This deck explains how emails are configured and used in Hitachi Solutions Ecommerce.

1. © Hitachi Solutions. 2015. All rights reserved.
Emails and their Usage
in Hitachi Solutions
Ecommerce

2. © Hitachi Solutions. 2015. All rights reserved.
Contents
1. Feature overview
2. SMTP server setup and parameters
3. Configure email templates
4. Configure 'From' email address
5. Annexure: Email templates

3. © Hitachi Solutions. 2015. All rights reserved.
Feature overview
• Greater Control Over Branding - Different web store channels have their own domain names and it is natural
to expect separate email domains for email communication. Allow better branding control through configurable
‘From’ email address for multi-channel merchants.
• In-built email templates - Pre-installed standard email templates for every stage of the shopping cycle that
can be modified to reflect your brand experience. Any fresh promotions can be added in these email templates
to attract the shopper.
• Easily Customizable - Customize your email templates without editing the templates directly in the file system.
Alter their layout and include special variables in them to insert customer names, order details etc.

4. © Hitachi Solutions. 2015. All rights reserved.
SMTP Server Setup
• Ensure outgoing email
delivery - SMTP services are
used by various modules and
ensure that outgoing emails are
sent to, and reach the desired
audience.
• Two fold delivery method -
Network: Emails are sent using
network mail delivery through
the specified SMTPRemoteHost/
SMTPRemotePort.
Pickup Directory from IIS:
Emails are written to the default
local IIS pickup directory.

5. © Hitachi Solutions. 2015. All rights reserved.
• Host: This is the host name or IP address of your mail server. You may normally find this out from you ISP or web host.
• Port: This is the SMTP port of your mail server. This is usually 25.
• Authorization Required: Specify whether SMTP requires authorization or not.
• Enable SSL: Check to use Secure Socket Layer (SSL) to encrypt the SMTP connection.
• Outgoing Mail Server: Mention fully qualified name of your outgoing mail server. If you are using local IIS then ‘localhost’
value can be used.
SMTP Server Setup Parameters

6. © Hitachi Solutions. 2015. All rights reserved.
Configure Email Templates
Configurable ‘From’ email address
Manager Panel ships with large number of customizable
email templates to suit your business needs.
Multi-channel support- Set different email templates for
various channels and reflect their brand.
Configurable ‘From’ Email address for various
emails sent to shoppers via the Manager Panel
and the Web Store.
Over 50 out-of-box email templates Email variables
Insert pre-defined email variables into email
subject and email body while customizing the
email template.

7. © Hitachi Solutions. 2015. All rights reserved.
‘From’ Email Address for emails sent from Web Store
• ‘From’ email hierarchy - ‘From’ Email
hierarchy has been defined to populate
the ‘From’ email address in various
emails sent from various channels. The
‘From’ email can be configured for a
specific channel, or for each template at
the customer class level, or within the
email template master setup.
• ‘From’ email population - ‘From’ Email if
defined in channel setup, takes highest
precedence.
If ‘From’ email is not defined in channel
setup, but defined in customer class
email preference, it is populated using
‘From’ email address defined for that
customer class.
If ‘From’ email is neither defined in
channel setup nor in customer class
email preference, it is populated using
‘From’ email address defined in the email
template master.
‘From’ email in channel setup ‘From’ email in customer
class email preference
‘From’ email in email
template master

8. © Hitachi Solutions. 2015. All rights reserved.
‘From’ Email Address for emails sent from Manager Panel
• ‘From’ email hierarchy - ‘From’ email
hierarchy has also been defined to populate
‘From’ email hierarchy for emails sent from
the Manager Panel.
• ‘From’ email population - The ‘From’ Email
address can be defaulted to a sales
representative’s email address present in the
user security module. Customer class email
preference (or email template master as
applicable) allows you to specify which email
templates should use the logged in CSR’s
email address vs. a centralized email
address.
Email Address in user
security module
‘From’ email in customer
class email preference
‘From’ email in email
template master

9. © Hitachi Solutions. 2015. All rights reserved.
Annexure: Email Templates
Sr. No Module Email When is the email sent?
1 Customer Account CC Expire Notification Whenever the customer’s credit card expires and
the same customer has future transactions.
2 Customer Account CIM CC Failure email When the system is not able to save credit card
details on CIM.
3 Customer Account Customer - Customer Delete
Notification
When a customer account is deleted.
4 Customer Account Customer – Download Expiry
Alert
When any existing download is about to expire.
5 Customer Account Manager – Add Customers When a new customer is added from the Manager
Panel.
6 Customer Account Manager – Approve
Registration
When a new customer account is approved by the
Store Manager.
7 Customer Account Manager - Forgot Password When a customer forgets his/her password and
requests to send username and password via
email to his/her registered email address.

10. © Hitachi Solutions. 2015. All rights reserved.
Annexure: Email Templates
Sr. No Module Email When is the email sent?
8 Customer Account Manager - Reset Password When the Store Manager resets password for any
customer account.
9 Customer Account Manager – SubUser – Reset
Password
When the Store Manager resets password for any
sub-customer account.
10 Customer Account My Account – Change Login
Name
When the login name of any customer is changed
from ‘My Account’ of the Web Store from the
Manager Panel.
11 Customer Account My Account – Change
Password
When the password of any customer is changed
from ‘My Account’ of the Web Store.
12 Customer Account My Account – Edit Sub User When a sub-customer record is updated from the
Web Store.
13 Customer Account My Account - Registration When a new customer is registered from the Web
Store.
14 Customer Account My Account – Send Wishlist When a wish-list is sent from the Web Store.

11. © Hitachi Solutions. 2015. All rights reserved.
Sr. No Module Email When is the email sent?
15 Customer Account My Account – Sub User
Creation
When a new sub-customer record is created from
Web Store.
16 Customer Account Store – Abandoned Cart When a customer leaves the shopping cart
abandoned.
17 Customer Account Store – Sent To Friend When a customer clicks ‘send to friend’ button on
We Store for any product, an email screen with ‘To’
email address opens. An email is generated with
details of the product.
18 Customer Account Store – Promo Alerts to
Customers
When customer based discount is setup, an option
‘Send Email’ is displayed to send the discount
related details to those customers.
19 Customer Account Store – Notify Me When an out-of-stock item comes in stock, an
email is generated to notify customers about the
same.
20 Sales Order Order –Auto Shipping
Confirmation
When the CSR runs pending online shipping
confirmation process from the Manager Panel.
Annexure: Email Templates

12. © Hitachi Solutions. 2015. All rights reserved.
Sr. No Module Email When is the email sent?
21 Sales Order Order – Cancellation When a sales order is cancelled from the Manager
Panel.
22 Sales Order Order - Confirmation When a sales order is placed from the Web Store or
from the Manager Panel.
23 Sales Order Order – Credit Card Notification When an order is placed using a credit card from
the Web Store or from the Manager Panel.
24 Sales Order Order – Gift Certificate Mail When a gift certificate is purchased, an email is sent
to the recipient.
25 Sales Order Order – Item Backorder
Notification
When a sales order gets backordered due to non-
availability of those items.
26 Sales Order Order – Line Item Cancellation When any of the line item on an order is cancelled
from the Manager Panel.
27 Sales Order Order – Manual Shipping
Confirmation
When the Store Manager changes status of any
order to ‘Shipped’ from the Manager Panel.
Annexure: Email Templates

13. © Hitachi Solutions. 2015. All rights reserved.
Sr. No Module Email When is the email sent?
28 Sales Order Order – Put On Hold When an order goes on hold status.
29 Sales Order Order – Quote Entry When a quote is finalized from the Manager Panel.
30 Sales Order Invoice-credit card notification Whenever the credit card is used to charge the
invoice from ‘My Invoices’ of the Web Store.
31 Return Order Return Order – Receipt When a return order is received by the Store
Manager.
32 Return Order Return – Order Confirmation When a return order is placed from the Web Store or
from the Manager Panel.
33 Return Order Return – Refund Notification When a refund is made to the customer’s credit card.
34 Merchant Notification Request Approval When a customer registers and does not get auto-
approved, a notification is sent to the Store Manager.
35 Merchant Notification Order – Online Charge Failure
Notification
When an invoice gets charged via pending online
settlement screen and it fails.
Annexure: Email Templates

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Sr. No Module Email When is the email sent?
36 Sales Order Gift Certificate Redemption
mail
Whenever a gift certificate is redeemed at the
Web Store, an email is sent to the gift certificate
recipient.
37 Sales Order Write in SKU Conversion Whenever a dummy SKU is converted to a real
time SKU, an email is sent to the shopper.
38 Quote Conversion Whenever a quote is converted to an actual order,
an email is sent to the shopper.
Annexure: Email Templates

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Thank You.