Saturday, December 15, 2018

Transaction Saved Search To Trigger Email Alerts When Web Orders Paid Via PayPal Classic Checkouts Are Created

Currently, the Web Site preference related to web order confirmation emails under Web Site Setup > Email tab > Order Emails subtab does not cover web orders that use PayPal Classic Checkout. This is an ongoing enhancement under tracked by issue 179426.

As an alternate solution, users can create a Transaction Saved Search to trigger email alerts when web orders paid via PayPal Classic Checkouts are created.

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Transaction as the Search Type.

3. Enter a Search Title.

4. Under Criteria tab > Standard subtab, add the following filters:

* Type = is Sales Order
* Main Line = is Yes
* Payment Method = is PayPal

5. Under Results tab > Columns sub tab, add the fields you want.

6. Under Email tab, do the following:

* Mark Send Email Alerts When Records are Created/Updated checkbox.
* Set recipients under Specific Recipients sub tab.

* Under Recipients from Results subtab > Recipients Field column, add Created By field to send the email alert to the person who ordered in the Web Store

*Enter any custom message if applicable under Customize Message sub tab.

7. Click Save.



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