Automations in eHub Ship streamline your workflow by automatically applying actions to orders that meet specific criteria. This saves time, reduces manual tasks, and ensures consistent processing.
In this guide, we’ll walk you through how to:
- Set up automations from your settings
- Apply custom filters
- Assign actions
- Test your automations to make sure they’re working as expected
You can view a few examples of automations here.
How to Set Up Automation
- Navigate to Automation Settings
- From the eHub Ship dashboard, click Settings in the left-hand menu.
- Under Account, click Automations.
- Alternatively, you can create an advanced search using the search bar on any orders page and save it as an automation.
- Create a New Automation
- Click the + New Automation button or the blue plus sign in the top right corner
3. Define Automation Criteria
- Select filters to specify which orders the automation will apply to.
- You can apply multiple filters depending on your requirements.
- Use the drop-down menu next to each filter to choose options like:
- is
- contains
- is not
- does not contain
- begins with
- ends with
- quantity between
- At the top left, choose whether all or any of the search conditions must be true for the rule to apply.
- Click Continue to move to the next step.
4. Assign Actions to the Automation
- Choose the actions you’d like to trigger when the criteria are met. You can assign multiple actions.
- To apply the new automation immediately to existing orders, check “Apply actions to X matching orders.”
- Click Save to finish.
- Your automation is now active! Going forward, any order that meets your defined criteria will have the selected actions automatically applied.
Example 1: Assigning a Package Type to Small T-Shirt Orders
You want orders that contain only T-Shirts (1-2 items total) to automatically be assigned to a Large Envelope:
This prevents unnecessary box use, which can increase wasted space and shipping costs.
- Click + New Search Filter
- Select: Item > is > enter T-Shirt
- Click + New Search Filter again
- Select: Total Items > between > 1 to 2
- Click Continue
- Click + New Action
- Select: Assign Package Type
- In the next dropdown that appears below, choose Large Envelope
- Click Save.
Example 2: Assigning Rate Shop Rules for Expedited Shipping Requests
You want to automatically assign a specific expedited shipping service, like Next Day Air, to any order marked Expedited Shipping at checkout.
This helps your team prioritize and process time-sensitive shipments right away.
- Click + New Search Filter, then:
- Select: Requested Shipping
- In the dropdown that appears, choose contains or is
- In the input box, type expedited
- Click Continue to move to the action assignment screen
- Assign an Action
- Click + New Action
- Select Assign Rate Shop Rules
- In the next dropdown, choose Next Day Air (or your preferred service)
- Click Save
Testing Your Automations
After setting up an automation, test it to ensure it performs correctly:
- Go to the Automations page
- Click Run All Automations
- This applies all active automations to current orders so you can verify the results
Managing and Adjusting Automations
- Deactivating Automations:
- Go to the Automations page
- Hover over the one you want to disable
- Click the Deactivate button
- Redorder Automation Order:
- Order matters– automations are applied in sequence.
- On the Automations page, drag and drop to adjust the sequence.
By setting up and testing automations in eHub Ship, you can simplify operations, reduce manual work, and keep your shipping process running smoothly.
If you have any questions or need further assistance, our team is happy to help. Please reach out to us at support@ehub.com and we’ll be glad to assist you.