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Customizing Your Receipt Emails

POS operators have the option to send the customer's receipt via email.  Using this feature allows you an extra chance to connect with your customers and send them offers.

User-added image

Even if a customer has requested to Opt Out of email marketing, email receipts will still be sent, allowing you to continue to reach these customers.

Since we don't  want to risk your customers not receiving a receipt, the receipt email is turned on by default, and it cannot be turned off.  So, if you do not click the Customize My Receipt checkbox and customize the receipt for your store, the customer will receive a simple, default receipt by email.

To customize your receipt email:

  1. Select CUSTOMERS > EMAIL MARKETING.

  2. Click the Set-Up indicator for the  EMAIL RECEIPTS in the Recurring Emails section of the screen.

  • The store information that is shown near the top of your receipt is copied from the information you entered on the Store Information screen.
  • The information shown in the gray area in the middle of the screen is controlled by the system and contains the details of the transaction.  You cannot edit or change this information.

  • The information shown under the gray area is copied from the information you entered on the SETTINGS > STORE INFORMATION screen in the Receipt Info box.

User-added image

  1. Create a Subject line.  Remember, try to capture the recipient’s attention by welcoming them to your business and inviting them to return and shop again.

  2. Upload your company’s logo or some other graphic by hovering over the image area at the top of the screen and clicking User-added image.

    • Select Edit Image to edit the image that displays, including adding a URL with a link, adding alternate text, resizing, resetting, and clearing the image.

    • Select Replace Image to browse for and upload another image to replace the current image.

    • Select Clear Image to remove the current image from the email.

    • Select Duplicate Image to duplicate the image already displayed.  This would allow you to show the image both at the top and bottom of the receipt.

    • Select Move Section Down to move the image to display at the bottom of your receipt.

    • Select Remove Section, and the system will alert you that once you remove the image area from the email, you will not be able to attach an image later

  3. You can enter a discount or offer at the bottom of the screen by hovering over that area and clicking User-added image.

    • If you select Add Offer, the system will display a screen where you can set up or attach a discount offer. The set up options mirror the normal How to Work with Discounts in the Back Office.

    • If you select Move Section Up, the system will move the offer to display below image area and above the gray area of the receipt.

    • If you select Move Section Down, the system will move the offer to the bottom of the receipt area.

    • If you select Remove Section, the system will alert you that once you remove the offer section from the email, you will not be able to attach an offer later.

  4. Once you have created your content:

    Click Preview to view the entire email along with headers and footers.

User-added image

                                                                         Email Header

User-added image

                                                                                         Email Footer

  • Click Test Email and enter up to five email addresses to send the email to see the final formatting and/or have your associates review the email for you.  This will allow you to see the email exactly as your customers will see it.

User-added image

  • Click Check Spam Score to launch the spam checker.

User-added image

  • We understand that one of the challenges with email marketing is to actually getting your customers to read your email messages.  Our goal is to help you craft eye-catching subject lines and enticing content to get your customers to not only open your marketing emails, but to also read the message and come back to your store to make more purchases.  If your marketing email gets tagged by your customers as spam, it will not ever make it into the email Inbox.
 
  • Our system uses a tool to check your email for keywords or formatting that could trigger spam filtering.  Each trigger has an associated point value associated with it that we use to calculate a spam score for your email message that allows us to let you know if your marketing email has a low, medium, or high risk of being tagged as spam.  We will identify areas of your email that are likely to be caught by spam filters, so that you can make the changes to ensure your email actually reaches your customers.  If your email returns a high spam score, the system will not send the email until you make changes.
 
  • Click here to learn more information about spam checking

  • Click Save Changes to begin using the updated Receipt Email message to your customers.

User-added image

Please note that if you are working in an offline mode (not connected to the internet), the system will send the receipt emails once your POS device is online.


keywords: receipts, customize receipts, email marketing, loyalty
Customer Support Article

Customizing Your Receipt Emails

  • August 29, 2017
  • ·
  • Like
  • 1

Summary

This article tells you how to Customize Your Receipt Emails.

Description

Customizing Your Receipt Emails

POS operators have the option to send the customer's receipt via email.  Using this feature allows you an extra chance to connect with your customers and send them offers.

User-added image

Even if a customer has requested to Opt Out of email marketing, email receipts will still be sent, allowing you to continue to reach these customers.

Since we don't  want to risk your customers not receiving a receipt, the receipt email is turned on by default, and it cannot be turned off.  So, if you do not click the Customize My Receipt checkbox and customize the receipt for your store, the customer will receive a simple, default receipt by email.

To customize your receipt email:

  1. Select CUSTOMERS > EMAIL MARKETING.

  2. Click the Set-Up indicator for the  EMAIL RECEIPTS in the Recurring Emails section of the screen.

  • The store information that is shown near the top of your receipt is copied from the information you entered on the Store Information screen.
  • The information shown in the gray area in the middle of the screen is controlled by the system and contains the details of the transaction.  You cannot edit or change this information.

  • The information shown under the gray area is copied from the information you entered on the SETTINGS > STORE INFORMATION screen in the Receipt Info box.

User-added image

  1. Create a Subject line.  Remember, try to capture the recipient’s attention by welcoming them to your business and inviting them to return and shop again.

  2. Upload your company’s logo or some other graphic by hovering over the image area at the top of the screen and clicking User-added image.

    • Select Edit Image to edit the image that displays, including adding a URL with a link, adding alternate text, resizing, resetting, and clearing the image.

    • Select Replace Image to browse for and upload another image to replace the current image.

    • Select Clear Image to remove the current image from the email.

    • Select Duplicate Image to duplicate the image already displayed.  This would allow you to show the image both at the top and bottom of the receipt.

    • Select Move Section Down to move the image to display at the bottom of your receipt.

    • Select Remove Section, and the system will alert you that once you remove the image area from the email, you will not be able to attach an image later

  3. You can enter a discount or offer at the bottom of the screen by hovering over that area and clicking User-added image.

    • If you select Add Offer, the system will display a screen where you can set up or attach a discount offer. The set up options mirror the normal How to Work with Discounts in the Back Office.

    • If you select Move Section Up, the system will move the offer to display below image area and above the gray area of the receipt.

    • If you select Move Section Down, the system will move the offer to the bottom of the receipt area.

    • If you select Remove Section, the system will alert you that once you remove the offer section from the email, you will not be able to attach an offer later.

  4. Once you have created your content:

    Click Preview to view the entire email along with headers and footers.

User-added image

                                                                         Email Header

User-added image

                                                                                         Email Footer

  • Click Test Email and enter up to five email addresses to send the email to see the final formatting and/or have your associates review the email for you.  This will allow you to see the email exactly as your customers will see it.

User-added image

  • Click Check Spam Score to launch the spam checker.

User-added image

  • We understand that one of the challenges with email marketing is to actually getting your customers to read your email messages.  Our goal is to help you craft eye-catching subject lines and enticing content to get your customers to not only open your marketing emails, but to also read the message and come back to your store to make more purchases.  If your marketing email gets tagged by your customers as spam, it will not ever make it into the email Inbox.
 
  • Our system uses a tool to check your email for keywords or formatting that could trigger spam filtering.  Each trigger has an associated point value associated with it that we use to calculate a spam score for your email message that allows us to let you know if your marketing email has a low, medium, or high risk of being tagged as spam.  We will identify areas of your email that are likely to be caught by spam filters, so that you can make the changes to ensure your email actually reaches your customers.  If your email returns a high spam score, the system will not send the email until you make changes.
 
  • Click here to learn more information about spam checking

  • Click Save Changes to begin using the updated Receipt Email message to your customers.

User-added image

Please note that if you are working in an offline mode (not connected to the internet), the system will send the receipt emails once your POS device is online.


keywords: receipts, customize receipts, email marketing, loyalty

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