These are a few sample automation rules created by our previous community forum moderator, as well as a few that other users responded with. You might find them useful. Feel free to add your rules in the comments so other users may benefit from your experience!
1. Change my e-mail templates to be grammatically & quantity correct: A lot of my orders are single quantity, so I want to reflect that in the words I use to thank them for their order & let them know that it's on its way. So, I made 2 e-mail templates: one for single-quantity and one for orders w/ more than 1 thing in it, and set rules accordingly.
2. Pretty much all of my orders are the same weight: 2 ounces. I have product types set up to make sure that my customs forms are all accurate, but as long as an order has 5 or fewer items in it, it weighs 2 ounces. So, I have that set up as an automation rule. Anything with a quantity over 5, though, gets bumped up to 3 ounces in another rule.
3. The last set of rules I have is about handling shipping upgrades. I sell on Etsy, and while they've added the ability for customers to choose to upgrade their shipping during checkout, they haven't added it to the API, so ShipStation doesn't know about it. Since I offer a flat rate for all my shipping (when everything's so light and nearly the same weight, that's easy to do), I set up rules to handle whenever certain "Shipping amounts" come in to apply the right service to the outgoing package. (And yes, I also divvy these up by quantity because I'm a stickler for saying singular vs. plural nouns.)
"I use a rule to tag products with licensed artwork, with the Artist's name so that at the end of the month, I can run an easy report to see all shipped products for that one Artist and can easily calculate royalty fees. The filter just has a list of SKUs - if that artist has any new products, I simply add the SKU to the list."
"I've got a bunch of products that will ship via Priority Mail Flat Rate, so the defaults are set on those products. However, for some of them, I can actually benefit by shipping them in a Regional Rate box and save some money while giving them the same shipping service, so I look for orders zones <= 5, for example, and change the package type to a Regional Rate box."
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