Email Settings Overview

Overview

The Email tab allows you to set and control your email workflow, which includes configuring your SMTP Profiles, creating your Email Templates, and assigning Email Rules to your templates. You can also view a detailed history of your email communication log as well as blacklist domains. This article outlines the full email workflow.


Configure SMTP Settings

SMTP, or Simple Mail Transfer Protocol, is the standard way to transmit emails over the Internet.

Most email providers, like Gmail, Yahoo, and Verizon, use SMTP to allow you to send emails from a source outside your account. Entering SMTP credentials will enable you to send outgoing emails from Sellercloud.

Read more about the configuration in the SMTP Profiles and Settings article.


Create an Email Template

Email templates can be used for standardized emails. Read more about templates in the Email Templates article.

Additionally, when creating an email template, you have the option to add email placeholders. This helpful feature saves you time by inserting information for you. Read more about placeholders in the Email Placeholders article.


Configure Email Rules and Assign Email Templates

You can also set email rules, which saves you time by programming standardized emails to be sent at a scheduled time. You can set client-based email rules, such as payment reminders, or company-based email rules, like shipping confirmations. Read more about the rules in the Email Rules article.

You can also assign an email template to a particular event or trigger, like when an order is shipped or a PO is received. Read more in the Assign Templates section of the Email Templates article.


Additional Email Settings

You can view a detailed history of your email information using the Email Sent Log option. The log allows you to review information about who sent an email, when an email was sent, if any errors occurred, and more.

You can also configure your email settings so that no emails are sent to a certain domains. This is referred to as blacklisting a domain, and it is especially helpful for certain channels, such as AmazonRakuten (formerly Buy.com), and Newegg. These channels restrict certain content in emails to customers, mainly content that can be seen as business solicitations.


 

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