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3PL Client - Add Despatch Emails

Tom Higgs avatar
Written by Tom Higgs
Updated over 3 weeks ago

There are 6 sections in this article:

  • Overview

  • Add Email Login

  • Add Email Template

  • Raw HTML

  • Attach PDF Option

  • FAQ


Overview

It is possible for the system to send automated despatch emails on behalf of your clients.
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The emails can be sent with your clients domain and branding so it has no relation to the system branding or fulfilment house.
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We now only guarantee support for this feature when using a mail gun account - https://www.mailgun.com/.
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You will need to add some DNS records to your domain hosting panel to link your mailgun account to your domain.


Add Email Login

To set this up:

  1. In Mintosft, click Settings.

  2. In the Client Account Settings section, click Email Templates.

  3. At the top, click Add New Email Login.

  4. In the MailGunAPIKey field, type your mailgun API key.

  5. In the MailGunDomain field, type your mailgun domain. Note: Make sure the MailGunDomain is just the end part e.g. "mg.mintsoft.co.uk" so would be "mg.{yourdomain.co.uk}".

Newer MailGun Accounts could be setup on either the US or EU Endpoint whereas older accounts would have all used the US Endpoint.


Add Email Template

Once you have created a login, you can now add a template:

  1. On the Email Templates page, at the top, click Add New Email Template.

  2. Type the specifics for the email, such as:

    • Channel: What channel the despatch relates to.

    • From: Who the email is coming from.

    • DisplayName: The display name.

    • You can even enter a BCC address if you want someone to receive copies of the emails.

  3. Type the actual message that gets sent to the customer and include # terms as displayed to include information about the order and tracking information.
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    The full list of tags you can use is:

    • #ORDERNO#

    • #FIRSTNAME#

    • #LASTNAME#

    • #TRACKINGNO#

    • #COURIERNAME#

    • #TRACKINGLINK#

    • #DELIVERYNOTES#


Raw HTML

If you are an advanced user or have a web design agency you can simply paste your HTML into the raw HTML field - again making use of the hashtags to personalise the data being sent.


Attach PDF Option

If you want to attach a PDF of the OMS despatch note, type TRUE in this field, otherwise type FALSE if you do not want the attachment to be sent. Click Save to save the template.

Note: If you are looking to add images to body of the email template, please make sure the image size below 2000px Width and 930px height.


FAQ

Template account cannot be setup against a login that is not owned by them!

The reason for the above error message is because the correct EmailLoginDetail has not been selected from the dropdown field. When creating a new email template, it's required to select an Email Login name within the EmailLoginDetail dropdown. You can find out the correct Email Login name by clicking on the Email Logins Button at the top right-hand corner of your Mintsoft screen.

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