Notifications

As part of your daily workflow, you often need to inform customers about new orders, new customers, and updates regarding their order status. You can stay on top of customer activity and communication on your B2B Wave eCommerce platform through: 

• Email notifications
• Platform notifications 

Let’s see how you can manage and use these notifications.

Managing Default Email Notifications

B2B Wave offers a series of default email notifications that are sent when triggered by specific events. These default email notifications are the following:

1. Invitation email. Customers receive this email when you invite them to your B2B portal using the “Invite Customer by Email” functionality on the Customers menu.

NOTE: You can edit the email through the “Email subject” and “Email content” fields on the “Invite Customers by Email” page.

2. Welcome email. Customers receive an email when you create an account for them through the Customers menu and check the “Notify customer by email option” on the “Customer details” tab of the “Create customer” page.

3. Order confirmation. Customers receive this email when submitting an order on your B2B portal. Learn more about B2B Wave’s email templates here.

4. Order update. You and other super admins will receive an email when customers send a message regarding an order.

5. Contact email. Selected admin users will receive an email when customers send a message through your B2B store’s “Contact Us” page.

6. Order status email notifications. You can opt to notify customers when you change their order status. 

NOTE: You cannot disable the Invitation and Welcome email notifications. In contrast, you can turn off the Order confirmation and Order update emails for customers by going to the Customers menu, clicking on a customer, and then unchecking the “Receive notifications” option in the “Email Settings” tab.

Adding Recipients of Email Notifications for Specific Customers

You can specify which customer company members can receive email notifications regarding a specific customer's activity. To do so, follow these steps: 

Step 1. Go to the Customers menu and select the customer for whom you want to do this. 

Step 2. On the “Editing customer” page, look for the “Email Settings” tab. 

Here, you will find the following fields:

Attach new order as XLS file	Check this option if you want to attach the order in .xlsx format in the Order confirmation email the customer receives
Attach new order as PDF file	Check this box if you want to attach a new order in PDF format in the Order confirmation email the customer receives
Email for new orders notification	Specify the email addresses of the recipients of the order confirmation email, separating them with a comma (,) and leaving no space between them (e.g., demo@b2bwave.com,info@b2bwave.com). Recipients may include members of the customer's team (e.g., an accountant), the customer’s parent company, or the sales rep you have assigned to the customer
Email for invoice	Enter the addresses of the invoice recipients, separating them with a comma (,) and leaving no space between them. Remember that you can automatically share order invoices generated through your accounting systems integrated with B2B Wave (e.g., QuickBooks, Xero) by checking the “Send email” box in the "Files" section on the order's pag
Receive email notifications	Check this option if you want the customer to receive the default  Order confirmation and Order update email notifications. Also, remember that you can manage which customers you want to receive email notifications or not in bulk. To do so: Go to Tools >Import Customers and click “export existing customers” to download your customer list Open the spreadsheet and look for the “receive_email_notifications” column. There, type “1” if you want the customer to receive email notifications or “0” to indicate that you do not wish to share these default notifications with the customer Upload the updated spreadsheet through Tools >Import Customers. Remember that your file should be in .xlsx format
Bcc outgoing emails to customers	Type the email addresses (separating them using a comma (,), leaving no space between them) of the people you want to receive a blind carbon copy (BCC) of the following email notifications:  Order confirmation (new order notification) Invoice emails Messages regarding orders Order updates NOTE: Emails containing invitation links and passwords are not Bcc’d

Step 3. Click “Save” to store your changes.

Adding Recipients of Email Notifications Regarding Customer Activity

You can specify which of your team members can receive email notifications regarding the activity of all customers on your B2B portal. 

To do so, complete these steps: 

Step 1. Go to Settings >Profile and look for the “Email notifications” tab. 

Step 2. Enter the necessary information in the following fields: 

Step 3. Click “Save” to store your changes.

Adding Recipients of Email Notifications for Contact Forms

You can specify which team members can receive messages customers submit through the form of your B2B store’s “Contact Us” page.

To do so, follow these steps: 

Step 1. Go to Settings >Profile and look for the “Email notifications” tab. 

Step 2. Fill in the necessary fields. Specifically:

Step 3. Click “Save” to store your changes.

Activating Order Status Email Notifications

You can send email notifications automatically to customers whenever you change their order status. To do so: 

Step 1. Go to Settings >Order Statuses, select a status (e.g., Sent), and click on it. 

Step 2. On the “Editing order status” page, check “Notify customer via email,” and then “Save” to activate email notifications for this status.

In the example below,  Wholesale Demo & Co enabled email notifications for the orders whose status is “Sent.” By doing so, their customers receive an email when they assign this status to their orders.

In the example below,  Wholesale Demo & Co enabled email notifications for orders whose status is "Sent." By doing so, their customers receive an email when they assign this status to their orders.

Using Platform Notifications

Updates regarding customer activity will also appear as platform notifications on your Admin Panel. To access these, click on the bell icon next to your profile menu.

In general, platform notifications appear when you receive the following:

1. Messages from customers. When you or a customer sends a message regarding an order, a bubble icon will appear next to the specific order on the Orders menu main page.

2. Customer registration requests. You can approve or reject clients’ registration requests to your online B2B store through the Customers menu’s main page. Newly registered customers will appear first on your customer list.

NOTE: Find out more about the notifications your customers receive when logged in to your B2B store here.