System Generated / Transactional Emails

Your ShinePages Account comes with (FREE) built-in "System-Generated" or Transactional Emails. As visitors take certain actions on your site (making a purchase, booking an appointment, becoming a Member, etc), the system will automatically send out these basic, "system-generated" or "transactional" emails such as purchase receipts, confirmation of booking, membership details email, etc.

These system emails are sent regardless of which Email Marketing platform you use for Campaigns & Automations - whether it's ShinePages Emails & Automations functionality - or MailerLite, Mailchimp, Active Campaign, etc.

These system-generated/transactional emails do NOT count towards your "subscriber" count or email count (ie: they are not a part of your Emails & Automations Subscriber pricing) and do not have any additional fees associated with them. Your customers do NOT need to be a "Subscriber" to receive them.

1) GET STARTED 

Please follow the 2 simple and quick set-up steps below to ensure that your business name and your email address appear as you'd like them to in the "From" Name and the "From" Email in your customer's inboxes for these system-generated/transactional emails.

1) STEP ONE:

From the left hand navigation within the Builder - click on "Website Settings" (gear icon) > "General" and add YOUR Name/Business Name in the "Title" field.

1) STEP TWO:

(If you haven't set this up yet) Head over to Emails & Automations > Settings click on "Brand Details".

On this screen fill out the first two fields: Company Name and Company Address fields (the other fields here will only be completed if / when you connect your custom email to send marketing emails within ShinePages)

(please see important info in this article about: CAN-SPAM Act Compliancy Rules)

DEFAULT EMAIL SENT FROM

As a default, these system-generated/transactional emails will be sent appear as:

"FROM" the "Title" you added in 1) STEP ONE

"EMAIL" from a free, provided "no-reply" email address that will be formatted drawing from the Company Name you have set in 1) STEP TWO, that looks like: 

no-reply+yourcompanynamefromsteptwo@shinepages.com

________________

(Note - You can change the "Default System Email" If / when your site or funnel is connected to a valid custom domain - please see guide on this under STEP 2) in this article: 

2) ACCESS THE SYSTEM-GENERATED EMAILS:

Head over to Emails & Automations - "System Emails"

IMPORTANT NOTE TO UNDERSTAND ABOUT OUR SYSTEM-GENERATED EMAILS:

As per the below 3) breakdown of the emails that are systematically sent out:

These system-generated emails automatically pull through the information of your buyer / appointment booker / membership subscriber / action taken and sends the confirmation / access / etc email to them based on this.

Mentioned below 4) you can do a few branding edits to these system emails but leave all the backend information and links as they are and NO need to add additional or similar links. KEEP THEM GENERIC AND SIMPLE!

3) HERE IS AN EXAMPLE OF WHEN A VISITOR BOOKS AN APPOINTMENT:

3.1: "New Appointment" System email: You can see the properties that the system will pull thru:

3.2: This will automatically be grabbed from your settings in the backend of your Appointment Booking Event set up - also shown here as an example when a visitors is booking on your Appointment page:

3.3: This is the system generated email that your visitor that booked the appointment will receive automatically (based on which event, date and time the selected).

4) BREAKDOWN OF EMAILS THAT ARE SYSTEMATICALLY SENT ON ACTION ACTION TAKE:

Emails sent out along with their subject lines: 

• "Your order is complete" - standard "receipt" or purchase confirmation
• "Your order is accepted" - "physical product" purchase is "pending" / awaiting fulfillment
• "Thank you for your order" - "physical product" order previously "pending" is now "fulfilled"
• "Your order has been shipped" - "physical product" order has been marked as shipped
• "Update to order #XX" - confirms any updates made to order post-purchase
  
• "Access your Content" - provides a confirmation of Member Group and a link to login (based on which page you've set for your Members to see first) 
• "Access your Content" - provides a link to download file when "digital product" type was purchased
• "Set new password" - If members click "FORGOT PASSWORD" in the Login Page - they will receive this email to reset their password                Or - If you have added members manually to a group, they will receive this email to set their password
• "Successful Booking!" - confirms online booking appointment
• "Invitation to contribute" - if you add an "admin" to your site they will get this email so they can create an account and login to your  website or funnel.

Another example of System-Generated/Transactional Emails Below: 

5) EDITING OF YOUR SYSTEM EMAILS:

These system-generated/transactional emails are generally simple, plain-text emails, however they ARE editable using the Email Editor Tool within the Emails & Automations > System Emails area.  

And example of the Email Editing Screen is below: 

Within the Email Editor - you can change the Email Subject Line and you can also change or add-to the Text in the body of these emails using the available "Email Blocks" or simply changing the text. 

IMPORTANT NOTE: DO NOT TOUCH/EDIT LINKS OR {Param-Tags}: 

While you may change the COLOR of a Button within the Editor - or the TEXT inside a Button - DO NOT CHANGE / EDIT A BUTTON'S LINK. 

ALSO - DO NOT CHANGE / EDIT ANY PARAMS/TAGS - SUCH AS {event_name}.   

Anytime anything is inside {brackets} - DO NOT EDIT or CHANGE!

6) TROUBLE SHOOT (Reset)

- If you have accidentally edited the system url links and / or would like to revert the system email back to the original (version set by our platform to start with with all of the correct / clickable links) - click on the circle with the 3 dots on the top left of the email and Reset Email. 

You also have the option to Disable this system email. (One would disable only if you have an email automation set up yourself). 

NOTE ON THE DIFFERENCES BETWEEN SYSTEM AUTOMATED EMAILS VS EMAIL MARKETING CAMPAIGNS AND AUTOMATIONS

Over and above these system automated emails - We recommend creating your own "branded" or content-rich emails if you'd like to send additional follow-up emails post-purchase or post-opt-in form signup in the form of Campaigns of Automations. 

Note: System-generated emails are NOT sent upon a Form or Quiz widget being filled out by a visitor on your pages.  (ie: Lead Magnet or Freebie signup follow-up emails)  If you'd like to send out an automated email from an Opt-In Form - please see this article. 

The above-mentioned custom follow-up emails can be automated using the ShinePages Emails & Automations functionality - or via a third-party email marketing platform. (we currently integrate with Mailchimp, MailerLite, ActiveCampaign, GetResponse, Aweber & Moosend)