Table of Contents


Background

First Things First

The Process

Configuring the Standard Label Template

Creating the Action

Related Articles

Still Need Help


Background

ShipWorks gives you the ability to easily generate return labels.  This article will guide you through how to configure an action in ShipWorks that will automatically email a USPS return label to your customer.


If you need assistance with how to generate a return label in ShipWorks, this article will guide you through how to generate a return label and how to manually email the return label to your customers.


First Things First

This article is specific to USPS since FedEx and UPS allow you to generate and to email a return label directly to your customer using the FedEx or UPS API.  Please see the Related Articles section of this article for links specific to return labels with other shipping providers.


Before continuing with this article, please be sure that:

1.  You have ShipWorks installed and are able to log into the ShipWorks software as a user with administrator rights.

2.  You have added an email account to the ShipWorks software and can successfully send an email from ShipWorks using the connected email account. 


The Process


Configuring the Standard Label Template

ShipWorks uses the Standard label template to email a return label to your customers.  It is possible to customize the template to include your own subject line, to specify which email account to send the email from (if more than one account configured in ShipWorks) and to add a CC or BCC email address.  Here's how:


1.  Click on the Manage tab and then on the Templates button.



2.  On the Templates Manager screen, select the Labels > Standard template from the list of templates.



3. Click the Edit button.



4.  Click on the Settings tab, then the Email link.



5.  Update the following information:


Account:  If you have more than one email account configured in ShipWorks, you can select from which account the email should be sent.  Otherwise, leave the default.

To:  Click the drop-down arrow to the right of the To: field and select whether you wish to use the email address from the customer's Billing or Shipping information.

CC:  Optional.  

BCC:  Optional

Subject:  Update the subject line.  This is the subject of the email your customer will receive.  The {//Order/Number} text in the screenshot below automatically populates the customer's order number into the subject line.



6.  Click Save then click Close.


Creating the Action 

Let's create the action that will automatically send a USPS return label to your customer.  The action will be configured so that when you click on the Create Label button to generate the return label, ShipWorks will automatically send an email containing the return label to your customer using the template you configured above.


1.  Click on the Manage tab and then on the Actions button.



2.  Click the New Action button on the right side of the Action Manager screen.



3.  Give the action a name, like 'Send Return Label'.  You can name it whatever you'd like.



4.  Click on the When the following occurs drop-down menu and select A shipment is processed.



5.  Check the box to the left of Only when using and select USPS from the drop down menu.



6.  Check the box to the left of Only for and select Return shipments from the drop-down menu.



7.  Click on the Add Task button and select Output > Email.



8.  Click on the drop-down menu to the right of With Template and select the Labels > Standard template.



9.  Optional:  If you wish to delay the delivery of the email to a specific time, check the box to the right of Delay delivery: and specify when you would like the email(s) to be sent.



Your action should now look like the following screenshot.



10.  Click OK. Then, click Close.



You are all set.  From now on, when you click the Create Label button to generate a USPS return label, ShipWorks will automatically email the label to your customer.


Related Articles

FedEx Return Labels

UPS Return Labels

USPS Return Labels

Creating and Manually Emailing Return Labels

Other Return Labels

Configuring Email Accounts


Still Need Help?

Please feel free to reach out to one of our awesome Customer Care Representatives in St. Louis.  We are happy to help.