This forum is no longer active, and the posting feature has been disabled.
Please visit our new Community page to continue the ShipStation Community discussions at https://help.shipstation.com/hc/en-us/community/topics
This new Community page is integrated directly with our help center and knowledge base, which will provide better access to help resources and a direct post-to-support ticket pipeline for any users that need official technical support!
Please note: All topics are available to view for all, but you must be logged into your ShipStation account to post community forum content or comment on posts.
What automation rules do you use?
We've been touting it for a while, but today it just kinda hit me: Thanksgiving is two weeks away. Which means it's Black Friday, Cyber Monday, and then the craziness that is December. It made me think about how we, myself included, use ShipStation to help easeify (yes, I know that's not a word) our shipping, and how automation--at least for me--is a big part of that.
So, I figured I'd share a few of my automation rules that I use in ShipStation to make my shipping easier, and why I have them:
- Change my e-mail templates to be grammatically & quantity correct: A lot of my orders are single quantity, so I want to reflect that in the words I use to thank them for their order & let them know that it's on its way. So, I made 2 e-mail templates: one for single-quantity and one for orders w/ more than 1 thing in it, and set rules accordingly.
- Pretty much all of my orders are the same weight: 2 ounces. I have product types set up to make sure that my customs forms are all accurate, but as long as an order has 5 or fewer items in it, it weighs 2 ounces. So, I have that set up as an automation rule. Anything with a quantity over 5, though, gets bumped up to 3 ounces in another rule.
- The last set of rules I have is about handling shipping upgrades. I sell on Etsy, and while they've added the ability for customers to choose to upgrade their shipping during checkout, they haven't added it to the API, so ShipStation doesn't know about it. Since I offer a flat rate for all my shipping (when everything's so light and nearly the same weight, that's easy to do), I set up rules to handle whenever certain "Shipping amounts" come in to apply the right service to the outgoing package. (And yes, I also divvy these up by quantity because I'm a stickler for saying singular vs. plural nouns.)
Now the question goes to you: what automation rules do you use in ShipStation?