Dynamic Ship Email Setup

You are here:

Dynamic Ship can email the tracking information for a shipment.

  1. Search for SMTP Mail Setup to fill in email server settings or select Apply Office 365 Server Settings (if available).
Note: Dynamic Ship requires the User ID to be the full email address. Basic authentication must be used to be successful as we need the User ID. SMTP setup is per company, not user.
  1. Click the Test Email Setup button (the customer requires a valid email address set up on their account).
  2. Search for Dynamic Ship Setup to choose your preferences for the tracking email.
  3. Set the email trigger for during the Get Label process or after posting the document (After Post trigger only works from within Dynamic Ship).
  4. Choose where the email is retrieved from in relation to the order (e.g., which field on the Sales Order to use to look up the Customer).
  5. Define a minimum of one email template to use.
Note: The email template’s Subject and Body are HTML. Any HTML that would be valid in an email is valid here. You can embed images or other external resources. Typically, the marketing department of a company creates the layout to use.
  1. Click Parameter Help to see what variable text can be added to the email.
  2. Open Dynamic Ship Customer Options to set individual customers to use an alternate email address or template.
  3. Modify the following fields:
    1. Customer No. (required)
    2. Ship-To Code (required)
    3. Shipping Agent Code (optional)
    4. Service (optional)
SMTP Mail Setup
Email Address
Email
Customer Card
Dynamic Ship Setup
Tracking Email
Dynamic Ship Email Template Card
Parameter Help
Dynamic Ship Customer Options
Was this article helpful?
4.8 out Of 5 Stars
5 Stars 67%
4 Stars 33%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.
Need help?

2 Comments

  1. Drew Kipfer
    Drew Kipfer May 19, 2021 at 7:22 am

    Will this feature be migrated to the new BC e-mail capabilities in an upcoming release?

    • Insight Works May 25, 2021 at 7:24 am

      Drew, this feature is part of the Dynamic Ship development roadmap and will be released in a future update.

Leave A Comment

Go to Top