en:mail

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en:mail [2022/03/28 16:51]
ivan
en:mail [2022/12/22 14:50] (current)
artem
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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 on **Add Email**.+> **2**Click on **Add Email**.
 >>{{:ru:42124.png?direct&600}} >>{{:ru:42124.png?direct&600}}
  
 ---- ----
  
-> **3** Be sure to fill in all the required 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 you fill in the fields, check your email for mailing efficiencyFor this purpose, 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**.+> **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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 ====== Sending notifications and invoices to clients in Ysell ====== ====== Sending notifications and invoices to clients in Ysell ======
  
-> **1** Open the **Mail** tab in the order and click **Send mail**.+> **1**Open the **Mail** tab in the order and click **Send mail**.
 >>{{:ru:678913.png?direct&600}} >>{{:ru:678913.png?direct&600}}
 >>{{:ru:8585685568.png?direct&600}} >>{{:ru:8585685568.png?direct&600}}
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 ---- ----
  
-> **2** In the opened window the email should automatically appear from the order. Fill in the remaining fields in order to send the email.+> **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}}
  
 ---- ----
  
-> **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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-> **4** To create a template for messages go to **Settings** and select **Mail templates**. In the opened page click on **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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 <WRAP half column left> <WRAP half column left>
  
-> **5** Fill in the desired fields for the template.+> **5**Fill in the desired fields for the template.
 >> {{:ru:765875685.png?direct&600|}} >> {{:ru:765875685.png?direct&600|}}
 </WRAP> </WRAP>
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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**. In this way you 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 by 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}}
 +
 +> **8**. You can specify an email-account for emails to send to your customers on Amazon. Go to the platform settings and set an email that will be used for sending emails in the Email account settings. Click Save.
 +>>{{:ru:mailamazon_5.png?direct&700|}} {{:ru:mailamazon_1.png?direct&500|}} 
  
  
  • en/mail.1648479118.txt.gz
  • Last modified: 2022/03/28 16:51
  • by ivan