Before you configure an email action, make sure that you do NOT have emails set to automatically go out via a shipping Task in Shipping Settings. (Often when you set up your shipping carrier account, you will have set up a Task to have email notices go out after shipments. That's totally acceptable. But if you'd like to customize the Action as shown here, you'll want to disable that shipping Task). 

The Process

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1. In ShipWorks, go to Manage > Actions, then click New Action.

2. Give the Action a name, then use the dropdown menus to set the default conditions as shown in here (or modify them as necessary):

3. Click the Add Task button and choose Email.

4. Use the dropdown menus to select the options as shown (Email, using The shipment, with template Shipment Notification), and then click OK.

4. Click the “Settings” tab and 
     4a. Make sure the Enabled box is checked.
     4b. Choose the desired designation for the action.
"On the computer where a shipment is processed." (Default) The email will be sent using the computer where a shipment is processed."On any computer."  The first computer that "sees" this action will perform the action."On specific computers." You can select which computers should run this action.
     4c. If you have more than one store, you can select the stores you want to send out email notifications, and then click OKIf you choose no stores, this action will apply to every store you have in ShipWorks.

5. Note that your new action is shown in the Action Manager and click Close. 

Still Need Help?

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