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en:mail [2022/02/04 13:29] admin_2 created |
en:mail [2022/04/27 16:05] simon |
| ====== Set up email notifications with and from Ysell ====== |
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====== Linking mail to send notifications and invoices in Ysell ====== | |
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| > **1** Go to **Company** and choose **Settings**. Find the **Email** button there. |
> **1** Go to your company settings and find the Email tab there. | |
>>{{:ru:575454548.png?direct&600}} | >>{{:ru:575454548.png?direct&600}} |
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> **2** Click "Add Email". | > **2** Click on **Add Email**. |
>>{{:ru:42124.png?direct&600}} | >>{{:ru:42124.png?direct&600}} |
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> **3** Be sure to complete all requested fields. | > **3** Be sure to fill in all the required fields. |
>>{{:ru:1212253774.png?direct&600}} | >>{{:ru:1212253774.png?direct&600}} |
>>{{:ru:856892348.png?direct&600}} | >>{{:ru:856892348.png?direct&600}} |
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> **4** After filling in the fields check your mail for mailing efficiency, for this enter a test mail in the **Test email address** field and check the box to enable the test. After saving the mail go back to the **Email** menu and press **Test** to receive a test message. **Be sure to uncheck the checkbox next to the test mail after the test, as this will further interfere with the normal operation of the mailing list**. | > **4** After you fill in the fields, test your email account. Enter a test email in the field **Test email address** and put a checkmark to enable the test. After saving the Email go back to the **Email** menu and press **Test** to receive a test message. **Be sure to remove the checkmark after the test, otherwise this will interfere with the normal mailing process**. |
>>{{:ru:2427547574.png?direct&600}} | >>{{:ru:2427547574.png?direct&600}} |
>>{{:ru:78234435.png?direct&600}} | >>{{:ru:78234435.png?direct&600}} |
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> **2** In the window that opens, mail should be pulled automatically from the order, fill in the remaining fields to send. | > **2** In the opened window the email should automatically appear from the order. Fill in the remaining fields in order to send the email. |
>>{{:ru:86589685431.png?direct&600}} | >>{{:ru:86589685431.png?direct&600}} |
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> **3** The topmost field allows you to select a pre-created template for sending messages. You can create your own templates only if you have the **"Classic"** and higher tariff, if you work with the basic tariff you will not have access to **Mail templates**. | > **3** The uppermost field allows you to select a pre-created template for sending messages. You can create your own templates only if you have the Classic or a higher tariff. If you work with the basic tariff, you will not have access to **Mail templates**. |
>>{{:ru:6757788.png?direct&600}} | >>{{:ru:6757788.png?direct&600}} |
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> **4** To create a template for messages go to **Settings** and select **Mail templates**. In the page that opens, click **Create Mail Template**. | > **4** To create a template for messages go to **Settings** and select **Mail templates**. In the opened page click on **Create Mail Template**. |
>> {{:ru:7789961.png?direct&600}} | >> {{:ru:7789961.png?direct&600}} |
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>**Category** - Template category. | >**Category** - Template category. |
> | > |
>**Mail Address** - Specify the mail to which you want to send this template if you want to send a message only for this mail. | >**Mail Address** - Specify the email to which you want this template to be sent, in case you want to send the message only to this email. |
> | > |
>**Mail Subject** - Message title. | >**Mail Subject** |
> | > |
>**Mail Body** - Message text. | >**Mail Body** |
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>**Attachment** - The name of the attached file. | >**Attachment** - Name of the attached file. |
> | > |
>**Attachment File** - Attach a file to send with the message. | >**Attachment File** - Attach a file to send it with the message. |
> | > |
>**Attach invoice from order(if exists)** - Send an invoice from the order along with the selected template. | >**Attach invoice from order (if exists)** - Send an invoice from the order along with the selected template. |
> | > |
>**Attach return label** - Send a return label along with the selected template. | >**Attach return label** - Send a return label along with the selected template. |
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> **6** To send invoices go to the **Invoices** tab and click **Create invoice** to create an invoice to send to Ysell. | > **6** In order to send invoices, go to the tab **Invoices** and click on **Create invoice**. |
>>{{:ru:4242114778.png?direct&600}} | >>{{:ru:4242114778.png?direct&600}} |
>>{{:ru:96568509.png?direct&600}} | >>{{:ru:96568509.png?direct&600}} |
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> **7** Click on the gear to open the invoice management menu, by clicking on **Send by email** the invoice will be sent to the email specified in the order. | > **7** Click on the gear wheel symbol to open the invoice management menu. By clicking on **Send by email** the invoice will be sent by the email entered in the order. |
>>{{:ru:75475478990.png?direct&600}} | >>{{:ru:75475478990.png?direct&600}} |
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