Watch the video, or read the Blog Post below.
Today’s blog is definitely my most requested video to date!
If you have a look at my Youtube channel, my top video is about fulfilling orders using ClickFunnels, and so that’s what I am going to cover in today’s video but IN MORE DETAIL – it’s going to be very thorough, so let’s begin!
Now, I’m going to show you guys how to fulfill orders using ClickFunnels, CommerceHQ and Shopify – it’s all the same process. First, we export the data out of these softwares as a CSV file and from there, we send them to our suppliers.
I’m going to show you guys how to take those tracking numbers that you get back from your suppliers and send them to your customers in an automated way. And not just send them one tracking number update saying “here’s your order,” “here’s your tracking number good luck with it.” We’re going to send them multiple emails that say “Your order has been dispatched,” and then it’s going to say “Your order is out for delivery today”. They’re going to get another email that says “Your order has been delivered” and the reason that we do that is for us to communicate with our customers.
And we look like less of a scam by communicating with our customers more often which is INCREDIBLY important.
When people feel like they’re going to get scammed, they call up their bank and dispute the claim AKA do a chargeback. If you get over a 1 percent chargebacks, they’ll (Stripe, PayPal) shut you down. That is why we’re always trying to get rid of chargeback and to get rid of disputes. Also, we’re always trying to mitigate them by getting back to customers as soon as possible.
Selling higher quality products and just making sure that we do the right things and communicate often with our customers after they purchase from us – are easy ways to reduce the chargebacks we get in our business.
Understanding the risks associated with running an E-commerce Business
There’s a lot of risks when you’re running an online business.
If you don’t do the right things like communicating with customers, selling good quality products, and being honest in your marketing – your customers will obviously be unhappy and this can cause you to NOT be able to run Facebook Ads on the Facebook Advertising platform. Get this…
Facebook will actually survey your customers now and ask your customers what the product and their experience buying from your store was like. How? Obviously the Facebook Pixel fires once the customer completes the purchase and this is sent back to facebook to say “hey facebook, this facebook profile bought this product with this product ID from this store”. That is how you’re able to manage your facebook ads – all this data is sent BACK to facebook. Facebook knows all…
In terms of the survey Facebook sends your customers – how does it work?
Facebook might wait 14 days after the customer buys from your store. When the customer is scrolling their newsfeed the customer gets a little survey saying “Did you buy from Grant’s Store?”, then another question like “What was the quality?” and “How was shipping?”.
Based on that, Facebook can give your Business Page inside Facebook a rating and, if you fall below one, you can’t advertise on Facebook. BIG PROBLEM! This risk that is why we have to do the right thing by our customers ALWAYS.
As you can see, it’s VERY IMPORTANT that we keep our customers happy. Otherwise, we won’t be able to advertise and then our stores will die. Yep, death to thy store.
And no, there is no store heaven. It’s only down…
Fulfilling your dropshipping orders FAST is one way to keep your customers happy, and fulfilling orders using CSV exports is a FAST way to fulfill your orders
That’s why I’m sitting here filming this video and writing this in-depth tutorial on our blog. These things take A LOT of time, but they’re so important and I don’t want you to go out there and start a store, put in all this effort, only to have it shut down.
Now, in terms of fulfilling our orders fast, we want two main things
- Automated processes as much as possible
This is why I like to fulfill my dropshipping orders using CSV exports.
Whether we’re fulfilling 20 order, 50 orders, 100 orders, or 500 orders a day, the process and time is (pretty much) the same.
Export the data to a .CSV file (a google sheet / Microsoft Excel file) and send that to your supplier.
Thats how you Fulfill Orders on ClickFunnels, CommerceHQ, Shopify etc for Dropshipping.
Now, as this is simply an export from our software and email to our suppliers, the suppliers will send us the same CSV file back with TRACKING NUMBERS inside the TRACKING NUMBER column in our CSV (more on this later in this article).
We can then send these to our customers.
This whole process is very FAST, especially when you consider the alternatives for fulfilling 50+ orders a day, and faster fulfilling = happier customers = less disputes and chargebacks – no bans from Facebook, PayPal, Stripe etc
= happy days.
When we get these tracking numbers from our supplier, we will then send these on to our customer with updates not once, but MANY TIMES, as we discussed above.
This CSV Export method I’m showing you is full-proof and very-well tested, and you can even download my template!
This article is going to show you guys how you can automate this CSV export process for fulfilling orders and I’m going to show you an example of a spreadsheet that I’ve set up and a formula that I use within my business. I’ve used this for 12 months without any changes and it’s foolproof. It’s going to save you guys so much time. You can teach your Virtual Assistants how to use this format and this will again save you money because you’re paying them to work fewer hours all around.
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How to fulfill orders on ClickFunnels, CommerceHQ, Shopify for dropshipping?
Here is an example of how to fulfill CSV orders using CommerceHQ but the same process applies for ClickFunnels and Shopify
But even if you’re not using CommerceHQ to power your Ecommerce stores, the same principles work the same. Once we get the data out of CommerceHQ and into our Google Sheet, then it’s all the same. The only difference in this process is how to get the data out of the software you’re using. In ClickFunnels you can export to CSV and then the process is the same. This is the same for any software – just work out how to export the data the CSV.
Step 1: Export your Orders from your ClickFunnels, CommerceHQ, Shopify software to CSV
So, to export the orders from our CommerceHQ we need to jump into our Dashboard inside our CommerceHQ store.
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Then in the menu go to CSV EXPORTS and then you’ll need to create a new template. It’s that big green button.
A CSV Template inside CommerceHQ is where you define the columns of data you want to export. In ClickFunnels you don’t get the option to specify the columns – it exports all data, so it just needs a bit more cleaning. Again, the process is the same.
Inside CommerceHQ these are the columns I use (they match the CSV Export template columns in the file you can download above.
Again, these columns are what I use for ALL my stores and ALL my suppliers. It works for every supplier, you should be safe and good to go.
Add your full name, address, state zip, etc as columns.
One thing I have found is that suppliers prefer countries as TWO-LETTERS and not full names, so if that’s an option in your system, try that.
Item Cost, Shipping Cost, Tracking Number, and the NOTES columns I add at the end of this CSV export template in CommerceHQ but you can add these manually after you export them in Google Sheets (if you’re using say ClickFunnels) – they are for us to use to actually process the orders. More on this in a second…
Product Vendor is so we can filter out the orders to supplier so we can send to each supplier.
Let’s export the orders from CommerceHQ and then put them into our Google Sheet template that we’re using to manage our CSV Exports
Go to your Orders list and select the orders you wish to export. These could be date filtered so it’s up to you what orders you want to export.
If you’re not sure what orders to fulfill, I always do the previous day and I go through this in my 100K Case Study very in-depth.
The reason I export yesterdays orders is because my terms and conditions state that people have until midnight PDT time the day they placed their order to make changes. After that, we can’t guarantee changes can be made as we aim to get their orders out to them ASAP.
Thus, these terms dictate what orders we’re going to export 😛 It’s very important to have your terms reflect your processes 🙂
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So once you’ve selected the orders you wish to export to CSV, go to ACTION > and select your CSV template. That will export the orders you’ve selected with the columns you defined in the CSV TEMPLATE section inside CommerceHQ.
Now, open up the CSV file in Google Sheets and paste the data across into your main ORDERS MASTER Google Sheet file (that’s what I call mine). Basically, copy the data from CSV export to your main google sheet you use to process and keep track of all your orders. Paste your data into a new tab to separate it.
NOTE: You should have one master Google Sheet that houses all your order data so any questions that come through customer service can easily be searched for.
Now…I usually do the tab name as the DATE the orders were made, HYPHEN, then the suppliers name.
As you can see in the image below, I used 05-TONY as they are orders made on the 5th for supplier TONY’s products.
If you have multiple suppliers, create a new tab for each of them. For this order, I actually have two suppliers – TONY and SALLY, so I will separate their orders into two separate tabs by the DATE the order was made, then HYPHEN then their names, as per below.
You should easily be able to separate your suppliers’ orders using CommerceHQ by looking at the VENDOR NAME column in the CSV export. In Shopify, I guess you should have something similar.
With ClickFunnels – nope, unfortunately. Best thing to do here is to sort your rows by PRODUCT NAME and then you can start separating the products into the necessary tabs.
Step 2: Calculate the Cost of each supplier’s orders (i.e. calculating your Cost of Goods)
You have the ITEM COST and SHIPPING COST columns from CommerceHQ if you’re following along, but if not you’ve created them for the CSV exports from your ecommerce software.
Like the below image…
Put in the numbers (you get these from your supplier).
AND..don’t forget to NEGOTIATE pricing here. One of the BEST reasons to use CSV exports outside from, say, AliExpress, is that you can get better pricing than everyone in AliExpress who is selling this same item.
Talk to them, say you plan to increase orders, and see what the supplier says. It won’t hurt to try 🙂
Important notes for Dropshipping Orders and fulfilling using CSV / CSV Exports
Here are some tips and tricks you can use when you go to fulfill orders on ClickFunnels, CommerceHQ and Shopify using CSV fulfillment:
- If you are using the same supplier to ship your items, and your items are lightweight, you should only pay for shipping ONCE per order if they fit in the same satchel AND can be shipped using the same shipping method.
- Try and get as many products as you can to be fulfilled from the one supplier. It means less CSVs you need to create to fulfill your orders for dropshipping and its SUPER beneficial for your customer service team because they only have to follow up with one person.
Another big tip I do is to break out the line-items with MULTIPLE QUANTITIES onto separate rows.
In the below image, Holly bought 2 of the same product, so the Quantity field had the number 2 in it, but now I have separated it out to two different lines with the quantity of 1.
The reason I do this is to ensure I don’t pay shipping twice for example. This way, I can put an X in the second item’s shipping cost because I only want to pay it once as this item is very light and both items can be shipped together.
Step 3: Calculate your Order Total for each CSV
To do that, use the SUM function inside Google Sheets (I think it’s the same formula for Microsoft Excel if you use that).
What I do is write =SUM() in the cell I will be calculating the total into, and then I just click on the two columns (that’s why in the below image the entire columns are highlighted in orange to denote them being selected).
Pretty enter and wa-la you have your total CSV order amount you need to pay this supplier for this Order’s totals.
You’d repeat the process for each of the suppliers you’re doing this CSV export for. In the above, I am doing Tony’s orders in the 05-TONY tab and then I’d repeat the process for Sally’s orders in the 05-SALLY tab.
Step 4: Export the Google Sheet tabs to separate CSV files and prepare them to send them to your Dropshipping suppliers
To do this, go to FILE > DOWNLOAD > Comma-separated values, as shown in the below image.
Next, I rename the CSV and this is IMPORTANT.
Here is how I rename my CSV files.
TWO-LETTER ABBREVIATION FOR MY STORE_YEAR_MONTH_DATE-SUPPLIERS NAME.
This is shown below.
Now, why is this important? Because you want your CSV filenames to be meaningful in case you ever need to search for them in gmail AS WELL AS to keep track of what CSV files you have PAID your suppliers for. We’ll touch on this in a bit. Most important thing is to just have a naming convention that’s meaningful and consistently name your files to this naming convention.
Keep things need, always.
Step 5: Send the CSV files to your supplier(s)
Head over to your email software (I use GMAIL) and send the email to your supplier. I do the following, as shown in the image below.
Here’s the breakdown of the email:
- Put the suppliers email address. Chinese suppliers usually seem to use @qq.com
- In the subject, I write CSV EXPORT: then the filename of the CSV (again, good for searching through emails later)
- Then, the email should have the order total in it (I’ve needed to search for order totals before in GMAIL so it’s a good habit to do)
- Then just finish it off.
You’d repeat this process for each of the suppliers you’re working with.
Again, I recommend having as few suppliers as possible so you don’t need to do heaps of these CSV orders AND for the other reasons I’ve mentioned above in this post.
Then, you wait for the supplier to send you back the Tracking Numbers.
Step 6: Your supplier will send back Tracking Numbers for each order in the Tracking Number column. Let’s add these to our ORDERS MASTER Google Sheet
Remember when we set up our CSV export template inside CommerceHQ?
We added the Tracking Number column like below.
Which gave us a column with the heading TRACKING NUMBER when we exported our data from CommerceHQ.
But obviously we don’t have tracking numbers in there yet as we’re fulfilling the orders now, so the column was empty (this would be the same case if you are doing this to fulfill orders from ClickFunnels or Shopify, too).
Well, once the supplier receives our CSV file, they email back the EXACT CSV file we sent them BUT there are values in this column now.
So here is a sample email I sent myself to show you this process. Usually, my suppliers add the word tracking-numbers onto the file name that I sent them, as shown below.
Open up this file and you should see that it has values in the TRACKING NUMBER column like below.
Now you just want to copy and paste all this data into the TAB in your ORDERS MASTER Google Sheet that corresponds to this order.
So, if the CSV we opened from the supplier with tracking numbers was for 05-TONY then we copy this data with TRACKING NUMBERS and paste it into the 05-TONY TAB in our ORDERS MASTER Google Sheet.
Then, you want to create a TAB for each month of orders.
So, if this order 05-TONY is for all of Tony’s orders for the 5th of September, I create a SEPTEMBER tab and put all the orders into there that were made in september for ALL suppliers.
Then, copy and paste the data from 05-TONY (that now has the tracking numbers in there) into the SEPTEMBER TAB, like the below.
Then, DELETE the 05-TONY tab (as his orders now have tracking numbers and have been copied into the SEPTEMBER tab) and…that’s it!
05-TONY is now complete. You repeat this process for all suppliers’ CSV orders.
The aim is to get all daily CSV orders (i.e. 05-TONY, 05-SALLY) over into the MONTH tabs (SEPTEMBER, OCTOBER etc) as once a CSV’s orders have tracking numbers and are copied into the MONTH tabs then you know they’re completed.
Any CSV orders that are still in the daily CSV tabs and NOT in the MONTH tabs means that they don’t have tracking numbers yet so you can keep following up with your suppliers.
In the below image, I have received both 05-TONY and 05-SALLY csv files back with tracking numbers, so I have copied and pasted those orders with tracking numbers into the SEPTEMBER tab and then DELETED 05-TONY and 05-SALLY tabs.
This is exactly what you want. If you get to the stage where all your 05-TONY etc tabs are DELETED and all your orders are in the month tabs like SEPTEMBER that means you have all your tracking numbers and you’re up-to-date.
Cool system, hey!
THIS IS AN IMPORTANT TIP!
Now, you’re suppliers should be sending you back these tracking numbers within 24 hours – latest 48 hours, SO….
If it’s the 9th of September, and you still have 05-TONY there outstanding, you know in your head that it’s been over 48 hours and you can hassle the supplier.
Again, you want to get tracking numbers to your customers AS SOON AS POSSIBLE after they pay you, for the reasons mentioned at the start of this blog post on how to fulfill orders with ClickFunnels, CommerceHQ etc – HINT: so facebook don’t shut you down and your customers don’t think you’re a scam!
Step 7: Paying your suppliers when fulfilling ClickFunnels, Shopify and CommerceHQ orders through CSV mass fulfillment
How to pay your Dropshipping suppliers when you’re from the USA
So, if you’re from the United states, you have it a bit easier.
You’ll just have everything in USD and you can pay your suppliers through PayPal, ideally. The alternative is to pay your suppliers using AliExpress, except I had a supplier tell me once that they pay AliExpress something like 10% in fees so guess what? You’re paying extra for your Cost of Goods.
So with PayPal being at around 4-5% from memory in fees, it’s going to save your supplier some money in fees AND that means you have more room to negotiate pricing with your supplier.
Once you start doing some serious scale, you can look at paying your suppliers using something like Transferwise. With Transferwise, you link your bank account and add your Chinese suppliers bank account and then Transferwise does the rest. It will allow you to pay out of your bank account directly into your suppliers bank account.
I’m guessing you can pay from USD in your domestic US bank account into your Chinese suppliers’ bank account in their local currency, however my supplier has a USD receiving account that they got through their chinese bank. I can’t remember why they did this BUT I think it was because it is cheaper doing it this way than them accepting in their local currency as I think it had more fees this way. USD -> USD to them seemed to work out cheaper.
Again, cheaper for your supplier means more room for you to negotiate pricing.
An easy way to make more money dropshipping is to cut your expenses.
How to pay your Dropshipping suppliers if you’re not from the USA
Hey, you’re just like me!
It’s harder than if we were from the USA but it’s not too bad.
The same rules apply as above.
Try to push to pay using PayPal and, if they don’t want this (some suppliers are scared of their money being held by PayPal) then continue with AliExpress until you can look at using Transferwise.
If your supplier is happy with PayPal, then you’re good to go.
Here’s another reason why I like paying my suppliers with PayPal. See the next section below.
Why I like paying my Chinese dropshipping suppliers using PayPal
On my stores I set up Stripe and PayPal to accept payments from my customers.
In my dropshipping stores, right now with international traffic, I am seeing 50% of my customers pay using PayPal.
And working with 70% margins, that means my Cost of Goods is 30% of my gross revenue.
To put it in laymen’s terms…
Say I am doing $1000 a day in gross revenue with my store.
$500 is paid by my customers using PayPal (again, using the numbers I am getting from my stores – 50% of customers pay using PayPal).
And 30% of this $1000 gross revenue for the day is owed in Cost of Goods to my supplier.
So that means I get $1000 for the day, $500 is in PayPal, and I owe my suppliers $300.
That means I have enough in PayPal to cover my Cost of Goods for the day.
And my PayPal wallet can hold multiple currencies, as can yours!
So in my PayPal I have taken USD payments from my customers and my supplier can invoice my inside PayPal in USD to there is no currency conversion fee when I pay the suppliers PayPal invoice AND the supplier instantly gets paid.
Yep! PayPal ain’t all that paid, especially if you keep paying your invoices on time. It helps you get money out of PayPal so you’re not stuck with PayPal holding all your money like they are known to do and you’re paying your suppliers – all at once.
How and when to pay your suppliers using WorldFirst
If you’re not from the USA, and you’re accepting USD payments on your store, then you’ll know that you’re getting [email protected]! by currency conversion fees and how annoying that is.
1-2% might not sound like much, but when your store is doing $100,000 in revenue a month, thats $1000-$2000 dollars in currency fees. AND, if you’re working at a net profit of 20% when all is said and done, that’s the difference between $20,000 profit and $22,000 profit a month. It adds up!
So, we always want to reduce fees and WorldFirst helps us do JUST THAT!
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What WorldFirst does is it creates a VIRTUAL US BANK ACCOUNT for you, so you get an Account number and a routing number for a US Bank account.
You then go to something like www.myusacorporation.com and register for a US LLC which is a legal US entity.
You then head over to Stripe and create a new Stripe account using your US LLC details and your Virtual US Bank Account details from WorldFirst and you’re good to go!
You can now receive USD into your stripe and pay into your WorldFirst US Bank Account without any currency conversion fees (your paying from Stripe USD to a bank account in USD = no conversion).
From WorldFirst, you then pay into your domestic bank account. In my case, I would pay from Stripe (USD) -> WorldFirst (USD) -> My Australian bank account (AUD).
The reason we do this? Because the fees of WorldFirst converting USD to your local bank account currency are BETTER than the rates stripe would charge.
And as you’ve seen above, these small fees add up massively at scale!
Then, once WorldFirst has paid into your domestic bank account, you’d use TransferWise to pay from your domestic bank account into your suppliers bank accounts.
Step 8: Setting up our Orders ready to sync into our AfterShip account
In my Orders Master Google Sheet template I mentioned you could download on this page (click here to download this template) you will notice there is a tab on the right that says AFTERSHIP.
AfterShip is the software that handles sending our Tracking Numbers to our customers automatically, and then sends our customers updates when their tracking number updates it’s status (more on this in a second).
Firstly, I just want to show you what this tab is doing.
If you click on the cell B2 you will see the following formula.
Again, don’t stress. When you download the Orders Master Google Sheet template on this page, it will come with this formula.
What this formula is doing is pulling certain columns of data from specific tabs in our Orders Master Google Sheet.
In the example above, it is pulling data from the JULY tab and the MANUAL tab and outputting it in the AFTERSHIP tab, as shown below.
Now, DO NOT rename the column headings in the AFTERSHIP as the AfterShip software specifically looks for these column headings.
And my function in B2 is pulling the data needed for these specific headings. Pretty cool, right? Basically, you don’t need to make any changes.
BUT YOU MUST CHANGE THIS!
I am pulling JULY data but you need to change this to match the TAB that you’re wanting to pull data from.
This formula is CASE-SENSITIVE, so if you’re in OCTOBER and your tab is called OCTOBER, ensure you write OCTOBER in capitals in the forumula when you replace JULY in the template.
The fields we are pulling match the columns
We have title and order_id which are just the order ID from our software. So this is the order number inside CommerceHQ or Shopify. If you’re using ClickFunnels I use the PURCHASE ID value as this is unique. You want this to be unique.
The rest are self-explanatory:
Person’s name so we can use their name in the emails we send them with tracking number updates so it seems more personal.
Email address so we can actually send our customers the tracking number update emails.
SMS (optional, but inside AfterShip you can send SMS reminds – I am yet to play with this but I will do so when I can).
Tracking Number – obvious.
This formula is only getting orders from the TAB that have Tracking Numbers and Email addresses
This is important to state. We don’t want any orders to be pulled into the AFTERSHIP tab that don’t have TRACKING NUMBERS (because they obviously aren’t ready to email to our customers) or email addresses (we can’t send tracking numbers if there is no email address).
Just thought I’d point that out.
Let me explain what the MANUAL tab is and what the orders in the MANUAL TAB are
So, as you saw in the previous steps of this blog post, we exported all the orders in our software for specific days.
We didn’t filter out any orders that are meant to be fulfilled through CSV vs any orders that need to be placed with other suppliers that aren’t using CSV order fulfillment for dropshipping.
That’s what the MANUAL tab is for in my Orders Master Google Sheet template that you can download on this page.
More often that not, you will have a supplier for your main products and you’re sending them CSV files (like TONY and SALLY in this example here) but you also have other products on your website that people are purchasing here-and-there but not enough to fulfill using CSV, so you’re still ordering these through AliExpress (ideally, you should be using a software like Dropified to do this so you can one-click auto-fulfill orders in AliExpress).
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Once you export the orders to CSV and put them into your Orders Master Google Sheet, move the orders that aren’t going to be fulfilled using CSV into the MANUAL TAB, then proceed to handle the CSV orders as you’ve learnt to do in this blog post up until now.
With the orders I copy into the MANUAL tab, I need to process these..manually… that’s what I call it.
So, I go to the Dropified software, and click and place the order in AliExpress, and then I copy that AliExpress order ID and paste it into a column I create just for orders in the MANUAL TAB.
I call this AE Order ID (for AliExpress Order ID) as you can see below. NOTE: You get your AliExpress order ID after you pay for your order in AliExpress. It’s on the thank you / order receipt page and looks like the below.
So yeah, just paste them into the appropriate cells.
Then, once the supplier inside AliExpress fulfills your order, they upload a tracking number to that order in AliExpress and you will receive an email to your inbox saying your order has shipped.
Open up the email from AliExpress and click the link in the email to go to AliExpress. Then copy the Tracking Number from that page you land on in AliExpress and paste it into the Tracking Number column in the MANUAL tab for that order.
Guess what? Now that order has an email address AND a tracking number, so it gets pulled into the AFTERSHIP tab ready to send the tracking number to our customers for that order.
Why do I use Aftership to send tracking numbers for orders placed in AliExpress and not just let Dropified / CommerceHQ / Shopify send the tracking numbers for me?
Because these softwares like CommerceHQ and Shopify only send ONE email to your customers.
If we sync our tracking numbers into AliExpress, our customers will receive MULTIPLE emails during the tracking phaze of their product being sent to their door.
More communication with our customers = less chance of them missing our tracking number email and thus less chance of them thinking we’re a scam and disputing the charge.
Step 9: How to actually send our customers’ their Tracking Numbers using AfterShip
In your ORDERS MASTER Google Sheet go to FILE > Publish on the web, as shown below.
Then, ensure you select ONLY PUBLISH THE AFTERSHIP TAB and make sure you select to publish it as Comma-separated values (.CSV)
Click the green Publish button.
And you will be shown the URL that your AFTERSHIP data is now published to the web as a CSV.
Copy the URL you get and then we’ll head on over to the AfterShip website by going to www.aftership.com or clicking here.
Create an Account on the AfterShip website and once you’re logged in you’ll see the AfterShip dashboard for your account. Set up the billing information etc – we won’t cover that here in this blog post. It’s quite straightforward.
Here is what the AfterShip dashboard looks like at the time of writing this blog post on fulfilling orders using CSV.
On the left click on the arrow to the right of the Apps menu item and that should open up a New Tab which should look like the below.
Click on the CSV Auto Fetch app.
On the settings page I like to leave it for Midnight as the Daily Import Time. Next, paste in the URL you got from Google Sheets when you published to web as a CSV file.
No need for a username or password – just click the button that says Connect.
And now your AFTERSHIP tab from your ORDERS MASTER Google Sheet is linked to your AfterShip account, as shown below.
Now, every night at MIDNIGHT, AfterShip is going to pull your order data from the AFTERSHIP Tab in your Orders Master CSV…automatically!
Then, once the data is inside AfterShip, AfterShip then AUTOMATICALLY emails your customers with their tracking number!
I love automation!
Again, any time we get Tracking Numbers back from our suppliers, we move from from the DAILY tab (i.e. 05-TONY) into the monthly tab (i.e. SEPTEMBER) and, as long as our formula on our AFTERSHIP tab is set to pull data from the current month in the formula, orders will automatically show in the AFTERSHIP tab once they have tracking numbers, and then at midnight they will be fetched into AfterShip and AfterShip will automatically email our customers their tracking numbers.
And when a tracking number updates its status, AfterShip knows this and emails our customers automatically with the update.
Here are the emails that AfterShip sends your customers.
- Info Received (the intial email the customer gets with their tracking number)
- In Transit (when it’s getting close to them)
- Out for Delivery (when the order will be delivered that day they get an email say it should be delivered today)
- Delivered (customers get an email when the order is marked as delivered by the driver)
- Exception (when there is an error delivering)
You can also customize the templates used for each of these emails. In your AfterShip dashboard, go to SETTINGS > Notifications and you will see the screen in the image above.
If you click Edit Template for each, you can customize the email. Here is an example as shown below.
You can learn everything covered in this blog post and A LOT more in our 100K Case Study online course
Did you know? We have an online course called our 100K Case Study and in there we have 150 videos which shows you everything from finding a product, to running your facebook ads, how to do customer service, how to do order fulfillment like this blog post explains AND MORE. More details below.
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