ConsignCloud offers a variety of automated and manual emails to the store owner. Emails such as Account Status updates, Items Sold, Items Returned, Receipts, Payout Receipts, and more! Each of these emails has a different trigger to send it.
Email | 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 |
NOTE: Welcome Emails cannot be sent after an account is created. To send a welcome email, toggle on the email template and then create an account.
To begin sending emails, first head to Settings>Email Notifications. Toggle on the emails you would like to send.
Each of the emails is somewhat customizable, and you can add a store logo, phone number, address, etc. to the header or footer. The greeting is also adjustable to your store's needs! To access the email settings and activity log, click on the arrow next to the toggle.
Here, you can click on a field to edit it. To view the activity log of the last 30 days of emails, choose "Activity" from the bar in the top left. Some email templates also have Settings where you can determine how frequently an email is sent.
When creating a consignor account, make sure to toggle on "Email Notifications" to ensure that the consignor will receive your emails! If Email Notifications are not appearing in your Account Creation Table, edit the fields to add it. For more on editing account fields, see the article below!
As long as Notifications is toggled on, the Consignor will be sent the emails from ConsignCloud.
NOTE: Account Status Emails and Portal Invite Emails are NOT automatic. They must be sent manually from the Accounts Table or the Account Detail Page.
