These improvements are especially valuable for wholesale operations where timely updates are crucial for maintaining fulfillment and customer satisfaction.
How to Set Up and Use It
Step 1: Create Tag Contacts
Navigate to the CRM and open a Company record.
Under the Contacts section, tag relevant individuals — for example:
Billing Contact
Fulfillment/Shipping Contact
These tags determine who will receive specific automated emails later.
Step 2: Create an Automation Rule
Go to Tools → Automation.
Click Create Rule.
Under Events, you’ll find new options:
Fulfillment Order Created
Fulfillment Order Updated
These events trigger your automated email notifications when corresponding actions occur.
Step 3: Set Conditions (Optional)
You can define conditions to control when the rule runs — for example, based on order status or contact tags.
Step 4: Configure the Action
Choose Send Enhanced Email as your action type.
Fill in:
Subject Line: You can use dynamic fields like
{{Order Number}}or{{Order Confirmation}}for personalization.Body Content: Customize text or use dynamic text tokens to pull order-specific details automatically.
Attach Files: Choose which PDF or document templates (e.g., packing slip, order confirmation) to include.
Select a Template: Pick from pre-designed email templates like:
Sales Order Confirmation
Packing Slip Template
Shipping Update Template
Step 5: Choose Recipients
You can send the email to:
Specific contacts
Company contacts based on tags (e.g., only send to those tagged as Shipping Contact)
The primary company contact
The shipping contact on the order
This flexibility ensures the right person receives the right information every time.