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Manual E-mail by Date
This page gives an overview of how to manually email by date.

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Overview

In Scheduled notifiers 'Orders' are selected by giving customized input in the fields of 'Include Orders created at or before' & 'Exclude Orders created before'. But if merchants wants to select 'Orders' for specific date range then it can be done using 'Manual E-mail by Date'.
In scheduled notifiers, Based on the filters applied 'orders' are selected. But if the merchants wants to select specific order then it can be done by using 'Manual E-mail by Date'.
There are two ways to create Manual Notifiers they are :
Below you can find the block diagram which depicts step-by-step process involved in creating manual notifiers.
(i) Send E-mails to orders customers.
(ii) Send Orders report to staffs.

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Let us see step-by-step process to "Send E-mails to orders customers."

STEP - 1 : Click on "Get Started" button.

Get started
Click on 'Get Started' button as shown in the above image.

STEP - 2 : Select Orders.

Use date and filters
From the above image you can see 'Use date and filters' is selected. Merchants can select 'order created date range' from calendar picker.
Fulfilment status and order status are the mandatory filter fields. There are various other filters available to filter orders as per requirement. All the selected orders are displayed on the right ride along with order id and customer email id. Click on "Next" button to continue next step (E-mail setup).
Manually select orders
From the above image you can see how to pick orders manually. You can search for specific order by entering order number or email id in the search bar as shown in the above image.

STEP - 3 : Email setup

Email setup - page 1
From the above image we can find various fields such as To, From email, From name, Reply-To, and Subject.
Enter all the required fields in the email setup section.
Email setup - page 2
From the above image you can find the message part of email setup is shown. Merchants can enter their customized message using various template variables. Click on next button to continue next step (Next step is 'Finish')

STEP - 4 : Finish

Finish step
From the above image you can see that order tags can be added to the orders after email is sent to the customers.

STEP - 5 : Click on "Run Now"

Run-Now Button
Click on 'Run Now' as shown in the above image so that a notifier will run instantly and emails will be sent instantly. After the email has been sent In the history you can see list of jobs processed by manual actions as shown in the below image.
History - List of jobs processed via manual actions

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Let us see step-by-step process to "Send Orders report to staffs."

STEP - 1 : Click on "Get Started" button.

Get Started
Click on 'Get Started' button as shown in the above image.

STEP - 2 : Select Orders

Use date and filters
From the above image you can see 'Use date and filters' is selected. Merchants can select 'order created date range' from calendar picker.
Fulfilment status and order status are the mandatory filter fields. There are various other filters available to filter orders as per requirement. All the selected orders are displayed on the right ride along with order id and customer email id. Click on "Next" button to continue next step (E-mail setup).
Manually select orders
From the above image you can see how to pick orders manually. You can search for specific order by entering order number or email id in the search bar as shown in the above image.

STEP - 3 : Email setup

Emails setup - Page 1
From the above image we can find various fields such as To, Emails To, From name, Reply-To, and Subject.
Enter all the required fields in the email setup section.
Emails To - Multiple email ids can be added here.
Emails setup - Page 2
From the above image you can find the message part of email setup is shown. Merchants can write customized message. Click on next button to continue next step (Next step is 'Finish')

STEP - 4 : Click on 'Run Now' in the Finish step

Run-Now in Finish step
Click on 'Run Now' as shown in the above image so that a notifier will run instantly and emails will be sent instantly. After the email has been sent In the history you can see list of jobs processed by manual actions as shown in the below image.
History - List of jobs processed via manual actions
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Last modified 7d ago
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Overview
Let us see step-by-step process to "Send E-mails to orders customers."
STEP - 1 : Click on "Get Started" button.
STEP - 2 : Select Orders.
STEP - 3 : Email setup
STEP - 4 : Finish
STEP - 5 : Click on "Run Now"
Let us see step-by-step process to "Send Orders report to staffs."
STEP - 1 : Click on "Get Started" button.
STEP - 2 : Select Orders
STEP - 3 : Email setup
STEP - 4 : Click on 'Run Now' in the Finish step