Send Email

Overview
Linnworks.net allows you to send customisable emails to your customers from the Open and Process Order Screen using your existing email server credentials (if a customer Email address has been provided in the order).  This document will guide you through how to access and send to these customisable emails.

Table of Contents

How to access to Send Email

Send Email can be accessed from both, Open and Processed Order screen:

  • From Open Order screen : 
    1. Go to Order Book, on the left-hand side menu
    2. Select Open Order
    3. Find the order you wish to send the email to 
      • For more information on search options, please see this guide.
    4. Right click on the order > Select Send Mail 
  • From Processed Order screen:
    1. Go to Order Book, on the left-hand side menu
    2. Select Processed Order
    3. Find the order you wish to send the email to 
      • For more information on search options, please see this guide.
    4. Right click on the order > Select Send Mail 

Sending the Email

Regardless of sending the Email through Open or Processed Order screen, the Send Email popup window will open as:
 
ColumnDescription
Email Type The user will be able to choose from the available Manual Templates from the dropdown List
Sample Data Preview This is an overview of the Mail that will be sent
  1. Choose the template from the drop-down choices. Only enabled Manual Templates will be available
    • Remember! The email account associated with this template does need to exist.  Select an enabled account to send emails for the chosen template or enable an account on the Email Notification screen first
    • Click Next 
  2. A Sample Data Preview (*)  will be displayed, where you can have a previous view of how the email will look like
    • To Preview the email with the order's data, click the Preview button
      • If the content is correct, click Send. Go to Emails > Sent to see the history of all your sent emails
    • If you wish to modify the content of the email, click the Edit button
      • HTML Preview Editor will open. Save any changes before you send
      • Click Send to complete sending the email. Go to Emails > Sent to see the history of all your sent emails
    • (*) If Custom Template has been chosen. An empty HTML Preview Editor will open where a customised email can be created if not other Templates fit your needs or aren't available
      • Click Send to complete sending the email (Use Preview first, if needed)

Further Reading