Email Handling

In case you want we can also handle emails for you and send them to your clients. There are several reasons why you want to use this feature:

1. If your application has no feature for emails and also attach documents like invoices you can simply use our service and you do not have to care anymore. Email templates can be styled using our resource settings and editor.
2. We discovered that the email handling and especially adapting and localizing emails is often a real pain. We offer therefore an easy and convenient way to adapt your documents to your template.
3. We can handle the communication for multiple events (for example for payment requests with charge flows) with your customers via an automated process. You can however decide the level of customization that your need for the communication with your customers.

Email Configuration

In your Space > Settings > Customization > (Email) Configuration, you can define which types of emails you want to send from Wallee. The activated emails will be sent for all payment connectors that support the respective email type and have it enabled in their connector settings.

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Each payment connector has its own email settings. You can configure them by going to Space > Payment > Configuration > Connectors. From there, you can open a connector, click on edit to go to the connector settings, and define what emails need to be sent from this connector.

Some email types, for example the Payment Receipt Email, have their own switch in the connector (Send Payment Receipt Email). An email type that is active in the email configuration is only sent for a connector if it is also switched on there. If an expected email is never sent, check this setting on the connector of the transaction first.

You can click on the default template under each email type. From there, when you click on edit, you can configure the Subject, CC, and BCC, as well as add a document attachment or a resource path (to any document you upload in the Resource Editor) if supported by the template type. How to edit the default documents or create document templates is described here: Document Templates.

Also, inside a email template, you can see the Twig file used for this template. If you click on "Customize", you will be redirected to the Resource Settings, where you can customize things like text, footer, fonts, etc. You can find more on the Resource Settings here: Resource Setting.

Again inside the template, if you click on "Open in Editor", you will be redirected to the Resource Editor, where you can edit the Twig files directly (this is recommended for developers only). You can find more on the Resource Editor and Twig files here: Resource Editor.

Create Email Template

You can also create an email template entirely from scratch if you again go to Space > Settings > Customization > (Email) Configuration and click on "Create email template" in the top right corner.

How to create an email template

1. Select the email type you want to create a template for.
2. Click on continue.
3. Define a name for this email template and add the desired subject.
4. You can add a Text Body template resource or an HTML Body template resource (that you created in the Resource Editor) if desired, as well as CC and BCC.
5. You can also add any document types and any attachments you created.
6. Click on create. Your email template will now be sent with every message that is triggered for this email type.

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Please note that the created templates have to be defined in each payment connector, otherwise it will always send the default template.

Add Attachment to Emails

You can also add attachment to every email type. You want to use this for example to send your general terms and conditions with the fulfill email. To do this you have first to create an attachment resource under Space > Settings > Customization > Email Attachments. After you created the attachment you can attach the resource to every email type.

The documents have to be uploaded inside the resource editor: how to upload rescources.