ConsignCloud Email Notifications give you the ability to set-up automatic communications with your consignors, based upon your preferences. With eight email templates to choose from, you can decide whether you want your consignors to get an email every time their items sell, when their items expire, or never!
Customizing ConsignCloud's automatic emails to fit your brand ensures that you get the greatest possible benefit out of these features.
NOTE: By default, all emails are turned off — see below for instructions on how to enable a given email template.
Table of Email Templates and Sending Triggers
Email Trigger (when it sends) | |
Account Status | Manual |
Items Received | Clicking "Add Item" for an Account or accepting a Batch |
Items Returned (this is also the "Items Ready to be Picked Up" email) | Changing an Item's Status to either "To Be Returned" OR "Returned to Owner" |
Items Sold | Selling an item in the POS or another channel |
Payout Receipt | Settling an Account in which you have generated a Payout Receipt |
Portal Invite | Manual |
Receipt (Customer) | Manual — clicking "Email Receipt" when finalizing a Sale in the POS |
Welcome | Clicking "Save" the first time you create a new Account |
Getting Started with Email Notifications
To get started with Email Notifications, first go to Settings » Email Notifications under the Accounts heading. From there, you can toggle on any Email Template that you need for your store.
Email Template Types
Each email template is sent under different circumstances. A quick summary is provided below:
Account Status emails are useful when sending your consignors an update on their inventory or balance, however, they must be sent manually. If the template is enabled, you can send Account Status emails from an account's detail page, or from the account table using Actions » Send Status Email.
Items Received emails are sent when a new item is entered into the system.
Items Returned emails are sent when an item is marked as To Be Returned, or Returned. An email is not sent if an item is donated, lost, or damaged.
Items Sold emails are sent when an item is sold. Again, these are batched by default so your consignors won't receive too many emails.
Payout Receipt emails are sent out immediately when an account is paid out. They cannot be batched. These emails contain a summary of the information contained in the receipt, as well as a link to a PDF version of the receipt as well.
Portal Invite emails contain instructions about accessing our Consignor Portal. These are not sent automatically. Once the template is enabled, send it by going to your Accounts table and searching for the account or viewing it from the main table view. Then, click the checkbox next to any accounts you want to send the email to, and in the options pop-up below, select "Invite to Portal" and "Send Invite".
Receipt emails are sent only when sending a receipt from point of sale, after finalizing a sale
Welcome emails are sent when a new account with a valid email is entered into the system.
Editing Email Templates
You can go back and change which emails are toggled on at any time! To edit a specific email template, click on the arrow to the right of the email name. From there you can edit a number of elements in the email.
NOTE: Emails include different combinations of text blocks and data blocks. Data blocks are tables like the items in a sale receipt or the items received for consignment, and they cannot be edited. Text blocks can be changed.
Editable elements will show up to the left of your screen with text blocks on the right. make sure to hit Save when you're done editing!
––Editing An Email Template––
Customizing your Email Branding
Automatic emails include some brand elements like your logo and preferred colors. Setting these up will make the visual email editor more accurate and give you a better idea of what your customers and suppliers will see when they receive an email. To set up your brand preferences scroll down in the Email Notifications Settings Page to Email Settings and click "Customize".
Email Settings Includes a number of customizable fields:
Upload your header image or logo by clicking Header Image. Images must be in .jpg or .png format and we recommend 300px by 300px. Images can't be larger than 520px wide. If your file is still too large, send it through an image compressor.
Pick an email accent color to be used in the header and footer of your emails. You can pick a color from the provided palette, or enter a hexadecimal color code (like #FFFFFF) in the box below the palette to use a custom color.
Enter an optional footer message consistent with your brand, like "Thank you for your business!"
Enter links to your business page on the most popular social networks, if you have them. Social icons are included in the bottom of every email, making it easier for your audience to find and follow you.
Enter Bcc Address (like your personal email address) to forward all email notifications to another email address.
––Customizing Emails with Your Branding––
Enabling and Disabling Notifications
To ensure that an account will receive Email Notifications, first make sure the email they need is toggled on. Then, go to the Account Details Slide-Out. Click "Edit" and scroll down to the "Notifications" option, to choose whether or not the account will receive notifications.
––Disabling Email Notifications for an Account––
FAQs
Can I send out a Custom Email through ConsignCloud?
ConsignCloud does not have a true Custom Email template that can be manually sent out to a group of select Accounts. Instead, the Account Status email can be utilized to craft custom messages and then sent out in bulk via the Accounts table. Once the need for your Custom Message has passed, users can revert the Account Status email back to its standard message.
If this does not satisfy your need, users can export all emails for their Accounts in a few quick clicks in the Account table, and then can upload these emails into a separate emailing service to send out custom or marketing messages.
Does ConsignCloud limit the number of Account Status emails I can send out at a time?
ConsignCloud does not limit the amount of emails you send per day, but the Account Status email can only be sent out one page of Accounts at a time. As the maximum number of Accounts per page is 100, users are effectively limited to sending out only 100 Account Status emails at a time, although store owners can click through the various pages to email all the Accounts—just 100 Accounts per click.
I do not see an option to send out one of the emails. What am I missing?
Some of our emails which require Manual sending (Account Status and the Portal Invite) hide the buttons to send these emails until the email template is toggled "ON". Once an Email Template is toggled "ON" for a certain email template, the button to send out that email will appear in the relevant place of ConsignCloud's software.
Can I export all the emails in my system from ConsignCloud?
Yes! In the Accounts Table you can select all Accounts and export those Accounts to capture all emails you have documented in ConsignCloud.