Introduction

This article explains how to create a custom email that is sent based on a specific trigger in TRAEDE. The example used here is sending a commercial invoice to a warehouse whenever a shipment is fulfilled and the order is going outside the EU.

Video guide

Step 1: Add a new custom email

1. Go to Email settings

2. Click Add custom

3. Choose the trigger:
   Shipment is fulfilled with freight

4. Give the email a name, e.g.:
   Commercial invoice for warehouse

Once added, the email will show up in the list and will be marked as custom.

Step 2: Set rules for when the email should send

Rules define when this custom email will be sent.

⚠️ These are technical and should only be used if you’re confident. If not, contact TRAEDE Support for help.

Example rule:

• [{"not":false,"filters":[{"key":"region","value":["europe","abroad"],"operator":"in"}]}]

This rule ensures the email is only sent when the order is shipping outside the EU.

Step 3: Set up subject line and recipient

1. Subject line
   Use a variable such as:

   Shipment invoice - {{ shipment.shipment_number }}

   This will automatically insert the shipment number into the email subject.
   
   

2. Recipient
   Add a specific email address. Example:

   warehouse@warehouse.com

    

Step 4: Add attachments

You can attach documents to the email, such as:

• Commercial invoice

• (Optional) Use Attachment filters to include specific documents based on shipment details.

In this case, since the email is only sent for shipments outside the EU, the commercial invoice should always be attached.

Step 5: Activate the email

Don’t forget to activate the email after setting it up:

1. Toggle the Active switch

2. Click Save

Now, this email will send automatically to your warehouse when a shipment is fulfilled and is going out of the EU.

✅ You’ve now successfully set up a custom email for commercial invoices based on shipment region.

In the next guide, we’ll show how to customize emails for specific customers or customer groups. Stay tuned!