How to Schedule Shipments View Emails
Plan: Enterprise Platform: All platforms
If you frequently find yourself searching for shipment issues, whether it’s on a monthly, weekly, or even daily basis, AfterShip Tracking’s scheduled view feature can greatly simplify your workflow and enhance your tracking experience. This feature helps you configure view schedules according to your preferred frequency and timing.
Send shipment view over email
Schedule shipment view email
Edit recurring email content
Go to your AfterShip Tracking admin panel
Click Shipments
Select the view that you want to send over email
Click Email this view
Setup the details of the email in the right side panel
Recurrence: Click Send Now under the recurrence settings
Content: Configure the email message
Write suitable Subject for the email
Enter the Message that you want to show in the email body
Select the Recipients to which you want to send the email
An email will be sent to each selected recipient respectively
Recipients:
Click All members if you want to send the email to all the added members in the organization.
Click Specific members If you want to send it to selected members.
Additional options:
In this section, you can choose to attach the selected view in the email in multiple formats including CSV (standard format), CSV (custom format), Excel (standard format) and Excel (custom format).
Once done, click Send email
Merchants can also send a test email by clicking Send test to ensure the accuracy.
Go to the AfterShip Tracking admin panel
Select Shipments
Select the view and click Email this view
Select Schedule recurring under the Recurrence settings
Enter a suitable name for the recurring email
Enter a suitable Subject and Message
Enter the necessary details under the Delivery schedule section, such as:
Frequency: Decide how frequently you want to send the emails.
Time of the day: Set a specific time to schedule the emails.
Select the format in which you want to attach the selected view under the Additional options. The formats include CSV (standard format), CSV (custom format), Excel (standard format) and Excel (custom format).
Merchants can also choose to send the email even if there’s no data in the particular view by checking the Send email even if there is no data option.
Once done, click Schedule email
Please note that only the owner, admin and managers can create or make changes to the scheduled email settings.
Go to the AfterShip Tracking admin panel and click Shipments
Click the view that you want to edit
Select Manage recurring emails
Click Edit from the drop down menu and modify the content in the right panel according to your suitability
Or
Click Delete if you want to stop sending the recurring emails
You can also choose to click Deactivate if you want to activate the schedule again in future.
In case of any further assistance, feel free to reach out to our support team.
Overview
If you frequently find yourself searching for shipment issues, whether it’s on a monthly, weekly, or even daily basis, AfterShip Tracking’s scheduled view feature can greatly simplify your workflow and enhance your tracking experience. This feature helps you configure view schedules according to your preferred frequency and timing.
What you'll learn
Send shipment view over email
Schedule shipment view email
Edit recurring email content
Send shipment view over email
Go to your AfterShip Tracking admin panel
Click Shipments
Select the view that you want to send over email
Click Email this view
Setup the details of the email in the right side panel
Recurrence: Click Send Now under the recurrence settings
Content: Configure the email message
Write suitable Subject for the email
Enter the Message that you want to show in the email body
Select the Recipients to which you want to send the email
An email will be sent to each selected recipient respectively
Recipients:
Click All members if you want to send the email to all the added members in the organization.
Click Specific members If you want to send it to selected members.
Additional options:
In this section, you can choose to attach the selected view in the email in multiple formats including CSV (standard format), CSV (custom format), Excel (standard format) and Excel (custom format).
Once done, click Send email
Merchants can also send a test email by clicking Send test to ensure the accuracy.
Schedule Shipment View email
Go to the AfterShip Tracking admin panel
Select Shipments
Select the view and click Email this view
Select Schedule recurring under the Recurrence settings
Enter a suitable name for the recurring email
Enter a suitable Subject and Message
Enter the necessary details under the Delivery schedule section, such as:
Frequency: Decide how frequently you want to send the emails.
Time of the day: Set a specific time to schedule the emails.
Select the format in which you want to attach the selected view under the Additional options. The formats include CSV (standard format), CSV (custom format), Excel (standard format) and Excel (custom format).
Merchants can also choose to send the email even if there’s no data in the particular view by checking the Send email even if there is no data option.
Once done, click Schedule email
Edit recurring email content
Please note that only the owner, admin and managers can create or make changes to the scheduled email settings.
Go to the AfterShip Tracking admin panel and click Shipments
Click the view that you want to edit
Select Manage recurring emails
Click Edit from the drop down menu and modify the content in the right panel according to your suitability
Or
Click Delete if you want to stop sending the recurring emails
You can also choose to click Deactivate if you want to activate the schedule again in future.
In case of any further assistance, feel free to reach out to our support team.
Updated on: 09/01/2024
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