How To Auto-Forward Tracking and Shipping Emails

Order.co has developed AI powered tools that capture tracking and shipment information from inbound emails. This information is then matched to orders in our database and immediately uploaded to the order details page, with an average time to upload being ten seconds or less. This powerful tool allows Order.co to pass information from vendors to our users from any email we receive.

Why set up an auto-forward to Order.co for tracking and shipping emails?

If Order.co is utilizing your business login for order fulfillment with a vendor, order confirmations and tracking updates will be sent directly to the email address registered on the linked account. This is most likely an inbox at your company.

This means Order.co is unable to track orders fulfilled through your business account, unless that information is shared with us. You can take advantage of our powerful AI tools by setting up an email forwarding rule so that update emails from your vendors flow seamlessly into your account.

How do I set up an email auto-forward?

Take a moment to create auto-forwarding rules within your email account—whether you use Gmail, Outlook, or something else—so that vendor emails containing tracking information are sent to Order.co.  We'll then include that tracking info on the relevant order details page under My Orders.

Note: You will need to contact your Implementation Consultant or [e-mail], to finish setting up forwarding for the first time. 

Gmail

Add the Forwarding Address

To get started, you will need to set up [e-mail] as a forwarding address. This will allow you to choose this inbox as a recipient in the next step. 

1. In the top right, click Settings See all settings.
2. Click the Forwarding and POP/IMAP tab.
3. In the "Forwarding" section, click Add a forwarding address.
4. Enter the email address you want to forward messages to. In this case [e-mail]
5. Click Next Proceed OK.
6. A verification message will be sent to [e-mail].
7. The Order.co Support team will send the required verification code to your inbox
8. Once you have the code, go back to the Settings page for the Gmail account you want to forward messages from.
9. Click the Forwarding and POP/IMAP tab.
10. Add the code to the [e-mail] inbox field to verify. (see below)
11. Do Not choose this inbox as the forwarding address on this page. You will use this forwarding address in the next step.
12. At the bottom of the page, click Save Changes.

Create the Filter and Forwarding Rule

To ensure you only forward in the appropriate emails, you must create a Filter. Then set it to forward results to [e-mail]. 

1. Open your inbox
2. In the search box at the top, click Show search options .
3. Enter your search criteria. If you want to check that your search worked correctly, see what emails show up by clicking Search.
   • For best results, identify if the vendor uses a standardized subject line, or email address when sending tracking. Use this in the filter criteria
4. At the bottom of the search window, click Create filter.
5. Choose what you’d like the filter to do.
   • Choose Forward To. Then pick [e-mail] from the drop down.
   • You may also choose to mark the email as read or archive it.
6. Click Create filter. This will save the forwarding rule.
7. To edit the rule, open the Gmail Settings, then the Filters tab. There you can edit or remove forwarding rules as needed.

Outlook

1. Start by adding [e-mail] to your contacts in Outlook.
2. Open your Mail view and find a tracking email from your vendor.
3. In the ribbon bar, click "Rules," and then click "Create Rule" in the drop-down menu.
4. Click Advanced Options
5. Pick conditions for forwarding
   • It is recommended to pick the "From Vendor Email Address" condition
6. Click Next
7. Click the checkbox for "forward it to people or public group." In the Step 2 field at the bottom, click "people or public group" and choose [e-mail] from your Outlook contacts.
8. Click Next
9. To finish the rule, give it a name and then click "Finish."

If there are other email providers you need guidance in setting up, please contact your Customer Success Manager or [e-mail].