Q: I'd like to send a PDF of an order confirmation to my members once an order has been placed. How can I do this?
A: You can attach a PDF to the automated email sent to the member. You can also link the PDF in the automated text message.
To attach a PDF to the automated email, follow these instructions:
Go to Communication > Emails > Automated Emails > Special Orders.
Edit the "When the order has been placed...." email.
Select the option to attach a PDF Customer Order Confirmation (as shown below).
Save the changes.
For more details on automated email notifications, Click Here.
To link a PDF to the automated text message, follow these instructions:
Go to Communication > Text Messages > Automated Text Messages > Special Orders.
Edit the "When the order has been placed...." text message.
Add the "Document Link" data field (as shown below) to the message.
Save the changes.
The PDF link will then be included in the message. For more details on automated text messages, Click Here.
The PDF being added to the email or text message can be customized in the Report Center using the Order Document Composer. Click Here for details on using the Order Document Composer.