How to Send Shipment/Tracking Info to Customers
IN THIS GUIDE
Order Desk can be configured to automatically send shipment and tracking information to your customers when their packages have been shipped.
In order to take advantage of this feature you will need to create an email template and then a rule that will email your customer whenever a shipment is added to an order. Follow the instructions in this guide to set this up in your store.
Create Email Template
To send shipment and tracking notifications to your customers, you first need to create the email template that will be used for these emails. To do this, click on Templates under the Settings menu in the left sidebar, then click to Add New Email Template.
The default email template added in Order Desk is the shipment notification template:
You can use the default template or make any changes if you want to personalize the email. For a detailed explanation of each field, see the working with email templates guide.
Create Rule to Send Email
Now that your template is created, you will need to create a rule that will send the email when shipment is added to an order.
If you are unfamiliar with the Rule Builder, see the How to Work with Rules guide for more information.
To create your rule, click on Rule Builder from the Settings menu in the left sidebar, choose the Order Rule type:
For the Event, select Shipment is Added:
For the Action, choose Send Email to Customer and select your shipment notification template from the list:
Give your rule a name and save it.
Now, when shipment is added to an order, Order Desk will email this template to your customer to let them know the tracking details.
One Email For Multiple Shipments
If you often have multiple packages for each order and would like to avoid sending multiple emails to your customer for each shipment that is posted to their order, you can use the Queue Shipment Email To Customer action in your rule instead:
Instead of sending the email immediately, this will queue up the emails for up to six hours. Six hours after the first shipment was added to the order, the email will send with any other shipments that have also been added during that time.
Send Details to Specific URL
If you want to send the shipment info to a specific URL, Order Desk can create a built-in webhook for you. To do this, set the URL as an order metadata value called ship_notify_url|https://www... (add your URL here):
Order Desk will send the shipment details to this URL when they are added to the order.
The following info is what will be included with the shipment details.