Step 1

In the navigation bar, click on "Communication."

Step 2

In the notifications section, click the plus icon.

Step 3

In the modal, select "Send An Email."

Step 4

In the form, click on the dropdown to select an event.

Step 5

Choose "Customer Signs Up" from the dropdown menu.

Step 6

In the modal, click the "Create" button to finalize the email setup.

Step 7

In the notifications list, verify the new email subject under "Details."

Step 8

On the "Send Email" page, click the "Save" button to update the email subject.

Step 9

Click "Send Test Email" to preview the email.

Step 10

In the popup, select "Email" from the dropdown to search for the customer.

Step 11

In the modal, select "Email" from the dropdown menu under "Search Customer Via."

Step 12

Enter the email ID of the customer in the provided input field in the modal.

Step 13

Click the "Send Test Email" button in the modal.

Step 14

Close the modal by clicking the "X" button at the top right corner.

Step 15

Click on "View History of Emails Sent in last 31 days" to view the email history.

Step 16

Click the "Back" button in the navigation bar to return to the previous page.

Step 17

In the notifications section, click on "Edit Email Template" to modify the email content.

Step 18

In the template editor, focus on the highlighted email content area to make changes.

Step 19

Click the "Back" button in the navigation bar to exit the template editor.

Step 20

In the email restrictions section, select the customer tiers from the dropdown menu.

Step 21

In the form, input the tag and press the enter key in the "Customer Has Tags" section.

Step 22

In the form, input the tag and press the enter key in the "Customer Has Tags" section.

Step 23

In the form, input the tag and press the enter key in the "Customer Has Internal Tags" section.

Step 24

In the form, input the tag and press the enter key in the "Customer Has Internal Tags" section.

Step 25

Click the "Save" button at the bottom of the form.

Step 26

In the navigation bar, click on "Settings" under "Notifications."

Step 27

In the "Communication Settings" page, select "Advanced Email Settings."

Step 28

In the "Advanced Email Settings" section, click on the dropdown for "Email Service To Use."

Step 29

Select "Nector Managed" from the dropdown menu.

Step 30

Confirm "Nector Managed" is selected as the email service.

Step 31

In the "Advanced Email Settings" tab, select "Nector SMTP" from the dropdown menu in the form.

Step 32

In the form, verify that "Nector SMTP" is selected as the email service to use.

Step 33

In the form, change the email service to "Nector Managed" from the dropdown menu.

Step 34

In the form, click on the "Sender Name" field and enter "Nector Dev Store X."

Step 35

In the form, modify the "Sender Name" field by typing "Y."

Step 36

Click the "Save" button in the form to save your email sender settings.

Step 37

In the form, click the "+ Add Item" button to add a new custom property.

Step 38

Enter a new property name in the "Property Name" field in the form.

Step 39

Enter a value for the new property in the "Property Value" field in the form.

Step 40

Edit the "Property Name" field to update the name of the custom property.

Step 41

Click the "Save" button in the form to save your changes.

Step 42

Select "Notifications" from the navigation bar to switch to the notifications section.

Step 43

Click on "Customer Signs Up" in the notifications list to view details.

Step 44

In the notification details, click "Delete" to remove the email.

Step 45

In the confirmation popup, click "Confirm" to finalize the deletion.

Updated on: 13/07/2025