Notification email after creating order

billing-automation

(Tim Viveiros) #1

Is there a way when creating an order using the screen below to trigger a sequence or otherwise email a contact that an order has been created? bonus points if it can populate with variable information from the order form via merged fields.


(James Mefford) #2

Are you applying payment to this order, or are you wanting the automation to trigger off of creation alone?


(John Borelli) #3

If you’re doing this with specific product(s) then the product purchase automation will work but if it’s needed for just any order then that trigger won’t fire on a manual order creation


(Cheryl Hunt) #4

@Tim_Viveiros, nothing automated can happen just because an order is manually created. Once payment is made (manually or when an invoice has been manually sent) purchase actions (if set up) can apply actions all at once or a tag can just be applied to set off a campaign where emails and delay timers can be configured. http://help.infusionsoft.com/userguides/sell-online/billing-setup-and-automation/automate-follow-up-when-a-purchase-is-made might help you.