How to Set Up Order Confirmation Emails in Zendesk - Email Automation Use Case
Keep customers informed the moment they place an order with automated order confirmation emails in Zendesk. Using the Proactive Campaigns app, you can create a simple, fully automated workflow that sends personalized confirmations without manual effort.
Quick Guide
- Create a user list with conditions that identify new orders (using tags or custom fields).
- Add a date filter to avoid sending emails for past orders.
- Go to the Automations page and create a new automation linked to this list.
- Add an immediate action step to send the email.
- Write your confirmation email or use a ready-made template.
- Activate the automation to start sending confirmations instantly.
With this setup, every new order gets acknowledged right away, improving customer trust, reducing support requests, and saving your team valuable time.
