Message Feature Overview
In this article
Find your messages
YoPrint keeps customer and vendor messages with the orders they belong to. Use them to ask about an order, send an update, or share a file without switching to your email app.
YoPrint sends emails directly to your customer's or vendor's email inbox. When the recipient replies to that email, YoPrint brings the reply back into the order's conversation thread.
The Messages page brings messages from sales orders, quotes, and purchase orders into one list.
-
Open Sales in the top navigation bar.
Opening from the dashboard
You can also click Messages under the Sales card on your main dashboard.
-
Choose Messages.
The table displays your messages with columns for Order #, Message, Delivery, Date, Cust./Vendor, and Action. If you have not sent or received any messages yet, the table is empty.
-
Click More actions in the Action column beside the message you want to open.
-
Choose View Message.
The conversation opens in a drawer on the right. You can read earlier messages, check attachments, and send a reply.
Open the order
To open the related order from the list, click More actions and choose View Sales Order or View Purchase Order. When you open an order from the message drawer, close each drawer to return to the list.
Send a customer or vendor message
Messages in YoPrint always belong to an order. You cannot compose a new message directly from the Messages list page. Start from a saved sales order, quote, or purchase order, so the conversation stays with that order.
You can start a message from any saved order, including drafts and published orders:
- For a sales order, open Sales > Sales Orders.
- For a quote, open Sales > Quotes.
- For a purchase order, open Stock Control > Purchase Orders.
On the opened order, use the messaging button in the header:
- For a customer, click Customer Message (envelope icon) in the header of the sales order or quote. Follow Send messages through a sales order or quote.
- For a vendor, click Message (speech bubble icon) in the header of the purchase order. Follow Send messages through a purchase order.
Both message windows let you choose recipients, write a message, and attach files.
If YoPrint says email is restricted during your trial, click Help in the top navigation bar to contact customer support and enable email for your account.
Reuse a message template
Message templates hold wording you use repeatedly, such as an order update or a request for details. Templates are available for sales orders, quotes, and purchase orders.
You create and manage templates under Settings > Templates. The Message Template control is in the message window. See Create and use a message template to set up a template and use it in a message.
Track follow-up and delivery
A message status helps your team track what needs attention. A delivery status tells you what happened to the message on its way to the recipient.
The Delivery column on the Messages page shows the delivery progress of each email, such as Sending... or Delivered. See Message delivery status to understand delivery results and troubleshoot a failed message.
Message statuses help your team manage internal order workflows, such as waiting on customer feedback or artwork approval. Message statuses are optional and configured in your shop settings. See Manage customer message statuses to set up and assign message statuses.