Real World Example

We would like to always know where our orders are in the shipping workflow by automatically updating an order’s status when certain tasks, such as creating a shipping label or voiding a shipment, are performed.

We can accomplish this by setting up an Automation to change an order's status when we ship or void an order. 

Here's how:

Specify When the Automation Runs 

The steps in this section will guide you through using Postsale's Automation features to update order statuses so that you learn how to configure this type of Automation. It is also worth noting that you can configure your individual store settings to automatically update order statuses when an order is shipped or voided.

3. Click the Add button. 
   
   
    
4. Expand the Trigger drop-down menu and select A shipment is processed or A shipment is voided, depending on the Automation you need. 
      
   

Add the Action

1. Click + Add Action. 
   
   
    
2. Click the Task drop-down menu and select Update the order status. 
   
      
    
3. Enter the status into the Status field. Then, click the Save button.    
   For this example, we entered Shipped, but you can enter any status that works for the Automation you are creating. 
   
    
   
   The Automation should look like this: 
   
    
    
4. Select the Settings tab and give the Automation a name that clearly identifies what the Automation does. 
   
      
    
5. Click the Save button. 
   
    

Real World Example

We would like Postsale to notify us via email any time a label's tracking status changes to ‘Exception’. We would also like to update the order's status in Postsale so that it is easier to identify orders with delivery exceptions. This will help us monitor shipments and to determine if we need to assist our customer with handling the issue.

This can be done with a single Automation that performs two separate actions. Here's how:

Specify When the Automation Runs

3.  Click the + Add button.   
   
     
    
4. Select A label's tracking status has changed from the Trigger drop-down menu.   
   
   
    
5. Select Exception from the To drop-down menu.   
   
   

Add Action to Update Order Status

1. Click the + Add Action button in the Perform these actions section.    
   
     
    
2. Select Update the order status from the Task drop-down.   
   
    
    
3. Enter Exception into the Status field. Then, click Save.  
   
   

Add Action to Send an Email

1. Click the + Add Action button in the Perform these actions section again.    
   
    
    
2. Select Send an email from the Task drop-down menu.  
   
   
    
3. Select the Invoice template from the Template drop-down menu.   
   An invoice with the details of the order will be included in the body of the email.  
   
   
    
4. Postsale users on either the Thrive or Soar plan have the option of selecting the From email address to use for this automation.
   
    
    
5. Enter a subject for the email into the Subject field. We suggest using a Postsale token to autofill the order number to make it easy to identify which order has a shipping exception.   
   
   Here is an example: nt Exception for order# {{ order.number }}  
   
   
    
6. Enter the email address to which the email should be sent into the Recipient field. Then, click Save.  
   Multiple emails can be entered separated by a comma. You can leave the checkbox checked.
   
    
   The automation should look like this:
   
    
    
7. Select the Settings tab. Then, enter a name for the Automation.  
   
    
    
8. Click Save.  
   
   

The Automation is added.

Real World Example

We would like to send an email to our customers to let them know that their order is out for delivery.

We will set up an Automation so that when the tracking status changes to Out for Delivery, Postsale will send an email to your customer. 

Specify When the Automation Runs

3.  Click the + Add button.   
   
     
    
4. Select A label's tracking status has changed from the Trigger drop-down menu.   
   
     
    
5. Select Out for Delivery from the To drop-down menu. 
   
   

Add an Action to Send the Email

1. Click the + Add Action button in the Perform these actions section.    
   
    
    
2. Select Send an email from the Task drop-down menu.  
   
    
    
3. Select the Invoice template from the Template drop-down menu.   
   An invoice with the details of the order will be included in the body of the email.  
   
   
   
   

   Custom Email Templates

   Postsale users on the Thrive or Soar plan have the option to create and use custom email templates.

    

4. Postsale users on either the Thrive or Soar plan have the option of selecting the From email address to use for this automation.
   
    
   
    
5. Enter a subject for the email into the Subject field. We suggest using a Postsale token to autofill the customer's order number. 
   
   Here is an example:  Your Order# {{ order.number }} Is Out For Delivery! 
   
   
    
6. Select the email address to which the email should be sent. 
   After making your selection, a token will populate the Recipient field. This token tells Postsale to use the email address associated with the order. 
   1. Click the (<>) icon in the Recipient field.
   2. Select from the following options:
      • Order Ship To Email
      • Order Ship From Email
      • Shipment Email
   3. Multiple emails can be entered separated by a comma. 
      
      
      
      In the image, the Action is configure to send an email to the Ship To email address associated with the shipment and to our shipping department's email. 
      
      We suggest leaving the Skip sending email when recipient is blank option checked so that an email will not be sent if there is no email address associated with the order.
       
7. Click Save to add the Send an email Action to the Automation. 
   
   
   
   The Automation should look like this: 
   
    
    
8. Select the Settings tab. Then, enter a name for the Automation.  
   
     
    

1. Click Save.  
   
   

The Automation is added.