If you want to send shipping confirmation emails to your customers, you can easily set them up in eFactory.
Step 1: Log into eFactory
Access the eFactory platform using your login credentials.
Once logged in, navigate to the "Services" tab.
From the dropdown menu, choose "Administration Tasks".
Step 2: Configuring Email Notifications
Under the "Administration Tasks" section, locate and click on "Email Notifications".
From the list of notification types, select "Ship Confirmation".
Update the Email Settings:
Recipient Selection: Choose whether the ship confirmation email should be sent only to the recipient or to both the recipient and the email in the bill-to address.
From Name: Enter the name you want to appear as the sender of the email.
Subject Header: Define the subject line for the ship confirmation email.
BCC Email Address: Optionally, add any email addresses you want to receive blind carbon copies (BCC) of the ship confirmation email.
Step 3: Managing Mail Templates
Within the eFactory interface, find and select "Mail Templates".
Choose the specific account for which you want to manage the email template (note: only one email template per account is allowed).
To create a new template, you can:
Load Default Template: Begin with a pre-existing template provided by eFactory.
Create From Scratch: Develop a new template starting with a blank canvas.
Customize the template as needed:
Edit the content to include relevant ship confirmation details such as order number, items shipped, tracking information, etc.
Add logos or other branding elements to personalize the email.
Keywords will pull specific information from the order into your email template when the order is shipped.
With Keywords, we have two different lists.
Order Level
No special steps are needed. Just adding the keyword to the template will pull the header information from the order.
Line Level
With line level, you must add the keyword to a cell.
To add a cell to the template. First, select the grid button.
Then, select the number of cells you want in a row or column. In the example below, we are selecting five cells in a column.
I can then add five keywords in each cell.
After entering the keyword in each cell, select the "cell style" icon and choose "order line cell"
Once satisfied with the template, click "Save" to preserve your changes.
Enabling the Email Template:
Although the template is saved, it remains inactive until you enable it.
Locate the newly created or edited template in the "Mail Templates" section.
Click on the template to open its details.
Look for the "Enable" button and click on it to activate the template for use in ship confirmation emails.
By following these steps, you can effectively set up and customize ship confirmation emails within eFactory, ensuring smooth communication and documentation of shipped orders with your recipients.