Automation: Send Return Labels via Email

In this article, we will create an automation that:

• Is triggered when a return label is created
• Sends an email to the email address associated with your customer's order

REAL WORLD EXAMPLE

Our return policy is to send a return label to our customers once a return authorization has been approved. We would like for the return label to be emailed automatically as soon as we create the label in Postsale. 

Before We Begin

Creating custom automations is a premium feature requiring an Expand, Thrive, or Soar billing plan. Learn more about managing your Postsale account in our Frequently Asked Questions.

Create the Automation

Specify When the Automation Runs

1. Go to Settings and select Account Settings.

   
    

2. Select Automation from the Account Settings menu.

3. Click the Add button.      

     
    

4. Expand the Trigger drop-down menu and select A shipment is processed.

    

5. Click Add Condition.     

       
    

6. Configure the condition. Then, click Save.

   • Field: Return Label
   • Operator: Equals
   • Value: True
   • Match: The label that triggered the event     

Add the Action

1. Click + Add Action under Perform these actions.     

       
    

2. Select Send an email from the Task drop-down menu.     

       
    

3. Configure the Action. Then, click Save.     

   • Template: Label
   • From: Postsale users on the Thrive or Soar plan have the ability to select the email address from a list of custom email addresses. For all other pricing plans, the default Postsale email address is used.
   • Subject: Enter a subject for the email into the Subject field. We suggest using a Postsale token to autofill the order number to make it easy to identify which order the label is associated with. Here is an example:  Here's your return label for order# {{ order.number }}
   • Recipient: Select the email address the email should be sent to.      
     After making your selection, a token will populate the Recipient field. This token tells Postsale to use the email address associated with the order. 

     1. Click the ((<>)) icon in the Recipient field.

     2. Select from the following options:

        • Order Ship To Email
        • Order Ship From Email
        • Shipment Email

     3. Multiple emails can be entered separated by a comma.

     4. We suggest leaving the Skip sending email when the recipient is blank option checked so that an email is not sent when the orders does not have an associated email address.    

        
         

4. Verify that the Automation is configured like the appropriate image below. 

   
   When sending an email for all return labels.  

    
   When sending an email only for return labels that were not included in the original shipment.
    

The automation is added. Now, when you create return label, the label will be automatically sent to your customer in an email.

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Automation is available on Expand plans and above. Visit the Postsale features page for an overview, or check the pricing page for plan details.