Via its rules system, Mandrill can be used for sending e-mails for various events (such as shipping of the package, customers not picking up the package, etc.), which will occur upon shipping and tracking the package.
Quick steps for setting up the first trigger
1. Establishing a Mandrill connection and create a first template
To find out more, read the following article - The procedure of activating sending via Mandrill
2. Adding a new event (trigger for sending e-mails)
You should add a new trigger that will be sending the e-mail every time the ''Shipped'' status is assigned to the order.
Select Additional settings.
Then, click on ''Notifications'' - ''New Trigger''.
The event, or in other words, the trigger, which is displayed below has the following structure:
1) Activated upon the change of status (it can either be a manual or automatic one via delivery service)
2) When the status is changed to "Ready to ship", the selected notifications will be sent.
3) The notifications will be sent with 10 minutes delay
TRIGGER "PAID IN FULL"
1. Activated when paid in full.
2. Notifications will be sent with 20 minutes delay.
TRIGGER "CHECK PAYMENT"
1. Activated if the payment has not been realized for the payment method specified in the conditions.
2. Notifications will be sent with 20 minutes delay.
TRIGGER "ESTIMATED SHIPPING DATE REACHED"
1. activated if the order has the selected status assigned and the estimated shipping date is exceeded:
TRIGGER "DOCUMENT ENTRY"
1. activated when adding the sales order to MetaKocka
2. activated within a selected delay
TRIGGER "RETURNS DOCUMENT STATUS CHANGE"
1. Activated upon the status change of the customer complaint request
2. Activated for the selected type of request
3. Activated after the selected status change
3. Activated within the selected delay
TRIGGER "RETURNS DOCUMENT ENTRY"
1. Activated when the customer complaint request is added
2. Activated for the selected type of claim
3. Activated after a selected delay
4 - 7) Conditions for sending the notifications.
Notifications will be sent only in case of fulfilling all conditions below. In all four cases, more points can be added, but they can also be left empty.
8) Additional conditions for sending notifications.
Here, additional conditions for sending notifications can be determined, by specifying the key-value couples, which metadata must/must not contain.
Reserved keys:
1. Total (order total amount)
Example:
Notification will be sent in case of fulfilling the following conditions:
a) Metadata contains the key-value couple: key1 - value1
b) Metadata must not contain the key-value couple: key2 - couple2
c) The order amount must be greater than 10,99
d) Metadata contains key3, whose value is lower than 99,99
9) Select whether the e-mail will be sent
10) Select whether the SMS will be sent
11) The following event can be added
If "Send e-mail" is selected, the structure will look like the following:
- Mandrill template "OrderINprocessing" will be used
The provider is Mandrill
- E-mail will be sent from the "order@test.com" address with the "MyCompany" name
Send the attachment
- here, the attachment added to the e-mail can be selected (for example: Terms and Conditions of Use, which are not tied to individual product)
- if the needed attachment is not on the list, add it by clicking on the ''Add'' button
Send the product attachment, the possibilities are the following:
- do not send the attachment
- send the invoice
- send product attachment
- send the invoice and product attachment
- If a product attachment is going to be sent, an additional field - Language version - will be displayed, in which the sequence with which the attachment name ends, should be added.
If the customer and recipient are different when sending the invoice, typically the customer's address is taken into account, while in other cases, the recipient's address is considered.
Example:
The attachment is available in two languages:
- priponka_si.pdf
- priponka_en.pdf.
If the Language version field is left empty, all attachments will be added.
If _si is entered in the field, only priponka_si.pdf. will be added
- Do not send
- specify the statuses for which the e-mail will not be sent
Add UPN data
- in case of selecting Add UPN data, the e-mail recipient will receive the payment data: IBAN, reference number, purpose code, and QR code, which allows users to scan and pay. To display data, use dynamic content in the Mandrill template:
Products SKU
-in case of entering the product's SKU, the e-mail will be sent only for products with
Template type
Mailchimp or handlebars can be selected as template types. Handlebars is selected if the template also contains images of products and their URLs to the online store.
If "Send SMS" is selected, the structure will look like the following:
NTH as the service provider
1. Set up periodic sending of SMS notifications (for example, 1440 min - 24h), which will be executed until the order status is not changed to one of the statuses specified in the "Do not send" field.
2. Specify the order status for which the SMS will be sent.
3. Indicate that SMS will not be sent on Saturdays and Sundays.
4. Set up the time during which the SMS will be sent
5. Specify the country for which the SMS will not be sent during the holidays in the selected country or select the date when the SMS should not be sent at all.
Nexmo as the service provider
- The content of the message will be sent. To turn on dynamic variables, check Mandrill documentation.
3. All event definitions are visible on the list
Definitions can also be copied to speed up the workflow, while unnecessary ones can be deleted.
Infobip as the service provider
Aside from one-way communication, InfoBip also enables two-way communication, which not only enables sending SMS but also receiving them to MetaKocka. Instructions for setting up two-way communication can be found at the LINK
Order Management forms
If using forms, when sending an SMS from which the customer can automatically log in to the form, tick the Prepare a quick login token button.
By applying this option, a Customer will receive a notification about an incorrect address/customer complaint notification without having to enter the order number and e-mail address/phone number to log in to the form.
Processing of requests
Any document change in MK activates the event which will be processed based on the rules set for Mandrill. The log of event processing can be checked at that place.
Warning: data is available only for the last 3 days.
