New Send types + user management and roles

Our latest release adds four default Send types to simplify getting started with your order imports. Each send type streamlines a common use case with the most commonly used settings for order generation, payment collection, inventory handling, etc. If you're on Pro plan or above, you'll also be able to add you own custom configurations and enable/disable any of the default send types.

In upcoming releases, we'll be enabling additional settings for send types, related to draft orders and invoicing, making Send Types even more powerful.

This release also allows you to assign specific users to handle individual inquiries or Sends. Any of your app users who use the app will automatically be added to the list. On a Growth plan or above, you can also assign roles to your users. Staff users won't be able to change settings while processing sends. Managers can change settings on individual sends, as well as adding staff. Admins can do anything.

Also related to Send Settings, you can now customize the "Order Name" field of individual orders generated by the app to make it obvious in your Orders page which ones were generated by Send To Many. For instance, you can name all your Send To Many orders with a pattern like this: "STM-100-10-Jose-Ramirez".

• In Send Type Settings, set the Custom Order Name for all generated orders using static values like the prefix STM- and variables, entered with {curly braces}. Available variables include:

  • {send_id}: the unique sequential id of the Send in your Send To Many account

  • {order_name}: when a draft invoice is paid before orders are generated, you can use the Order Name of the order. Note: this will return the draft order name if there is not a paid order for the draft and the send_id if there is no draft order for the send

  • {row_index}: the sequential number of a recipient as imported from the upload file

  • {send_name}: the full name given to the send when creating it

  • {first_name} and {last_name}: the name of the RECIPIENT for each order. Adding this to the order name makes it easier to find orders by recipient name in Shopify search.

Additional tweaks and fixes:

• when matching uploaded products, we now match to any exact matches. If the upload file contains "Reject All Cookies" and your site includes "Reject All Cookies" and "Reject All Cookies Deluxe Set", we will match to the first option as an exact match

• added settings for:

  • requiring a shipping rate be selected on all orders before the Send can be generated. Does not apply when the Send is set to use Free or Fixed rates, as those are automatically applied.

  • added a setting to save all the recipient addresses to the customer's account in Shopify. (Shopify actually does this by default when we generate orders. If you don't choose to save them, we will delete the extra addresses after generating orders. Note that we always restore the customer's initial default shipping address after generating orders.)

• custom webhook added to pass the form payload to a customer's back end tools