Sufio is a third-party app that automatically generates invoices for orders placed on your Shopify store. In addition to that, it provides invoice templates that were designed by professional designers, which help you to stand out. By integrating this app with Omnisend, you will be able to add View in the browser and Download links to the body of your automated workflow emails, e.g., the Order Confirmation.
Benefits
Send emails to your customers, including links to view, download, print, or pay your invoices online, and make the customer's experience smoother.
Build advanced workflow logic in Omnisend. Add Conditional Splits to send different messages to your first purchasers or VIP clients, as well as add a Discount or other interactions to the content of the message.
Set up A/B testing for the Automation workflows to understand how your content is performing. After checking the reports and testing a few strategies, you can optimize your workflows with the best-performing features.
Setup Process
The integration with Sufio is as simple as adding a few lines of code to the body of your message.
Step 1. Create an Order automation in your Omnisend account. The trigger for such automation should be set to Order Placed, with a trigger filter if applicable. The choice will depend on the status that your Order has when this automation should be sent and when the invoice link is generated in Sufio.
If you want to send the invoice when the Order is paid, set the trigger Placed order with a trigger filter of Payment status → Paid.
If you want to send the invoice after the Order is fulfilled, set the trigger Placed order with a trigger filter of Fulfillment status → Fulfilled.
Only when the trigger is set to either one of these is the data for the Invoice link available in the Email message content.
Step 2. Add invoice links to the email messages inside your order automation. This helps your customers click the email and get redirected to their invoice. Find more details below about online invoices and PDF invoices below.
Step 3. Once you've added the links to your Order-related automation in Omnisend. Go to the Sufio integration page in Apps and check the 'I have completed all steps' box → click Confirm.
Online Invoice Version
You can add a link in your automated email that redirects contacts to the online version of their invoice. This will let them print, download, or even pay their unpaid invoices with a credit card via an integrated payment gateway.
If you'd like to add the link to an online version of the invoice to your email, use the following code:
[[account.website]]/apps/sufio/invoice/?id=[[order.order_id]]&number=[[order.order_number]]
PDF Invoice Version
You can direct your customers to a PDF version of their invoice, which they can download or print. To achieve that, use the following code in your email:
[[account.website]]/apps/sufio/invoice/download/?id=[[order.order_id]]&number=[[order.order_number]]
Note: The PDF version of the invoice does not allow customers to pay their invoices online with their credit cards.
💡 Tip: Add a button to your email and insert the invoice link in it. This will help your customers easily spot where to click and open their invoice.
That's it! Once the automation is triggered, Omnisend syncs the information and appends the link to Sufio invoices.
If you have any questions or need any assistance, do not hesitate to contact our support team at [email protected].