I am new to Infusionsoft. I am trying to get email notifications sent to the correct people after a specific product is purchased from the Infusionsoft Shopping Cart. Specifically, I am trying to get Product1 purchase orders sent to a specified email address. Later I will setup another action so that Product2 purchase orders go to a different email address.
I have a website on company.com which contains purchase product links to the products I have listed on my Infusionsoft account.
Here is what I tried:
E-Commerce Setup -> Actions -> Purchase Actions
In the Default Settings section, you see Actions for: “On Login (Multi-Step Cart)”, “Contact Creation Action”, “Successful Purchase Action”, “Failed Purchase Action”, and “Error Purchase Actions”. I did not setup any of these types of actions.
Instead, in the Products section, I type the first few letters of my product name, and then select it from its auto-fill entry. I then click “Actions” button next to it.
-I click the “Add New Action” drop-down, and select “Send an Email, Fax, etc.”
-In “What do you want to send?” I select “Email”.
-I click the “Add” button next to the “Edit” button so that I can create a new email template.
-I give the template a title like “Send Order Details to email@example.com”. In the “From” field, I change it to one of the admin email accounts listed. I change the “To” field to "firstname.lastname@example.org".
-I set the subject to: “New Order for ~Contact.Email~”
-I set Send As to “Plain Text (no graphics)”
-In the Plain Text Editor, I have a template like this:
Name: ~Contact.FirstName~ ~Contact.LastName~
Invoice ID: ~Invoice.Id~
Invoice Total: ~Invoice.InvoiceTotal~
Promo Code: ~OneTimeOrder.PromoCode~
Total Paid: ~Invoice.TotalPaid~
Order Type: ~OneTimeOrder.OrderType~
Order Date: ~OneTimeOrder.DueDate~
-I use the “Test this Email” and send a test message to a Contact account created with address of email@example.com
-I do successfully recieve the test email message when I check their mailbox account
-In “Ready to Send?” I set this value to YES.
-I click save.
-When I purchase this product, I do not see the “New Order for ~Contact.Email~” email-message in orderadmin’s mailbox.
-I tried changing the “To” email address to firstname.lastname@example.org (same address used in Test this Email), and I do another purchase order of the product. But I do not see the email send to the new email address either.
Can anyone tell me what I might be doing wrong?