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Shipping Automations in SimpliSent

Automations in SimpliSent help you save time and reduce errors by automatically handling repetitive shipping tasks. Set up rules once and let SimpliSent handle everything from label creation to customer notifications. SimpliSent Automations Light SimpliSent Automations Dark

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Available Automation Types

Send Email Notifications

Automatically notify team members and customers about order status changes, delivery updates, and shipping events

Create Shipment Drafts

Automatically generate shipping label drafts when new orders are created, with smart carrier and service selection

Import Orders

Scheduled imports from connected platforms like Shopify, ensuring orders are always up-to-date

Update Order Status

Automatically update order statuses based on shipping events and delivery confirmations

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Automation Triggers

Automations can be triggered by various events in your shipping workflow:

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High-Value Insurance Automation

Automatically add insurance to orders over $500 to protect valuable shipments: 
Trigger: Order Created
Condition: Order Value > $500
Action: Add Insurance Coverage

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Express Shipping Upgrade

Upgrade priority customers to express shipping automatically: 
Trigger: Order Created  
Condition: Customer Tier = VIP
Action: Upgrade to Express Service

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Return Label Generation

Create return labels automatically after successful delivery: 
Trigger: Label Delivered
Condition: Delivery Confirmed
Action: Generate Return Label

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Smart Notifications

Send targeted email notifications for important shipping events: 
Trigger: Order Updated
Condition: Status = Shipped
Action: Send Customer Tracking Email

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Creating Automations

Setting up automations in SimpliSent is straightforward:
1

Choose Automation Type

Select what action you want to automate (send email, create shipment, etc.)
2

Set Trigger Conditions

Define when the automation should run (order created, label purchased, etc.)
3

Configure Rules

Set up conditions and parameters for the automation (value thresholds, customer types, etc.)
4

Test & Activate

Test the automation with sample data, then activate for live use

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Automation Configuration Options

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Automation Management

Monitor and manage your automations effectively:

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Automation Dashboard:

  • Active Automations - View all running automations
  • Recent Activity - Monitor recent automation executions
  • Success Metrics - Track automation performance and reliability
  • Error Monitoring - Identify and resolve automation issues

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Automation Controls:

  • Enable/Disable - Turn automations on or off as needed
  • Edit Rules - Modify automation conditions and actions
  • Duplicate - Copy existing automations for similar workflows
  • Delete - Remove unnecessary automations

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Advanced Automation Features

Conditional Logic

Smart Rules
  • If/then conditional statements
  • Multiple condition support
  • Complex rule combinations
  • Exception handling

Multi-Step Workflows

Process Chains
  • Sequential action execution
  • Dependent automation triggers
  • Workflow branching
  • Process optimization

Custom Templates

Reusable Patterns
  • Save automation configurations
  • Share templates across teams
  • Industry-specific templates
  • Best practice libraries

Performance Analytics

Automation Insights
  • Execution success rates
  • Time savings metrics
  • Error pattern analysis
  • ROI calculations

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Automation Best Practices

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Integration with Other Features

Automations work seamlessly with other SimpliSent features:
  • Orders - Automatically process new orders and update statuses
  • Labels - Generate labels based on order criteria and business rules
  • Analytics - Track automation performance and impact on shipping metrics
  • Notifications - Send targeted communications based on shipping events

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Mobile Automation Management

Monitor and control automations from mobile devices:
  • Status Monitoring - Check automation health and recent activity
  • Quick Disable - Turn off problematic automations immediately
  • Performance Alerts - Receive notifications about automation issues
  • Manual Triggers - Execute automations manually when needed

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Troubleshooting Automations

Common automation issues and solutions:

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Automation Security

SimpliSent ensures your automations are secure and reliable:
  • Access Controls - Role-based permissions for automation management
  • Audit Logging - Complete history of automation changes and executions
  • Data Protection - Secure handling of sensitive order and customer data
  • Rollback Capability - Ability to revert automation changes if needed
Ready to automate your shipping? Learn how to Configure Notification Automations or explore the Orders section for automation integration.