Public Ticket #3390025

Email to agents

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30 Tickets 13
Rui started the conversation 3 years ago on June 10, 2023 at 8:44pm

Does the Agent receive an email when an order is placed?
What type of email do you receive?
The same as the Customer receives?
Is the email type for the Agent editable for any changes?

If an Agent is added to the order by the Administrator, does the new Agent receive this email?
What if an Agent is changed? Does the new Agent receive the email?

2,762
KingsPlugins replied 3 years ago on June 12, 2023 at 7:32pm

Hi Rui,

It's possible to enable this setting in SalesKing -> Settings:

2147368181.png

When this setting is enabled, the agent receives the same "new order" email that the admin normally receives. It's the "new order #order number" email. Indeed, it fires when a new order is placed.


You can edit its PHP template, but it will also be edited for the admin receiving it in the backend.


The email is sent only when the order is first placed - it is not sent if the agent is added to an already existing order or if the agent of an order is changed.


Kind regards,

Stefan



30 Tickets 13
Rui replied 3 years ago on June 14, 2023 at 10:48am

Okay,

That's very good, then.

But it seems to me that the emails are not going out! I have done tests on myself and asked the Agents and they are not receiving emails from the orders, assigned to the Agents.

Can you check this?

30 Tickets 13
Rui replied 3 years ago on June 16, 2023 at 3:24pm

I already had an SMTP plugin, however I followed your steps.

But I as an Agent (tests) am not receiving the purchase order email!

I do not know what could be generating this conflict!

2,762
KingsPlugins replied 3 years ago on June 19, 2023 at 10:17am

Is the email not present in the mailing log? 

And can you please clarify, is the agent assigned to the customer or the customer's group? Or is this for example for logged out users / one-time purchases? This feature was built for the situation where the customer or their group is permanently assigned to an agent.

30 Tickets 13
Rui replied 3 years ago on June 20, 2023 at 2:11pm

I'm not sure I understand your question.

But to be an Agent you have to be loaded in the user group.
see print attachment
https://prnt.sc/p9Xvy7l1omZ8

You are logged in as Sales Agent
https://prnt.sc/z0fhxaNBTbzS

In this order for example 809
https://prnt.sc/y_56TZfFCwTM
Has been assigned to agent rui.cardoso(that's me)

Check here the email log
https://prnt.sc/ZlIQN2WgaWJy
No email for the agent [email protected]!!!

Am I doing something wrong?!

30 Tickets 13
Rui replied 3 years ago on June 23, 2023 at 3:22pm

I don't know if I managed to explain in my last post.

But the Agent is not receiving the order emails just like the Customer.

Are you still analysing the problem?

I don't know if it is foreseen for Guests, but if the order is assigned to the Agent even as a Guest, the email should also go out to the Agent.


30 Tickets 13
Rui replied 3 years ago on June 26, 2023 at 8:08am

Hello,

Yes, as a matter of fact I checked later on, that clients as Guests, were not registered in the database and therefore did not have access to an existing client!

I solved to create all as Clients instead of Guests, but I will use your update.

I'm giving this issue as solved

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