Email notification to customer with bank information

Pedro_Lopez
Shopify Partner
2 0 2

Hello! 

 

does anybody know how to send a email with the bank information when the customers selects bank deposit as a the payment method?

because when selected the information its show in te confirmation window but the customer usualy make the payment hours laler and if they havent save or copy the information most of the time the sale is lost or the custmer make a new purchace just to see again the bank information, so for me could be rally usefull to send the information direct to the customer email so they have it handy when they want to make the depost 

TKS!

Kevin_W
Shopify Staff
Shopify Staff
53 0 4

Hi Pedro,

Kevin here - a Shopify Guru :)

Yes this is possible to do, you can add any additional info you would like to send your customers by customising your email templates. So to send this info automatically after a customer places an order you would need to change the Order Confirmation Email template.

There is a helpful guide here that will show you how to do that - https://help.shopify.com/manual/sell-online/notifications/edit-template#customize-specific-email-tem...

So you could add a custom message into the email template and the extra info/message will be included in those future order confirmation emails.

Keep in mind though that all future emails would contain this - even ones that are not paid by bank deposit, so if you are using other methods to accept payments - like Paypal or another payment gateway, your banking details would also be sent to these customers also.

You could add a general message for customers saying something like ''If you have chosen to bank with a bank deposit, please reply to this email for further instructions for payment.'' This way you won't be sending the details to everyone who has made an order.

Currently it's not possible to have a specific email template based on a customer's payment method but it would also be safer just to give the banking details to only the customers that require them to pay.

If you have any questions, let me know!

Kind regards,

Kevin | Shopify Guru

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Bemestar
Excursionist
17 1 14

Thats a poor excuse for a solution don't you think.

That answer would be OK if shopify was free.

RicardoOrtega
New Member
1 0 0

Helly, did you solve it?

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ksgmsr
New Member
3 0 0

You can do something like this:

{% for transaction in transactions %}
  {% if transaction.gateway == "Bank Deposit" %}
Text which shall be displayed here.
...

Unfortunately the documentation (https://shopify.dev/docs/themes/liquid/reference/objects/transaction#transaction-payment_details) is not quite precise what kind of information are available, at least that was my impression...

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CoryT1
New Member
2 0 0

I agree. 

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CoryT1
New Member
2 0 0

Hi @Kevin_W, is Shopify working on a better method for this? Changing the entire template for the very few "bank deposit" orders received seems like an overkill. 

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kimchikit
New Member
1 0 0

I was going through the payment process with naturallystallion/TGC and was presented two payment options- bank deposit or coin base commerce. The order went through without me having put any information down about who I bank with let alone a visa number. I've emailed the company and have gotten no response. I messaged them on their Instagram page and they blocked me. I'm worried the franchise will take the money straight out of my account. How do I go about dealing with this issue?

Thanks,

Kimchi

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