Sending Batch Email Messages to Customers with New Tracking Numbers
You can email tracking numbers to your customers upon importing the data from your shipping application. To do so, you can either create one or more email templates using the Email Template Editor or use a default email template. You can also create different email templates for each carrier. After creating an email template, you assign it to the appropriate carrier. See Assigning an Email Tracking Number Template to a Carrier below.
For instructions on how to import tracking numbers directly into the Order Manager, see Import Tracking Numbers via ODBC Connection or Import Tracking Numbers from a Text File. For instructions on how to process tracking numbers, click here.
To email tracking information to your customers automatically, you must configure the Order Manager to send email directly to an SMTP server that does not require username or password validation. You designate the primary and secondary SMTP servers in the system parameters.
1. Go to the Main Menu>Maintenance Menu>Maintenance tab>Set System Parameters button.
2. Click on the Email parameter group.
3. Set the following parameters, clicking Save after setting each one.
|
Parameter |
Value |
|
EmailSendMethod |
Enter Order Manager. |
|
SMTPAccount |
Select Normal to set the primary SMTP server as the default email server. Select Alternate to set the secondary SMTP server as the default email server. |
|
EmailBCCAddress (Primary); EmailBCCAddress2 (Secondary) |
Enter the email address to which you want to send a blind copy, if any. |
|
EmailDomain (Primary); EmailDomain2 (Secondary)
|
Enter the domain name where the email originates (e.g. www.your_company_name.com). |
|
EmailFromAddress (Primary); EmailFromAddress2 (Secondary) |
Enter the sender’s email address (e.g. user@your_company_name.com). |
|
EmailFromName (Primary); EmailFromName2 (Secondary) |
Enter the sender’s name (e.g. Your Company Name). |
|
SMTPServer (Primary); SMTPServer2 (Secondary) |
Enter the Domain Name or IP address of the SMTP server (e.g. www.your_company_name.com or 255.255.255.1). |
|
BatchEmailForTrackingInfo |
Set to True. |
|
DefaultTrackNumEmailTemplate |
Select the default email template to use when no carrier email template is specified. (If a default template is not entered here, the email is NOT sent.) See Set Up Carrier Templates below for instructions on how to assign specific email templates to different carriers. |
|
EmailSignature |
Optional: Enter an email signature, i.e. text you want to appear at the end of the email, e.g. Thank you for shopping with us! Sincerely, [Your Company Name]. |
Hint: You can set the Actual Ship Date for all items with a Quantity Shipped greater than zero as tracking data is imported. To do so, set the TrackImportSetActualShipDate system parameter (in the Shipping group) to True. This will enable you to see when each item in an order was sent (in case there are any backordered items).
Go to the Main Menu>Maintenance Menu>Setup Functions tab>Store Setup Wizard>Shipping tab>Shippers and Methods button.
The Shippers and Shipping Methods dialog box opens.
Click on a carrier in the Carriers list.
Select an email template from the Email Tracking Number Template drop down list.
Click Save New Settings.
Click Close.
Click Save and Exit to exit the Store Setup Wizard.
See Also
Import Tracking Numbers from a Comma-delimited (.csv) Text File
Import Tracking Numbers via ODBC Connection