Triggered Daily Order Actions
Overview
You can create Triggered Emails to be fired sent including certain daily actions (such as order created, discount added, and more). These emails can be grouped to show all actions for the day in a single email, or by account, or by order or participant. Finally, you can designate the recipient(s) of the email message(s).
Creating the Email Message
Login to the Administrative side of your database, and navigate to Settings --> Assignments --> Email Messages. Click to Add New Email. Input a Title, choose the type Triggered Daily Order Actions, and click the "Create" button.
You can now begin to compose your Email Message. Input a Subject, and add text to the Body. You can use plain text, and you can use Operators. Operators read data from the system that is relevant to the Order, Account, Participant, or Product, and input that data into the email. In the Triggered Daily Order Actions there is only one operator available: Daily Order Action Summary. Operators in the Body are formatted with a green text color. Click to make it "Active", and click the "Save" button when you are done.
Creating the Triggered Email
Navigate to Settings --> Assignments --> Triggered Emails. Click the "Add New Triggered Email" button. 
Main Fields
Input a Title, choose the Type, select your Message, choose the date range that the Triggered Email will be used, choose the actions that should trigger your email, choose the grouping you want to use, and enter email addresses of those who should receive the Email Message. If you want the Triggered Email to not expire, you can select No End Date.
Order Actions
- Created - this is the instance of an item being purchased
- Discount Added During Checkout - this is the instance of a customer receiving a discount during their initial purchase
- Discount Removed - the is the instance of an admin removing a discount from a customer's purchase
- Refund - this is the instance of a customer receiving a financial refund - money being removed from a purchased product
- Cancelled - this is the instance of a customer's purchase being returned - refund and remove of an item
- Discount Added After Checkout - this is the instance of a discount being added after the initial purchase of the item
Group By
- Order - each order that has a triggered action will send a unique email message
- Account - each account that has a triggered action will send a unique email message
- Participant - each participant that has a triggered action will send a unique email message
- All - all triggered actions for the day will be sent in a single email message
Recipients
Type in the email address of the first recipient you would like to add. If you would like to add more recipients, click the add button and enter their relevant email address. Click the X to remove recipients.
Assigning the Triggered Email
The Daily Order Actions Trigger is global and does not need to be assigned.
Email Display
The Daily Order Action Summary operator will repeat with relevant triggered actions as shown below.
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