Tutorials

How to use Email Templates

The Email Templates is a feature using which you can customize various emails that are sent from your webstore such as Account Activation, New Account – B2B/B2C, Forgotten Password, and Successful Order Confirmation. This feature may not be available on your web store, so reach out to commercebuild Customer Success to ensure the module is […]

How to Create a Forgotten Password Email Template

Once you have added a new template for Forgotten Password, you are now ready to begin creating and customizing it. For the sake of this guide, we will use the below template. The design should suffice as it holds all the necessary modules with some cardinal styling. You can include content modules to add additional […]

How to create an Order Confirmation email template

Once you have added a new template for Order Confirmation, you are now ready to begin creating and customizing it. For the sake of this guide, we will use the below Order Confirmation email. The design should suffice as it will hold all the necessary modules and some cardinal styling. However, if you want to […]

How to create an Account Activation email template

Once you have added a new template for Account Activation, you are now ready to begin creating and customizing it. Please note that the Account Activation email is sent only if you have Is email verification required before login checked in your registration form. For the sake of this guide, we will use the below template. […]

How to create a New Account email template

Once you have added a new template for New Account – B2B or B2C, you are now ready to begin creating and customizing it. For the sake of this guide, we will use the below template. The design should suffice as it holds all the necessary modules with some cardinal styling. If you want to […]

How to Set Up Auto Add Promotions

Auto Add Promotions is useful if you would like for promo codes to automatically be added to your customers’ carts when the conditions of the promo code are true. These promo codes can be linked to a specific category. For example, if you have a category called “Top Deals,” a promo code can be automatically […]

How to convert your B2C user to a B2B user

To convert a B2C user, it is ideal to convert them to B2B by linking them to their own A/R customer code from the ERP. To achieve this, create a new customer account in your ERP to which this web store user will be linked. Follow the below steps to convert your B2C user to […]

How to re-link your B2B user to a different ERP A/R account

To link your B2B user to a different ERP A/R customer account or to assign multiple ERP A/R accounts, follow the below steps: Edit User Navigate to Customers > Manage Customers and locate the customer that you want to convert. Click “Edit” next to that customer in the table and on the Edit User landing page, click […]

Email Deliverability and SPF Records

Your website will be sending emails to your clients on your behalf for various reasons, such as order confirmations and password change requests. We send those emails directly, rather than passing them through your email server. This means they can be flagged as suspicious unless you publicly authorize our outgoing mail server. To create this […]

Enable Cloudflare Rate Limiting

In addition to Cloudflare’s firewall rules, their rate limiting can also be effective at increasing your web store’s security. Note that Cloudflare rate limiting is not free, but it is very affordable if it is used on a limited, targeted basis. For example, if you wish to use rate limiting, we might recommend it for […]