Introduction

This guide explains how to customize the Excel template used in order confirmation emails sent from TRAEDE. This process combines two concepts: export templates and email settings. If you're unfamiliar with either, we recommend reading the respective guides in the Help Center first:

• Export templates guide

• Email settings guide

Change the default export template used in email confirmations

1. Go to Export templates and create a new template.

   • Give it a clear name, such as Auto confirmation email.

   • Choose the columns you want to include in the Excel file.

    

2. Go to Settings → Email settings.

3. Locate your Order confirmation email configuration.

4. Scroll to the Attachments section.

5. Click Edit on the "Order exported as spreadsheet" attachment.

6. Use the Export template to use dropdown to select your custom template (e.g., Auto confirmation email).

7. Click Save attachment, then Save email.

Now, when order confirmations are sent, the Excel file will be based on your custom template.

Set a custom Excel template for a specific customer

1. Create a separate export template tailored to the customer (e.g., Auto confirmation BAM).

2. Go to Email settings → Order confirmation.

3. Scroll down to Customized email settings.

4. Find the specific customer (e.g., Bam) and click to edit their settings.

5. In the export template dropdown, select the customer's custom template.

6. Click Save.

Now this customer will receive order confirmations with a unique Excel format, while others receive the general version.