Real World Example

We would like to always know where our orders are in the shipping workflow by automatically updating an order’s status when certain tasks, such as creating a shipping label or voiding a shipment, are performed.

We can accomplish this by setting up an Automation to change an order's status when we ship or void an order. 

Here's how:

The steps in this section will guide you through using Postsale's Automation features to update order statuses so that you learn how to configure this type of Automation. It is also worth noting that you can configure your individual store settings to automatically update order statuses when an order is shipped or voided.

3. Name the automation.
4. Click the Add button.  
5. Expand the Trigger drop-down menu and select A shipment is processed or A shipment is voided, depending on the Automation you need.
6. Click Add an Action.
7. Click the Task drop-down menu and select Update the order status. 
8. Enter the status into the Status field. Then, click the Save button.    
   For this example, we entered Shipped, but you can enter any status that works for the Automation you are creating. 
9. Click Save.
   
   The Automation is added to the list of automations.

When creating automations with AI, you'll want to write them in plain, natural language. In fact, that's how you'll tell Postsale exactly what you need the automation to do.

Let's create the automation from the previous section using AI. For this automation, the prompt might look like this:

When a label is created for the store Dog Saver Promo, change the order's status to Shipped.

Here's how to create the automation using AI:

1. Go to Settings and select Account Settings.
2. Select Automation.
3. Click Add.
   
   
    
4. (optional) Enter a Name for the Automation.
   If you leave the Name field blank, Postsale will generate a descriptive name for you.
   
   
    
5. Select Build a workflow with AI.
   
   
    
6. Describe what you want your automation to do in plain English. Then, click Generate.
   The AI will draft a workflow you can review and edit before saving.
   
   
   
   Postsale uses the prompt you entered to set the trigger, conditions, and actions for you.
    
7. Review the Trigger, Conditions, and Actions to ensure they are correct. Then, do one of the following:
   1. Everything looks good: Click Accept to let Postsale know the Automation was created correctly.
      
      
      After clicking Accept, you can scroll down to review or edit the options that were generated for you.
      
      
       
   2. Not quite correct: In this case, you can update the automation description as needed and click Regenerate to update the trigger, conditions, and actions. You can do this multiple times, if needed.
      
      
       
8. After clicking Accept to confirm the automation is configured correctly, click Save.
   
   
    

The Automation is created and added to the list of automations.

Real World Example

We would like Postsale to notify us via email any time a label's tracking status changes to ‘Exception’. We would also like to update the order's status in Postsale so that it is easier to identify orders with delivery exceptions. This will help us monitor shipments and to determine if we need to assist our customer with handling the issue.

This can be done with a single Automation that performs two separate actions. Here's how:

Specify When the Automation Runs

3. Name the Automation. 
4. Click the + Add button. 
5. Select A label's tracking status has changed from the Trigger drop-down menu.    
6. Select Exception from the To drop-down menu.   
   
   

   

Add the Action to Update Order Status

7. Click the + Add Action button in the Then perform these actions section.     
8. Select Update the order status from the Task drop-down.    
9. Enter Exception into the Status field. Then, click Save.  
   
   

   

Add an Action to Send an Email

10. Click the + Add Action button in the Then perform these actions section again.     
11. Select Send an email from the Task drop-down menu. 
12. Select the Invoice template from the Template drop-down menu.   
    An invoice with the details of the order will be included in the body of the email.   
13. Postsale users on either the Thrive or Soar plan can select the From email address to use for this automation. 
14. Enter the email subject in the Subject field. We suggest using a Postsale token to autofill the order number, making it easier to identify which order has a shipping exception.
    For example: Exception for order# {{ order.number }}
15. Enter the email address to which the email should be sent in the Recipient field. Then, click Save.  
    Multiple emails can be entered, separated by commas. You can leave the checkbox checked. 
16. Click Save.  
    
    

    

Click Save to save the Automation. It is added to the list of automations.

Let's use AI to create the automation we configured manually in the previous section, Handle Shipping Exceptions.

We'll use the following description to let Postsale know what we'd like the automation to do:

When a label's tracking status has changed to 'Exception', update the order's status to Exception. Also, send an email with a Subject of Delivery Exception, use the Invoice template, use the default from address, and set the recipient to shippingdepartment@email.com.

Check out the GIF below the steps to see creating the automation using AI in action.

1. Go to Settings and select Account Settings.
2. Select Automation.
3. Click Add.
4. (optional) Enter a Name for the Automation.
   If you leave the Name field blank, Postsale will generate a descriptive name for you.
5. Select Build a workflow with AI.
6. Describe what you want your automation to do in plain English. Then, click Generate.
   The AI will draft a workflow you can review and edit before saving.
7. Review the Trigger, Conditions, and Actions to ensure they are correct. Then, do one of the following:
   1. Everything looks good: Click Accept to let Postsale know the Automation was created correctly.
   2. Not quite correct: In this case, you can update the automation description as needed and click Regenerate to update the trigger, conditions, and actions. You can do this multiple times, if needed.
8. After clicking Accept to confirm the automation is configured correctly, click Save.

The Automation is created and added to the list of automations.

Real World Example

We would like to send an email to our customers to let them know that their order is out for delivery.

We will set up an Automation so that when the tracking status changes to Out for Delivery, Postsale will send your customer an email. 

Specify When the Automation Runs

3. Give the automation a Name. 
4. Click the + Add button. 
5. Select A label's tracking status has changed from the Trigger drop-down menu. 
6. Select Out for Delivery from the To drop-down menu. 
   
   

   

Add an Action to Send the Email

7. Click the + Add Action button in the Then perform these actions section.
8. Select Send an email from the Task drop-down menu. 
9. Select the Invoice template from the Template drop-down menu.   
   An invoice with the details of the order will be included in the body of the email.  
   

   Custom Email Templates

   Postsale users on the Thrive or Soar plan can create and use custom email templates.

    
10. If you are on either the Postsale Thrive or Soar plan, you can select the From email address to use for this automation. 
11. Enter the email subject in the Subject field. We suggest using a Postsale token to autofill the customer's order number. 
    Here is an example:  Your Order# {{ order.number }} Is Out For Delivery!
     
12. Select the email address to which the email should be sent by clicking the (<>) icon in the Recipient field. Then, select either Order Ship To Email, Order Ship From Email, or Shipment Email.
    
    After making your selection, a token populates the Recipient field. This token tells Postsale to use the email address associated with the order. 
    
    We suggest leaving the Skip sending email when recipient is blank option checked so that an email will not be sent if there is no email address associated with the order. 
    
    
    • Multiple emails can be entered, separated by commas. 
    • In the GIF, the Action is configured to send an email to the Ship To email address associated with the shipment and to our shipping department's email address. 
       
13. Click Save to add the Send an email Action to the Automation.
14. Click Save to save the automation.  
    
    

    

The Automation is added to the list of automations.

Let's use AI to create the automation we configured manually in the previous section, Package is Out for Delivery.

We'll use the following description to let Postsale know what we'd like the automation to do:

When a label's tracking status has changed to Out for Delivery, send an email using the Invoice template with the Subject 'Your Order# {{ order.number }} Is Out For Delivery!', use the default from address, set the recipient to the order ship to email address.

Check out the GIF below the steps to see creating the automation using AI in action.

1. Go to Settings and select Account Settings.
2. Select Automation.
3. Click Add.
4. (optional) Enter a Name for the Automation.
   If you leave the Name field blank, Postsale will generate a descriptive name for you.
5. Select Build a workflow with AI.
6. Describe what you want your automation to do in plain English. Then, click Generate.
   The AI will draft a workflow you can review and edit before saving.
7. Review the Trigger, Conditions, and Actions to ensure they are correct. Then, do one of the following:
   1. Everything looks good: Click Accept to let Postsale know the Automation was created correctly.
   2. Not quite correct: In this case, you can update the automation description as needed and click Regenerate to update the trigger, conditions, and actions. You can do this multiple times, if needed.
8. After clicking Accept to confirm the automation is configured correctly, click Save.

The Automation is created and added to the list of automations.