Triggering transactional sends with Magento – Ometria Help Centre

Note: This feature is only available to retailers using Ometria's Magento API extension.

See also: Our guide to the Transactional email API, our Send Transactional Email API reference and general information about Transactional emails in Ometria.

Ometria's transactional API is used to trigger instant email messages to recipients for transactional purposes, e.g. order confirmation emails.

The API ignores suppression lists for transactional sends, so your contacts will receive transactional emails regardless of their opt-in status.

Email sending is triggered by Magento native events and sent by a cronjob.

Ometria's integration with Magento 2 supports the following types of transactional email:

Order confirmation
Order cancellation
Order shipping
Forgot password
Update password success
Stock alert
Account creation

Setup

First, create your transactional email templates in Ometria.

Note: Transactional email templates are not compatible with Ometria's visual editor - you will need to create HTML templates. Check out our guide to Template logic.

Screenshot_2022-04-29_at_13.39.40.png

You'll need to create a template for each type of transactional email you plan to use, as each template has its own unique ID:

Screenshot_2022-04-29_at_13.57.43.png

Once you've created your templates, log into your Magento 2 store and go to: Stores > Configuration > Ometria > Analytics > Transactional Emails

Set the Sandbox Mode field to 'No' and then select the email types you want to trigger and send to Ometria:

Screenshot_2022-04-29_at_13.58.26.png

Under Email Template ID, enter the corresponding ID for each template you created in Ometria:

Screenshot_2022-04-29_at_13.59.02.png

Next, check that your Magento Store Email Addresses are up to date and correspond to your valid email addresses used for mail sending.

Go to: Open Stores > Configuration > General > Store Email Addresses:

You should also check your customer related email templates in: Stores > Configuration > Customers > Customer Configuration:

Finally, check your order related email templates in: Stores > Configuration > Sales > Sales Emails > Order:

You can monitor the performance of your transactional sends in Ometria in Campaign performance: Transactional emails.

Transactional email triggers

The following actions trigger Magento native events and to sent emails to Ometria:

Event	Triggers
Order confirmation	A customer places an order on your website (storefront) An administrator triggers Send Email from the Magento admin panel.
Order cancellation	An administrator cancels the order in Magento and checks the Notify Customer by Email checkbox before submitting.
Order shipping	A shipment is created in Magento and the Email Copy of Shipment checkbox is selected before submitting. A shipment is created and an administrator clicks Send Tracking Information.
Forgot password	A contact clicks the 'I forgot my password' link in the storefront. An administrator triggers Reset Password in the admin panel.
Updated password success	A contact created a new password for their account after triggering and completing the Forgot password workflow.
Account creation	A contact creates a new account in your storefront. An administrator creates a new user account in the Magento admin panel.
Stock alert	A contact created a subscription for an out of stock product and that product is now in stock. See Stock alert preconditions for more information.

Stock alert preconditions

To trigger stock alert emails, you need to activate Stock Alerts in the admin panel.

Screenshot_2022-04-29_at_14.03.23.png

Go to: Stores > Configuration > Catalog > Catalog

Scroll down to Product Alerts and set the field Allow Alert When Product Comes Back in Stock to 'Yes':

Screenshot_2022-04-29_at_14.04.01.png

Next, configure your stock alert running settings.

Go to: Stores > Configuration> Catalog> Catalog

Scroll down to Product Alert Run Settings and define the Frequency and Start Time.

Screenshot_2022-04-29_at_14.04.44.png

Select Save Config.

Setup

Transactional email triggers

Stock alert preconditions

Related articles