# Introduction

Take your store to the next level. Cartmojo allows e-commerce owners to manage a store's products and market to their customers, effortlessly.

### How to connect your store

{% content-ref url="/pages/-MCOAjQq2xZ2RBYbtpYT" %}
[Connection](/store-connection/dashboard/connection)
{% endcontent-ref %}

### Product

#### Automated Messaging

{% content-ref url="/pages/-MA3DgOsB0ji0mbZqCUm" %}
[Automated](/messaging/automated)
{% endcontent-ref %}

#### On-Demand Messaging

{% content-ref url="/pages/-MA3EiqGdFXlZhbK8ZMI" %}
[On-Demand Messaging](/messaging/on-demand)
{% endcontent-ref %}

#### Product Manager

{% content-ref url="/pages/-MA3HJFbfqPn3CP48-Vp" %}
[Broken mention](broken://pages/-MA3HJFbfqPn3CP48-Vp)
{% endcontent-ref %}

### Changelog

{% content-ref url="/pages/-MA3PM1kSyr9ZTw-iwOR" %}
[Broken mention](broken://pages/-MA3PM1kSyr9ZTw-iwOR)
{% endcontent-ref %}


# Dashboard

The store dashboard is a high-level overview of activity on your account as well as useful metrics regarding the store's connection.

### Widgets

* Visits – the number of overall visits to your store as calculated by Google Analytics for the date range selected
* Orders – total number of orders for the date range chosen.
* Income – total income for the date range chosen.
* Messages sent - total number of email messages sent, both on-demand and automated for the date range selected.
* Conversions - total number of conversions as a result of emails sent out from Cartmojo for the date range chosen.
* Send reputation - health score for your sending reputation.
* Top sellers – the top-selling products in your store for the date range chosen.
* Visitors – key search metrics to your site as compiled by Google Analytics for the date range chosen.
* Top referrals – top referral sources as compiled by Google Analytics for the date range selected.
* Top search terms – top search terms as compiled by Google Analytics for the date range selected.

### Connection Details

* Status - connection state of the store connected. Depending on the type of store that is installed, this will be either Connected, Pending, or Broken.
* Platform - the type of e-commerce shopping cart that is installed.
* Active workflows - number of automated messaging workflows that are activated. 

### Google Analytics

When Google Analytics is activated, it will return stats from the profile that is connected. 

* Metrics include visits, visitors, top referrals, and top search terms. 
* To return data, an OAuth connection into Google Analytics is required. 
* After authentication, you will need to choose the account, property, and profile to return the relevant metrics. Google Analytics can be activated from the **Settings** menu of your store in Cartmojo.


# Connection

The way Cartmojo connects with e-commerce providers is specific to each type. Please browse using the links below to set up your store.

### 3dCart installation guide

{% content-ref url="/pages/-MCOB3g1pP4V1LyhVqxO" %}
[3dCart](/store-connection/dashboard/connection/3dcart)
{% endcontent-ref %}

### BigCommerce installation guide

{% content-ref url="/pages/-MCOBA5VXefgbwe8uYwu" %}
[BigCommerce](/store-connection/dashboard/connection/bigcommerce)
{% endcontent-ref %}

### Shopify installation guide

{% content-ref url="/pages/-MCOBJM4eVaMKHQ3xr-m" %}
[Shopify](/store-connection/dashboard/connection/shopify)
{% endcontent-ref %}

### WooCommerce installation guide

{% content-ref url="/pages/-MCOBZlDOG0Y3q9C-gj-" %}
[WooCommerce](/store-connection/dashboard/connection/woocommerce)
{% endcontent-ref %}

### Volusion (V1) installation guide

{% content-ref url="/pages/-MCOBirD0dhyoHTAoknc" %}
[Volusion](/store-connection/dashboard/connection/volusion)
{% endcontent-ref %}


# 3dCart

Connect your 3dCart store with Cartmojo

Activating a 3dCart store with Cartmojo is a two-step process where the Cartmojo app needs to be registered app first, and then a snippet is required to be placed in the global footer of 3dCart. Follow these steps to make a connection.

{% hint style="info" %}
Installation time < 5 minutes
{% endhint %}

### Installation

**Step 1 – Register Cartmojo as a 3dcart ‘Subscribed App’**

1. Login to your dashboard
2. Click **Add New** on the bottom left
3. Add a new store, choose 3dcart&#x20;
4. Give your store a name
5. Enter the secure URL in Cartmojo as found in your 3dcart admin area – **Settings > General > Store Settings > Secure URL**
6. Next, click the **API Key** & copy your key
7. Log in to your 3dcart store
8. Navigate to **Modules** > **RestAPI** > **Change Settings**
9. Add a new **Subscribed App** (top right corner)
10. Paste the API key you copied in step 5 & authorize access
11. Re-save your store in the Cartmojo dashboard to generate the installation snippet

**Step 2 – Place Cartmojo installation snippet in 3dcart template**

1. Go back to your dashboard, copy installation snippet for your 3dcart store
2. Now proceed to your 3dcart store
3. Navigate to **Content > Header & Footer**
4. Paste the install snippet in the **Global Footer**
5. Make sure **Global Footer** is set to active
6. Save

**API Key**

A Cartmojo API key will be generated when a 3dcart store is added. This will be used to register the Cartmojo application as a “subscribed app” in your 3dcart administration area.

**Example API Key**

`272fa137cde9c51e36f2ce9a2b71b6be`

**Installation Snippet**

The Cartmojo installation snippet is used to capture shopping cart data in real-time. Apps and workflows depend on this code to be present at all times in order to work properly.

**Example Snippet**

`<!-- BEGIN VEXTRAS CODE--> <script>function vextrasCustomRequest(){vextras.submitOrder("[invoicenum]");}</script><script src="https://s3-us-west-2.amazonaws.com/vextras/staging_scripts/store_X8VFWXBJBNYW5G4ZRD75RCPKT8.js"></script> <!-- END VEXTRAS CODE-->`

### Connection

When your 3dcart store is active, the ‘Connection’ tab for your store will show key indicators about the installation.

* Status
* Platform
* Store Name
* Secure URL – The secure URL can be found in your 3dcart admin area – **Settings -> General -> Store Settings -> Secure URL**.
* API Key – Use this key when adding a new **Subscribed App** in your 3dcart admin area
* Install Code Status
* Install Script (required) – Paste the script into the Header area of your Bigcommerce template before the ending head tag.
* Conversion Tracking (required) – Paste the installation code in the ‘Global Footer’ of your 3dcart admin area. It’s ok to have this code loaded with other types of conversion scripts.

### Settings

* Store information – basic contact details for your store, this is required for CAN-SPAM compliance if you want to use any of our workflows.
* Social links – attach your social links to any of our workflow e-mail templates. When added, the URLs will automatically link to your social profiles.
* Locale settings – set your country and currency.
* Google Analytics integration – activate Google Analytics to display key metrics in your store’s dashboard.

### Removal

1. Log in to your 3dcart admin area
2. Navigate to **Modules > RestAPI > Change Settings**
3. Click the cogwheel icon on the far right
4. From the cogwheel drop-down menu, click **Delete**
5. Next, go to **Content > Header & Footer**
6. Remove the install snippet in the ‘Global Footer’
7. Save

### More Information

**Processing Times**

* All *new* order data is processed in real-time through standard web checkout.
* Phone or manual orders are processed on 15-minute intervals.

**Order Update Times**

* Our systems poll your store’s API at a set interval i.e. every 4, 6, 8 hours, etc. At that time, we filter through each record in our system and look for any order status change.
* By default, we check for order status changes every 10 hours.

**Order Monitoring**

* Before an order status is *Shipped*, each order status is monitored for 60 days. After an order is *Shipped*, our systems continue to monitor the order for 30 days.

**Bandwidth Usage**

Because of the way 3dCart's API is designed, we must poll your store’s API periodically to check for order updates. Although unlikely, this could result in increased bandwidth usage. How much usage is dependent on your store’s order volume.

**Valid SSL Required**

* If a store lacks a valid SSL certificate, we are unable to process any order information
* If an SSL expires on your domain, Cartmojo apps and workflows will not function
* An SSL can be purchased from the shopping cart provider or any 3rd party SSL vendor
* Installation of an SSL will need to be facilitated with your shopping cart provider

**Localization**

* All major currencies are supported
* All global time zones are supported

### Limitations

**Platform**

* An order must be placed through the standard web checkout before any phone or manual orders will process.
* Product option images are not available through the API. Therefore, the default product image will be used in workflow messages.

**Messaging**

* Abandoned cart workflows are currently not supported.


# BigCommerce

Connect your BigCommerce store with Cartmojo

Activating a BigCommerce store with Cartmojo is an easy process for both Stencil framework templates and Blueprint. Follow these steps to make a connection.

### Installation

#### Stencil Templates

{% hint style="info" %}
Installation time < 2 minutes
{% endhint %}

**Step 1 – Activate the Cartmojo app in BigCommerce**

1. Log in to your BigCommerce administration area
2. Select the **Apps** tab from the toolbar on the left side
3. Search for **Cartmojo** and install
4. Once installed, you will see your BigCommerce store loaded in Cartmojo

**Step 2 – Install the conversion tracking snippet**

1. Copy the **Conversion** **Tracking** snippet from Cartmojo. This is also found in the **Connection** tab under your store’s dashboard.
2. Paste into the **Affiliate Conversion Tracking** area of your BigCommerce store. Locate this under the  **Advanced Settings** -> **Web Analytics** -> **Affiliate Conversion tracking** -> **Conversion Tracking Code** input box
3. Save

#### Blueprint Templates

{% hint style="info" %}
Installation time < 5 minutes
{% endhint %}

**Step 1 – Activate the Cartmojo app in BigCommerce**

1. Log in to your BigCommerce administration area
2. Select the **Apps** tab from the toolbar on the left side
3. Search for **Cartmojo** and install
4. Once installed, you will see your BigCommerce store loaded in Cartmojo

**Step 2 – Add installation snippet**

1. Copy the **Installation Script** from Cartmojo. You can find this under the **Connection** tab under your store’s dashboard.
2. Next, go to your BigCommerce store admin area to put in the Cartmojo installation script.
3. Go to **Storefront Design** > **My Themes**
4. Click the **Edit HTML/CSS** link on the right side under **Advanced Options**, then choose the **HTMLHead.html** file.
5. Paste the installation script into the main BigCommerce header template before the ending `</head>` tag.
6. Save, Close & Refresh

**Step 3 – Install the conversion tracking snippet**

1. Copy the **Conversion** **Tracking** snippet from Cartmojo. This is also found in the **Connection** tab under your store’s dashboard.
2. Paste into the **Affiliate Conversion Tracking** area of your BigCommerce store. Locate this under the  **Advanced Settings** -> **Web Analytics** -> **Affiliate Conversion tracking** -> **Conversion Tracking Code** input box
3. Save

### Connection

When your BigCommerce store is active with Cartmojo, the **Connection** tab for your store will show key indicators about the installation.

* Status
* Platform
* Store Name
* Store URL
* Install Code Status
* Install Script (required) – paste the script into the Header area of your BigCommerce template before the ending `</head>` tag.
* Conversion Tracking (required) – paste the conversion tracking script in the ‘Conversions’ area of your BigCommerce template. It’s ok to have this code loaded with other types of conversion scripts.

### Settings

* Store information – basic contact details for your store, this is required for CAN-SPAM compliance if you want to use any of our workflows.
* Social links -attach your social links to any of our workflow e-mail templates. When added, the URLs will automatically link to your social profiles.
* Locale settings – set your country and currency.
* Google Analytics integration – activate Google Analytics to display key metrics in your store’s dashboard

### Removal

1. Log in to your BigCommerce store admin area.
2. Remove your **Installation Code** in the header template right before the ending \</head> tag.
3. Go to **Storefront Design** > **My Themes**.
4. Click the **Edit HTML/CSS** link on the right side under **Advanced Options**, then choose the **HTMLHead.html** file.
5. Remove the installation script into the main BigCommerce header template before the ending `</head>` tag.
6. Save, clos&#x65;**,** and refresh.
7. Remove the **Conversion Tracking** code in the BigCommerce. This can be found under the  **Advanced Settings** menu > **Affiliate Conversion Tracking**.
8. Remove the **Conversion Tracking** code and save.
9. Select the **Apps** tab from the toolbar on the left side.
10. Look under **My Apps** for Cartmojo.
11. Finally, choose **Uninstall** and confirm.

### More Information

**Processing Times**

* All *new* order data is processed in real-time through standard web checkout.
* Phone or manual orders are processed at 15-minute intervals.

**Order Update Times**

This platform’s API will send POST requests to Cartmojo on any order update. These updates will be queued and processed at the next refresh interval – typically about every 2-5 minutes.

**Order Monitoring**

We monitor orders for up to 90 days. After that period, they will be removed from our system.

**Valid SSL Required**

* If a store lacks a valid SSL certificate, we are unable to connect your store.
* If an SSL expires on your domain, Cartmojo apps and workflows will not function.
* An SSL can be purchased from the shopping cart provider or any 3rd party SSL vendor.
* Installation of an SSL will need to be facilitated with your shopping cart provider.

**Localization**

* All major currencies supported
* All global time zones supported

**Known Quirks**

* Under each customer in BigCommerce, **Receive ACS/Review Emails** is related to BigCommerce’s internal notifications.
  * This setting does not apply to a customer’s newsletter subscriber preference chosen at checkout.
  * Currently, the subscriber preference is not shown in the BigCommerce admin area for a customer.
  * The subscriber preference is only visible through the API.

### Limitations

**Platform**

* An order must be placed through the standard web checkout before any phone or manual orders will process.


# Shopify

Connect your Shopify store with Cartmojo

Activating the Cartmojo app via the Shopify app store is a simple, one-click process.

{% hint style="info" %}
Installation time < 1 minute
{% endhint %}

### Installation

1. Log in to your Shopify admin area
2. Click the **Get** button on the [Cartmojo app page](https://apps.shopify.com/vextras)
3. Accept and install the Cartmojo app when prompted
4. Add any app, workflow or segment by clicking the **Add New** button inside of your Cartmojo dashboard

### Settings

* Store information – basic contact details for your store, this is required for CAN-SPAM compliance if you want to use any of our workflows.
* Social links – attach your social links to any of our workflow e-mail templates. When added, the URLs will automatically link to your social profiles.
* Locale settings – set your country and currency.
* Google Analytics integration – activate Google Analytics to display key metrics in your store’s dashboard.

### Removal

1. Log in to your Shopify admin panel
2. Click **Apps** on the bottom left
3. Click the trash can icon next to Cartmojo.
4. Leave any relevant feedback
5. Click the red **Delete** button


# WooCommerce

Connect your WooCommerce store with Cartmojo

### Installation

**Step 1 – Enable the WooCommerce API**

If it’s not already been activated, enable the WooCommerce API. This will allow us to transfer order/product/customer data from your store and send it to any app or initiate a Cartmojo workflow.

1. Log in to your WooCommerce powered store
2. Enable the REST API by [following these instructions](https://docs.woothemes.com/document/woocommerce-rest-api/)

**Step 2 – Add your WooCommerce store to Cartmojo**

Once the API is enabled, you will be able to connect your WooCommerce store with Cartmojo.

1. [Download](https://wordpress.org/plugins/vextras-woocommerce/) and activate the Cartmojo plugin. You may also download it inside of Cartmojo if you have an account with us already **Add New > Store > WooCommerce**
2. After activation of the plugin, log in with your existing Cartmojo username and password or create a new account with us inside of WordPress.
3. Once you’re connected, login to your [Cartmojo account](https://app.vextras.com/auth/login) and use any features you'd like.

**Plugin notes**

* If you already have an account with us, log in with your existing e-mail address and password.
* If you don’t have a Cartmojo account, we will create a new account for you on the fly inside of WordPress.
* After activation, apply plugin updates as you normally would.
* All configuration of apps and workflows will occur in your Cartmojo dashboard.

### **Connection**

When your WooCommerce store is active with Cartmojo, the **Connection** tab for your store will show key indicators about the installation.

* Status
* Platform
* Store Name
* Store URL
* Plugin Status
* Plugin Version

### Settings

* Store information – basic contact details for your store, this is required for CAN-SPAM compliance if you want to use any of our workflows.
* Social links – attach your social links to any of our workflow e-mail templates. When added, the URLs will automatically link to your social profiles.
* Opt-in preferences – this setting displays choices for the opt-in box, including its location and optional text to display at checkout.
* Locale settings – set your country and currency
* Google Analytics integration – activate Google Analytics to display key metrics in your store’s dashboard.

### Removal

1. Log in to your WooCommerce powered store.
2. Navigate to **Plugins > Installed Plugins > Deactivate** the Cartmojo plugin.
3. After deactivation, the plugin can be deleted manually.

### More Information

* Before installing our plugin on your WordPress site, it’s good practice to either make a full backup or add the plugin in a staging area.
* The Cartmojo plugin will inject a newsletter opt-in box on your WooCommerce checkout page. Minor HTML or CSS adjustments may be needed in order for it to look correct on your site.

**Requirements**

* [WordPress](https://wordpress.org/) enabled site running [the most up to date version](https://codex.wordpress.org/WordPress_Versions)
* [WooCommerce](https://www.woothemes.com/woocommerce/) enabled site running [the most up to date version](https://github.com/woothemes/woocommerce/releases)
* Your website must have SSL enabled. If you don’t have an SSL for your store, contact your hosting provider for options.

### Limitations

**Platform**

* An order must be placed through the standard web checkout before any phone or manual orders will process.
* Certain plugins and hosts may prevent the WooCommerce REST API from functioning correctly. Known issues exist with:
  * [WP-cerber](http://wpcerber.com/) – under the Hardening setting can block the Woo REST API


# Volusion

Connect your Volusion (V1) store with Cartmojo

Activating a Volusion store with Cartmojo is a three-step process where an API URL must be generated first in Volusion, and then verified in Cartmojo. Finally, a snippet is required to be placed in the footer area of your main template file. Follow these steps to make a connection.

{% hint style="info" %}
Installation time < 5 minutes
{% endhint %}

### Installation

**Step 1 – Generate an API URL**

Before you can connect a Volusion store with Cartmojo, you will need to generate an API URL.

**How To Generate a Volusion (V1) API URL**

1. Login to your Volusion dashboard.
2. Go to your **Customers** tab, then select **Administrators**.
3. Create a new Administrator.
4. Set the **Access Key** as **Administrator** – note: you can also limit access to the API only in the **Customer Access Rules**.
5. Login to your new Administrator account.
6. Once logged in, go to the **Inventory** tab and select **Import/Export**.
7. Click on **Volusion API** tab.
8. Click the **Run** button beside **Generic/Orders**.
9. Click the blue **Run** button at the top of the page.
10. Copy the API URL that is generated at the top.

**Example Volusion API URL**

`https://storename.com/net/WebService.aspx?Login=user@storename.com&EncryptedPassword=6ECDE9F0FB 54613F15CBD1E6AB205789FBE55D2A9614110D1B311146DE3D6FB1&EDI_Name=GenericOrders`

**Step 2 – Add API URL to Cartmojo dashboard**

1. Login to your Cartmojo account
2. Click **Add New** on the bottom left
3. Add a new **Store**
4. Add **Volusion**
5. Give your store a name (can be modified at any time)
6. Paste in the API URL you created in Step 1

**Step 3 – Add installation snippet to your template**

1. In the same **Connection** area where you added your API URL in step 2, copy the installation snippet.
2. Login to your Volusion store as admin.
3. Navigate to **Design** > **File Editor** in the top menu.
4. Choose the main template file, which should be available in the **Shortcuts** area in the right sidebar. Each store will have a unique template name, e.g., template\_240.html.
5. Scroll to the bottom of the template file.
6. Paste the installation snippet directly above the ending  `</body> tag`.
7. Click the blue **Save** button, and you’re done!

**Installation Snippet**

The Cartmojo installation script is used to capture shopping cart data in real-time. Apps and workflows depend on this code to be present at all times to work correctly.

**Example Installation Snippet**

`<!-- BEGIN VEXTRAS CODE--><script src="https://s3-us-west-2.amazonaws.com/vextras/production_scripts/store_9VJ8P2PRHJ9JTB52G3M78Y7YGF.js"></script><!-- END VEXTRAS CODE-->`

**Important Volusion API URL Information**

{% hint style="warning" %}
The Volusion API URL in Cartmojo must be updated every 90 days or whenever an admin resets their password
{% endhint %}

* The Volusion API URL can be generated from an administrator account.
* If you log in with the newly created admin account, the password will need to be updated every 90 days. When this occurs, the API URL will also change.
* Any API connection you have will be disconnecte&#x64;*,* and you will need to update each one with the new API URL.
* You may use the same API URL for multiple 3rd party API connections.

### Connection

When your Volusion store is active with Cartmojo, the **Connection** tab for your store will show key indicators about the installation.

* Status
* Platform
* Store Name
* API URL
* Install Code Status
* Install Script (required) – paste the script into the footer area of your Volusion template before the ending `</body>` tag.

### Settings

* Store information – basic contact details for your store, this is required for CAN-SPAM compliance if you want to use any of our workflows.
* Social links – attach your social links to any of our workflow e-mail templates. When added, the URLs will automatically link to your social profiles.
* Locale settings – set your country and currency.
* Google Analytics integration – activate Google Analytics to display key metrics in your store’s dashboard.

### API URL Updates

Unless you are able to create a permanent API URL for your Volusion store, you will need to update it every 90 days. This is triggered when your admin password is changed.

1. Login to your Volusion dashboard.
2. Once logged in, go to the **Inventory** tab and select **Import/Export**.
3. Click on **Volusion** **API** tab.
4. Click the **Run** button beside **Generic/Orders**.
5. Click the blue **Run** button at the top of the page.
6. Copy the API URL that is generated at the top.
7. Paste the new API URL in Cartmojo (Store > Connection > API URL)
8. Save

#### Volusion API/XSD Resets

If custom fields are used in your Volusion store, you will need to reset the API when they are modified. This includes situations where you create, update, or delete fields for customers or orders. If modified, the API connection will break. As a result, Cartmojo (or any other 3rd party service) will be unable to process data while it’s broken.

**How to Reset Your Volusion API**

1. Log into your Volusion store’s FTP using a client like [Filezilla](https://filezilla-project.org/) or [Transmit](https://panic.com/transmit/).
2. With the FTP user (make sure you have roo&#x74;**/**&#x61;ccess, along with read/write privileges).
3. Navigate to the `/vspfiles/schema/Generic` directory.
4. Delete the files named `orders.xsd` and `customers.xsd`.

**Volusion API Reset Notes**

* The files that were deleted via FTP will eventually be regenerated.
* Your API connection will break when any *customer* or *order* custom field is modified.
* When your API is reset, our system picks up where things left off so data stays in sync.
* MailChimp campaign tracking will not be captured, as it relies on a real-time API connection.

### Removal

1. Login to your Volusion store admin area.
2. Navigate to ‘Design’ > ‘File Editor’.
3. Choose the main template file (should be available in the ‘Shortcuts’ area in the right sidebar).
4. Scroll to the bottom of the template file.
5. Remove the Vextras installation code directly above the ending `</body>` tag.
6. Login to your Vextras dashboard.
7. Delete the Volusion store from the ‘Stores’ tab.

### More Information

**Requirements**

* Current [Volusion](https://www.volusion.com/) (V1) subscription
* Volusion [subscription plan](https://www.volusion.com/hosting-plans-pricing) that allows API access
* Valid SSL for your domain

**Processing Times**

* All *new* order data is processed in real-time through standard web checkout.
* Phone or manual orders are processed at 15-minute intervals.

**Order Update Times**

* Our systems poll your store’s API on set intervals i.e. every 4, 6, 8 hours, etc. At that time, we filter through each record in our system and look for any order status change.
* By default, we check for order status changes every 10 hours.

**Order Monitoring**

* Before an order status is *Shipped*, each order status is monitored for 60 days. After an order is *Shipped*, our systems continue to monitor the order for 30 days.

**Bandwidth Usage**

Because of the way this shopping cart’s API is designed, we must poll your store’s API periodically to check for order updates. Although unlikely, this could result in increased bandwidth usage. How much usage is dependent on your store’s order volume.

**Valid SSL Required**

* If a store lacks a valid SSL certificate, we are unable to process any order information.
* If an SSL expires on your domain, Cartmojo apps and workflows will not function.
* An SSL can be purchased from the shopping cart provider or any 3rd party SSL vendor.
* Installation of an SSL will need to be facilitated with your shopping cart provider.

**Localization**

* All major currencies supported
* All global time zones supported

### Limitations

**Platform**

* An order must be placed through the standard web checkout before any phone or manual orders will process.


# Settings

Apply defaults for your store's locale and other settings

### Advanced

* Timezone - set your store's timezone
* Currency - set your local currency
* Order Updates - set the time that will poll your store for changes on order updates (Volusion only)

### Google Analytics

* The Google Analytics integration pulls information from your Analytics profile for your store to your Dashboard. Data includes high-level visitor information, referrals, and search terms.


# Customers

From a single starting point, you can view information about all of your customers.

### Customer list

When the Customer menu nav item is selected, it will show the customer list from the store. This is sorted by the last order ID.&#x20;

### Customer details

On click of any customer ID, it will link to the customer details. Here, you can view information about your customers. It will display what customer segment(s) they are part of and their opt-in preference. Other metrics include:

* Lifetime orders
* Lifetime sales
* Total products purchased
* Top 10 purchases
* Latest orders
* Workflow stats
* Average purchase frequency
* Conversion rate
* Conversion totals

#### Opt-In preferences

At checkout, we update the customer's opt-in preference for email marketing. If the customer later wants to unsubscribe, they can do so on their end after receiving a message from our system or you can manually unsubscribe them using the drop-down in the customer information widget.

#### Customer profile information

In accordance with GDPR, if a customer requests information about the information being collected you may send them their profile information. This link is only accessible to the customer and they can erase all data or update their preferences.

### Segments

Creating customer segments is a powerful way to identify and target customers for marketing. Using our comprehensive logic builder, a store owner has the ability to tap into a store's API mappings and segment users on various criteria. After creation, they can be used to send on-demand messages as needed.


# Orders

### Order list

When the Orders menu nav item is selected, it will show the latest orders by the date range criteria chosen. Orders will appear in chronological order, starting with the most recent order ID. Details about the transaction include the name, email, amount, date of order, last updated timestamp, and order status.

### Order details

Get quick access to order details in your store. See products purchased, pricing, quantities, and maps to the shipping location on the order. For some stores, you can also add tracking information about the shipment.

#### Customer Information

* Customer ID – links to customer metrics
* Order Count – links to all customer orders
* Company information
* Send messages directly to a customer if they have opted in

#### Order Information

* Order ID
* Order status
* Order date and timestamp
* Last order update and timestamp
* Billing address
* Shipping address

#### Map

* Visually displays the shipping address

#### Order Details

* Product picture (if available)
* Product name with a link to it in your store and in the product manager database (if applicable)
* Product short description
* Cost and quantity ordered

#### Events

This area will show a chronological timeline of events for the order lifecycle. This includes integration triggers, workflow messages, conversions, and order status updates.

#### Order Summary

* Shipping costs
* Tax
* Order total

#### Shipping

* Add tracking numbers (3dcart, Bigcommerce, Shopify and Volusion platforms only)


# Account

### Billing

The billing summary shows your current month’s billing charges. Real-time usage costs are displayed for orders, messages, and products being managed. Usage costs are reconciled every 30 days (after trial) and if you cancel your account.

#### Payment Method

We accept Visa, Mastercard, Discover, and American Express. Any other payment methods are not supported.

#### **Billing History**

This includes monthly subscription charges, overages, and any custom development work on your account.

#### Promotional Codes

Occasionally we may offer coupon codes for new or existing customers. If you would like to apply for a coupon credit, you may enter it on the ‘Account’ > ‘Billing’ page.

### Profile

Add or update the account owner’s information including name, e-mail password, and contact information.

### Notifications

Various account alerts will be sent to marketing, billing, and technical contacts. By default, the account owner is the point of contact for each type of notification, but these can be updated at any time.


# Automated


# Abandoned Cart

Send messages that encourage customers to come back to your store when they add items to their shopping cart but don’t complete a purchase.

### Why you should use it

{% hint style="success" %}
Life gets in the way sometimes. Give your prospective customers the opportunity to finish the checkouts they started.
{% endhint %}

#### **Recover lost sales**

Online shoppers have interruptions just like everyone else. Studies show that up to 68% of your website visitors abandon their shopping carts. Now, you can trigger personalized email messages that remind your customers to come back and complete a transaction in your store. Choose a time delay before an email sends, personalize the content, and create rules for specific products.

* Capture any email address at checkout
* Automatically inject cart details
* Create a series of drip messages or one-time reminders

#### Expert control

Decide when messages trigger with our advanced rule settings for abandoned cart workflows. Send out emails when specific products are left, trigger for new customers only, and control how often messages are sent out. Arrive in your customer’s inbox under any advanced scenario you want to create.

* Trigger only when certain products are abandoned
* Send emails for carts that are at or below specific amounts
* Only send messages within specified time frames

#### Drip campaigns

* Multiple “drip” emails are supported and can be used to prompt buyers to purchase if they don’t convert from previously triggered abandoned cart messages.
* You may create as many drip rules as necessary. Each rule functions independently of each other. For example, if you have three rules created it follows the specific logic inside each rule i.e. 1 day, 3 days, 5-day triggers, etc.&#x20;
* If a customer converts from a drip message, our system automatically flushes out any remaining messages that are scheduled to send later. For example, if a customer buys from the second drip in a series of three, the third message will be removed from the pending email queue.

### How to get started

1. Login to your [account](https://app.vextras.com/)
2. Click the **Add New** button in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Transactional**
6. Choose **Abandoned Cart**
7. In step one, assign a name for your abandoned cart, set the sending filter and send after time
8. Add any optional advanced settings in step two
9. In step three of the wizard, edit the name, email and subject customers will see when the message arrives
10. Choose a starter template to use, or add content using the email editor
11. Confirm your settings in step four of the wizard
12. Activate and finish the messaging setup

### Settings

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Sending Filter - send to all customers or send only to a specific email address
* Send After - When a cart it is abandoned, choose a delay time on when to send a message to the customer. You may choose any number of minutes, days, or weeks. Please note, the maximum delay time for abandoned carts is 8 weeks.&#x20;

Advanced settings

* Order Count Is - Trigger a message if a customer has an order count according to the selected count.
* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.
* Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match.
* Coupon Filter - If a customer has previously used any of the coupon codes entered, Cartmojo will block the message in this rule from going out.
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. `**@domain.com`.
* Usage Limits - When activated, this setting will limit the number of emails that are sent to a customer email address. This feature does not impact other messaging workflows of its type and is only specific to the rule being created.
* Don't Repeat - Only send one abandoned cart workflow message within this time duration.
* Within - Only send one abandoned cart workflow message within this time duration, e.g. 1 week.

### Dashboard overview

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### Logs

The logs area of this workflow will display log events between specific date ranges.

* Live carts – displays active carts on the store in real-time. If a user’s email is captured and doesn’t make a purchase, they will be moved into the ‘Pending’ queue ten minutes later.&#x20;
* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of an abandoned cart.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### More information

* Abandoned carts are captured in real-time for any email address
* Rules will trigger for current customers or non-customers
* If you are using a Volusion template, we do not use email addresses stored in their abandoned cart system.
* We only capture abandoned carts when a user enters an email but don’t complete a checkout
* “Live carts” are collected in real-time in your logs area. If a customer doesn’t complete a transaction within 10 minutes of adding their email address at checkout, it will move to the “Pending” queue.
* If you have two abandoned cart rules that have the exact same settings, the rule that was created last will trigger
* If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match
* When abandoned cart functionality is activated,  it may take up to 48 hours before information starts being collected from your store
* If you send a test message during workflow editing, the checkout button will not link back to an abandoned cart. The test message is only designed to give a visual example of what the abandoned cart email will look like.

### Limitations

* Abandoned carts are supported for BigCommerce, Shopify, Volusion, and WooCommerce. 3dCart is not supported.
* Abandoned carts will not trigger for stores that do not have SKU’s loaded for products.&#x20;
* If a user has enabled “Do Not Track” or blocks javascript in their browser, our system may not be able to capture email addresses. If product images are hosted with a 3rd party, we are not able to render these in the abandoned cart snippet.&#x20;
* For Volusion stores, if a customer abandons their cart on one device and tries to checkout on another, the cart will not contain any contents.&#x20;
  * For example, let’s suppose your customer uses their desktop computer to checkout initially and then abandons. If a workflow rule triggers an abandoned cart notification a few hours later, and they subsequently open it on their iPad, their click-through will not show any cart contents.&#x20;
  * The only time cart contents will load for Volusion stores is when the user abandons and clicks through on the same device.&#x20;
  * Shopify and WooCommerce will show cart contents no matter where the user clicks through on an abandoned cart email.


# Custom

Tap into API mappings for the shopping carts we support and create any type of "if this, then do that" messaging solution for your store.

### Why you should use it

{% hint style="success" %}
Craft any custom messaging rules you need to connect with your customers or staff to streamline tedious processes.
{% endhint %}

#### **If this, then do that...**

Every online business is different. Trigger email messages when customers of a certain group checkout, transactions occur in a geographic location or when orders go from one order status to another. Create workflow rules that cater to your store’s processes and be more efficient.

* Use for custom backorder notifications, internal messages and more
* Focus on specific customer groups, order statuses, and/or purchase amounts
* Add any combination of values and filters to initiate a message

### How to get started

1. Login to your[ account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select ‘Add Workflow’
4. Select ‘Marketing’
5. Choose ‘Custom Workflow’
6. In step 1, toggle desired settings
7. In step 2, add your conditional logic by constructing any combination of API mappings
8. In step 3, add the name, email and subject customers will see when the message arrives
9. Select a starter template to use, or add content using the WYSIWYG editor
10. In step 4, confirm settings and activate

### Settings

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Sending Filter - send to all customers, only to subscribers or send only to a specific email address
* Send  - send immediately or specify a time in the future to send the message.

Advanced

* Order Count Is - Trigger a message if a customer has an order count according to the selected count.
* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.
* Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match.
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. `**@domain.com`.
* Usage Limits - When activated, this setting will limit the number of emails that are sent to a customer email address. This feature does not impact other messaging workflows of its type and is only specific to the rule being created.

### Dashboard overview

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### Conditional logic

* And/Or – structures the conditional logic for the rule
* API Mappings – available meta for a shopping cart’s API
* Conditions – is, is not, greater than, less than, contains, does not contain, begins with, ends with
* Conditional Value – text, date or integer
  * Use one asterisk \* to trigger any qualifying value
* Construct as many conditional logic rows as necessary

### **Advanced custom meta**

We have several advanced meta-logic variables that can be used in custom workflows for situations where standard platform meta needs an additional layer of control.

* Order Status Was – the previously saved order status used in conjunction with the current one
* Customer Has Spent – historical purchase amounts
* Customer Order Count – historical number of orders

### **More information**

**Compatibility**

* All shopping carts are supported by this messaging workflow.


# Customer Retention

Create automated messages to send on any time interval. Great for prompting reorders and reconnecting with your customers.

### Why you should use it

{% hint style="success" %}
Target customers who have bought consumables or products that have a limited shelf life. Fill up your sales funnel by creating messaging rules that reach customers at the perfect time.
{% endhint %}

**Drive repeat business**

Trigger emails that encourage customers to come back to your store and buy again. Customer retention workflows are perfect for subscriptio&#x6E;**-**&#x62;ased businesses or merchants who sell consumables. Create rules for any interval. We’ll then schedule the message to send in the future based upon the criteria you’ve set.

* Create automated win-back emails – 30, 60, 90 days, etc.
* If a customer purchases again, your workflow automatically restarts
* Re-engage your best customers with incentives

### How to get started

1. Login to your[ account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Marketing**
6. Choose **Customer Retention**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Select a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### **Dashboard overview**

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Action – Has not purchased (default)
* Sending filter – send to all subscribers (default)
* Products – Identify any or all SKU’s that will trigger a rule
* Send – send immediately or after time frame to trigger if a product isn’t purchased e.g. 30 days, 60 days, etc. Please note, the message will not trigger until an order is completed or shipped.

Advanced

* Order Count Is - Trigger a message if a customer has an order count according to the selected count.
* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.
* Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match.
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. `**@domain.com`.
* Usage Limits - When activated, this setting will limit the number of emails that are sent to a customer email address. This feature does not impact other messaging workflows of its type and is only specific to the rule being created.

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent
* Sent – shows information about messages that have been sent as a result of meeting rule criteria
* Conversions – displays relevant conversions as a result of a workflow message triggering
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

* Messages will send when an order is completed or shipped.
* If a product is purchased in a specified time frame, the rule will restart again.
* It is not necessary to have an SKU present in the product filter a “blanket” rule can be created.
* Rules are based on a customer’s email address. If a customer places orders anonymously or as a registered account the rule will validate accordingly.

**Compatibility**

* All shopping carts are supported by this messaging workflow.


# Customer Rewards

Engage your most loyal and frequent shoppers by sending messages when purchase criteria is met. Use automated communication to drive more sales and strengthen customer relationships.

### Why you should use it

{% hint style="success" %}
Reward your best customers with coupons and promos that will drive repeat business.
{% endhint %}

**Give perks to your VIP’s**

Give your best customers exclusive access to promotions, added rewards, or coupons. Set criteria based on a variety of factors like total spent, buy one get one, average purchase siz&#x65;**,** and much more. When triggered, your email message will be sent automatically.

* Reward your best customers and drive sales
* Trigger timely messages when a reward criteria is met
* Add unlimited rules for important customer milestones

### How to get started

1. Login to your [account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Marketing**
6. Choose **Customer Rewards**
7. In step one, toggle desired settings
8. In step two add the name, email and subject customers will see when the message arrives
9. Choose a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### **Dashboard Overview**

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Send to – send to subscribers (default)
* Reward type – choose a type of reward that will activate the rule
  * Buy One Get One (BOGO) – after a customer orders a certain product(s), “x” amount of times, trigger a message
    * BOGO works off of the total number of orders, and not the number of products purchased in an order
    * For example, if you have a rule for BOGO after order #3, it will not trigger until your customer has placed 3 separate orders, no matter the quantity ordered for the product(s) specified. There could be a quantity of 10 widgets in order #1, 5 in order #2 and 7 in order #3.
  * Order Count Is – total number of orders the customer has placed
  * Spent (All Orders) – the total amount of purchases from a customer
  * Spent (Average) – average spent by a customer
  * Spent (One Order) – the total spent on one order
  * Product Order Count Is – total number of products the customer has ordered
* Send – send immediately or after time frame to trigger e.g. 30 days, 60 days, etc. Please note, the rule will not trigger until an order is completed or shipped.

Advanced

* Order Count Is - Trigger a message if a customer has an order count according to the selected count.&#x20;
* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.&#x20;
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.&#x20;
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. \*\*@domain.com.&#x20;
* Usage Limits - When activated, this setting will limit the number of emails that are sent to a customer email address. This feature does not impact other messaging workflows of its type and is only specific to the rule being created.

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

* Messages will trigger when an order is completed or shipped.
* Workflow rules will trigger on any criteria that are set, regardless of when the workflow was created.

**Compatibility**

* All shopping carts are supported by this messaging workflow.


# New Customers

Automatically welcome new customers with an e-mail when they sign up for a new account in your store.

### **Why you should use it**

{% hint style="success" %}
Just because someone hasn't bought from your store yet doesn't mean you can't market to them. Use this messaging tool to create the first sale with customers who have registered, but haven't bought anything.
{% endhint %}

### **How to get started**

1. Login to your[ account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Marketing**
6. Choose **New Customers**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Select a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### Dashboard overview

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Send – immediately or the time delay before a message is sent

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

**Compatibility**

* The following shopping carts are supported by this messaging workflow.
  * Shopify
  * BigCommerce


# First-Time Buyers

Send timely targeted emails to customers who place their first order. When a customer places an order, our system will verify that the customer has made their first purchase, and trigger an email.

### Why you should use it

{% hint style="success" %}
Start building customer loyalty from the start. Send emails based on simple or more advanced logic.
{% endhint %}

#### Send some love

Reach out to new customers immediately after their first order. Automatically send coupons, free downloads, or simple “thank you” emails. With our first-time buyer workflows, you can personalize messaging and make your customers feel right at home.

* Welcome new customers special deals or coupons
* Create simple rule triggers based on an order status
* Add conditions based on products ordered, set delays

### How to get started

1. Login to your[ account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Marketing**
6. Choose **First-Time Buyer**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Choose a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### **Dashboard overview**

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Send To – send to subscribers (default)
* Order status – select the order status that will trigger the rule
* Send  – immediately or time delay before a message is sent

Advanced

* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.
* Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match.
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. `**@domain.com`.

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

* First-time buyer workflows will trigger on any new customer purchase, regardless of when the workflow was activated.
* Our system will calculate the current order count based upon the customer’s email address. It doesn’t matter if they are anonymous/guest or are a registered customer account.

**Compatibility**

* All shopping carts are supported by this messaging workflow.


# Invoices

Replace default invoice emails from your e-commerce provider with templates customized to your company’s brand.

### **Why you should use it**

{% hint style="success" %}
A subtle, effective way to grow revenues and be more professional. Add incentives and coupons on your invoices that drive sales.
{% endhint %}

**Say adios to boring invoices**

Replace standard invoice e-mails from your e-commerce platform with templates that reflect your company’s branding. Use our default invoice templates or create something from scratch. Populate pictures, description&#x73;**,** and hundreds of other useful product details with our workflow merge variables.

* Drive revenues with optimized invoices
* Customize to your organization’s branding
* Starter templates that will populate images, prices, descriptions, quantities, and more

### **How to get started**

1. Login to your [account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Transactional**
6. Choose **Invoices**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Choose a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### **Dashboard overview**

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Send To – all customers (default)
* Order status – select the order status that will trigger the rule
* Send - send immediately or specify a time in the future to send the message.

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

**How to disable order notifications by shopping cart platform**

* 3dcart – login to your store’s admin, click **Store**, **Settings**, **General**, and then uncheck the order statuses that would trigger for new orders i.e. *New, Unpaid, Processing*.
* Bigcommerce – login to your store's admin, click **Marketing**, **Transactional Emails**, click the drop-down on the right, and then finally choose **Disable.**
* Shopify – currently, there is no manual solution to override the default customer order notifications.
* Volusion – currently, there is no manual solution to override the default customer order notifications.
* WooCommerce – [detailed instructions](https://docs.woocommerce.com/document/email-faq/)

**Compatibility**

* All shopping carts are supported by this messaging workflow, but only certain platforms allow a full override.


# Order Updates

Alert your customers automatically when order statuses change. Trigger for backorders, pending shipments, cancellations etc.

### **Why you should use it**

{% hint style="success" %}
Automate any scenario where order status communication is predictable e.g. backorders, canceled orders, pending shipments
{% endhint %}

#### Simplify your logistics

With order update messaging workflows, you can optimize communications with your customers in no time. Send email notifications when orders are pending, shipped, back-ordered, canceled, etc. Keep customers informed and eliminate follow up tasks that occupy your time.

* Send messages to keep your customers updated
* Replace default confirmations
* Ready to use templates that help you get going in no time

### **How to get started**

1. Login to your [account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Transactional**
6. Choose **Order Status Update**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Choose a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### **Dashboard overview**

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Sending filter – send to all customers or send only to those who you specificy
* Order status – select the order status that will trigger the rule
* Send  - send immediately or specify a time in the future to send the message.

Advanced

* Order Count Is - Trigger a message if a customer has an order count according to the selected count.&#x20;
* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.&#x20;
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.&#x20;
* Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match.&#x20;
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. \*\*@domain.com.&#x20;

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message trigger.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

* Orders status types will vary by shopping cart

**3dcart Order Statuses**

* New
* Processing
* Partial
* Shipped
* Cancel
* Hold
* Unpaid

**Bigcommerce Order Statuses**

* Pending
* Awaiting Payment
* Awaiting Fulfillment
* Awaiting Shipment
* Awaiting Pickup
* Partially Shipped
* Completed
* Shipped
* Canceled
* Declined
* Refunded
* Verification Required
* Incomplete

**Volusion Order Statuses**

* New
* New – See Order Notes
* Pending
* Processing
* Payment Declined
* Awaiting Payment
* Ready to Ship
* Pending Shipment
* Partially Shipped
* Shipped
* Partially Backordered
* Backordered
* See Line Items
* See Order Notes
* Partially Returned
* Returned
* Canceled

**Adding Tracking Numbers To an Order Status Workflow**

* 3dcart, Bigcommerce, Shopify and Volusion users may add tracking numbers inside a workflow by adding the `*|shipment_tracking|*` merge variable.
  * The tracking number must be added through your Vextras account > orders > order ID
* We are unable to pull tracking numbers from any of the platforms we support at this time.

**Compatibility**

* All shopping carts are supported by this messaging workflow.


# Order Verifications

Stay proactive with orders that could be fraudulent or need special care. With order verification workflows, you can send messages to customers or staff when specific order criteria are met.

### **Why you should use it**

{% hint style="success" %}
Not every order placed in your store is valid. Use order verifications to ensure protection against fraud and customer mistakes
{% endhint %}

#### A personal watchdog for your store

Not every order placed in your store is valid. Fraud is something every retailer must watch out for. Undoubtedly, bad actors will make these transactions on your site, costing your business time, money, and effort. Also, shoppers can make simple mistakes. Customers may accidentally order too many products, select the wrong item, or change their minds after the fact. When building long-term customer relationships, it’s essential to address these issues in the least disruptive way.

Also, several trackable factors can indicate that an order is suspicious and needs to be verified. Shoppers could place an order for an unusual quantity, or there may be a mismatch in the customer’s shipping and billing addresses. Other examples include when a customer makes repeat transactions at a higher frequency than average or a cart total that seems higher than usual. In any case, it could be fraud or a mistake by the customer, and you’ll want to check in with the customer before shipping any products. By utilizing our new order verification messaging workflows, you can maintain a peace of mind that we’ve got your back.

### **How to get started**

1. Login to your [account](https://app.vextras.com/)
2. Click the **Add New** button in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Transactional**
6. Choose **Order Verification**
7. In step one, toggle desired settings
8. In step two, toggle any setting to trigger the workflow.
9. In step three of the wizard, edit the name, email and subject customers will see when the message arrives&#x20;
10. Choose a starter template to use, or add content using the email editor
11. In step four, confirm settings and activate

### Dashboard overview

The overview dashboard will show stats for the chosen time period. It will also keep information from deleted rules.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Order Status – specify the order status type that the rule must qualify for in order to send a message.
* Sending filter – send to all customers or to specified email addresses.
* Send  - send immediately or specify a time in the future to send the message.

**Advanced**

* Price trigger – set criteria for a rule to trigger if an order is below or above a certain order total.
* Billing/Shipping Name Mismatch – If the billing and shipping names do not match, this can be used to trigger a message.
* Large Quantity Request – set criteria for a rule to trigger if an order quantity is below or above a certain number.
* Repeat Transactions – trigger a rule if the same customer has ordered multiple times in a specified time period.

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More Information**

**Compatibility**

* All shopping carts are supported by this messaging workflow.


# Product Reviews

Request product reviews to get feedback, inform new customers, and drive organic search traffic to your site.

### **Why you should use it**

{% hint style="success" %}
Search engines love fresh conten&#x74;**,** they're great spider food. Over time, improve your organic rankings with product reviews.
{% endhint %}

#### **Turn reviews into sales**

Customers across the web rely on product reviews before making a purchase. However, gathering feedback from these shoppers can be a challenge. With our product review workflows, sending timely messages is easier than ever. Trigger emails to go out when specific products are bought, set delay time&#x73;**,** and customize content in a snap.

* Allow customers to review your products in one-click
* Flexible sending rules based on products purchased
* Send messages with dynamic product and order content

### **How to get started**

1. Login to your [account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Marketing**
6. Choose **Product Review**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Choose a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### Dashboard overview

The overview dashboard will show stats for the chosen time period. It will also keep information from deleted rules.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Sending to – send to subscribers (default)
* Send - send immediately or specify a time in the future to send the message. Please note, your rule will not trigger until an order is completed or shipped.

Advanced

* Order Count Is - Trigger a message if a customer has an order count according to the selected count.&#x20;
* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.&#x20;
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.&#x20;
* Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match.&#x20;
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. \*\*@domain.com.&#x20;
* Usage Limits - When activated, this setting will limit the number of emails that are sent to a customer email address. This feature does not impact other messaging workflows of its type and is only specific to the rule being created.

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More Information**

* Product review workflows will not trigger until an order is completed or shipped.
* Store owners will not be alerted when a new review is posted in your shopping cart software.

**Compatibility**

* All shopping carts are supported by this messaging workflow.


# Product Triggers

Product trigger workflows are useful in situations when online retailers need to automatically follow up after the sale when certain products are bought. With product trigger workflows, store owners c

### **Why you should use it**

{% hint style="success" %}
Automate any scenario where produc&#x74;**-**&#x73;pecific details need to be sent to your customers – digital downloads, instructions, or reminders.
{% endhint %}

### **How to get started**

1. Login to your[ account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Marketing**
6. Choose **Product Trigger**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Select a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### Dashboard overview

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Sending to – send to subscribers (default)
* Order status – select the order status when the rule will fire
* Send - send immediately or specify a time in the future to send the message.

Advanced

* Order Count Is - Trigger a message if a customer has an order count according to the selected count.&#x20;
* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.&#x20;
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.&#x20;
* Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match.&#x20;
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. \*\*@domain.com.&#x20;
* Usage Limits - When activated, this setting will limit the number of emails that are sent to a customer email address. This feature does not impact other messaging workflows of its type and is only specific to the rule being created.

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

**Compatibility**

* All shopping carts are supported by this messaging workflow.


# Smart Coupons

Smart Coupons give you the control you need to trigger messages with the logic that stays in line with your business goals.

### Why you should use it

{% hint style="success" %}
Generate unique codes for customers. Offer free shipping on products purchased, run limited-time promos, or provide a discount when a customer buys something that exceeds a certain amount.
{% endhint %}

#### Market to your customers dynamically

Smart Coupons give you the control you need to trigger messages at the right time with the logic that stays in line with your business goals. With this new tool, you can automatically generate unique codes for all kinds of situations. For example, offer free shipping on products purchased or provide a discount when a customer buys something that exceeds a certain amount. Also, you can send messages to a segment of customers, set usage limits, and start/end dates for when coupon codes are valid.

Each code generated through our Smart Coupons workflow is unique. From a marketing perspective, this is especially powerful because you’ll be able to dial in precisely who needs to receive the coupon. Maybe reward your best customers, run flash sales, or promote the incentive to purchase complementary products. Not to mention with Smart Coupons, you’ll guard against outdated coupon situations that could cause a negative business impact.

### How to get started

1. Login to your[ account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Marketing**
6. Choose **Smart Coupons**
7. In step one, toggle desired settings
8. In step two, identify the main setup for the coupon
   * Type - apply a fixed amount or percentage discount
   * Applies to - apply the discount to the entire order or only specific products
   * Customer Eligibility - choose which customers are eligible to receive the Smart Coupon (messages will only go out to customers that have subscribed to your mailing list)
   * Usage Limits - how many times can a Smart Coupon be used
   * Amount - what total amount or percentage to deduct from the total of the order
   * Start Date - when the Smart Coupon is valid
   * End Date (optional) - when the Smart Coupon expires
9. In step three, toggle any desired settings to give you additional control on when the coupon and email are sent
10. In step four, add the name, email and subject customers will see when the message arrives
11. Select a starter template to use, or add content using the email editor
12. In step five, confirm settings and activate

### **Dashboard overview**

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### Settings

* Workflow Name – the “friendly name” for your workflow, customers will not see this
* Order Status – select the order status when the rule will fire
* Send - send immediately or specify a time in the future to send the message.

Coupon Setup

* Type - fixed amount, percentage off or free shipping
* Applies To - entire order or specific products. If specific products are chosen, product ID's will need to be defined separated by comma.
* Customer Eligibility - All customers, a segment or specific customers.
* Usage Limits - When activated, this setting will limit the number of emails that are sent to a customer email address.
* Amount - discount amount
* Start and end date

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

**Compatibility**

* All shopping carts are supported by this messaging workflow except for Volusion.


# On-Demand Messaging

Broadcast emails to specific customer segments or send messages directly to individual shoppers.

### Why you should use it

{% hint style="success" %}
Segment customers with simple or complex criteria and send emails to your customers that fit your marketing initiatives.
{% endhint %}

#### Segment customers and broadcast messages

Communicating with your clients has never been easier. Engage, market, and help customers within a few clicks using our simple, yet powerful email builder. Send messages on-demand or at a specific date and time. Best of all, you can broadcast emails to a particular customer segment or send messages directly to individual shoppers.

* Send email messages at anytime
* Target shoppers using customizable segments or broadcast communications to everyone
* Create on-demand campaigns in just a few clicks

### Dashboard overview

The overview dashboard will show all-time historical stats for On-Demand messages. This includes campaign data for the date range chosen.

* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Sales Conversions – number of conversions resulting from messages sent
* Revenue – total sales attributed to this type of workflow
* Conversion Rate - conversion percentage based on the number of email messages sent and the number of sales realized.
* Activity chart – overview of sent messages with the date range selected

### How to get started

1. Login to your account
2. Click the **Add New** in the bottom left corner
3. Select **Add** **Message**
4. Choose Add **On-Demand Message**
5. Give your On-Demand Message a name
6. Choose a **Segment** to send to or send to **All Subscribers**
7. Select when to send a message, either **Now** or **Later** using the date and time picker
8. A real-time view of recipients will be populated to show who will receive the email message
9. In step three of the wizard, edit the name, email and subject customers will see when the message arrives
10. Choose a starter template to send, or add content using the email editor
11. Confirm your settings in step 4 of the wizard
12. Activate and send the message

### Messages

* Sent – On-Demand campaigns that have been sent
* Scheduled - On-Demand campaigns that are scheduled to send out&#x20;
* Draft - On-Demand campaigns that have not been completed or sent

### Logs

The logs area of this workflow will display log events between specific date ranges.

* Sent – shows information about messages that have been sent as a result of a sent on-demand message campaign
* Conversions - displays customer conversions as a result of an On-Demand campaign

###


# Merge Variables

Merge variables allow you to add dynamic data from your store to emails that go out to customers.

### Why you should use these

{% hint style="success" %}
Merge variables make email content more personal to the customer you're sending them to.
{% endhint %}

### Example

Out of the box, our templates have merge variables added to every messaging workflow we offer. In this  abandoned cart workflow example, the strings surrounded by an `*` such as `|item_name|`, `|item_description_short|`, etc. will dynamically populate information about the customer and cart contents abandoned.

![Merge variables shown in messaging set up](https://4088421906-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-kLmj6EPUbMhSU_N75%2F-MWZzMb5Jfp6jS4xPmXv%2F-MW_19cL2UPdp1xgGpN8%2Fimage.png?alt=media\&token=ae7cab61-bcef-455d-8161-002691fa2ee7)

![Merge variables populated as seen in customer inbox](https://4088421906-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-kLmj6EPUbMhSU_N75%2F-MWZzMb5Jfp6jS4xPmXv%2F-MW_1jQgRxs6ZQ_-trqs%2Fimage.png?alt=media\&token=90c4bd78-bf40-4e06-8ac5-2a232ab15b10)

### Universal

Use any of these merge variables in your email templates regardless of the shopping cart platform being used. Please note, some of these require the **Start** and **End** Cartmojo product grid comments for values to render correctly.

**Item/Product Variables**

{% hint style="danger" %}
Code comments are required with item/product merge variables
{% endhint %}

`<!--START_VEXTRAS_PRODUCT_GRID_ITEM-->`

* Item Code – `*|item_code|*`
* Item Description – `*|item_description|*`
* Item Short Description – `*|item_description_short|*`
* Item Image – `*|item_image|*`
* Item Name – `*|item_name|*`
* Item Codes – `*|item_codes|*`
* Item Options`*|item_options|*`
* Item Price – `*|item_price|*`
* Item Quantity – `*|item_qty|*`
* Item Quantity on Backorder – `*|item_qty_on_backorder|*`
* Item Review URL – `*|item_review_url|*`
* Item Tax – `*|item_tax|*`
* Item Total – `*|item_total|*`
* Item Thumbnail – `*|item_thumbnail|*`
* Item URL – `*|item_url|*`

`<!--END_VEXTRAS_PRODUCT_GRID_ITEM-->`

**Customer Variables**

{% hint style="success" %}
Code comments are not required and can be used anywhere with customer merge variables
{% endhint %}

* Billing Address First Name – `*|billing_address_first_name|*`
* Billing Address Last Name – `*|billing_address_last_name|*`
* Billing Address Full Name – `*|billing_address_full_name|*`
* Billing Address Phone Number – `*|billing_address_phonenumber|*`
* Billing Address Type – `*|billing_address_type|*`
* Billing Address Company – `*|billing_address_company|*`
* Billing Address Street – `*|billing_address_street|*`
* Billing Address Street 2 – `*|billing_address_street2|*`
* Billing Address Full Street – `*|billing_address_full_street|*`
* Billing Address City – `*|billing_address_city|*`
* Billing Address State – `*|billing_address_state|*`
* Billing Address Zip – `*|billing_address_zip|*`
* Billing Address Country – `*|billing_address_country|*`
* Billing Address Residential – `*|billing_address_residential|*`
* Billing Address One Liner – `*|billing_address_one_liner|*`
* Customer ID – `*|customer_id|*`
* Customer First Name – `*|customer_first_name|*`
* Customer Last Name – `*|customer_last_name|*`
* Customer Full Name – `*|customer_full_name|*`
* Customer Email – `*|email|*`
* Customer City – `*|customer_city|*`
* Customer State – `*|customer_state|*`
* Customer Zip – `*|customer_zip|*`
* Customer Country – `*|customer_country|*`
* Customer Company – `*|customer_company|*`
* Customer Phone Number – `*|customer_phone_number|*`
* Customer Notes – `*|customer_notes|*`
* Customer Private Notes – `*|customer_private_notes|*`
* Customer Address Type – `*|customer_address_type|*`
* Customer Address Street – `*|customer_address_street|*`
* Customer Address Street 2 – `*|customer_address_street2|*`
* Customer Address Full Street – `*|customer_address_full_street|*`
* Customer One Liner – `*|customer_address_one_liner|*`
* Shipping Address First Name – `*|shipping_address_first_name|*`
* Shipping Address Last Name – `*|shipping_address_last_name|*`
* Shipping Address Full Name – `*|shipping_address_full_name|*`
* Shipping Address Phone Number – `*|shipping_address_phonenumber|*`
* Shipping Address Type – `*|shipping_address_type|*`
* Shipping Address Company – `*|shipping_address_company|*`
* Shipping Address Street – `*|shipping_address_street|*`
* Shipping Address Street 2 – `*|shipping_address_street2|*`
* Shipping Address Full Street – `*|shipping_address_full_street|*`
* Shipping Address City – `*|shipping_address_city|*`
* Shipping Address State – `*|shipping_address_state|*`
* Shipping Address Zip – `*|shipping_address_zip|*`
* Shipping Address Country – `*|shipping_address_country|*`
* Shipping Address Residential – `*|shipping_address_residential|*`
* Shipping Address One Liner – `*|shipping_address_one_liner|*`

**Order Variables**

{% hint style="success" %}
Code comments are not required and can be used anywhere with order merge variables
{% endhint %}

* Most Recent Tracking Number – `*|most_recent_shipment_tracking|*`
* Order IP Address – `*|order_ip_address|*`
* Order ID – `*|order_id|*`
* Order Comments – `*|order_comments|*`
* Order Placement Method – `*|order_placement_method|*`
* Order Payment Method – `*|order_payment_method|*`
* Order Total Payment – `*|order_total_payment|*`
* Order Total Shipping – `*|order_total_shipping|*`
* Order Total Tax – `*|order_total_tax|*`
* Order Subtotal – `*|subtotal|*`
* Order Total – `*|total|*`
* Order Status – `*|status|*`
* Order Status Changed At – `*|status_changed_at|*`
* Order Completed At Date – `*|completed_at|*`
* Order Tracking Number – `*|shipment_tracking|*`
* Previous Order Status – `*|old_status|*`
* Products – `*|products|*`
* Store URL – `*|store_url|*`
* Store URL Short (no https) – `*|store_url_short|*`

**Date Variables**

{% hint style="success" %}
Code comments are not required and can be used anywhere with date merge variables
{% endhint %}

* Current Date (Common i.e. Dec 30, 2016) – `*|current_date|*`
* Current Year (YYYY) - `*|current_date_year|*`
* Current Date MM/DD/YY – `*|current_date_mm_dd_yyyy|*`
* Current Date DD/MM/YY – `*|current_date_dd_mm_yyyy|*`
* Current Date YY/MM/DD – `*|current_date_yyyy_mm_dd|*`
* Current Date (Words i.e. Fri Dec 30, 2016) – `*|current_date_words|*`
* Order Date (Common i.e. Dec 30, 2016) – `*|order_date|*`
* Order Date MM/DD/YY – `*|order_date_mm_dd_yyyy|*`
* Order Date DD/MM/YY – `*|order_date_dd_mm_yyyy|*`
* Order Date YY/MM/DD – `*|order_date_yyyy_mm_dd|*`
* Order Date (Words i.e. Fri Dec 30, 2016) – `*|order_date_words|*`
* Dynamic Dates in the future. Any number can replace the example, up to 365 days – `*|date_plus_30|*`

**Social Variables**

{% hint style="success" %}
Code comments are not required and can be used anywhere with social merge variables
{% endhint %}

* Blogger – `*|social_blogger|*`
* Facebook – `*|social_facebook|*`
* Instagram – `*|social_instagram|*`
* LinkedIn – `*|social_linkedin|*`
* Pinterest – `*|social_pinterest|*`
* Twitter – `*|social_twitter|*`
* YouTube – `*|social_youtube|*`

### BigCommerce

Use any API merge variable to personalize your message with dynamic data. You can select from either ‘Customer’, ‘Order’ or ‘Product’ variables. For example, use things like the order date, customer ID, order status, etc.

**Customers**

* First Name – `*|customer_api_first_name|*`
* Last Name – `*|customer_api_last_name|*`
* Email – `*|customer_api_email|*`
* Phone – `*|customer_api_phone|*`
* Company – `*|customer_address_company|*`
* City – `*|customer_address_city|*`
* State – `*|customer_address_state|*`
* Street 1 – `*|customer_address_street|*`
* Street 2 – `*|customer_address_street2|*`
* Zip – `*|customer_address_zip|*`
* Country – `*|customer_address_country|*`
* Date Created – `*|customer_api_date_created|*`
* Date Modified – `*|customer_api_date_modified|*`
* Customer ID – `*|customer_api_id|*`
* My Account – `*|my_account|*`
* Notes – `*|customer_api_notes|*`
* Tax-Exempt Category – `*|customer_api_tax_exempt_category|*`
* Store Credit – `*|customer_api_store_credit|*`

**Products**

* Availability – `*|product_api_availability|*`
* Availability Description – `*|product_api_availability_description|*`
* Avalara Product Tax Code – `*|product_api_avalara_product_tax_code|*`
* Bin Picking Number – `*|product_api_bin_picking_number|*`
* Brand ID – `*|product_api_brand_id|*`
* Calculated Price – `*|product_api_calculated_price|*`
* API Categories – `*|product_api_categories|*`
* Checkout Button – `*|checkout_button|*`
* Condition – `*|product_api_condition|*`
* Price – `*|product_api_cost_price|*`
* Date Created – `*|product_api_date_created|*`
* Date Last Imported – `*|product_api_date_last_imported|*`
* Date Modified – `*|product_api_date_modified|*`
* Depth – `*|product_api_depth|*`
* Description – `*|product_api_description|*`
* Event End Date – `*|product_api_event_date_end|*`
* Event Date Field Name – `*|product_api_event_date_field_name|*`
* Event Start Date – `*|product_api_event_date_start|*`
* Event Date Type – `*|product_api_event_date_type|*`
* Fixed Shipping Price – `*|product_api_fixed_cost_shipping_price|*`
* Height – `*|product_api_height|*`
* Inventory Level – `*|product_api_inventory_level|*`
* Inventory Tracking – `*|product_api_inventory_tracking|*`
* Inventory Warning Level – `*|product_api_inventory_warning_level|*`
* Condition Shown – `*|product_api_is_condition_shown|*`
* Is Featured – `*|product_api_is_featured|*`
* Is Free Shipping – `*|product_api_is_free_shipping|*`
* Open Graph Thumbnail – `*|product_api_is_open_graph_thumbnail|*`
* Is Preorder Only – `*|product_api_is_preorder_only|*`
* Is Price Hidden – `*|product_api_is_price_hidden|*`
* Is Visible – `*|product_api_is_visible|*`
* Layout File- `*|product_api_layout_file|*`
* Meta Description – `*|product_api_meta_description|*`
* Meta Keywords – `*|product_api_meta_keywords|*`
* MYOB Asset Account – `*|product_api_myob_asset_account|*`
* MYOB Expense Account – `*|product_api_myob_expense_account|*`
* MYOB Income Account – `*|product_api_myob_income_account|*`
* Name – `*|product_api_name|*`
* Open Graph Description – `*|product_api_open_graph_description|*`
* Open Graph Title – `*|product_api_open_graph_title|*`
* Open Graph Type – `*|product_api_open_graph_type|*`
* Option Set Display – `*|product_api_option_set_display|*`
* Option Set ID – `*|product_api_option_set_id|*`
* Order Quantity Maximum – `*|product_api_order_quantity_maximum|*`
* Order Quantity Minimum – `*|product_api_order_quantity_minimum|*`
* Page Title – `*|product_api_page_title|*`
* Peachtree GL Account – `*|product_api_peachtree_gl_account|*`
* Preorder Message – `*|product_api_preorder_message|*`
* Preorder Release Date – `*|product_api_preorder_release_date|*`
* Price – `*|product_api_price|*`
* Price Hidden Label – `*|product_api_price_hidden_label|*`
* Product Options – `*|product_api_product_options|*`
* Rating Count – `*|product_api_rating_count|*`
* Rating Total – `*|product_api_rating_total|*`
* Related Products – `*|product_api_related_products|*`
* Retail Price – `*|product_api_retail_price|*`
* Sale Price – `*|product_api_sale_price|*`
* SKU – `*|product_api_sku|*`
* Tax Class ID – `*|product_api_tax_class_id|*`
* Total Sold – `*|product_api_total_sold|*`
* Type – `*|product_api_type|*`
* UPC – `*|product_api_upc|*`
* View Count – `*|product_api_view_count|*`
* Warranty – `*|product_api_warranty|*`
* Weight – `*|product_api_weight|*`
* Width – `*|product_api_width|*`

**Orders**

* Base Handling Cost- `*|order_api_base_handling_cost|*`
* Base Shipping Cost – `*|order_api_base_shipping_cost|*`
* Base Wrapping Cost – `*|order_api_base_wrapping_cost|*`
* Billing Company – `*|billing_address_company|*`
* Billing First Name – `*|billing_address_first_name|*`
* Billing Last Name – `*|billing_address_last_name|*`
* Billing Full Name – `*|billing_address_full_name|*`
* Billing Phone – `*|billing_address_phonenumber|*`
* Billing City – `*|billing_address_city|*`
* Billing State – `*|billing_address_state|*`
* Billing Street 1 – `*|billing_address_street|*`
* Billing Street 2 – `*|billing_address_street2|*`
* Billing Street Full – `*|billing_address_full_street|*`
* Billing Zip – `*|billing_address_zip|*`
* Billing Address One Liner – `*|billing_address_one_liner|*`
* Billing Country – `*|billing_address_country|*`
* Coupon Discount – `*|order_api_coupon_discount|*`
* Currency Code – `*|order_api_currency_code|*`
* Currency Exchange Rate – `*|order_api_currency_exchange_rate|*`
* Currency ID – `*|order_api_currency_id|*`
* Customer ID – `*|order_api_customer_id|*`
* Customer Message – `*|order_api_customer_message|*`
* Date Created – `*|order_api_date_created|*`
* Date Modified – `*|order_api_date_modified|*`
* Date Shipped – `*|order_api_date_shipped|*`
* Dicount Amount – `*|order_api_discount_amount|*`
* Gift Certificate Amount – `*|order_api_gift_certificate_amount|*`
* Handling Cost Excluding Tax – `*|order_api_handling_cost_ex_tax|*`
* Handling Cost Including Tax – `*|order_api_handling_cost_inc_tax|*`
* Handling Cost Including Tax – `*|order_api_handling_cost_tax|*`
* Handling Cost Tax Class ID – `*|order_api_handling_cost_tax_class_id|*`
* Order ID – `*|order_api_id|*`
* Number Of Items Shipped – `*|order_api_items_shipped|*`
* Items Total – `*|order_api_items_total|*`
* Order Is Digital – `*|order_api_order_is_digital|*`
* Payment Method – `*|order_api_payment_method|*`
* Provider ID – `*|order_api_payment_provider_id|*`
* Payment Status – `*|order_api_payment_status|*`
* Refunded Amount – `*|order_api_refunded_amount|*`
* Shipping Address Count – `*|order_api_shipping_address_count|*`
* Shipping Cost Excluding Tax – `*|order_api_shipping_cost_ex_tax|*`
* Shipping Cost Including Tax – `*|order_api_shipping_cost_inc_tax|*`
* Shipping Cost Tax – `*|order_api_shipping_cost_tax|*`
* Shipping Cost Tax ID – `*|order_api_shipping_cost_tax_class_id|*`
* Shipping Address Company – `*|shipping_address_company|*`
* Shipping First Name – `*|shipping_address_first_name|*`
* Shipping Last Name – `*|shipping_address_last_name|*`
* Shipping Full Name – `*|shipping_address_full_name|*`
* Shipping Phone – `*|shipping_address_phonenumber|*`
* Shipping City – `*|shipping_address_city|*`
* Shipping State – `*|shipping_address_state|*`
* Shipping Street 1 – `*|shipping_address_street|*`
* Shipping Street 2 – `*|shipping_address_street2|*`
* Shipping Street Full – `*|shipping_address_full_street|*`
* Shipping Address One Liner – `*|shipping_address_one_liner|*`
* Shipping Zip – `*|shipping_address_zip|*`
* Shipping Country – `*|shipping_address_country|*`
* Staff Notes – `*|order_api_staff_notes|*`
* Status – `*|order_api_status|*`
* Status ID – `*|order_api_status_id|*`
* Store Credit Amount – `*|order_api_store_credit_amount|*`
* Subtotal Excluding Tax – `*|order_api_subtotal_ex_tax|*`
* Subtotal Including Tax – `*|order_api_subtotal_inc_tax|*`
* Subtotal Tax – `*|order_api_subtotal_tax|*`
* Total Excluding Tax – `*|order_api_total_ex_tax|*`
* Total Including Tax – `*|order_api_total_inc_tax|*`
* Total Tax – `*|order_api_total_tax|*`
* Wrapping Cost Excluding Tax – `*|order_api_wrapping_cost_ex_tax|*`
* Wrapping Cost Including Tax – `*|order_api_wrapping_cost_inc_tax|*`
* Wrapping Cost Tax – `*|order_api_wrapping_cost_tax|*`

### 3dCart

Use any API merge variable to personalize your message with dynamic data. You can select from either **Customer**, **Order,** or **Product** variables. For example, use things like the order date, customer ID, order status, etc.

**Products**

* Additional ImageCaption 2 – `*|product_api_AdditionalImageCaption2|*`
* Additional ImageCaption 3 – `*|product_api_AdditionalImageCaption3|*`
* Additional ImageCaption 4 – `*|product_api_AdditionalImageCaption4|*`
* Additional Image File 2 – `*|product_api_AdditionalImageFile2|*`
* Additional Image File 3 – `*|product_api_AdditionalImageFile3|*`
* Additional Image File 4 – `*|product_api_AdditionalImageFile4|*`
* Allow Access Customer Group ID – `*|product_api_AllowAccessCustomerGroupID|*`
* Allow Access Customer Name – `*|product_api_AllowAccessCustomerGroupName|*`
* Allow Fractional Quantity – `*|product_api_AllowFractionalQuantity|*`
* Allow Only Multiples – `*|product_api_AllowOnlyMultiples|*`
* Apply Quantity Discount To Options – `*|product_api_ApplyQuantityDiscountToOptions|*`
* Assign Key – `*|product_api_AssignKey|*`
* Backorder Message – `*|product_api_BackOrderMessage|*`
* Buy Button Link – `*|product_api_BuyButtonLink|*`
* Catalog ID – `*|product_api_CatalogID|*`
* Category List – `*|product_api_CategoryList|*`
* Category Special – `*|product_api_CategorySpecial|*`
* Cost – `*|product_api_Cost|*`
* Custom File Name – `*|product_api_CustomFileName|*`
* Date Created – `*|product_api_DateCreated|*`
* Depth – `*|product_api_Depth|*`
* Description – `*|product_api_Description|*`
* Disable Rewards – `*|product_api_DisableRewards|*`
* Display Text – `*|product_api_DisplayText|*`
* Do Not Use Category Options – `*|product_api_DoNotUseCategoryOptions|*`
* Enable Make An Offer Feature – `*|product_api_EnableMakeAnOfferFeature|*`
* Extra Field 1 – `*|product_api_ExtraField1|*`
* Extras Field 2 – `*|product_api_ExtraField2|*`
* Extras Field 3 – `*|product_api_ExtraField3|*`
* Extras Field 4 – `*|product_api_ExtraField4|*`
* Extras Field 5 – `*|product_api_ExtraField5|*`
* Extras Field 6 – `*|product_api_ExtraField6|*`
* Extras Field 7 – `*|product_api_ExtraField7|*`
* Extras Field 8 – `*|product_api_ExtraField8|*`
* Extras Field 9 – `*|product_api_ExtraField9|*`
* Extra Field 10 – `*|product_api_ExtraField10|*`
* Extra Field 11 – `*|product_api_ExtraField11|*`
* Extra Field 12 – `*|product_api_ExtraField12|*`
* Extra Field 13 – `*|product_api_ExtraField13|*`
* Feature List – `*|product_api_FeatureList|*`
* Free Shipping – `*|product_api_FreeShipping|*`
* Gift Certificate – `*|product_api_GiftCertificate|*`
* Gift Wrap Item – `*|product_api_GiftWrapItem|*`
* Group Options For Quantity Pricing – `*|product_api_GroupOptionsForQuantityPricing|*`
* GTIN – `*|product_api_GTIN|*`
* Height – `*|product_api_Height|*`
* Hide – `*|product_api_Hide|*`
* Home Special – `*|product_api_HomeSpecial|*`
* In Stock Message – `*|product_api_InStockMessage|*`
* Item Additional Field 1 – `*|product_api_ItemAdditionalField1|*`
* Item Additional Field 2 – `*|product_api_ItemAdditionalField2|*`
* Item Additional Field 3 – `*|product_api_ItemAdditionalField3|*`
* Item Catalog ID Options – `*|product_api_ItemCatalogIDOptions|*`
* Item Date Added – `*|product_api_ItemDateAdded|*`
* Item Description – `*|product_api_ItemDescription|*`
* Item ID – `*|product_api_ItemID|*`
* Item Option Price – `*|product_api_ItemOptionPrice|*`
* Item Options – `*|product_api_ItemOptions|*`
* Item Page Added – `*|product_api_ItemPageAdded|*`
* Item Quantity – `*|product_api_ItemQuantity|*`
* Item Unit Cost – `*|product_api_ItemUnitCost|*`
* Item Unit Price – `*|product_api_ItemUnitPrice|*`
* Item Unit Stock – `*|product_api_ItemUnitStock|*`
* Item Warehouse ID – `*|product_api_ItemWarehouseID|*`
* Item Weight – `*|product_api_ItemWeight|*`
* Keywords – `*|product_api_Keywords|*`
* Last Update – `*|product_api_LastUpdate|*`
* Listing Template ID – `*|product_api_ListingTemplateID|*`
* Listing Template Name – `*|product_api_ListingTemplateName|*`
* Login Required Option ID – `*|product_api_LoginRequiredOptionID|*`
* Login Required Option Name – `*|product_api_LoginRequiredOptionName|*`
* Login Required Option Redirect To – `*|product_api_LoginRequiredOptionRedirectTo|*`
* Main Image Caption – `*|product_api_MainImageCaption|*`
* Main Image File – `*|product_api_MainImageFile|*`
* Manufacturer ID – `*|product_api_ManufacturerID|*`
* Maximum Quantity – `*|product_api_MaximumQuantity|*`
* Media File – `*|product_api_MediaFile|*`
* Meta Tags – `*|product_api_MetaTags|*`
* MFG ID – `*|product_api_MFGID|*`
* Minimum Acceptable Offer – `*|product_api_MinimumAcceptableOffer|*`
* Minimum Quantity – `*|product_api_MinimumQuantity|*`
* Name – `*|product_api_Name|*`
* Non-Searchable – `*|product_api_NonSearchable|*`
* Non Taxable – `*|product_api_NonTaxable|*`
* On Sale – `*|product_api_OnSale|*`
* Option Set List – `*|product_api_OptionSetList|*`
* Out Of Stock Message – `*|product_api_OutOfStockMessage|*`
* Price – `*|product_api_Price|*`
* Price Level 1 – `*|product_api_PriceLevel1|*`
* Price Level 1 Hide – `*|product_api_PriceLevel1Hide|*`
* Price Level 2 – `*|product_api_PriceLevel2|*`
* Price Level 2 Hide – `*|product_api_PriceLevel2Hide|*`
* Price Level 3 – `*|product_api_PriceLevel3|*`
* Price Level 3 Hide – `*|product_api_PriceLevel3Hide|*`
* Price Level 4 – `*|product_api_PriceLevel4|*`
* Price Level 4 Hide – `*|product_api_PriceLevel4Hide|*`
* Price Level 5 – `*|product_api_PriceLevel5|*`
* Price Level 5 Hide – `*|product_api_PriceLevel5Hide|*`
* Price Level 6 – `*|product_api_PriceLevel6|*`
* Price Level 6 Hide – `*|product_api_PriceLevel6Hide|*`
* Price Level 7 – `*|product_api_PriceLevel7|*`
* Price Level 7 Hide – `*|product_api_PriceLevel7Hide|*`
* Price Level 8 – `*|product_api_PriceLevel8|*`
* Price Level 8 Hide- `*|product_api_PriceLevel8Hide|*`
* Price Level 9 – `*|product_api_PriceLevel9|*`
* Price Level 9 Hide – `*|product_api_PriceLevel9Hide|*`
* Price Level 10 – `*|product_api_PriceLevel10|*`
* Price Level 10 Hide – `*|product_api_PriceLevel10Hide|*`
* Product Link – `*|product_api_ProductLink|*`
* Quantity Options – `*|product_api_QuantityOptions|*`
* Redeem Points – `*|product_api_RedeemPoints|*`
* Redirect Link – `*|product_api_RedirectLink|*`
* Reorder Quantity – `*|product_api_ReorderQuantity|*`
* Retail Price – `*|product_api_RetailPrice|*`
* Reuse Keys – `*|product_api_ReUseKeys|*`
* Reward Points – `*|product_api_RewardPoints|*`
* RMA Max Period – `*|product_api_RMAMaxPeriod|*`
* Sale Price – `*|product_api_SalePrice|*`
* Self Ship – `*|product_api_SelfShip|*`
* Ship Cost – `*|product_api_ShipCost|*`
* Short Description – `*|product_api_ShortDescription|*`
* SKU – `*|product_api_SKU|*`
* Special Instructions – `*|product_api_SpecialInstructions|*`
* Stock – `*|product_api_Stock|*`
* Stock Alert – `*|product_api_StockAlert|*`
* Tax Code – `*|product_api_TaxCode|*`
* Thumbnail File – `*|product_api_ThumbnailFile|*`
* Title – `*|product_api_Title|*`
* User ID – `*|product_api_UserID|*`
* Warehouse Aisle – `*|product_api_WarehouseAisle|*`
* Warehouse Bin – `*|product_api_WarehouseBin|*`
* Warehouse Custom – `*|product_api_WarehouseCustom|*`
* Warehouse Location- `*|product_api_WarehouseLocation|*`
* Weight – `*|product_api_Weight|*`
* Width – `*|product_api_Width|*`

**Customers**

* Additional Field 1 – `*|customer_api_AdditionalField1|*`
* Additional Field 2 – `*|customer_api_AdditionalField2|*`
* Additional Field 3 – `*|customer_api_AdditionalField3|*`
* Billing Address 1 – `*|customer_api_BillingAddress1|*`
* Billing Address 2 – `*|customer_api_BillingAddress2|*`
* Billing City – `*|customer_api_BillingCity|*`
* Billing Company – `*|customer_api_BillingCompany|*`
* Billing Country – `*|customer_api_BillingCountry|*`
* Billing First Name – `*|customer_api_BillingFirstName|*`
* Billing Last Name – `*|customer_api_BillingLastName|*`
* Billing Phone Number – `*|customer_api_BillingPhoneNumber|*`
* Billing State – `*|customer_api_BillingState|*`
* Billing Tax ID – `*|customer_api_BillingTaxID|*`
* Billing Zip – `*|customer_api_BillingZipCode|*`
* Comments – `*|customer_api_Comments|*`
* Group ID – `*|customer_api_CustomerGroupID|*`
* Customer ID – `*|customer_api_CustomerID|*`
* Disable Billing SameAs Shipping – `*|customer_api_DisableBillingSameAsShipping|*`
* Email – `*|customer_api_Email|*`
* Enabled – `*|customer_api_Enabled|*`
* Groups- `*|customer_api_Groups|*`
* Mailing List – `*|customer_api_MailList|*`
* My Account – `*|my_account|*`
* Non Taxable – `*|customer_api_NonTaxable|*`
* Shipping Address 1 – `*|customer_api_ShippingAddress1|*`
* Shipping Address 2 – `*|customer_api_ShippingAddress2|*`
* Shipping Address Type – `*|customer_api_ShippingAddressType|*`
* Shipping City – `*|customer_api_ShippingCity|*`
* Shipping Company – `*|customer_api_ShippingCompany|*`
* Shipping Country – `*|customer_api_ShippingCountry|*`
* Shipping First Name – `*|customer_api_ShippingFirstName|*`
* Shipping Last Name – `*|customer_api_ShippingLastName|*`
* Shipping Phone Number – `*|customer_api_ShippingPhoneNumber|*`
* Shipping State – `*|customer_api_ShippingState|*`
* Shipping Zip – `*|customer_api_ShippingZipCode|*`

**Orders**

* Affiliate Commission – `*|order_api_AffiliateCommission|*`
* Billing Address – `*|order_api_BillingAddress|*`
* Billing Address 2 – `*|order_api_BillingAddress2|*`
* Billing City – `*|order_api_BillingCity|*`
* Billing Company – `*|order_api_BillingCompany|*`
* Billing Country – `*|order_api_BillingCountry|*`
* Billing Email – `*|order_api_BillingEmail|*`
* Billing First Name – `*|order_api_BillingFirstName|*`
* Billing Last Name – `*|order_api_BillingLastName|*`
* Billing Online Payment – `*|order_api_BillingOnLinePayment|*`
* Billing Payment Method – `*|order_api_BillingPaymentMethod|*`
* Billing Payment Method ID – `*|order_api_BillingPaymentMethodID|*`
* Billing Phone Number – `*|order_api_BillingPhoneNumber|*`
* Billing State – `*|order_api_BillingState|*`
* Billing Zip – `*|order_api_BillingZipCode|*`
* Card Address – `*|order_api_CardAddress|*`
* Card Expiration Month – `*|order_api_CardExpirationMonth|*`
* Card Expiration Year – `*|order_api_CardExpirationYear|*`
* Card Issue Number – `*|order_api_CardIssueNumber|*`
* Card Name – `*|order_api_CardName|*`
* Card Number – `*|order_api_CardNumber|*`
* Card Start Month – `*|order_api_CardStartMonth|*`
* Card Start Year – `*|order_api_CardStartYear|*`
* Card Type – `*|order_api_CardType|*`
* Card Verification – `*|order_api_CardVerification|*`
* Customer Comments – `*|order_api_CustomerComments|*`
* CustomerID – `*|order_api_CustomerID|*`
* External Comments – `*|order_api_ExternalComments|*`
* Internal Comments – `*|order_api_InternalComments|*`
* Invoice Number – `*|order_api_InvoiceNumber|*`
* Invoice Number Prefix – `*|order_api_InvoiceNumberPrefix|*`
* Last Update – `*|order_api_LastUpdate|*`
* Order Amount – `*|order_api_OrderAmount|*`
* Order Date – `*|order_api_OrderDate|*`
* Order Discount – `*|order_api_OrderDiscount|*`
* Order ID – `*|order_api_OrderID|*`
* Order Status – `*|order_api_OrderStatus|*`
* Order Status ID – `*|order_api_OrderStatusID|*`
* Referer – `*|order_api_Referer|*`
* Reward Points – `*|order_api_RewardPoints|*`
* Sales Person – `*|order_api_SalesPerson|*`
* Sales Tax – `*|order_api_SalesTax|*`
* Sales Tax 2 – `*|order_api_SalesTax2|*`
* Sales Tax 3 – `*|order_api_SalesTax3|*`
* User ID – `*|order_api_UserID|*`

### Shopify

Use any API merge variable to personalize workflow messages with dynamic data from a transaction. Select any Customer, Order, or Product variables to customize your emails. For example, use things like the order date, customer ID, order status, etc.

**Customers**

* Customer Accepts Marketing (Yes or No) – `*|customer_api_accepts_marketing|*`
* Customer Address City – `*|customer_address_city|*`
* Customer Address Company – `*|customer_address_company|*`
* Customer Address Country – `*|customer_address_country|*`
* Customer Address First Name – `*|customer_address_first_name|*`
* Customer Address Full Name – `*|customer_address_full_name|*`
* Customer Address Full Street – `*|customer_address_full_street|*`
* Customer Address Last Name – `*|customer_address_last_name|*`
* Customer Address One Line – `*|customer_address_one_liner|*`
* Customer Address Phone Number – `*|customer_address_phonenumber|*`
* Customer Address State – `*|customer_address_state|*`
* Customer Address Street – `*|customer_address_street|*`
* Customer Address Street 2 – `*|customer_address_street2|*`
* Customer Address Zipcode – `*|customer_address_zip|*`
* Customer Created At Date – `*|customer_api_created_at|*`
* Customer Email Address – `*|customer_api_email|*`
* Customer ID – `*|customer_api_id|*`
* Customer Last Order ID – `*|customer_api_last_order_id|*`
* Customer Account Link – `*|my_account|*`
* Customer Note – `*|customer_api_note|*`
* Customer Order Count – `*|customer_api_orders_count|*`
* Customer Tags – `*|customer_api_tags|*`
* Customer Tax Exempt (Yes or No) – `*|customer_api_tax_exempt|*`
* Customer Total Spent (Historical) – `*|customer_api_total_spent|*`
* Customer Updated At Time – `*|customer_api_updated_at|*`
* Customer Verified Email (Yes or No) – `*|customer_api_verified_email|*`
* Billing Address City – `*|billing_address_city|*`
* Billing Address Company – `*|billing_address_company|*`
* Billing Address Country – `*|billing_address_country|*`
* Billing Address First Name- `*|billing_address_first_name|*`
* Billing Address Full Name- `*|billing_address_full_name|*`
* Billing Address Full Street- `*|billing_address_full_street|*`
* Billing Address Last Name- `*|billing_address_last_name|*`
* Billing Address One Line- `*|billing_address_one_liner|*`
* Billing Address Phone Number – `*|billing_address_phonenumber|*`
* Billing Address State – `*|billing_address_state|*`
* Billing Address Street – `*|billing_address_street|*`
* Billing Address Street 2 – `*|billing_address_street2|*`
* Billing Address Zipcode – `*|billing_address_zip|*`

**Orders**

* IP Address – `*|order_api_browser_ip|*`
* Buyer Accepts Marketing (Yes or No) – `*|order_api_buyer_accepts_marketing|*`
* Order Cancel Reason – `*|order_api_cancel_reason|*`
* Order Cancelled At Time – `*|order_api_cancelled_at|*`
* Order Close At Time – `*|order_api_closed_at|*`
* Order Currency Type – `*|order_api_currency|*`
* Order Email Address – `*|order_api_email|*`
* Order Finacial Status – `*|order_api_financial_status|*`
* Order Fulfillment Status – `*|order_api_fulfillment_status|*`
* Order ID – `*|order_api_id|*`
* Order Landing Site – `*|order_api_landing_site|*`
* Order Location ID – `*|order_api_location_id|*`
* Order Name – `*|order_api_name|*`
* Order Note – `*|order_api_note|*`
* Order Number – `*|order_api_number|*`
* Order Payment Gateway Used – `*|order_api_payment_gateway_names|*`
* Order Processed At Time – `*|order_api_processed_at|*`
* Order Processing Method – `*|order_api_processing_method|*`
* Order Referring Site – `*|order_api_referring_site|*`
* Order Source Name – `*|order_api_source_name|*`
* Order Subtotal – `*|subtotal|*`
* Order Subtotal Price – `*|order_api_subtotal_price|*`
* Order Tags – `*|order_api_tags|*`
* Order Taxes Included – `*|order_api_taxes_included|*`
* Order Total Discounts – `*|order_api_total_discounts|*`
* Order Total Line Items Price – `*|order_api_total_line_items_price|*`
* Order Total Price – `*|order_api_total_price|*`
* Order Total Tax – `*|order_api_total_tax|*`
* Order Total Weight – `*|order_api_total_weight|*`
* Order User ID – `*|order_api_user_id|*`
* Shipping Address City – `*|shipping_address_city|*`
* Shipping Address Company – `*|shipping_address_company|*`
* Shipping Address Country- `*|shipping_address_country|*`
* Shipping Address First Name – `*|shipping_address_first_name|*`
* Shipping Address Full Name – `*|shipping_address_full_name|*`
* Shipping Address Full Street – `*|shipping_address_full_street|*`
* Shipping Address Last – `*|shipping_address_last_name|*`
* Shipping Address One Line – `*|shipping_address_one_liner|*`
* Shipping Address Phone Number – `*|shipping_address_phonenumber|*`
* Shipping Address State – `*|shipping_address_state|*`
* Shipping Address Street – `*|shipping_address_street|*`
* Shipping Address Street 2 – `*|shipping_address_street2|*`
* Shipping Address Zipcode – `*|shipping_address_zip|*`

**Products**

* Product Name – `*|product_api_name|*`

### Volusion

Use any API merge variable to personalize your message with dynamic data. You can select from either Customer, Order, or Product variables. For example, use things like the order date, customer ID, order status, etc.

Please note, Volusion does not currently support product categories or tracking information via their API.

**Customers**

* Access Key – `*|customer_api_AccessKey|*`
* Allowed Access To Private\_Sections – `*|customer_api_Allow_Access_To_Private_Sections|*`
* Catalog Subscriber – `*|customer_api_CatalogSubscriber|*`
* Checkbox For New Customers – `*|customer_api_Checkbox_For_New_Customers|*`
* City – `*|customer_api_City|*`
* Company Name – `*|customer_api_CompanyName|*`
* Country – `*|customer_api_Country|*`
* Custom Field Custom 1 – `*|customer_api_Custom_Field_Custom1|*`
* Custom Field Custom 2 – `*|customer_api_Custom_Field_Custom2|*`
* Custom Field Custom 3 – `*|customer_api_Custom_Field_Custom3|*`
* Custom Field Custom 4 – `*|customer_api_Custom_Field_Custom4|*`
* Custom Field Custom 5 – `*|customer_api_Custom_Field_Custom5|*`
* Customer Group – `*|customer_api_ID_Customers_Groups|*`
* Customer ID – `*|customer_api_CustomerID|*`
* Customer Is Anonymous – `*|customer_api_Customer_IsAnonymous|*`
* Customer Notes – `*|customer_api_Customer_Notes|*`
* Customer Type – `*|customer_api_CustomerType|*`
* Discount Level – `*|customer_api_DiscountLevel|*`
* Email Address – `*|customer_api_EmailAddress|*`
* Email Subscriber – `*|customer_api_EmailSubscriber|*`
* Fax Number – `*|customer_api_FaxNumber|*`
* First Date Visited – `*|customer_api_FirstDateVisited|*`
* First Name – `*|customer_api_FirstName|*`
* First Order Date – `*|customer_api_FirstOrderDate|*`
* Is Super Admin – `*|customer_api_IsSuperAdmin|*`
* Last Login – `*|customer_api_LastLogin|*`
* Last Login Attempt – `*|customer_api_LastLoginAttempt|*`
* Last Modified By – `*|customer_api_LastModBy|*`
* Last Modified Date – `*|customer_api_LastModified|*`
* Last Name – `*|customer_api_LastName|*`
* Newsletter 1 – `*|customer_api_news1|*`
* Newsletter 2 – `*|customer_api_news2|*`
* Newsletter 3 – `*|customer_api_news3|*`
* Newsletter 4 – `*|customer_api_news4|*`
* Newsletter 5 – `*|customer_api_news5|*`
* Newsletter 6 – `*|customer_api_news6|*`
* Newsletter 7 – `*|customer_api_news7|*`
* Newsletter 8 – `*|customer_api_news8|*`
* Newsletter 9 – `*|customer_api_news9|*`
* Newsletter 10 – `*|customer_api_news10|*`
* Newsletter 11 – `*|customer_api_news11|*`
* Newsletter 12 – `*|customer_api_news12|*`
* Newsletter 13 – `*|customer_api_news13|*`
* Newsletter 14 – `*|customer_api_news14|*`
* Newsletter 15 – `*|customer_api_news15|*`
* Newsletter 16 – `*|customer_api_news16|*`
* Newsletter 17 – `*|customer_api_news17|*`
* Newsletter 18 – `*|customer_api_news18|*`
* Newsletter 19 – `*|customer_api_news19|*`
* Newsletter 20 – `*|customer_api_news20|*`
* Pays State Tax – `*|customer_api_PaysStateTax|*`
* Percent Discount – `*|customer_api_PercentDiscount|*`
* Phone Number – `*|customer_api_PhoneNumber|*`
* Postal Code – `*|customer_api_PostalCode|*`
* Removed From Rewards – `*|customer_api_Removed_From_Rewards|*`
* Sales Rep Customer ID – `*|customer_api_SalesRep_CustomerID|*`
* State – `*|customer_api_State|*`
* Tax ID – `*|customer_api_TaxID|*`
* Website Address – `*|customer_api_WebsiteAddress|*`

**Products**

* Additional Handling Indicator – `*|product_api_Additional_Handling_Indicator|*`
* Add to Cart Button Replacement Text – `*|product_api_AddtoCartBtn_Replacement_Text|*`
* Add To PO Now – `*|product_api_AddToPO_Now|*`
* Affiliate Commissionable Value – `*|product_api_Affiliate_Commissionable_Value|*`
* Allow Price Edit – `*|product_api_AllowPriceEdit|*`
* Auto Drop Ship – `*|product_api_AutoDropShip|*`
* Availability – `*|product_api_Availability|*`
* Book ISBN – `*|product_api_Book_ISBN|*`
* Category ID – `*|product_api_CategoryID|*`
* Coupon Code – `*|product_api_CouponCode|*`
* Custom Line Item – `*|product_api_CustomLineItem|*`
* Custom Meta Tags Override – `*|product_api_CUSTOM_METATAGS_OVERRIDE|*`
* CustomField 1 – `*|product_api_CustomField1|*`
* CustomField 2 – `*|product_api_CustomField2|*`
* CustomField 3 – `*|product_api_CustomField3|*`
* CustomField 4 – `*|product_api_CustomField4|*`
* CustomField 5 – `*|product_api_CustomField5|*`
* Discount Auto ID – `*|product_api_DiscountAutoID|*`
* Discount Type – `*|product_api_DiscountType|*`
* Discount Value – `*|product_api_DiscountValue|*`
* Discounted Price Level 1 – `*|product_api_DiscountedPrice_Level1|*`
* Discounted Price Level 2 – `*|product_api_DiscountedPrice_Level2|*`
* Discounted Price Level 3 – `*|product_api_DiscountedPrice_Level3|*`
* Discounted Price Level 4 – `*|product_api_DiscountedPrice_Level4|*`
* Discounted Price Level 5 – `*|product_api_DiscountedPrice_Level5|*`
* Discounted Recurring Price Level 1 – `*|product_api_DiscountedRecurringPrice_Level1|*`
* Discounted Recurring Price Level 2 – `*|product_api_DiscountedRecurringPrice_Level2|*`
* Discounted Recurring Price Level 3 – `*|product_api_DiscountedRecurringPrice_Level3|*`
* Discounted Recurring Price Level 4 – `*|product_api_DiscountedRecurringPrice_Level4|*`
* Discounted Recurring Price Level 5 – `*|product_api_DiscountedRecurringPrice_Level5|*`
* Discounted Setup Cost Level 1 – `*|product_api_DiscountedSetupCost_Level1|*`
* Discounted Setup Cost Level 2 – `*|product_api_DiscountedSetupCost_Level2|*`
* Discounted Setup Cost Level 3 – `*|product_api_DiscountedSetupCost_Level3|*`
* Discounted Setup Cost Level 4 – `*|product_api_DiscountedSetupCost_Level4|*`
* Discounted Setup Cost Level 5 – `*|product_api_DiscountedSetupCost_Level5|*`
* Display Begin Date – `*|product_api_DisplayBeginDate|*`
* Display End Date – `*|product_api_DisplayEndDate|*`
* Do Not Allow Back Orders – `*|product_api_DoNotAllowBackOrders|*`
* Download File – `*|product_api_DownloadFile|*`
* Last Modified – `*|product_api_LastModified|*`
* EAN – `*|product_api_EAN|*`
* Enable Multi Child Add To Cart – `*|product_api_EnableMultiChildAddToCart|*`
* Enable Options Inventory Control – `*|product_api_EnableOptions_InventoryControl|*`
* Estimated Shipping – 2nd Day – `*|product_api_EstShip_2ndDay|*`
* Estimated Shipping – Ground – `*|product_api_EstShip_Ground|*`
* Estimated Shipping – Overnight – `*|product_api_EstShip_Overnight|*`
* Extended Information – `*|product_api_ExtInfo|*`
* Fixed Shipping Cost – `*|product_api_Fixed_ShippingCost|*`
* Fixed Shipping Cost Outside Local Region – `*|product_api_Fixed_ShippingCost_Outside_LocalRegion|*`
* Free Shipping Item – `*|product_api_FreeShippingItem|*`
* Gift Tracking Number – `*|product_api_GiftTrakNumber|*`
* Gift Wrap – `*|product_api_GiftWrap|*`
* Gift Wrap Cost – `*|product_api_GiftWrapCost|*`
* Gift Wrap Note – `*|product_api_GiftWrapNote|*`
* Google Adult Product – `*|product_api_Google_Adult_Product|*`
* Google Age Group – `*|product_api_Google_Age_Group|*`
* Google Availability – `*|product_api_Google_Availability|*`
* Google Color – `*|product_api_Google_Color|*`
* Google Gender – `*|product_api_Google_Gender|*`
* Google Material – `*|product_api_Google_Material|*`
* Google Pattern – `*|product_api_Google_Pattern|*`
* Google Product Category – `*|product_api_Google_Product_Category|*`
* Google Product Type – `*|product_api_Google_Product_Type|*`
* Google Size – `*|product_api_Google_Size|*`
* Google Unique Identifier Exists – `*|product_api_Google_Unique_Identifier_Exists|*`
* Height – `*|product_api_Height|*`
* Hide Free Accessories – `*|product_api_Hide_FreeAccessories|*`
* Hide When Out Of Stock – `*|product_api_Hide_When_OutOfStock|*`
* Hide You Save – `*|product_api_Hide_YouSave|*`
* Hide Product – `*|product_api_HideProduct|*`
* Home Page Section – `*|product_api_HomePage_Section|*`
* How To Get Sale Price – `*|product_api_HowToGetSalePrice|*`
* Inventory Last Verified – `*|product_api_Inv_LastVerified|*`
* Inventory Verify Quantity on Hand – `*|product_api_Inv_Verify_QtyOnHand|*`
* Is Child Of Product Code – `*|product_api_IsChildOfProductCode|*`
* Is Child Of ProductCode ProductID – `*|product_api_IsChildOfProductCode_ProductID|*`
* Is Kit ID – `*|product_api_IsKitID|*`
* Kit ID – `*|product_api_KitID|*`
* Last Modified By – `*|product_api_LastModBy|*`
* Last Modified – `*|product_api_LastModified|*`
* Last PO Date – `*|product_api_LastPO_Date|*`
* Last PO Quantity – `*|product_api_LastPO_Qty|*`
* Length – `*|product_api_Length|*`
* List Price – `*|product_api_ListPrice|*`
* List Price Name – `*|product_api_ListPrice_Name|*`
* Locked – `*|product_api_Locked|*`
* Maximum Quantity – `*|product_api_MaxQty|*`
* Meta Tag Description – `*|product_api_METATAG_Description|*`
* Meta Tag Keywords – `*|product_api_METATAG_Keywords|*`
* Meta Title – `*|product_api_METATAG_Title|*`
* Minimum Quantity – `*|product_api_MinQty|*`
* On Order Quantity- `*|product_api_OnOrder_Qty|*`
* Options – `*|product_api_Options|*`
* Option ID- `*|product_api_OptionID|*`
* Option ID’s- `*|product_api_OptionIDs|*`
* Options Cloned From – `*|product_api_Options_Cloned_From|*`
* Options Cloned From ProductID – `*|product_api_Options_Cloned_From_ProductID|*`
* Order Finished Note – `*|product_api_OrderFinished_Note|*`
* Oversized – `*|product_api_Oversized|*`
* Photos Cloned From – `*|product_api_Photos_Cloned_From|*`
* Photos Cloned From ProductID – `*|product_api_Photos_Cloned_From_ProductID|*`
* Product Code – `*|product_api_ProductCode|*`
* Product ID – `*|product_api_ProductID|*`
* Product Keys Shipped – `*|product_api_Product_Keys_Shipped|*`
* Product Name – `*|product_api_ProductName|*`
* Product Note – `*|product_api_ProductNote|*`
* Product Popularity – `*|product_api_ProductPopularity|*`
* Package Type – `*|product_api_Package_Type|*`
* Photo Alt Text – `*|product_api_Photo_AltText|*`
* Photo Sub Text – `*|product_api_Photo_SubText|*`
* Photo URL Large – `*|product_api_PhotoURL_Large|*`
* Photo URL Small – `*|product_api_PhotoURL_Small|*`
* Price Sub Text – `*|product_api_Price_SubText|*`
* Price Sub Text Short – `*|product_api_Price_SubText_Short|*`
* Private Section Customers Only – `*|product_api_Private_Section_Customers_Only|*`
* Product Category – `*|product_api_ProductCategory|*`
* Product Condition – `*|product_api_ProductCondition|*`
* Product Description Above Pricing – `*|product_api_ProductDescription_AbovePricing|*`
* Product Description – `*|product_api_ProductDescription|*`
* Product Description Short – `*|product_api_ProductDescriptionShort|*`
* Product Features – `*|product_api_ProductFeatures|*`
* Product Keywords – `*|product_api_ProductKeywords|*`
* Product Manufacturer – `*|product_api_ProductManufacturer|*`
* Product Name Short – `*|product_api_ProductNameShort|*`
* Product Order Detail Options – `*|product_api_OrderDetails_Options|*`
* Product Price – `*|product_api_ProductPrice|*`
* Product Price Name – `*|product_api_ProductPrice_Name|*`
* Product Ship Date – `*|product_api_ShipDate|*`
* Product Shipped – `*|product_api_Shipped|*`
* Product Total Price – `*|product_api_TotalPrice|*`
* Product Weight – `*|product_api_ProductWeight|*`
* Quantity – `*|product_api_Quantity|*`
* Quantity on Backorder – `*|product_api_QtyOnBackOrder|*`
* Quantity on Hold – `*|product_api_QtyOnHold|*`
* Quantity on Order – `*|product_api_OnOrder_Qty|*`
* Quantity on Packing Slip – `*|product_api_QtyOnPackingSlip|*`
* Quantity Shipped – `*|product_api_QtyShipped|*`
* Returned – `*|product_api_Returned|*`
* Returned Date – `*|product_api_Returned_Date|*`
* Quickbooks Item Account – `*|product_api_Quickbooks_Item_Accnt|*`
* Quickbooks Item Asset Account – `*|product_api_Quickbooks_Item_AssetAccnt|*`
* Quickbooks Item COGS Account – `*|product_api_Quickbooks_Item_CogsAccnt|*`
* Recurring Pricing Text – `*|product_api_Recurring_Pricing_Text|*`
* Recurring Duration – `*|product_api_RecurringDuration|*`
* Recurring How Often – `*|product_api_RecurringHowOften|*`
* Recurring Start Duration – `*|product_api_RecurringStartDuration|*`
* Recurring Start Price – `*|product_api_RecurringStartPrice|*`
* Reward Points Given For Purchase – `*|product_api_Reward_Points_Given_For_Purchase|*`
* RMA Number – `*|product_api_RMA_Number|*`
* RMA ID – `*|product_api_RMAI_ID|*`
* Sale Price – `*|product_api_SalePrice|*`
* Sale Price Name – `*|product_api_SalePrice_Name|*`
* Selected Option IDs – `*|product_api_SelectedOptionIDs|*`
* Setup Cost – `*|product_api_SetupCost|*`
* Setup Cost Name – `*|product_api_SetupCost_Name|*`
* Setup Cost Title – `*|product_api_SetupCost_Title|*`
* Ships By Itself – `*|product_api_Ships_By_Itself|*`
* Share Stock Status With – `*|product_api_Share_StockStatus_With|*`
* Share Stock Status With Product ID – `*|product_api_Share_StockStatus_With_ProductID|*`
* Shopping.com Category – `*|product_api_ShoppingDotCom_Category|*`
* Stock Status – `*|product_api_StockStatus|*`
* Stock Low Quantity Alarm – `*|product_api_StockLowQtyAlarm|*`
* Stock Reorder Quantity – `*|product_api_StockReOrderQty|*`
* Taxable Product – `*|product_api_TaxableProduct|*`
* Tech Specs – `*|product_api_TechSpecs|*`
* UPC Code – `*|product_api_UPC_code|*`
* Uses Product Key Types – `*|product_api_Uses_Product_KeyTypes|*`
* VAT Percentage – `*|product_api_VAT_Percentage|*`
* Vendor Part No – `*|product_api_Vendor_PartNo|*`
* Vendor Price – `*|product_api_Vendor_Price|*`
* Warehouses – `*|product_api_warehouses|*`
* Width – `*|product_api_Width|*`
* Warehouse Aisle – `*|product_api_WarehouseAisle|*`
* Warehouse Bin – `*|product_api_WarehouseBin|*`
* Warehouse Custom – `*|product_api_WarehouseCustom|*`
* Warehouse Location – `*|product_api_WarehouseLocation|*`
* Yahoo Category – `*|product_api_Yahoo_Category|*`
* Yahoo Medium – `*|product_api_Yahoo_Medium|*`

**Orders**

* Account Number – `*|order_api_AccountNumber|*`
* Account Type – `*|order_api_AccountType|*`
* Affiliate Commissionable Value – `*|order_api_Affiliate_Commissionable_Value|*`
* Bank Name – `*|order_api_BankName|*`
* Batch Number – `*|order_api_BatchNumber|*`
* Billing Address 1 – `*|order_api_BillingAddress1|*`
* Billing Address 2 – `*|order_api_BillingAddress2|*`
* Billing City – `*|order_api_BillingCity|*`
* Billing Company Name – `*|order_api_BillingCompanyName|*`
* Billing Country – `*|order_api_BillingCountry|*`
* Billing Fax Number – `*|order_api_BillingFaxNumber|*`
* Billing First Name – `*|order_api_BillingFirstName|*`
* Billing Last Name – `*|order_api_BillingLastName|*`
* Billing Phone Number – `*|order_api_BillingPhoneNumber|*`
* Billing Postal Code – `*|order_api_BillingPostalCode|*`
* Billing State – `*|order_api_BillingState|*`
* Card Holders Name – `*|order_api_CardHoldersName|*`
* Cash Tender – `*|order_api_CashTender|*`
* Checkout page – `*|checkout_page|*`
* Credit Card Authorization Date – `*|order_api_CreditCardAuthorizationDate|*`
* Credit Card Authorization Number – `*|order_api_CreditCardAuthorizationNumber|*`
* Credit Card Expiration Date – `*|order_api_CreditCardExpDate|*`
* Credit Card Issue Date – `*|order_api_CreditCardIssueDate|*`
* Credit Card Issue Number – `*|order_api_CreditCardIssueNumber|*`
* Credit Card TransactionID – `*|order_api_CreditCardTransactionID|*`
* Custom Field Custom 1 – `*|order_api_Custom_Field_Custom1|*`
* Custom Field Custom 2 – `*|order_api_Custom_Field_Custom2|*`
* Custom Field Custom 3 – `*|order_api_Custom_Field_Custom3|*`
* Custom Field Custom 4 – `*|order_api_Custom_Field_Custom4|*`
* Customer ID – `*|order_api_CustomerID|*`
* CVV2 Response – `*|order_api_CVV2_Response|*`
* Gift Card ID Used – `*|order_api_GiftCardIDUsed|*`
* Gift Wrap Note – `*|order_api_GiftWrapNote|*`
* Is A Gift – `*|order_api_IsAGift|*`
* Is GTS Order – `*|order_api_IsGTSOrder|*`
* LastModified By – `*|order_api_LastModBy|*`
* Last Modified – `*|order_api_LastModified|*`
* Locked – `*|order_api_Locked|*`
* MICR – `*|order_api_MICR|*`
* Order Comments – `*|order_api_Order_Comments|*`
* Order Date – `*|order_api_OrderDate|*`
* Order Entry System – `*|order_api_Order_Entry_System|*`
* Order ID – `*|order_api_OrderID|*`
* Order ID Third Party – `*|order_api_OrderID_Third_Party|*`
* Order Notes – `*|order_api_OrderNotes|*`
* Order Ship Date – `*|order_api_ShipDate|*`
* Order Status – `*|order_api_OrderStatus|*`
* Payment Amount – `*|order_api_PaymentAmount|*`
* Payment Declined – `*|order_api_PaymentDeclined|*`
* Payment Method ID – `*|order_api_PaymentMethodID|*`

### WooCommerce

Use any API merge variable to personalize a workflow message with dynamic data. You may select from any Customer, Order, or Product variables. For example, use things like the order date, customer ID, order status, etc. in your email content

**Customers**

* Customer API Avatar Url – `*|customer_api_avatar_url|*`
* Customer Address City – `*|customer_address_city|*`
* Customer Address Company – `*|customer_address_company|*`
* Customer Address Country – `*|customer_address_country|*`
* Customer Address First Name – `*|customer_address_first_name|*`
* Customer Address Full Name – `*|customer_address_full_name|*`
* Customer Address Full Street – `*|customer_address_full_street|*`
* Customer Address Last Name – `*|customer_address_last_name|*`
* Customer Address One Liner – `*|customer_address_one_liner|*`
* Customer Address Phone Number – `*|customer_address_phonenumber|*`
* Customer Address State – `*|customer_address_state|*`
* Customer Address Street – `*|customer_address_street|*`
* Customer Address Street2 – `*|customer_address_street2|*`
* Customer Address Zip – `*|customer_address_zip|*`
* Customer Email – `*|customer_api_email|*`
* Customer Created At – `*|customer_api_created_at|*`
* Customer First Name – `*|customer_api_first_name|*`
* Customer Id – `*|customer_api_id|*`
* Customer Last Name – `*|customer_api_last_name|*`
* Customer Last Order Date – `*|customer_api_last_order_date|*`
* Customer Last Order Id – `*|customer_api_last_order_id|*`
* Customer Orders Count – `*|customer_api_orders_count|*`
* Customer Role – `*|customer_api_role|*`
* Customer Total Spent – `*|customer_api_total_spent|*`
* Customer Username – `*|customer_api_username|*`
* My Account – `*|my_account|*`

**Orders**

* Billing Address City – `*|billing_address_city|*`
* Billing Address Company – `*|billing_address_company|*`
* Billing Address Country – `*|billing_address_country|*`
* Billing Address First Name – `*|billing_address_first_name|*`
* Billing Address Full Name – `*|billing_address_full_name|*`
* Billing Address Full Street – `*|billing_address_full_street|*`
* Billing Address Last Name – `*|billing_address_last_name|*`
* Billing Address One Liner – `*|billing_address_one_liner|*`
* Billing Address Phone Number – `*|billing_address_phonenumber|*`
* Billing Address State – `*|billing_address_state|*`
* Billing Address Street – `*|billing_address_street|*`
* Billing Address Street2 – `*|billing_address_street2|*`
* Billing Address Zip – `*|billing_address_zip|*`
* Checkout page – `*|checkout_page|*`
* Order API Version – `*|order_api_version|*`
* Order Cart Tax – `*|order_api_cart_tax|*`
* Order Created Via – `*|order_api_created_via|*`
* Order Currency – `*|order_api_currency|*`
* Order Customer IP Address – `*|order_api_customer_ip_address|*`
* Order Customer Note – `*|order_api_customer_note|*`
* Order Customer User-Agent – `*|order_api_customer_user_agent|*`
* Order Date Completed – `*|order_api_date_completed|*`
* Order Date Created – `*|order_api_date_created|*`
* Order Date Modified – `*|order_api_date_modified|*`
* Order Date Paid – `*|order_api_date_paid|*`
* Order Discount Tax – `*|order_api_discount_tax|*`
* Order Discount Total – `*|order_api_discount_total|*`
* Order Id – `*|order_api_id|*`
* Order Key – `*|order_api_order_key|*`
* Order Id – `*|order_api_id|*`
* Order Number – `*|order_api_order_number|*`
* Order Parent ID – `*|order_api_parent_id|*`
* Order Payment Details Method – `*|order_api_payment_details_method|*`
* Order Payment Details Method Paid – `*|order_api_payment_details_method_paid|*`
* Order Payment Details Method Title – `*|order_api_payment_details_method_title|*`
* Order Shipping Methods – `*|order_api_shipping_methods|*`
* Order Shipping Tax – `*|order_api_shipping_tax|*`
* Order Status – `*|order_api_status|*`
* Order Subtotal – `*|order_api_subtotal|*`
* Order Total – `*|order_api_total|*`
* Order Total Discount – `*|order_api_total_discount|*`
* Order Total Line Items Quantity – `*|order_api_total_line_items_quantity|*`
* Order Total Shipping – `*|order_api_total_shipping|*`
* Order Total Tax – `*|order_api_total_tax|*`
* Order Updated At – `*|order_api_updated_at|*`
* Order View Order Url – `*|order_api_view_order_url|*`
* Shipping Address City – `*|shipping_address_city|*`
* Shipping Address Company – `*|shipping_address_company|*`
* Shipping Address Country – `*|shipping_address_country|*`
* Shipping Address First Name – `*|shipping_address_first_name|*`
* Shipping Address Full Name – `*|shipping_address_full_name|*`
* Shipping Address Full Street – `*|shipping_address_full_street|*`
* Shipping Address Last Name – `*|shipping_address_last_name|*`
* Shipping Address One Liner – `*|shipping_address_one_liner|*`
* Shipping Address Phone Number – `*|shipping_address_phonenumber|*`
* Shipping Address State – `*|shipping_address_state|*`
* Shipping Address Street – `*|shipping_address_street|*`
* Shipping Address Street2 – `*|shipping_address_street2|*`
* Shipping Address Zip – `*|shipping_address_zip|*`

**Products**

* Product Average Rating – `*|product_api_average_rating|*`
* Product Backordered? – `*|product_api_backordered|*`
* Product Backorders (Total) – `*|product_api_backorders|*`
* Product Backorders Allowed? – `*|product_api_backorders_allowed|*`
* Product Button Text – `*|product_api_button_text|*`
* Product Catalog Visibility – `*|product_api_catalog_visibility|*`
* Product Categories – `*|product_api_categories|*`
* Product Cross-Sell ID’s – `*|product_api_cross_sell_ids|*`
* Product Date Created – `*|product_api_date_created|*`
* Product Date Last Modified – `*|product_api_date_modified|*`
* Product Description – `*|product_api_description|*`
* Product Download Expiry – `*|product_api_download_expiry|*`
* Product Download Limit – `*|product_api_download_limit|*`
* Product Download Type – `*|product_api_download_type|*`
* Product Downloadable? – `*|product_api_downloadable|*`
* Product External URL – `*|product_api_external_url|*`
* Product Featured? – `*|product_api_featured|*`
* Product Featured Source – `*|product_api_featured_src|*`
* Product In Stock? – `*|product_api_in_stock|*`
* Product Manage Stock? – `*|product_api_manage_stock|*`
* Product Name – `*|product_api_name|*`
* Product On Sale? – `*|product_api_on_sale|*`
* Product On Sale From – `*|product_api_date_on_sale_from|*`
* Product On Sale To – `*|product_api_date_on_sale_to|*`
* Product Parent ID – `*|product_api_parent_id|*`
* Product Permalink – `*|product_api_permalink|*`
* Product Price – `*|product_api_price|*`
* Product Price HTML – `*|product_api_price_html|*`
* Product Purchaseable? – `*|product_api_purchaseable|*`
* Product Purchase Note – `*|product_api_purchase_note|*`
* Product Rating Count – `*|product_api_rating_count|*`
* Product Regular Price – `*|product_api_regular_price|*`
* Product Related ID’s – `*|product_api_related_ids|*`
* Product Reviews Allowed? – `*|product_api_reviews_allowed|*`
* Product Sale Price – `*|product_api_sale_price|*`
* Product Short Description – `*|product_api_short_description|*`
* Product SKU – `*|product_api_sku|*`
* Product Slug – `*|product_api_slug|*`
* Product Sold Individually? – `*|product_api_sold_individually|*`
* Product Status – `*|product_api_status|*`
* Product Stock Quantity – `*|product_api_stock_quantity|*`
* Product Subtotal – `*|product_api_subtotal|*`
* Product Subtotal Tax – `*|product_api_subtotal_tax|*`
* Product Tags – `*|product_api_tags|*`
* Product Tax Class – `*|product_api_tax_class|*`
* Product Tax Status – `*|product_api_tax_status|*`
* Product Total – `*|product_api_total|*`
* Product Total Tax – `*|product_api_total_tax|*`
* Product Total Sales – `*|product_api_total_sales|*`
* Product Type – `*|product_api_type|*`
* Product Upsell ID’s – `*|product_api_upsell_ids|*`
* Product Virtual? – `*|product_api_virtual|*`
* Product Visible? – `*|product_api_visible|*`
* Product Weight – `*|product_api_weight|*`


# Branding

Automatically apply styles and store information to your email templates

### Store information

Add your store information which is automatically added to your email template. This is required for CAN-SPAM regulations.

* Company name
* Street address
* City
* State/Province
* Zipcode
* Phone
* Country
* Logo - For best results, use a logo size of 510 x 120px.

### Email styles

Choose colors that best fit your store's branding, these will be applied to the header, footer, body, and button in the email templates that are created.

### Social profiles

Attach your social links to any email messaging template. When a URL is entered for the social networks listed below, links and icons will automatically be added to your templates on the fly.


# Advanced Settings

Toggle desired settings for your workflows, including Sender Authentication capability, test mode email address and other settings depending on the e-commerce provider.

### Sender Authentication

To make your sending engine invisible to your customers, you can set up unique DNS records for your domain. Otherwise, messages will show delivered by “sendgrid.net.”&#x20;

{% hint style="info" %}
To get started, you’ll need access to your DNS provider (i.e., Google Domains, Cloudflare, GoDaddy, Network Solutions, etc.)
{% endhint %}

Once you’re logged into your DNS provider, add the unique CNAME records that are created to your DNS.

#### **How to authenticate with your domain**

1. Log in to your Cartmojo dashboard.
2. Click **Messaging** -> **Advanced** -> **Settings**
3. Toggle the “Sender Authentication” option **On**.
4. For each hostname, create a new CNAME record with the values provided in your DNS.
5. Validate your entries.

*Please note, allow up to 48 hours for your new DNS changes to update.*

**Activate Sender Authentication Option**

![](https://4088421906-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-kLmj6EPUbMhSU_N75%2F-MDWHbAOPVYLeFRJArDo%2F-MDWHwir2eIc2yGqsVsv%2Fwhite-label-1516.gif?alt=media\&token=78c32c9f-0680-4891-95e2-f519a51e2016)

**Example CNAME Entry (Google Domains)**

Add the unique CNAME records that are created in your DNS.

![Example CNAME entry](https://www.vextras.com/wp-content/uploads/2017/02/example-cname-google-domains.png)

**Example CNAME Entry (Volusion DNS)**

Add the unique CNAME records that are created in your DNS with the domain name added to the record. Also, you must add a period to the end of both the record and hostname values.

![Volusion White Label](https://www.vextras.com/wp-content/uploads/2017/05/volusion-dns-example.png)

**Volusion DNS Tips**

* When adding the custom entries, click **Add New Record** at the bottom of the page
* Change the **A** record to **CNAME**
* For all the **Hostnames** provided by Cartmojo, be sure to include it with your domain name. For example, “vextrasclick.mydomain.com.”
* You must include periods at the end of both the host and data values.

**Example Sender Authentication View When Successfully Configured**

Once the CNAMEs are entered in your DNS, check back periodically and click **Validate** to see your entries have been verified.

![](https://4088421906-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-kLmj6EPUbMhSU_N75%2F-MDWIBHVesk4vEf_VGvV%2F-MDWIH4yMDCp2cqRDrdD%2Fimage.png?alt=media\&token=b20c29cf-d33c-4a0d-bc59-067a4a0712a0)

### **Test Mode**

When a workflow rule is set to **Test Mode**, all messages will be sent to this e-mail address.

**Woo Hacks**

If you have a WooCommerce store, you will have the ability to turn off all syste&#x6D;*-*&#x67;enerated emails that can trigger from order updates. This can be useful when using Cartmojo’s workflows for email messaging vs. WooCommerce’s default emails. Toggle this setting to activate and start using Cartmojo instead.

{% hint style="warning" %}
This will not visually turn off anything in WooCommerce’s settings area. However, system-generated emails will no longer trigger.
{% endhint %}

### Suppressions

Suppressions will display email addresses that have either opted out or bounced on delivery a Cartmojo workflow message.

**Managing Suppressions**

* In the main suppression view, customers may be resubscribed by clicking the trash icon.
* In the customer detail view, customers may be resubscribed by clicking the drop-down icon, then resubscribe.
* Add customers manually to your suppression list by clicking the drop-down icon and choose to unsubscribe.

**More Information**

* As a best practice, only resubscribe a customer if you’ve gotten explicit permission to add them back to your mailing list (or was unsubscribed in error).
* Please note that sending messages to customers who don’t opt-in will hurt your sending reputation, or violate CAN-SPAM laws.
* We reserve the right at all times to disable workflow messaging if your account reaches an unsatisfactory reputation state.