en:mail

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en:mail [2022/03/26 20:16]
ivan
en:mail [2022/04/27 16:05]
simon
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 +====== Set up email notifications with and from Ysell ======
  
-====== Linking the Email to send notifications and invoices in Ysell ====== 
  
- +> **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}}
  
 ---- ----
  
-> **2** Click "Add Email".+> **2** Click on **Add Email**.
 >>{{:ru:42124.png?direct&600}} >>{{:ru:42124.png?direct&600}}
  
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-> **4** After you fill in the fields, check your email for mailing efficiencyFor this purpose, enter a test email in the field **Test email address** field and put a checkmark to enable the test. After saving the Email go back to the **Email** menu and press **Test** for receiving a test message. **Be sure to remove the checkmark after the test, otherwise it will interfere with the normal mailing process**.+> **4** After you fill in the fields, test your email accountEnter 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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-> **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**.+> **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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 >**Category** - Template category. >**Category** - Template category.
 > >
->**Mail Address** - Specify the email to which you want this template to be sent, in case you want to send the message only for this email.+>**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** 
 > >
 >**Attachment** - Name of the attached file. >**Attachment** - Name of the attached file.
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 >**Attachment File** - Attach a file to send it 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** In order to send invoices, go to the tab **Invoices** and click on **Create invoice** to create an invoice to send in 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 wheel symbol 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}}
  
  
  • en/mail.txt
  • Last modified: 2022/12/22 14:50
  • by artem