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Payable Forms - Advanced Email Capabilities
Payable Forms - Advanced Email Capabilities

More robust customer notifications + a sender email tailored to your form

Updated over 6 months ago

We've listened to user requests and rolled out an exciting new feature: advanced email capabilities! You can now choose between Classic and Advanced email settings in your Payable sidebar under Notification Settings.

So what does this mean?

Classic Email Setting

With this original setting, Payable notification emails sent to your customers are sent from the email of the installer account (the Google account that you used to set up the Payable add-on). Order summary notification emails sent to your customers are basic text with simple formatting as shown below:

Payable Classic Email Template

Why wouldn't you want this? For example, if you have set up a form in your personal account on behalf of your PTA committee, you may not want your personal email address as the sender of the customer notifications. Also, with the original email setting, only the installer account will automatically receive new order notifications.

With the classic setting we send notifications on your behalf, using your email as a third party. With standard Google accounts, Google limits emails sent by a third party to 100/day - this covers 50 Payable orders. When your form receives more than 50 orders in a 24 hour period, Google restricts us from sending any more emails. If you foresee a high order volume in a short amount of time, use our Advanced Email Setting.

So what's the new setting?

Advanced Email Setting

1. The first point to note when you enable this setting is that emails sent to your customers will be sent from an email address we create using the name of your form

Your form's title will be turned into the sender email

If the title of your form is very long, we will shorten it to 50 characters for the email.

If you don't like the custom email address created, just play around with your form title. When you change your form's title, be sure to do a Sync Theme to push that update through to Payable!

2. You can also now set the 'Reply-To' email, so that if your customer replies to their Payable order email with a question or concern, you can choose the email their message will be sent to. This means it's possible to create the form with one account, but correspond with your customers via a different email account.

Set your Reply-To and Order Notifications emails

3. If you wish to be notified via email of every Payable order placed through your form, you can now choose which email receives these notifications; and share them with multiple email accounts automatically. Previously, if you wanted to share order notifications with others, you would need to set up a forwarding rule in your inbox. Now it's possible to notify multiple people at once automatically through the Payable add-on! Just enter the email(s) in the Order Notification Email(s) field. Be sure to separate multiple email addresses with a comma.
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4. Last but not least, the Advanced Email setting offers an updated email template that includes line items, header imagery and theme colours you've set for your Form, and a QR code.

Advanced Email order summary QR code

Remember - when you change your Form's title, theme, or header image, be sure to Sync Theme to push those formatting updates to your Checkout page and Advanced Email template. Click the Add Ons puzzle piece > Payable Forms > Sync Theme to do this.

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