Turning Automated Emails On/Off
Turning Automated Emails On/Off
Inxeption offers several different emails that can be automatically triggered to be sent out to yourself and your buyer.
- Go to the SALES CHANNEL module
- Select your Sales Channel (typically listed as DEFAULT)
- Select EDIT EMAILS
- You can choose to turn on/off any email by selecting the toggle below each email
When Emails are Triggered:
New message notification: Sent when a quote has a new message.
Draft order created email: Sent when you press the “Email Draft” button in the orders module.
Order confirmation email: Sent when an order is completed.
Order canceled email: Sent when an order is completed.
Quote email: Sent when a quote is initiated.
Quote rejected email: Sent when a quote is rejected.
Order invoice: Sent when you send an invoice.
Invoice success: Sent when an invoice is successful.
Invoice failed: Sent when an invoice has failed.
Shipment created: Sent when a label has been created for an order.
Package picked up by carrier: Sent when a parcel package has been picked up by the carrier
Freight scheduled: Sent when a freight shipment has been scheduled in the ledger
Freight shipment picked up: Sent when a freight shipment has been picked up by the carrier
Merchant quote email: Sent when you receive a new quote request.
Customer new quote request: Sent when a customer requests a new quote.
Docusign agreement voided: Sent when a docusign agreement for an order has been voided.
Docusign agreement completed: Sent when a docusign agreement for an order has been completed.
Return Email: Sent when a return label is created (this included the label itself)
Shipment Delivered: Sent when a shipment has been delivered to the receiver
Learn more about how emails can be customized here
How to Edit the style of triggered emails to customers
How to Edit the style of triggered emails to customers The Inxeption Ledger provides the ability to create HTML-friendly emails for the different functions within the Inxeption Ledger. Visit the Sales Channel Module Choose the applicable Sales ...
Cancel/Refund an Order
Canceling or Refunding an Order Visit the Orders Module Click on the applicable completed order Cancel and Void any shipments with the steps on our article on Canceling or Voiding a Parcel Shipment. Within the order hover over the triple dots and ...
Getting Started With Zapier
Getting Started With Zapier Important Terms To Know Zap A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps ...
Inxeption Platform Release Notes - February 22, 2021
Inxeption Platform Release Notes - February 22, 2021 Know Where Your Shipments Are Every Step of the Way New Shipping Dashboard: Get a comprehensive view of where your shipments are with our new dashboard! On a single screen, you’ll know the status ...
Emailing BOLs Create an LTL Shipment Once booked go to the Order for Shipping Details Select Email Documents Add the emails of who you would like the documentation sent to. Select what documents you would like sent Select SEND You can send the ...