Automation rules are used to save your warehouse and operation teams time and energy. Simple examples of automation rules include sending an email if an order has specific SKUs or setting a shipping method for matching ZIP codes.
Automation Rules Overview
Triggers & Actions
Automation Rules Overview
Automation rules can be found in app.shiphero.com > Orders > Automation rules.
An automation rule is defined by triggers (the matching criteria for an order) and actions (applied to an order that matches the defined triggers). Automation rules run when an order is either created or imported into ShipHero. Take into consideration that rules run before a warehouse is assigned.
NOTE: If you are a 3PL, automation rules must be implemented and run on the appropriate child account in order to work properly.
How Automation Rules Run
The rules run sequentially from top to bottom. You can prioritize automation rules by rearranging their sequence. Rules are only applied to orders placed after the automation rule has been created; they are not applied retroactively to existing orders.
NOTE: Allow all automation rules to run on the order before making manual updates. View the rules that have run on an order by viewing the order history section.
Triggers & Actions
There are certain triggers you may want to be effective against a list of scenarios.
- Lists are most commonly used in setting up a rule to apply a shipping method based on an order with a matching ZIP code.
- Creating an automation rule list enables you to manage several values (for example, a list of ZIP codes).
- You can add as many triggers and actions as you want to each of your automation rules.
- Trigger values are not case-sensitive.
NOTE: For Clients using ShopifyThe "Rerun this rule on order tags import" setting is enabled by default. This is an exclusive Shopify order tag import. This means that if an order tag is added to the order in Shopify, after the order already exists in ShipHero, AND you use that tag as a trigger the automation rule will rerun. Adding an order tag to an order in ShipHero after import will NOT rerun the automation rule with this setting.
Available Triggers & Scenarios
The below chart lists all of the available triggers and scenarios available in ShipHero. If any documentation exists regarding as specific trigger/scenario, it is linked in the table.
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NOTE: For Set Address Holds, address holds may be overridden by the automated address validation.