CRM - Automation

 Go to CRM > CRM Settings

Choose the default target language for your messages, enable <Import Message Auto-translation>

Click <Confirm>

Go to CRM > Message Automation > Message Assign-to-staff

Or you can also go to Customer Management Icon > Message Assignment Maintenance

Click <Add + >

Fill in details and save

Operation instructions:

1. On/Off: Blue is On, grey is Off. When creating the new rule, the switch default value is "Off", the user should turn on manually.
2. Rule Name: The user can customize the rule name
3. Criteria: The user can specify the conditions of the rule execution, so that the execution of the rule will be triggered only when certain conditions are met .
   eg: When the <Sales Channel> of the received platform message is <Match> with account name <HC>, the system performs the operation
4. Action: The user can specify the action content of rule execution
   eg： When receiving a platform message that complies with the rules, the message is < Assign the following staff sub-accounts as the person in charge of processing messages >
5. Assign to Staff: Click to choose the staff sub-account to be added. It can add more than one person.
6. Select staff sub-account: Click to choose the staff sub-account . You can click it again to cancel the choice

Go to CRM > Message Automation > Messages Automation Rule

Or you can also go to  Customer Management Icon > Auto Reply Maintenance

Click <Add + >

Operation Instructions:

1. On/Off: Blue is On, grey is Off. When creating the new rule, the switch default value is "Off", the user should turn on manually.
2. Rule Name: The user can customize the rule name
3. Criteria： The user can specify the conditions of the rule execution, so that the execution of the rule will be triggered only when certain conditions are met .
   eg: When the <Receive Date> of receiving platform message is <After> the date <2020-7-20>, and the message <eBay ID> is <match> with account name<PM>, the system performs the operation
4. Action: The user can specify the action content of rule execution
   eg： When receiving a platform message that complies with the rules, the system uses the content in the input box below to reply automatically.
5. Reply Content: The text used for auto-reply
6. Add a Template Tag: The user can quote their store name, buyer's eBay account name, order ID or other information. The quoted content will appear as a three-layer curly bracket format.
7. Load from Customer Message Template： Click to select the pre-saved template in <Message Template Setting>. You can modify it after the selection.
8. Save: Click it to save the rule

For refund requests raised by CRM staff, when a supervisor(CRM admin) approves in Refund Management, SoldEazy will process the refund via PayPal/eBay API in the backend, and release the payment to your buyer, so that you don't have to log in to PayPal/eBay to manually refund.