Adding and Configuring Order Listing for an Email Template

Overview

The Order Summary component in the Email Builder allows users to display a summary of a participant’s order details directly within an email campaign. This helps provide clear visibility of purchased items, pricing, and transaction details, improving user experience and communication.

Users can configure properties such as ID, Title, and Section Version Type, and manage the placement of the component within the email layout. Participants can also validate how the order summary appears in the final email content.

Step-by-Step Approach

1. Add the Order Summary Component

• On the Event Dashboard, go to the Content module.
• Click on Email Campaigns.
• Select an existing campaign or create a new one.
• Go to the Design tab and click the Edit Template button.
• Locate the Order Summary component.
• Drag and drop the component onto the email into the desired section of the email layout.

2. Configure Order Summary Properties

• Click on the Order Summary component to open its settings panel.
• Enter or edit the following:
  • ID: Assign a unique identifier.
  • Title: Provide a meaningful title.
  • Section Version Type: Select the appropriate version type from the dropdown.

3. Reposition the Order Summary Component

• Click and drag the Order Summary component.
• Move it to the desired location within the email layout.

4. Remove the Order Summary Component

• Select the Order Summary component.
• Click on Delete/Remove.
• Confirm the action to remove it from the email template.

5. Validate Order Summary (Participant View)

• Open or preview the email as a participant.
• Verify that the Order Summary is visible.
• Ensure:
  • Order details are displayed correctly.
  • Pricing and item information are accurate.
  • The layout is properly formatted.