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Emails

Automated transactional and update messaging that is generated from the Figure app.

Ned Creed avatar
Written by Ned Creed
Updated over a week ago

Email page in Settings

These emails are generated from the Figure platform, but only after you get your email DNS records established and verified through your domain registrar (GoDaddy, Hover, etc). They will come from the “Admin Email” you set up in the Settings>General section.


Branded Email Header
Populate this section with the logo you want to appear in your Figure generated emails (order receipts, welcome sign-ups, order cancellations). In this section, please be highly aware of the format and pixel widths required before uploading an image. After you upload the logo, provide yourself a chance to see that logo in an email by creating a new account via your website (with a personal or work email address) or sign up for a wine club.


Customer Welcome Message - Web (sent to customer after account sign up)
When a customer creates an account in your Figure system they receive this email. You are able to customize the wording and inform clients about their options for ordering, if they have been placed in a waiting list Group, and when you typically release wines.


Customer Welcome Message - Tasting Room
We created this version of the welcome message so that the wording could be different than what is presented to the Web sign ups. For example, if a new client was at your winery for a tasting and tour, then decided to buy some wines to go, you could start this email off by saying, “Thank you for visiting our estate today, we hope you had a memorable visit. Shortly, you will receive a email confirmation receipt of your wine order…”


Customer Welcome Message - Internal
This is an additional custom option for new customers signed up by your employees. For example, anyone signing up on the web you can automatically have pushed into a waiting list Group. However, if a really important client asks to have you sign up a friend of theirs and get them an allocation, your team can create that new account on the admin side of Figure, and send the custom Internal welcome message, which may have different wording or direct them to log into their new account to see what allocation is available at this time.


Customer Order Receipt (sent to customer after purchase)
After a customer places an order online or an employee places an order for them on the admin side of Figure, an email is generated to confirm the details of the order - wines prices, taxes, shipping costs, discounts, special notes, gift messages, etc). You can add additional notes to this order about anything you need (shipping times, tracking number emails, weather holds, pickup options, etc).


(New) Customer Wish Grant Receipt (sent to customer after wish granting)
Available where it applies—some sites don’t support all features.

If your Figure account has the Allocation and Wish Granting modules, a second email will get generated to inform the client about the amount of bottles they received from their wish request and the associated costs. You can add additional notes to this order about anything you need (shipping times, tracking number emails, weather holds, pickup options, reminder that it is the wish request being granted, etc).


(Old) Customer Wish Grant Receipt
Available where it applies—some sites don’t support all features.

If your Figure account has the Allocation and Wish Granting modules, a second email will get generated to inform the client about the amount of bottles they received from their wish request and the associated costs. You can add additional notes to this order about anything you need (shipping times, tracking number emails, weather holds, pickup options, reminder that it is the wish request being granted, etc).


Order Update Email (manually sent to customer to notify of an update)
If you make changes to an order this email will notify your customer. You generate the message manually when on the main Orders page by selecting the checkbox next to an order (one or several at a time), clicking the “Choose an Action” drop down menu, and choose “Send Update Email to Selected Orders”.


Order Cancellation Confirmation (sent to customer after order is cancelled)
There will be a situation when a client will want an order canceled. We will cover that process in the Orders section of the Help Desk. This email will be the confirmation to the client on when that process has been completed. As a note, credit card refunds usually appear back to a customer in 3-4 business days.


Forgot Password (sent to customer after clicking reset password)
If a client needs to update their password on the sign in page, this is the message that gets sent, with a link for them to click and start the process for resetting.

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