo Email

Credit Memo Email is sent to the customer when a credit memo is generated for the order. The credit memo email contains the details of the products for which the refund has been issued. The credit memo email can be configured using the following steps:

  1. Go to Stores > Configuration.
  2. In the left sidebar, expand the Sales tab and click on Sales Emails.
  3. Set Send Credit Memo Email Copy To to the email address(es) where you want to receive a copy of the credit memo email.
  4. In the Credit Memo section, you can configure the following options:
    • Enable Credit Memo Email: Set to Yes to send credit memo emails to customers.
    • Credit Memo Email Sender: Select the email sender that will be used to send the credit memo email.
    • Credit Memo Email Template: Select the email template that will be used to send the credit memo email.

Conclusion:

Properly configured customer email options can significantly enhance the customer experience and boost sales. In Magento 2, store owners can easily configure various email notifications by following the above steps. Ensure that the emails are personalized, contain the necessary information, and match the store’s branding.

Scroll to Top