Notifications

With the B2B Wave eCommerce platform, you can send email notifications and storefront notifications directly to your customers. These include:

  • notifications for new orders;
  • notifications of new customers; and
  • order status updates.

In this article, we explain how and where to enable these notifications.

Default Notifications

The following list of default email notifications are sent automatically and cannot be disabled in the Admin Portal:

  1. An invitation email is sent to a new customer when an admin uses "Invite Customer by Email" through the Customers menu.
  2. A welcome email is sent to a new customer when an admin uses "Create Customer" and selects "Notify customer by email".
  3. A new order notification is sent to a customer when an order is placed through your store.
  4. An email is sent to the primary administrator when a customer comments on an order.

Customer Notifications

In the Customers menu, when you select a customer to edit, you can enable email notifications for them under the 'Email Settings' tab.

Email for new orders notification
The email that you enter here will receive a new order notification when an order is placed (by a customer, admin or sales rep)
Attach order as PDF to email Enable this to attach a PDF order confirmation to the customer Order Confirmation email
Attach new order as .XLS to email Enable this to attach an .XLSX format order confirmation to the customer Order Confirmation email
BCC outgoing emails to customers The email that you enter here will receive a blind carbon copy (BCC) when:
1. An order is placed.
2. An order status is changed.
Note:  Emails containing invitation links or passwords are not BCC'd.
Email for invoice The email that you enter here will receive a notification when "Send email" is enabled in the Orders menu and you generate a QuickBooks invoice.

You can also enable these customer email notifications through the 'Email notifications' tab under the Settings->Profile menu. Here, you also have the option to enter an email in "Email for new customer notification", where a welcome email will be sent whenever a new customer signs up via registration.

The Notification Bar

Customer Notifications

A notification icon will appear on the customer's storefront (as shown below) when:

  1. An admin or customer sends or replies to a customer comment.
  2. An admin changes product or shipping information on an order.
  3. An admin messages the customer in the Order's "Messages" section.
Admin Notifications

A notification icon will appear in the Admin Portal when:

  1. You receive a new customer message.
  2. You receive a new customer application.

Sending Notifications to Multiple Emails

You can send a notification to multiple email addresses by entering the email addresses, separated by commas, in any email notification field. For example, to send a new order notification to three emails, enter the following into the "Email for new orders notification" field under the 'Email notifications' tab in the Settings->Profile menu:  "email2@b2bwave.com, email3@b2bwave.com, email4@b2bwave.com". You can see a screenshot of this here.

New Customer Emails

When a new customer registers on your B2B Wave portal, the admin will receive a "New customer application" email that looks like this, and the customer will receive an email that looks like this. If the admin approves the customer, the customer will also receive an approval email.

If you create a new customer by clicking on "Invite Customer by email", the customer will receive a welcome email that looks like this

If you create a new customer by clicking on "+ Create Customers", an email notification may or may not be sent, as follows: 

a. If "Notify Customer by Email" is not checked, an email will not be sent to the customer.
b. If "Notify Customer by Email" is checked, a welcome email will be sent to the customer.

Sales Rep Notifications

You can enable sales rep notifications in the Sales Reps menu. Simply select a sales rep to edit their profile, then enable "Receive email notifications". Once you have enabled this option, an email will be sent to the sales reps when:

  1. A new order is placed.
  2. A customer or admin sends a message on the order.

Note:  Other order updates will not be emailed to the sales reps.

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