Email Rules

Overview

The Email Rules page in Sellercloud allows you to configure automatic email notifications triggered by specific events. The two main types of email rules are Client-Based and Company-Based. Client-based email rules affect all companies within your account, while company-based rules are set for each company separately.

Prerequisites

To send emails based on email rules, the following conditions must be met:

• Check with Sellercloud Support to confirm the following Windows services are running on your server.
  • eBayFeedbackService for Feedback emails
  • BRSOrderEmailService for Order Shipping Confirmation emails
• Configure your SMTP Settings. Valid SMTP credentials are required.
• Assign Email Templates to any related email types. 

Configure Email Rules

To configure your Email Rules, navigate to Settings > Email > Email Rules. Here you can edit both Client-Level and Company-Level settings.

Client-Level Settings

To apply client-level rules, click the edit button in the grid and adjust your preferences according to your business needs. Here you can configure Payment and Feedback Reminders. These rules let you choose how frequently the reminders are sent out. You can configure them in hours or days.

• Payment Reminder — Sent for unpaid orders. The corresponding email types for each Payment Reminder are respectively PaymentReminderFirst, PaymentReminderSecond, and PaymentReminderThird.
• Feedback Reminder — Sent for shipped orders to request feedback from the buyer. You need to assign email templates per the three email types: FirstFeedbackReminder, SecondFeedbackReminder, and ThirdFeedbackReminder.
• Don’t Send Email For Orders Older Than — Won’t send any emails for orders created before a set period.
• Feedback Reminder: Only Send If Order Is Delivered — Will send a Feedback Reminder only when the order’s Delivery Status is changed to Delivered.
• Feedback Reminder: Send Based On Delivery Date — Will send the Feedback Reminders after the Delivery Date field is updated in Sellercloud. 

• Feedback Reminder: Split Order Email Send To Customer — Will send an email directly to the customer associated with the order if the order is a Split Order.

If all criteria are met, in the below example, Sellercloud will send a feedback reminder for an order after 3 days, a second reminder after 5 days, and a third reminder after 7 days. You can also enable the option to only send a Feedback request if the order has been marked as delivered. 

Company-Level Settings

You can configure company-level email rules for each channel integrated with Sellercloud. Select your company from the dropdown menu and enable the checkboxes below to choose which emails to send out for each channel:

• • Order Welcome — This email is triggered when a new order is created in Sellercloud. It corresponds to the OrderWelcome email type on the template assignment page.
  • Shipping Confirmation — This email is triggered when an order is shipped. It corresponds to the OrderShippedConfirmation email type.
  • Feedback Request  — This email is triggered for shipped orders based on your Feedback Reminder Preferences and the orders’ ship date. The corresponding email types to each Feedback Reminder are FirstFeedbackReminder, SecondFeedbackReminder, and ThirdFeedbackReminder respectively.
    
    Some channels do not provide customer emails, and some channels do not want merchants to send emails directly to customers. Amazon automatically sends feedback requests to the customer, so there is no need to configure feedback reminders for Amazon in Sellercloud.
• Order Undelivered — This email is triggered for orders that are marked as undelivered. It corresponds to the OrderUnDelivered email type.
• Payment Confirmation — This email is triggered when the order is paid. It corresponds to the OrderPaymentConfirmation email type.