Set up email integration

Ascend allows you to send email messages without configuring separate email client software. Integrated email can be configured to send from: 
  • A single system-wide email address
  • Separate email address for specific workstations
Sherpa tip: Emails are sent from retailer@ascendrms.com with the Reply To address configured below.

Configure email for the entire system

Your location defaults are used in a few key places on Ascend. Use these instructions to access them:

1. From the Ascend desktop, select View  > Locations. Or select the Database Explorer icon > Locations
2.  A list of locations displays in the right pane. Highlight the required location.
3. Click the Edit icon to open the Edit Location window.
4. Enter the email address for the store in the eMail field
5. Click Save


Configure emails for an individual workstation(s)


1. From the Ascend desktop, click Options.
2. The Options window opens. Click Services on the left. 
3. In the Workstation Email Address field, enter the email address for the workstation.



4. Click Apply or OK.   

Configure an email signature


The workstation(s) default email address must be specified before an email signature can be configured. Email signatures must be configured separately on each workstation. 

1. From the Ascend desktop, click Options.
2. The Options window opens. Click Services on the left. 
3. Click the Edit icon next to Workstation Email Signature. The Workstation Email Signature window opens. 



4. Create your system email signature. Enter and format text, insert a store logo or other images, and add hyperlinks, if needed.


Attachment file size(s) must be less than 1 MB.   

5. Click Save
6. Click OK or Apply in Options to go back to the Ascend desktop. 

Additional resources


Integration

  1. Submit an idea for an improvement to the software
  2. Create an Ascend University account
  3. Process Trek warranties
  4. Display my product availability on TrekBikes.com
  5. Accounting for bikes bought on TrekBikes.com (Click & Collect)
  6. Return an item bought on TrekBikes.com
  7. Use the SmartEtailing Direct Mail Customer Export with Ascend
  8. Sign up for text alerts when there's an Ascend service issue
  9. Set up Gift Cards in my shop
  10. Send inventory & pricing information to Locally
  11. Set up a Quickbooks file
  12. Import a chart of accounts into Ascend
  13. Assign your Quickbooks accounts in Ascend
  14. Move files from Ascend into Quickbooks
  15. Ascend recommended practices for QuickBooks®
  16. Join the Ascend Customer Network (ACN) on Yammer
  17. Accessing Dexter from Ascend
  18. Set up Ascend to export (upload) products to an ecommerce (SmartEtailing) website
  19. Set up Ascend to import (download) ecommerce (SmartEtailing) sales
  20. Export (upload) product information to an eCommerce (SmartEtailing) website
  21. Process eCommerce (SmartEtailing) sales
  22. Set up email integration
  23. Help a customer apply for a Trek Card in your store
  24. View availability for Trek products using Order Grids
  25. Get started with Listen360 integration
  26. Listen360 Overview with Ascend
  27. Send purchase and registration information to Bike Index
  28. Register Bikes with Trek during transactions
  29. Selling Trek Project One (P1) bikes
  30. Use the Ascend Retailer Portal on ShareFile
  31. Quality Bicycle Products (QBP) integration
  32. Send bike sale information to Project 529 Garage
  33. Send inventory & pricing information to Bike Exchange

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