Overview
An order receipt campaign engages individual customers and completes a transaction or process the customer has started with you.
Use case
When a customer makes a purchase, they trust that you’ll honestly charge them and deliver the associated product or service. Providing your customers with a clear and timely record of the transaction is an opportunity to strengthen that trust.
Configure the campaign
If you are using one of our out-of-the-box e-commerce integrations, an order receipt campaign and its associated content can be generated via a recipe. If you aren't utilizing one of the out-of-the-box solutions, the order receipt campaign will need to be created from scratch.
Use a recipe
To create and send an order receipt campaign using a recipe:
- Navigate to Campaigns.
- In the upper left, click Create New Campaign.
- Select the Transactional option from the prompt.
- Select the Order Receipt recipe if integrated with a compatible third-party app.
- Configure the campaign's Enrollment settings and touchpoints. Changes to the enrollment settings are not required; however, you must customize the touchpoint. This customization includes the touchpoint's design, content, and sender profile.
- Save the changes and Go Live when ready.
Create from scratch
Before creating the campaign, it's essential to define an order receipt filter. An order receipt campaign is an event-triggered campaign that goes out once an order event is seen. Every account should have an Order Receipt Trigger filter by default; however, it can also be manually created if unavailable.
To create this filter manually:
- Click the three-dot icon next to Campaigns in the main navigation.
- Select Filters from the dropdown menu.
- Select the Create New Filter option at the upper left.
- Provide a name for the filter in the Name field.
- Add the desired event-based rules. The default filter used by the Zaius recipe can be reviewed below.
-
Select the Save option at the upper right.
To create the order receipt campaign from scratch once the filter is available:
- Navigate to Campaigns.
- In the upper left, click Create New Campaign.
- Select the Transactional option from the prompt.
- Under Enrollment, select the order receipt filter from the Filter dropdown menu. An example based on the default recipe can be seen below.
- Scroll down and click the existing touchpoint to create the campaign's content. Ensure that you include your brand's header and footer.
- Add a dynamic grid to the email body. After placing the grid, make sure to select the Convert to Liquid option in the prompt and input item as the variable and order_data.items as the array reference. The grid's layout can be customized after its placement. See below.
- Now include the liquid personalization tags outlined below. These elements populate with additional customer and order information.

# | Purpose | Liquid |
1 | Includes the order name. | {{ order_data.order_name }} |
2 | Includes the customer's name. | N/A - A default First Name customer tag. |
3 | The dynamic grid displays the products. |
Placement is reviewed above.
|
4 | Includes the product image. |
{{ item.product.image_url }} as the URL.
|
5 | Includes the product name. | {{ item.product.name }} |
6 | Includes the product price. |
{% if item.item_subtotal != blank %}${{ '%0.2f' | format: item.item_subtotal }}{% else %}{% endif %}
|
7 | Includes the order subtotal. |
{% if order_data.order_subtotal != blank %}${{ '%0.2f' | format: order_data.order_subtotal }}{% else %}{% endif %}
|
8 | Includes applicable shipping costs. |
{% if order_data.order_shipping != blank %}${{ '%0.2f' | format: order_data.order_shipping }}{% else %}{% endif %}
|
9 | Includes applicable discounts. |
{% if order_data.order_discount != blank %}${{ '%0.2f' | format: order_data.order_discount }}{% else %}{% endif %}
|
10 | Includes applicable taxes. |
{% if order_data.order_tax != blank %}${{ '%0.2f' | format: order_data.order_tax }}{% else %}{% endif %}
|
11 | Includes the order total. |
{% if order_data.order_total != blank %}${{ '%0.2f' | format: order_data.order_total }}{% else %}{% endif %}
|
- Scroll past the touchpoint editing space, and locate the Variables section. Add a variable with order_var as the name and {% assign order_data = event.event_order_data | unescape | json_parse %} as the associated value. See the example below.
- Select the Save option in the upper right.
- Preview and test the campaign to ensure it meets your expectations.
- Go Live when the campaign is customer ready.
Preview and test the campaign
The preview function allows you to review the touchpoint on-screen, while the test function allows you to send a test through the touchpoint channel instead. Both options are available in the upper-right when viewing a touchpoint within the editor.
Go live!
To make the campaign's content available to your customers.
- In the upper-left, select the campaign's name from the breadcrumb menu.
- In the upper-right, click Save to ensure all touchpoints are up-to-date.
- In the upper-right, click Go Live.