OFG Direct account emails: notes for Ian and Bert

20 October 2026. Goes with the four HTML files in this folder:

2026-10-20_order_confirmation_for_bert.html
2026-10-20_ready_for_pickup_for_bert.html
2026-10-20_invoice_ready_for_bert.html
2026-10-20_payment_received_for_bert.html

The welcome email has its own notes (2026-10-20_welcome_email_notes.md).

How these are built

All four use the same design as the welcome email: the OFG logo, the green and orange bar under it, a dark green title band, and the black footer with the phone number, email and address. Those shared parts are marked SHARED in each file.

We don't yet know which order, invoice or payment details Blue Petal can put into an email, so each email works in two ways:

With no details filled in at all. The main text never needs an order number, items, a total or a date to make sense. If Blue Petal can't fill anything, delete every optional block and send the email as it is.
With whatever details Blue Petal can fill. These sit in blocks marked like this:

<!-- OPTIONAL: ORDER_NUMBER -->
   ...
<!-- /OPTIONAL -->

Delete any block whose detail Blue Petal can't fill. Each details box is itself an optional block with single-row optional blocks inside it. If none of the rows can be filled, delete the whole box (everything between its outer OPTIONAL and /OPTIONAL), so no empty box is left behind. We checked all four emails with every optional block removed, and each still reads correctly.

The greeting is "Hello," with no name, so it works without any fields.

1. Order confirmation

Subject: We've received your order
Preview text: Thank you for your order. It has come through to our floor.
When to send: when a customer places an order on OFG Direct. Blue Petal already sends an order confirmation (Ian received one on his own order in October), so this replaces that email.

Optional blocks

Block	What goes in it
`ORDER_DETAILS`	The whole "Your order" box. Delete it if none of the four rows below can be filled
`ORDER_NUMBER`	`[[ORDER_NUMBER]]`: the order number
`ACCOUNT`	`[[ACCOUNT_NAME]]` and `[[ACCOUNT_NUMBER]]`: the customer account the order is on
`DISPATCH_DATE`	`[[DISPATCH_DATE]]`: the date the order is ready for pickup or goes out for delivery
`ORDER_TOTAL`	`[[ORDER_TOTAL]]`: the order total, with currency
`ORDER_LINES`	The "What you ordered" table. Repeat the row between `REPEAT` and `/REPEAT` once per line, filling `[[ITEM]]`, `[[QTY]]` and `[[PRICE]]`. Delete the whole block if Blue Petal can't list the lines

Plain-text version

Order received

Hello,

Thank you. We've received your order and it has come through to our floor, the same as an order placed with the desk.

[OPTIONAL] Order number: [[ORDER_NUMBER]]
[OPTIONAL] Account: [[ACCOUNT_NAME]] ([[ACCOUNT_NUMBER]])
[OPTIONAL] Pickup or delivery date: [[DISPATCH_DATE]]
[OPTIONAL] Order total: [[ORDER_TOTAL]]
[OPTIONAL] What you ordered:
[[ITEM]]  x [[QTY]]  [[PRICE]]   (one line per item)

You can sign in to OFG Direct at any time to see your account:
https://ofgdirect.ontarioflowers.com/Account/Login?

Something not right with your order? Call the desk at 905-670-9556 or email customerservice@ontarioflowers.com and we'll sort it out.
Trouble signing in? Email Shaun Parish at sparish@ontarioflowers.com or call 905-565-5057.

See you at pickup,
The OFG team

Questions? Call us at 905-670-9556 or email customerservice@ontarioflowers.com.
Ontario Flower Growers Co-Operative
910 Midway Blvd, Mississauga, ON L5T 1T9

2. Order ready for pickup

Subject: Your order is ready for pickup
Preview text: Your OFG order is ready and waiting for you.
When to send: when an order for a pickup account is ready to collect. Only worth building if Blue Petal records that moment (an order status that changes when the order is ready). If it doesn't, drop this email rather than sending it at a fixed time. Do not send it to delivery accounts.

Optional blocks

Block	What goes in it
`PICKUP_DETAILS`	The whole "Your pickup" box. Delete it if none of the rows below can be filled
`ORDER_NUMBER`	`[[ORDER_NUMBER]]`: the order number
`ACCOUNT`	`[[ACCOUNT_NAME]]` and `[[ACCOUNT_NUMBER]]`
`PICKUP_DATE`	`[[PICKUP_DATE]]`: the day the order can be collected
`PICKUP_LOCATION`	`[[PICKUP_LOCATION]]`: where to collect it. Ian to confirm what this should say; we have not stated an address or hours in the main text

Plain-text version

Ready for pickup

Hello,

Your order is ready for pickup.

[OPTIONAL] Order number: [[ORDER_NUMBER]]
[OPTIONAL] Account: [[ACCOUNT_NAME]] ([[ACCOUNT_NUMBER]])
[OPTIONAL] Pickup date: [[PICKUP_DATE]]
[OPTIONAL] Pickup at: [[PICKUP_LOCATION]]

Questions before you come in, or something not right with your order? Call the desk at 905-670-9556 or email customerservice@ontarioflowers.com and we'll sort it out.

See you at pickup,
The OFG team

Questions? Call us at 905-670-9556 or email customerservice@ontarioflowers.com.
Ontario Flower Growers Co-Operative
910 Midway Blvd, Mississauga, ON L5T 1T9

3. Invoice ready

Subject: Your OFG invoice is ready
Preview text: You can view and pay it online on OFG Direct.
When to send: when Blue Petal issues an invoice. Blue Petal already sends an invoice email (Ian received one in October), so this replaces it.
This is a notice that an invoice exists, not a reminder about an unpaid balance. Those balance emails are paused until Ian and Nawaz have checked the lists, and nothing here restarts them. That is why it includes "If you have already paid this invoice, there is nothing more to do", which also covers customers who paid when they ordered.

Optional blocks

Block	What goes in it
`INVOICE_DETAILS`	The whole "Your invoice" box. Delete it if none of the rows below can be filled
`INVOICE_NUMBER`	`[[INVOICE_NUMBER]]`
`ACCOUNT`	`[[ACCOUNT_NAME]]` and `[[ACCOUNT_NUMBER]]`
`INVOICE_DATE`	`[[INVOICE_DATE]]`
`AMOUNT_DUE`	`[[AMOUNT_DUE]]`, with currency. If the invoice is already paid, Blue Petal should show 0.00 here or delete this row
`DUE_DATE`	`[[DUE_DATE]]`: the payment due date under the account's terms. Delete it if Blue Petal can't work it out; we have not stated payment terms anywhere

The "View and pay online" button goes to the OFG Direct login page. If Blue Petal can link straight to the invoice or statement, put that link in the button instead.

Plain-text version

Your invoice is ready

Hello,

Your invoice is ready. You can view it and pay it online by signing in to OFG Direct and opening your statement.

[OPTIONAL] Invoice number: [[INVOICE_NUMBER]]
[OPTIONAL] Account: [[ACCOUNT_NAME]] ([[ACCOUNT_NUMBER]])
[OPTIONAL] Invoice date: [[INVOICE_DATE]]
[OPTIONAL] Amount due: [[AMOUNT_DUE]]
[OPTIONAL] Due by: [[DUE_DATE]]

View and pay online:
https://ofgdirect.ontarioflowers.com/Account/Login?

If you have already paid this invoice, there is nothing more to do.

Would you rather pay over the phone? Call us at 905-670-9556 and we can take the payment for you.
A question about this invoice? Call 905-670-9556 or email customerservice@ontarioflowers.com.
Trouble signing in? Email Shaun Parish at sparish@ontarioflowers.com or call 905-565-5057.

See you at pickup,
The OFG team

Questions? Call us at 905-670-9556 or email customerservice@ontarioflowers.com.
Ontario Flower Growers Co-Operative
910 Midway Blvd, Mississauga, ON L5T 1T9

4. Payment received

Subject: Payment received, thank you
Preview text: We've received your payment. Thank you.
When to send: when a payment is recorded against the account, whether the customer paid online or staff took it over the phone. Blue Petal already sends a payment email (Ian received one in October), so this replaces it.
It says nothing about cards being saved or used again, because paying with a saved card doesn't work smoothly yet (Ian had to enter his card a second time).

Optional blocks

Block	What goes in it
`PAYMENT_DETAILS`	The whole "Your payment" box. Delete it if none of the rows below can be filled
`ACCOUNT`	`[[ACCOUNT_NAME]]` and `[[ACCOUNT_NUMBER]]`
`AMOUNT_PAID`	`[[AMOUNT_PAID]]`, with currency
`PAYMENT_DATE`	`[[PAYMENT_DATE]]`
`INVOICE_NUMBERS`	`[[INVOICE_NUMBERS]]`: the invoice or invoices the payment was applied to
`PAYMENT_REFERENCE`	`[[PAYMENT_REFERENCE]]`: a receipt or transaction number, if Blue Petal has one

Plain-text version

Payment received

Hello,

We've received your payment. Thank you.

[OPTIONAL] Account: [[ACCOUNT_NAME]] ([[ACCOUNT_NUMBER]])
[OPTIONAL] Amount paid: [[AMOUNT_PAID]]
[OPTIONAL] Date: [[PAYMENT_DATE]]
[OPTIONAL] Applied to: [[INVOICE_NUMBERS]]
[OPTIONAL] Reference: [[PAYMENT_REFERENCE]]

You can see your invoices at any time in your statement on OFG Direct:
https://ofgdirect.ontarioflowers.com/Account/Login?

Does something not look right? Call us at 905-670-9556 or email customerservice@ontarioflowers.com and we'll look into it.

See you at pickup,
The OFG team

Questions? Call us at 905-670-9556 or email customerservice@ontarioflowers.com.
Ontario Flower Growers Co-Operative
910 Midway Blvd, Mississauga, ON L5T 1T9

Emails we considered and left out

Out for delivery. Almost every OFG account is set to pickup. The only delivery group we have seen in the exports is 14 Ottawa Delivery accounts, and nothing we have shows Blue Petal recording when a delivery leaves. If Ian wants it for those accounts, it can be built from the "ready for pickup" email in a few minutes.
Order changed or cancelled. Nothing we have shows whether customers can change or cancel an order on OFG Direct, or whether Blue Petal sends an email when staff do. Worth asking Bert. If that email exists, it follows the same pattern as the order confirmation.

Questions for Bert

Which of these does Blue Petal send today? We know of the order confirmation, invoice and payment emails. Is there also a "ready for pickup" or "dispatched" email, or an order status that changes when an order is ready that could trigger one?
Can Blue Petal send HTML email, and can these four files be used as they are, with a plain-text version attached?
Which fields can it fill in each email? The full list is in the tables above. In particular: order number, account name and number, pickup or delivery date, order total, order lines, invoice number, invoice date, amount due, due date, amount paid, payment date and the invoices a payment was applied to.
Can it link straight to a page in OFG Direct, such as a customer's orders, a single invoice or the statement, rather than the login page? If so, what are the addresses?
Which address do these come from, and does a reply reach anyone? Every footer says "call us or email customerservice@ontarioflowers.com" rather than "reply to this email" for that reason.
Does Blue Petal send an email when an order is changed or cancelled?

Questions for Ian

Pickup: what should the "Pickup at" line say, and what are the pickup hours? We have the Marketplace timing (order by 11pm, ready at 6am, no Sunday pickups) but nothing for Reserve or Non Reserve, so no hours appear in any email.
Delivery: besides the 14 Ottawa Delivery accounts, does anyone get delivery? Should any of these emails be different for delivery accounts?
Payment: what are the payment terms we can state (for example, due within so many days)? And is "opening your statement" the right way to describe where a customer finds and pays an invoice on OFG Direct?
Who handles questions about invoices and payments: customer service at 905-670-9556, or someone on Nawaz's team? Every email currently points to customer service.
Sign-in help: is Shaun still the right person to name in emails that will go out automatically with no end date?
Sign-off: all four end "See you at pickup, The OFG team", as every OFG email does. That reads oddly for delivery accounts, so if the delivery group is bigger than we think, the billing emails could end "The OFG team" alone.