Email Templates

Email templates allow you to send uniform emails to your customers based on a single source for consistent text, formatting, and appearance. You can use the existing default templates, modify a template, or create a new template from scratch. Email templates are set up in the Customize Interface section of ShipGear Exchange.

  1. Launch ShipGear Exchange. You can do this by right-clicking on the ShipGear Exchange icon in your taskbar tray and selecting Open ShipGear Exchange. Or, double-click the ShipGear Exchange icon on your desktop.

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  2. Click the Customize Interface button.


     

  3. Select a document type from the list. The document types available depend upon the financial system you are using.


     

  4. Click the ShipGear eNotify button.


     

  5. Above the buttons, you will see a list that includes the New, Edited, or Voided Shipment Templates. Click on an item in the list to launch the Template Editor for that template.

Types of Templates

There are three email templates available in ShipGear eNotify. These templates are used to create email notifications that will be sent to the customer.

New:

The New Shipment template is used to create a customer shipment notification email after you've completed a shipment against a financial system document.

Edited:

The Edited Shipment template is used to create an update for the customer if you've changed the shipment after it has been processed. The email is sent after the initial shipment notification.

Voided:

The Voided Shipment template is used to create a cancel notification when you've cancelled a shipment after the initial shipment notification is sent.

 

Other Options

There are two check boxes on the main ShipGear eNotify window that allow you to quickly adjust a few key settings for the current document (i.e. Orders, Customers, etc.).

When you select the highest item in the tree view, ShipGear eNotify, the pane to the right displays two options.