[intro]Before you begin this Guide, you need to ensure that you have created a Zapier account and linked your EKM online shop to it by using the steps within this Guide. You also need to have a Gmail email account to link to Zapier to complete this zap.[/intro]
This particular zap is very useful if the actual wrapping and packaging of your orders occurs in a different place to where you manage your EKM online shop. For example, you can use this zap to send an email to a member of staff to advise them that this order will need preparing for dispatch.
1. From your Zapier dashboard, click the orange Make A Zap button on the top right-hand side:
2. You then need to type ‘EKM’ into the search bar and click 'Show All':
3. Click the EKM app:
4. You can now give your zap a name by clicking on the top left-hand corner of the screen. You then need to select ‘New Order With Status’ from the second drop-down menu, before clicking the blue Continue button:
5. Click Continue again:
6. In the Customize Orders drop-down menu, select which Order Status you would like to use in this zap, before clicking Continue:
7. Click Test & Continue:
8. Now you need to search for Gmail within the search bar:
9. From the Choose Action Event drop-down menu, you need to select ‘Send Email’ before clicking Continue:
10. You then need to click the blue button to log into your Gmail account and link it to your Zapier account:
11. In the window that appears when you have signed into your Gmail account, you need to click the blue Allow button:
12. Click Continue:
13. On this page, you can configure the email that your zap will send when an order on your EKM online shop has been given the relevant status. Minimally, you will need to complete the To, From, Subject and Body fields, but you can add BCC, CC and Label/Mailbox if required:
14. When you have completed the required fields, click Continue:
15. Click Test & Continue:
16. Click Done Editing:
17. Click Turn Zap On:
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[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. If you have a non-account specific question to ask the EKM Team, join us in EKM Community. [/contact]