2017: Feature Release

By Jack S., Aug 24, 2017

Here are the feature updates for 2017 all in one place.

VIEW full year 2016 Feature Release page to get a feel for our pace and focus.

NEW! Customer Management

  • Track customers and their purchases
  • Identify customers by geography, purchase date, purchase amount, and more
  • Group customers based on criteria that matter
  • Communicate with customers: one-at-a-time or in bulk
  • Set-up is easy!
  • Upload customers added to Customer Management
  • Download customers added to Customer Management
  • Email Campaigns – easily design, target and schedule an email message to specific buyers or prospects
    • Track results (deliveries, bounces, clicks, etc)
  • Campaigns page lists all campaigns and displays a status for each
  • Top-level page for Customer Lists that displays all customer lists
    • Includes number of entries on each list and the date and campaign in which the customer was last used
  • New shipping rule condition to check Customer Status which makes it easy to categorize orders from specific customer segments
  • Customer Management available for Starter plan: $3/month includes 500 email credits
  • Added new templates to the Customer Management gallery. These templates contain ready-to-email content for five themes: Customer Feedback, Flash Sale, Free Shipping, Miss You, and Top Customers
  • Stock images (“Free Shipping!” etc) are now displayed in the Customer Management editor when browsing the image gallery
  • One-click customer list creation from the results of a campaign
  • On the Product Catalog page, a new option to download either all products or just the products that are marked as “active” in the Product Catalog
  • The campaign email templates provided as part of Customer Management are now categorized: Sales & Discounts, Newsletter, Seasonal & Holiday, and Welcome & Follow-ups. Note that a template can be in more than one category. There is a drop-down list at the top of the page – the default is to display the templates from all categories
  • Three additional “Thank You” email templates for Customer Management. In addition, there are additional “Thank You” images in the default image gallery
  • On the Customer Management campaign results page, the label for “Total Recipients Reached” is now a clickable link to the page that displays the Customer List used for the campaign
  • New filter on the list of customers page in Customer Management: Purchased Items. This allows the merchant to filter by product name
  • Three new templates in the  Customer Management template gallery: two for Labor Day and one for the fall season
  • Spooky new Halloween templates for Customer Management email campaigns
  • Automated Email Campaigns in Customer Management. We have added five new campaign templates designed to be used in automated campaigns with no (or minimal) changes. Existing campaigns are now called One-time campaigns and the new automated campaigns use rules to determine the recipients of the email, instead of a list of customers.
  • Added support for editing an automated email campaign that has been Paused
  • Automatically save the selected template for a campaign if navigating away from the page before saving the campaign
  • The results page for an automated email campaign now has a date range selection option so that the results metrics can be limited to a specific time range. The default is the current week’s results for the campaign
  • Added a new condition for automated email campaigns: Purchased Item. It works similarly to the Purchased Item filter on the All Customers page and will allow merchants to target automated email campaigns to buyers who purchased a product whose description contains the specified term (“shirt” or “hat” etc)
  • A new automated email campaign type: product review request. There is a new email template that displays the line items in the order and includes a button next to each line item that the recipient can click to go to the page for that product in order to enter a review. The new automated email template is only displayed if the ShippingEasy account includes one or more stores that support product review requests. Note that this feature initially only supports Shopify orders, but we will be adding more store types soon
  • New condition for automated email campaigns: SKU Tag. This allows the customer more flexibility when setting up an automated campaign – instead of specifying individual SKUs, the tag can be used
  • Added three standard Customer Management automated email campaigns that can be enabled with a single click; they are listed on the Customer Management dashboard page. By default all three are disabled. Each campaign can be enabled via a single click on the campaign’s entry in the list
  • Added two Veterans Day templates to the gallery for email campaigns
  • New condition for use in Customer Management automated email campaigns: Carrier
  • Added an Edit button to the page that displays statistics for an active automated email campaign. Clicking the Edit button pauses the campaign so that editing is allowed
  • Changed the top-level navigation menu entry from “Customers” to “Marketing.” The entries under that menu have also changed: “All Customers” is now “Customer List,” “Customer Lists” has been removed and replaced with “Automated Emails,” and “Campaigns” has been renamed “Newsletters & Promotions”
  • Improved the display of email messages that are shown
  • Changed the wording on the “feedback” single-click automated email campaign from “after shipment” to “after delivery.”
  • Added a status indicator on the campaign settings/results page. The status (Active, Scheduled, Complete, etc.) is shown next to the campaign name
  • Removed the cancel and submit buttons that are displayed when the name of a campaign is edited. Pressing the enter or tab key will save any changes to the campaign name and pressing the escape key will cancel the changes
  • Moved the date filter that is displayed on the results page for an automated email campaign to be next to the edit/pause/duplicate buttons
  • Automated email campaigns now support store variables in the Subject Line, From Display Name, and Reply To Email fields. This makes it easier to create a single automated email campaign that supports different brand names or email addresses, as long as those brand names or email addresses are specified in the store settings. For example, using {{store.name}} in the From Display Name will display the store name. Note that the only variable supported in the Reply To Email field is {{store.email}}
  • Added support for WooCommerce orders to the Customer Management (CM) automated email template for requesting a product review
  • A new filter on the CM Campaigns page: Campaign Type
  • Product Recommendations are available for Customer Management. The recommendations can be displayed on packing slips, shipment notification emails, and automated emails. By default, three recommended products are displayed to the buyer. The products selected for recommendation are taken from a list of globally recommended prioritized products
  • dded a new single-click automated email campaign: Product Review Request. Note that this option is only shown when the ShippingEasy account has at least one active store of the following types: Shopify, WooCommerce, Bigcommerce, Volusion, or eBay
  • Added three New Years eve email templates to the Customer Management collection of holiday templates

Inventory Management

  • Product upload now supports SKU aliases
  • Enhanced bulk import from Shopify (for inventory tracking) to also bring in the image of each SKU from Shopify
  • Two-way sync of inventory levels on Volusion stores added. This increases othe count of stores for which we can do two-way inventory sync to seven: Amazon, eBay, BigCommerce, Shopify, Ecwid, Walmart, and Volusion
  • Import products from Amazon to set up Inventory Management
  • Support for alias SKUs within a store
  • Support for creating a purchase order for multiple products
  • In product history, display the name of the user who uploaded a product CSV in order to change inventory stock levels
  • Product import from eBay
  • New value for each entry in the product catalog: Wholesale Price
  • New optional column when uploading a CSV to the product catalog: Adjust Stock
  • Support for two-way inventory sync on Etsy stores
  • Support for Product import from Etsy stores
  • Added support for Wholesale Price to the product catalog CSV upload process
  • Inventory Management 2-way sync support for Magento Version 2.1 stores
  • Added support for product import in Inventory Management for Magento v2.1.x
  • New help text on the Store tab of an individual product that explains how a link must exist from the product in ShippingEasy to the SKU at the store in order for inventory updates to be sent to the store
  • SKU aliases in the product catalog can be removed from a master SKU and then subsequently added back as regular products
  • For customers using Inventory Management with Etsy, the status of an Etsy product when the inventory of that product falls to zero: the Etsy listing is changed to inactive. If the inventory level subsequently becomes non-zero, the Etsy listing is reactivated
  • Added an “Arrange Columns” link to the product catalog and customer list pages
  • Added an option to the Product SKU filter on the Orders page: “Only Has.” Selecting this option will limit the display to orders that only have the specified SKU(s) and no other SKUs in other line items. By default “Contain” is selected and orders that contain the specified SKU(s) and optionally also contain other SKUs (in other line items of the order) are displayed

Rates

  • USPS implemented rate and service changes on Jan. 22nd
  • UPS implemented rate and service changes on Dec. 26th
  • FedEx implemented rate and service changes on Jan. 2nd

Emails, Packing Slips, Pick Lists

  • New version of the packing slip/email template editor
  • New option to add custom columns to the list of line items on a packing slip
  • New option for the display of list of line items in a packing slip: zebra striping or grid
  • New option to add custom columns to the list of line items on a packing slip
  • New variable in our packing slip template editor: Packaging. This variable displays the name of the packaging used for the shipment
  • New option for displaying additional information about bundled products on a packing slip. New bundle_details feature will display the parent SKU in bold, indent the bundle SKUs beneath it, and includes the warehouse location for each bundled SKU
  • New variable for packing slip: name_and_product_options. Variable displays each product option on a separate line
  • New packing slip variable: total_expanded_quantity. This is for those who use bundles and want to display the quantity of the component SKUs within each bundle on their packing slip
  • Pick Lists for one or more orders can be exported to a CSV format from the Orders page. Check the box next to each order, then select Export Pick list CSV from the Pick & Pack button’s menu
  • The export of a pick list as a CSV file has been changed to export all orders, not just the selected orders. This means that customers who want to use this feature to create a CSV with more than 200 orders can now do so – just filter the Orders page to the orders for the pick list and then select “Export Pick List CSV – All Orders” from the Pick & Pack drop down

Orders

  • New filter: Product Tags
  • Shipments that are created using Buy & Print from the Orders page will now be assigned a “batch” identifier
  • Combine all orders with duplicate recipients using a single keystroke. Instead of having to select specific orders and then combine just those orders (and then repeat that process over and over for all orders that have duplicate recipients), this new feature dramatically streamlines the process by automatically identifying all orders that have duplicate recipients and combining them accordingly. Note that orders cannot be combined across stores
  • Added support for eBay orders to our new optional column on the Orders page: Ship By Date
  • CSV files that are uploaded to ShippingEasy (orders, customers, products) are now displayed as clickable links so that if necessary, the file can be downloaded from ShippingEasy
  • Orders page and Shipment History page filters are now persisted. Once a filter has been set on the Orders or Shipment History pages, navigation away from the page will not reset the filter.
  • Filters that are set on the Orders page are now saved per-session, instead of per-browser
  • In the popup window that is displayed when clicking an order number on the Shipment History page, there is a new link in the upper-right hand corner: View Order. Clicking the link displays the global search result page for that order
  • Display additional information in ShippingEasy reports for drop shipped orders: shipped from name/address, recipient name/address, and tracking number (if available)
  • Support in our shipping application for Fulfilment by Amazon (FBA). A new option on the Amazon store settings page will enable the display of FBA shipments on the Shipment History page. A new “Fulfilled By” filter is available on Shipment History to make it easy to see these shipments. Note that FBA shipments do count against the per plan-type maximum number of shipments
  • Added a Sales Channel filter to the Orders page.  This filter allows customers with order aggregate stores to easily filter orders by the underlying sales channel and is only be available to customers with one or more of the following store types:  Solid Commerce, Channel Advisor or Stitch Labs

Integrations

  • New Ecwid Integration. For more information click here or here
  • Support for Etsy SKUs. Note that if SKUs can not be seen in ShippingEasy, follow these instructions to resolve
  • Modified Magento 2.x support that sets status of an order to “complete” in Magento when all line items have been shipped
  • A new store type: GeekSeller. Note that GeekSeller provides the support and documentation for this integration
  • A new store type: FarApp for NetSuite. Note that FarApp provides the support and documentation for this integration
  • Modified the information sent to Solid Commerce for shipment notification to exclude the warehouse ID on each line item for which Solid Commerce provided both an exchange and listing ID
  • Support for Amazon Custom. When a merchant uses Amazon Custom to offer personalization options to the buyer (engraving, monogramming, etc), Amazon records the buyer’s selections and makes the information available with the order. ShippingEasy will add that customization data to the product options, so if the “display product options” box is checked in the ShippingEasy store settings, then the Amazon Custom data will be displayed on the orders page, pick list, and packing slips.
  • New WooCommerce store integration that offers inventory management for the first time and removes the need for a ShippingEasy plugin, while continuing to support our standard shipping workflows and the specific features that are important to merchants
  • Removed the QuickBooks add on as an option for all customers who do not currently have ShippingEasy’s QuickBooks add on. Customers who are currently using ShippingEasy’s integration for either QuickBooks Desktop or QuickBooks Online will see no change. Our intent is to continue supporting existing customers who are using our QuickBooks integrations, but all new customers should instead use Webgility’s integration with ShippingEasy if they want to send order/shipment data from ShippingEasy to QuickBooks
  • Version 4.1.0 of ShippingEasy’s WooCommerce plugin is now available
  • Product import for Bigcommerce. This feature is available if the customer has either Inventory Management (IM) or Customer Management. Note, IM is still required for stock levels to be imported into ShippingEasy
  • Added support for additional shipping carriers to our Walmart integration
  • Added support for customer notes (i.e buyer comments) in our REST WooCommerce integration

New Features

  • A new filter on the Orders page: Product Tags
  • New optional column in our shipping reports: Return
  • Added support for removing a variant SKU from a product catalog entry
  • The Chat icon that is used to launch a chat session with ShippingEasy support now indicates when chat support is online.  When support is online, this icon will be blue, and will launch a chat session to the ShippingEasy support team when clicked.  When chat support is offline, the chat icon will be gray and will indicate when chat support will be back online if you click the gray icon or hover over it with your mouse
  • At the top of every page, next to the link for Postage and Carriers, there is now a printer icon displayed if ConnectEasy is in use. The printer icon is green if all configured ConnectEasy client programs are available and is red if none of the configured ConnectEasy client programs are available. If some ConnectEasy client programs are available and others are not, the icon is yellow
    • Note that just because the ConnectEasy client program is running, that doesn’t guarantee that the printer is turned on and working – this new icon only indicates the status of the ConnectEasy program itself. Also note that the red/yellow/green status is per user

Automation

  • New shipping rule action: Split All Line Items
  • Purchase and Print Label (aka “InstantLabel”) is a new option for shipping rules. The label will immediately print if a rate quote is available for that order
  • Buy and print both a shipping label and the corresponding packing slip with one click! The feature is available for both Buy & Print on the Orders page and on Ready to Ship. With Buy & Print there is a new option – checking the box adds the printing of the packing slips. Note that ShippingEasy “remembers” that you checked the box and will default the option to checked in the future. Note that for the new feature to work on Ready to Ship, the Print Now button must be enabled and it is only enabled when ConnectEasy is in use.
  • The Printer Configuration settings page (Settings > Printer Configuration) contains a new column titled “ConnectEasy Status” that provides a real-time ConnectEasy status for all configured printers. Please note that just because the ConnectEasy client program is running, that doesn’t guarantee that the printer is turned on and working – this new icon only indicates the status of the ConnectEasy program
  • New shortcut for cloning an existing shipping rule: next to the existing pencil icon, there is a new icon that when clicked creates a new shipping rule that has the same conditions and actions as the original shipping rule
  • A new option on the International Settings page that allows use of the discounted price of an item as the declared value on the customs form of international shipments. Note that feature is only supported for Shopify currently.

Shipments

  • Updated USPS tracking on Shipment History
    • The “delivery column” can now be sorted
    • Hovering the mouse on a delivery icon (the clock, etc) will now provide additional information
    • New filter on Shipment History: Delivery Status – limits the display to shipments that have a specific delivery status
  • Display count of shipments at the bottom of the USPS SCAN form page
  • Improved support for invalid addresses that are marked as “use anyway.” These are now displayed with a yellow triangle and there is a new entry on the Orders page Address Type filter to make “Invalid Accepted Addresses” easy to find
  • Logos on shipping labels! Paid plans now have the option to display a logo on all USPS domestic shipping labels. Please note that USPS is the only supported carrier at this time and logos are only displayed on 4×6 domestic shipment labels –  there is no support for logos on USPS international labels. The logo for the label is specified on a per-store basis, similar to the existing feature for selecting a logo for packing slips/notification emails
  • New optional column on the Shipment History page: “Fulfilled By.” It is not shown by default
  • Delivery notifications for USPS shipments. On a per-store basis merchants can now choose to have an email sent to the buyer and blind copy themselves when the tracking status of a USPS shipment changes to delivered. There is a new default email template for delivery notification. And in Customer Management, “delivered” has been added as a condition for sending an email in an automated campaign
  • On both the Shipment History and global search result pages, added the ability to create a duplicate or return label for a shipment that was marked as shipped
  • Added support for the following countries when using Global Post Standard: Austria, China, Greece, Norway, Poland and Russia
  • Saved Views for filter selections on the Orders and Shipment History pages
  • Added support for USPS electronic delivery confirmation indicator and tracking numbers for USPS First Class Package International Service and USPS Priority Mail International service to these countries: Cyprus, Greece, Japan, and Russia

Reporting

  • A new international version of the Shipment Margin report
  • A new option in the domestic Shipment Margin report to display the values for each county within a selected state
  • New optional column in shipping reports: Return. If selected, the Return column indicates if a shipment was a prepaid return label or not
  • New optional columns in the Complete Shipping Report: Destination Postal Code, Destination Address Line 1, Destination Address Line 2, Destination Phone

Tools

  • New entry under Settings > Account Settings: Event History – Type in an order or batch number and see the printing events that occurred for that order or batch
  • Support for sub accounts
  • Product page has new “suppliers” filter
  • All customers who complete the new signup process will have only one Endicia account created for all USPS postage purchases

Printing

  • Support for display of Item SKU or Item Name on Fedex (int’l and domestic) and UPS (domestic only) labels. Display of shipment’s order number in the reference field on FedEx labels is also available.
  • New version of ConnectEasy for both Windows and Mac: v4.14.0.
  • New label layout option for international shipments: peel-off 4×6 label on an 8×11 page where the bottom half of the page displays the packing slip
  • Enhanced ConnectEasy experience by preventing printing on Ready to Print and Shipment History pages if the ConnectEasy client connection is not working
  • When the ConnectEasy printer status icon is red or yellow, clicking the icon opens a new browser tab to display a Knowledge Base article with tips on ConnectEasy troubleshooting
  • A new version of ConnectEasy (v4.17.1) is available.  This version is required for Mac users who plan to upgrade to Apple’s upcoming OS X High Sierra release

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Jack S.

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