Automation: Send Return Labels via Email
Set up an automation to email return labels to your customers
In This Article
In this article, we will create an automation that:
- Is triggered when a return label is created
- Sends an email to the email address associated with your customer's order
REAL WORLD EXAMPLE
Our return policy is to send a return label to our customers once a return authorization has been approved. We would like for the return label to be emailed automatically as soon as we create the label in Postsale.
Before We Begin
Creating custom automations is a premium feature requiring an Expand, Thrive, or Soar billing plan. Learn more about managing your Postsale account in our Frequently Asked Questions.
Create the Automation
Snippet: Automation Callout
Review Your Automation Workflow
Modifying or adding automations in Postsale might lead to unexpected changes in your shipping workflow. We recommend reviewing your current automations before making any updates.
Specify When the Automation Runs
Procedure: Settings > Account Settings > Automation
- Go to Settings and select Account Settings.
- Select Automation from the Account Settings menu.
- Click the Add button.
- Give the Automation a Name, such as "Return Labels via Email".
- Expand the Trigger drop-down menu and select A shipment is processed.
- Click Add Condition.
- Configure the condition. Then, click Save.
- Field: Return Label
- Operator: Equals
- Value: True
-
Match: The label that triggered the event
The 'Return Shipment Type' Condition
You may not want the return label emailed to your customer if it is already included in the package with the original shipment. This is where the ‘Return Shipment Type’ condition comes into play.
Add this second condition to your automation when you only wish for a return label to be emailed to your customer when the return label is not included with the original shipment:
- Field: Return Shipment Type
- Operator: Equals
- Value: Return Shipment
You'll wind up with two conditions added, like this:
Add the Action
- Click + Add Action under Perform these actions.
- Select Send an email from the Task drop-down menu.
- Configure the Action. Then, click Save.
- Template: Label
- From: Postsale users on the Thrive or Soar plan can select an email address from a list of custom email addresses. For all other pricing plans, the default Postsale email address is used.
- Subject: Enter a subject for the email into the Subject field. We suggest using a Postsale token to autofill the order number, making it easier to identify which order the label is associated with. Here is an example: Here's your return label for order # {{ order.number }}
-
Recipient: Select the email address the email should be sent to.
After making your selection, a token will populate the Recipient field. This token tells Postsale to use the email address associated with the order.- We suggest leaving the Skip sending email when the recipient is blank option checked so that an email is not sent when the order does not have an associated email address.
- We suggest leaving the Skip sending email when the recipient is blank option checked so that an email is not sent when the order does not have an associated email address.
- Verify that the Automation is configured as shown in the appropriate image below.
When sending an email for all return labels.
When sending an email only for return labels that were not included in the original shipment.
The automation is added. Now, when you create a return label, it will be automatically sent to your customer via email.
Here's an Idea!
You could add an additional Action to the automation to update the order's status to Return In Progress, in addition to sending the email.
And… did you know that you can organize your orders by the order's current status? You can with Filters! Learn all about it in our About Filters: Examples and Use Cases article.