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.

Note: This campaign type requires transactional email. Transactional email is an optional platform add-on. If you're interested in the functionality, please contact your Customer Success Manager for details.

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.

Note: Any item labeled Custom Liquid will require that you select the tag

icon followed by the Convert to Liquid option in the subsequent prompt. Additionally, the Liquid examples are referencing standard event fields. If you are referencing custom fields, you will need to update these accordingly. Additional information on leveraging the Liquid templating language can be found here.

#	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.

Sample Event Order Data Field Values
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