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How to Configure Sales Email in Magento 2

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You can have an overview of configuring the Sales Emails from the topic: Change Store Email Addresses, but in this tutorial, I will give you the detailed guides to setup the sales emails in Magento 2. To make sure it send to custombers’ inbox, you should enable SMTP.

With the Sales Emails, there are many sections to configure:

  • Order and Order Comments
  • Invoice and Invoice Comments
  • Shipment and Shipment Comments
  • Credit Memo and Credit Memo Comments

Here, let’s determine the email contact as the sender of the email, the email template to be used, and anyone who is to receive a copy of the message.

How to Configure Sales Email

Configure Sales Email:

Step 1: Refresh the Email Templates

Ensure that you have refreshed each email template to reflect your brand.

Step 2: Configure the Sales Emails

  • On the Admin Panel, Stores > Settings > Configuration.
  • On the left panel, under Sales tab, click on Sales Emails subtab.
  • Open the Order section:

How to Configure Sales Email Order Order Section

  • Set Yes to enable the Sales Emails.
  • Choose the store contact of the email in the New Order Confirmation Email field.
  • Choose the desire email template that is sent to registered customers in the New Order Confirmation Template field.
  • Choose the email template in the New Order Confirmation Template for Guests that is sent to those who don’t create an account on your store.
  • To send the sales emails to many people at the same time, enter the email addresses in the Send Order Email Copy To field, and each is separated by comma.
  • Choose one of the sending email methods in the Send Order Email Copy Method:
    • BCC: Send a “blind courtesy copy” by including other recipient(s) in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer and he/she doesn’t know that a copy is sent to many addresses.
    • Separate Email: Send a copy email as a separate email.
  • Open the Order Comments, Invoice, Shipment, and Credit Memo section, then complete it similarly to Order.

How to Configure Sales Email Order Order Comments

All are the instructions for you to configure and manage Magento 2 Sales Emails effectively. Hope that you do it right in order to achieve the best results.

How to recover abandonment carts for your store

Automatically sending emails to customers to remind them about their abandoned carts and offer them a discount, more shoppers will recover their carts and complete the checkout, learn more.

Ref: Magento 2 User Guide

It comes to the end of tutorial: How to Configure Sales Email in Magento 2.

PDF Invoice samples for Magento 2

mageplaza pdf invoice

Want to apply these above Invoice templates for your store?

See how

Please leave comments if you have any questions, feedbacks.

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