Automation Rules

Feature Overview

By setting up automation rules, you can easily automate various business scenarios, significantly boosting work efficiency. These include:

• Intelligent Email Management: Set up conditions such as keywords to automatically analyze incoming emails, intelligently prioritize them to help you quickly respond to important information. This also allows automatic ignoring of emails that don't require a response, reducing the need for manual sorting.
• Automatic Email Sending: Automatically send emails to buyers based on preset times and conditions. For example, send a product user manual to buyers after they place an order; invite buyers to leave reviews after an order is shipped; send reminders with return instructions when a service request is received. This saves time and labor by eliminating the need to send emails manually.

Note: Currently, auto-email sending is supported for Amazon, Walmart, Newegg, eBay, and SellingPilot manual stores. When configuring rules for auto-email sending, ensure the correct email and specified authorized channels are entered on the authorization page to prevent sending failures.

How to Add a Rule

This section explains how to create automation rules for sending emails using Walmart as an example. Access the rule creation path: Customer Service > Customer Service Management > Automation Rules Management to open the new rule creation interface as shown.

Step 1: Select a Scenario

Enter the rule name and select the scenario according to the specified locations. For example, select "sending product user manual" as the scenario when a new order is received.

Step 2: Set Trigger Conditions

Choose the conditions you want to set from the dropdown menu. For example, include channels like Walmart, set the order as pending shipment, and specify that the customer's purchased item is product 123456.

Step 3: Choose Email Template

Choose the action to send using an email template, and select the template you want to send: Product User Manual. If you have linked multiple emails, specify which email should be used for automatic sending.

Click here to see how to create an email template。

Step 4: Set Sending Time and Save

Choose when you want the email to be sent automatically, either immediately when conditions are met or after a certain delay in days. Once the conditions are set, a rule preview will appear at the bottom of the page. Save it after confirming that there are no issues with the rule setup.

View Sending Records

Click on the run count in the rule management interface to view automatically sent email records. Emails under "pending send" meet the sending conditions but have not yet reached the designated sending time.

In addition, we provide detailed statistics on email sending, including the number of emails sent manually and automatically. You can visit the Performance Metrics page to see the data details.

FAQs

Q: Are emails/messages sent via auto-rules synchronized to the channel's backend inbox?

A: Yes, emails/messages sent via auto-rules are synchronized to the seller's backend inbox on the channel. Sellers can view emails/messages sent via auto-rules in the backend inbox on Amazon, Walmart, and Newegg. However, please note that eBay does not support synchronization to the inbox for viewing. Sellers can check the email client to confirm if the email was sent successfully. If the email client shows that it was sent successfully, the email has been delivered.