ConsignCloud Email Notifications give you the ability to set up automatic communications with your consignors, based on your preferences. With nine 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 |
Batch Changes Requested | Manual — when reviewing items submitted via the Consignor Portal |
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 "Create Account" |
Email Templates — Descriptions and Customization
After your brand settings are entered, you can customize the specific text used in the automatic emails ConsignCloud sends for you. Customizing these portions ensures a consistent brand personality, and also allows you to include instructions specific to your unique store policies. To customize your email templates:
In ConsignCloud, go to Settings » Apps » Email Notifications.
Ensure the enabled toggle is turned on for the emails you want to send.
Click the edit icon of the email template you'd like to change. It's at the far right of each template row in the table.
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. Click the edit button (it looks like a pen and paper) next to a text block to change the text of the email, and click the checkmark when you're done.
If you'd like to turn off any of these emails store-wide, use the Enabled toggle in the list of templates to turn it off. These will turn off all notifications of this type for all accounts.
By default, Items Received, Items Returned, and Items Sold emails are batched and sent out the following morning. If you'd like to turn off batching, you can do that from the Email Template editor.
NOTE: If you'd like to turn off notifications for a single account, that's possible too. Go to the account's detail page and edit their notification preferences.
Each email template is sent under different circumstances. A quick summary is provided below:
Welcome emails are sent when a new account with a valid email is entered into the system.
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. (See note below for more information on this trigger).
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.
Receipt emails are sent only when sending a receipt from point of sale, after finalizing a sale.
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.
Portal Invite emails contain instructions about accessing our Consignor Portal. These are not sent automatically. Once the template is enabled, send it from Menu » Settings » Apps » ConsignCloud Portal and press the prompt about invite consignors at the top of the page. That will let you pick a specific account or all accounts. Learn more about the Consignor Portal in the article below:
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.
NOTE: For store's that have toggled "ON" Two-Step Returns, the "Items Returned" email can be sent out one of two ways:
If an Item's Status is set to "To Be Returned" the consignor is emailed. Once the item is picked up and the item's status it changed to "Returned to Owner", the email is not sent out again.
If an Item's Status is set directly to "Returned to Owner" (skipping the phase of putting it in the "To Be Returned" status), then the email is sent out then. But it is not sent out if the email was already sent out when the status was changed to "To Be Returned".
Brand Settings
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:
In ConsignCloud, go to Settings » Apps » Emails Notifications » Settings.
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.
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?
All of our emails which require Manual sending (Account Status, Batch Changes Requested, Portal Invite, and Receipt) 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.