Many delivery services provide Track & Trace codes with their shipments, so customers can track the status of their package, and when it will arrive.
If you have a Track and Trace code for a customer, you can easily send share it with them via email in Firmhouse. Here are the steps for doing so:
1. Enable Track and Trace codes for your project
You can do this by:
Going to Email configuration which you can find on the left-side menu (under "Settings")
Scroll down and check off the Track and trace email checkbox:
Click on Update project in the top-right to save your changes
2. Edit the Track and Trace email sent out to the customer
Before you send out a Track and Trace email you want to adjust the content to make sure it represents your product and brand well. You can do so by:
Going to the Email configuration menu on the left
Scrolling down to the Email Content section
Select Order track and trace in the "Select email to edit" dropdown menu:
Enter the subject and content of your email
Click Send a test email to check whether the mail looks alright
To include variables in the system, like the name of the customer and the track and trace code, click on the "+" icon to include it in the email:
3. Send the track and trace code to the customer
You can do this by:
Looking up the customer in the customer overview and clicking on their profile
Scroll down to the "Track and trace" section and click on the Send track and trace button:
Enter the Track and trace code to be sent to the customer, and click on Send track and trace email
After doing so you'll see a confirmation of the track and trace code being sent and the date on which it was sent:
