Email notifications

Overview

The Email notifications tab in Settings lets you manage every automated email B2Bridge sends to your customers and to you throughout the B2B workflow. You can enable, disable, and customize each email.

Go to Settings > Email notifications tab.

1. Registration Form emails

These emails are triggered by events in the B2B Registration Form workflow.

Email
Sent to
Trigger

Your store had a new register

You (store owner)

A buyer submits a registration

Your customer's account is under review

Customer

Their registration is received and pending

Your customer's account is approved

Customer

You approve their registration

Activate your account

Customer

Their account needs email activation

Your customer's account is rejected

Customer

You reject their registration

2. Net terms orders emails

These emails are triggered by events in the Net Payment Terms workflow.

Email
Sent to
Trigger

Your draft order has been placed

Customer

A net terms order is created

New draft order

You (store owner)

A new draft order is placed by a net terms customer

New final order

You (store owner)

A net terms draft order is converted to a final order

3. Request for quote emails

These emails are triggered by events in the RFQ workflow.

Email
Sent to
Trigger

Thanks for your quote request

Customer

They submit a quote request

New quote request

You (store owner)

A buyer submits a quote request

4. Company account emails

Email
Sent to
Trigger

You're invited to join a company

Company member

You send a company invitation

Enabling and disabling emails

Each email has a Status toggle (Enabled / Disabled). Click the action button to edit the email template or change its status.

Editing an email template

Click the edit icon next to an email to open the template editor. You can customise the subject line, body content, and any dynamic variables (such as {email} for the customer's email address or {number} for password length).


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