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Introduction
Sending emails related to an Order automatically requires creating and configuring parameters, known as Rules, which enable Communication Flows.
Communication Flows consist of sending automatic emails that are triggered when an Order’s status changes.
Communication Flows can be used to inform customers, suppliers, or any other party involved in order fulfillment (e.g., the warehouse).
A Communication Flow is activated based on these three elements:
- The Product(s) to which the Communication Flow applies
- The Order’s "from" Status
- The Order’s "to" Status
The Communication Flow activates for all Orders that contain the Products to which the Flow applies and that transition from the "from" Order Status to the "to" Order Status.
Communication Flows can be accessed by clicking on Settings > Communication Flows.
This article covers everything you need to know to configure a Communication Flow, addressing topics in the following order:
- Buttons and their functions
- Configuring a Communication Flow
- Use cases
Buttons and Their Functions
MarketRock interfaces are considered intuitive by customers. Below is a brief description of the button functions in the Communication Flows screen:
- New Communication Flow
- Edit Communication Flow
- Delete Communication Flow
Configuring a Communication Flow
Configuring a Communication Flow is straightforward and follows these three steps, detailed below.
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Selecting Products
First, select the Products to which the Communication Flow will apply, using the tree structure on the left, inherited from your Inventory.If no product differentiation is needed, you can leave the default selection as "All Products."
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Adding a New Communication Flow
On the screen, you’ll see three tabs, each with specific functions:-
Flow Settings: Here, you’ll select the "Name" (for internal use only), "from" Status, and "to" Status.
A Flow can be triggered by any "from" Status to any "to" Status transition. -
Email Content
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Contacts: You can send the Communication Flow email to the email associated with the Customer Order by selecting the appropriate checkbox.
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Use Cases
Communication Flows can handle scenarios from simple to highly complex cases.
Here are a few examples:
- Case 1: You want to send an email to the customer for every archived Order, thanking them for their purchase.
- Case 2: You want to email the supplier, requesting delivery of Products that you need to ship to the buyer (for example, in dropshipping).
- Case 3: You want to send an email to the warehouse with a list of Products to prepare for Shipping.
The most complex scenario arises when an order consists of multiple Products from different suppliers.
Imagine an order containing:
- 1 mobile phone
- 1 laptop
- 1 refrigerator
The sourcing occurs as follows:
- Wholesaler #1 specializes in telephony and has a warehouse for mobile phones only.
- Wholesaler #2 specializes in computing, with a warehouse solely for PCs.
- Wholesaler #3 handles appliances and only stocks refrigerators.
With MarketRock, you can set up a Communication Flow that results in sending three separate emails with specific details, all from a single order.
You can then notify Wholesaler #1 of the mobile phone needed, Wholesaler #2 of the laptop requirement, and Wholesaler #3 of the refrigerator need, requesting that all products be shipped to a designated address.