Email automation

This guideline gives you information about how to set up **Email Automation **with our app! This feature allows you to automatically send emails to your customers, with the PDF invoice attached, when orders are placed, fulfillments are created/updated, or refunds are processed.

Accessing Email Automation

Naviagte to Email Automation -> Email automation **from the menu bar.

After that, here’s what you can configure:

Email Automation configuration options

1. Choose the email flow: Invoice, Packing Slip, or Refund
2. Enable or disable automation as needed
3. Send emails to merchant automatically (On/Off)
4. Send emails to customers automatically with PDF attached (On/Off)
5. Apply automation for POS orders (On/Off)

Additional Settings

6. Set a trigger action for the email flow
7. Reply email: If customer replies, the response will go to this mailbox. By default, it is the store’s email address
8. Add BCC recipients for better monitoring
9. Target Orders/Customers with specific TAGS
10. Target Orders/Customers without TAGS

After customizing the settings, click Save to apply the changes.

Updated on: 24/12/2024