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How can I send an e-mail with PDF?

Create action for e-mails​

  • Open the editor of your configurator.
  • Click on
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    in the sidebar.
  • Click on the pencil icon on the block containing the price and order buttons
  • Here you can create and maintain order buttons. Either use the existing one or click on
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    to create a new one.
  • Delete the checkmark next to Send to shop
  • You now have a number of options:
    • Send internal email sends an email to you. You can still specify the E-mail address and whether a PDF should be attached. If you check the latter box, you can also specify which PDF-Dokument is to be sent.
    • Contact form displays a form for user data as the second step of the order. Normally you should check this box. You can now specify which fields appear in the form. If you enter an email in particular, you can decide to also send the customer a confirmation email. Here you can also specify whether and which PDF should be sent.
  • Click on
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  • Try an order: After clicking on the order button, a summary will open. A contact form should then open and the configuration should be saved. You should receive the correct e-mails.
tip

All mails are sent via the K3 mail service from the customer's e-mail address. However, the mail to the customer contains a "Reply To" field. This is filled with the address you entered in the internal e-mail. This is where customer replies to the confirmation e-mail go.

Format mails​

Mails are normally sent in a neutral format.

info

To customize mail content, you need basic knowledge of HTML and CSS. You may want to leave this to your web designer.

  • Open the editor of your configurator.
  • Click on
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    in the sidebar.
  • Switch to the Mail tab. Here you can change several mail templates (=template).
  • Click on
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  • Click in the Select template field and select one of the templates:
    • cfg-internal the e-mail to you
    • cfg-customer the e-mail to the customer
    • layout the overall design of the mails
    • cta design of the button contained in the mail You can also create your own templates, but this is not normally necessary.
  • You will now see the template as specified and can change it.
  • Templates are written in the twig language.
  • The following variables are available: app, cfg, dealerApp, link, locale, more detailed description bei PDF
  • You can use locale to make the mails multilingual.
  • You can define the following blocks with {% block subject %}...{% endblock %}:
    • subject: The subject line of the e-mail
    • content: The content of the e-mail
    • sender: The footer with the sender's address
  • Otherwise, look at the template to understand how you can change the mails.
  • If you do not use the {% extends "layout" %} command in the first line, you must/can design the e-mail completely freely. However, make sure you define the subject block so that the mail has a subject line.
  • If you want to discard your changes and revert to the default, click on
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    .
  • Click on
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    .

Next steps​

  • you can of course also ändern the attached PDF documents in a very similar way.