Description: This tool allows you to create customized colored labels to assign to orders, invoices, or other sales items, automatically triggering email communications at the moment of assignment.
What is it for? (Practical Examples)
Use labels to standardize and automate sales process management:
- Visual Tracking: Quickly categorize the status of an order (e.g., "Processing," "Awaiting Payment," "Shipped") by immediately displaying the color associated with the label.
- Automatic Customer Communication: Instantly send a notification email to the customer when their order status changes (e.g., when the label changes to "Shipped").
- Internal Notifications: Automatically alert administrators or the internal team when a critical label is assigned (e.g., "Order Blocked" or "Special Request").
Main Features
- Complete Management: Allows easy creation, modification, and deletion of labels.
- Visual Customization: Each label can have a name, description, and unique color for easy immediate identification.
- Event Definition: You can specify which automatic actions should be executed when the label is applied to a sales item.
- Advanced Email Editor: Provides a visual (HTML) editor for creating email content, both for the customer and the administrator.
- Dynamic Content: Supports the use of placeholders (shortcodes) within the subject and body of emails, enabling automatic insertion of specific order or customer data.
How to Configure
Configuring a new label is done through a guided procedure divided into sections:
1. General Data
| Field | Description | Required |
|---|---|---|
| Label Name | The name that will appear in the list and when the label is assigned. | Yes |
| Color | Select a color for the label using the color picker. | Yes |
| Description | A brief internal explanation about the intended use of this label. | Yes |
2. Assignment Events
This section defines automations triggered as soon as the label is assigned to an item (e.g., an order).
| Option | Purpose |
|---|---|
| Send email to customer | Enables sending a notification to the customer regarding the status change. |
| Send email to admins | Enables sending a notification to system administrators' email addresses. |
3. Email Configuration (Customer and Admin)
If you choose to send emails, dedicated sections will appear for message customization.
| Field | Description |
|---|---|
| Email Subject | The subject of the communication. Supports placeholders. |
| Email Content | The body of the message. You can customize text, layout, and insert placeholders for order details. |
> Note on using placeholders (Shortcodes): The email editor provides a table of available placeholders. These special codes (e.g., [orderid], [customername]) are automatically replaced with real order data at sending time.
Automatic Integrations
Labels are tightly integrated with the Invoicing and Sales module.
- Notification Trigger: The action of assigning or modifying a label on an order or invoice acts as a trigger for immediate sending of configured emails.
- Multilingual Support: Email contents (subject and body) can be managed in multiple languages, ensuring automated communication is appropriate for the recipient’s language.
