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Setting Up Automatic Emails
Setting Up Automatic Emails

How to customize email notifications and receipts to fit your branding

Jonathan Staab avatar
Written by Jonathan Staab
Updated over 5 months ago

Frequent communication with your customers and suppliers can help drive a lot of business in your store — each communication creates an impression that reminds people of your business and its value to them. The resale industry provides many stores with unique opportunity to reach another audience, suppliers, who are often very valuable customers themselves. ConsignCloud provides you with tools, like customizable emails, to help you take advantage of these opportunities.

Customizing ConsignCloud's automatic emails to fit your brand ensures that you get the greatest possible benefit out of these features. This article covers the most important customizations.

Note: by default, all emails are turned off — see below for instructions on how to enable a given email template.

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:

  1. In ConsignCloud, go to Settings » Apps » Emails Notifications » Settings.

  2. 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.

  3. 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.

  4. Enter an optional footer message consistent with your brand, like "Thank you for your business!" 

  5. 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.

Email template 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:

  1. In ConsignCloud, go to Settings » Apps » Email Notifications.

  2. Ensure the enabled toggle is turned on for the emails you want to send.

  3. 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.

  4. 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.

  5. 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. 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. 

  6. 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.

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.

  • 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.

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