Automatic Receipts In Order Forms -2

Leon from the development team here, we have made it easier for businesses to automatically send receipts to their contacts following order form purchases. This enhancement addresses a significant challenge, the need for automated email receipts after a purchase or subscription transaction is made.

Businesses can now send receipts automatically for primary, bump, and upsell purchases on one-step and two-step order forms, as well as, you know, subscription payments. To make use of this feature, you want to head to Payments, Settings, and Receipts. You can set a custom title, a prefix, a start number, and even make use of email templates. When you’re in an email campaign or an email template and you’re using a text element, you click on the Custom Values icon, and as you can see, Receipt, and you can make use of any of these custom values.

There is something to keep in mind, let’s see here. The content of the receipts are automatically generated based on the transaction details along with coupon discounts, if applicable. To learn more about this, look up Automated Receipts in the Help Library. Stay tuned for more updates.

Enhancing Your Business with Automated Receipt Sending

In this video, Leon from the development team walks us through an exciting new feature that makes it easier for businesses to automatically send receipts to their customers after order form purchases. This enhancement is a game-changer for businesses looking to streamline their operations and ensure seamless communication with customers.

So why is this feature so important?

Save Time with Automation

One of the most significant challenges businesses face is ensuring that customers receive receipts promptly after making a purchase or subscribing to a service. With the new automated receipt-sending feature, that manual task is eliminated. Businesses can now automatically send receipts for primary purchases, bump offers, upsells, and even subscription payments—whether it’s through one-step or two-step order forms.

Flexibility and Customization

Customization is key to building a strong brand. With this new feature, businesses can personalize receipts by setting custom titles, prefixes, and starting numbers. You can also integrate email templates, ensuring that every communication reflects your brand’s tone and professionalism.

Seamless Integration with Campaigns

Another powerful aspect of this update is its seamless integration into your email campaigns. As shown in the video, adding receipt information into an email is as easy as clicking the Custom Values icon and selecting ‘Receipt.’ This allows you to deliver transactional details directly within your email campaigns, keeping everything organized and consistent.

Accuracy and Professionalism

The receipts are auto-generated based on transaction details, including any applicable coupon discounts, so customers will always receive accurate information. This attention to detail builds trust with your customers, ensuring they have a complete understanding of their purchases.

For more detailed instructions, be sure to check out the Help Library by searching for “Automated Receipts,” and stay tuned for more updates on how we’re continually improving your business’s experience.