How to Create Custom Email Workflows

Overview

AfterShip Tracking allows you to create email workflows so that updates for different delivery statuses like Info received, Delivered, Exception, In transit, Available for pickup, Failed attempt, and Out for delivery reach customers’ email inbox at the right time.

What you’ll learn

• Create custom email workflows
• FAQs

Create custom email workflows

1. Go to Notifications > Emails and SMS in your AfterShip Tracking account
2. Click Create email workflow option

3. Decide what kind of updates you want to share. Available options are Shipment status, Order status and **Estimated delivery date **

Let's take Shipment status as an example for this guide, which will be the same for Order status as well. However, if you wish to learn how you can create a custom email workflow for Estimated delivery date, checkout this tutorial

4. Select trigger: You will be requested to choose any of the two options

Trigger 1: Updates to

It means an email notification will be pushed when the shipment status updates to one of the available statuses

1. Choose the shipment status for which you want to push email notifications
2. Click Create
3. On the workflow editor, set the status to Enabled

4. Use Trigger fields to send precise tracking updates to specific users. There are seven available filters

1. Sub Status
2. Origin Country
3. Destination Country
4. Source
5. Slug
6. Transit time
7. Custom fields (Multiple entries are allowed, but duplication isn't possible)

• For each Trigger field, you can opt for is and is not to segment email notifications to specific users. For example, if you wish to send this notification to customers whom orders will be delivered in Australia

a. Select Add filter > Destination country/region
b. Select is from the dropdown and choose Australia

5. Hit the Save button to start sending email notifications based on your preferences
6. Click Edit email template > Edit template to do desired changes to the email body

Trigger 2: Remains

It means an email notification will be triggered if the shipment gets stuck for a particular period defined by you on a same status.

1. After selecting Remains option, choose the shipment status and the number of days so that your shoppers can be notified if their order gets stuck at a particular checkpoint for specific period
2. Click Create
3. Set the status to Enabled
4. Set the aforementioned filters given in the Trigger fields tab while creating a custom email workflow
5. Hit the Save button to start sending email notifications based on your preferences

6. Click Edit email template > Edit template to do desired changes to the email body

FAQs

Can I make changes to my created email workflow later on?

• Tap on the Edit and select Edit workflow or Edit email template option to make the required changes
• Click on the three horizontal dots to delete or rename your email workflow

Is there anything else I should be aware of?

Just take the following details into account:

• In the event of downgrading to Free, Essentials, or Pro plan, custom workflows will be disabled with immediate effect. It means customers won’t get email notifications. However, default workflows can come to your rescue if they are enabled.

• Be careful while settings the filters because your customers will get multiple notifications in case of same filters
• Only one email will be triggered for each custom workflow
• In case you change the shipment status before the email gets sent and have no custom workflow for that particular status, your customers will not get any notifications
• Make sure you edit the email template based on your needs for each workflow, as it will help you share all necessary information in an attention-grabbing manner at once

Updated on: 06/02/2024