Integrations

Send email from your own business address

Until you connect your own email service, transactional emails go out through the system default and bulk email is unavailable — no announcements, no customer invitations. Settings → Email Settings. Admin only. Pick a provider Email Service Provider * offers three: - MailerSend (easiest to set up) — step-by-step guides, a free tier, and one API token to paste in. - SMTP (Gmail, Microsoft 365, SendGrid and others) — presets are provided for Gmail, Google Workspace, Microsoft 365, SendGrid, Brevo, Postmark, Resend, turboSMTP and Mailgun, plus Other / custom SMTP server. - Amazon SES (lowest cost, more technical). The screen's own advice: MailerSend is the easiest, Amazon SES is the cheapest at any volume, and Gmail, Google Workspace and Microsoft 365 are "fine for low-volume order emails, but their daily and per-minute sending caps make them unsuitable for announcements and bulk invitations." Fill in the credentials The credential fields relabel themselves for the provider you picked. Choosing SMTP adds an Email Provider Preset dropdown and then SMTP Host *, SMTP Port * and Encryption *. Choosing Amazon SES adds AWS Region * and asks for your IAM access key ID and secret access key — note SES SMTP credentials are not interchangeable with those. Then, for every provider: - From Email Address * — "This email must be verified with your email service provider." - From Name * — the display name customers see. - Reply-To Email (Optional) Select Save Configuration. Email Settings for a store with no email service yet: MailerSend chosen, its sign-up link, the API Key / Token box, From Email Address, From Name filled in as Cafe Demo, Reply-To Email (Optional), then Save Configuration Activate it — this step is the one people miss Saving is not enough. Sending stays off until the settings are proved: 1. Select Send Test Email. 2. Once the test succeeds, an Activate Service button appears. Select it. The Configuration Status box below the form shows Provider, Verified, Active and Last Modified. You want Verified: Yes and Active: Yes. If you have saved settings but never tested them, the Dashboard setup checklist says so: Finish setting up your email service — "Your settings are saved but not switched on yet. Send a test email to activate them." To stop using the service, Deactivate Service. What this unlocks - Email as an announcement channel — see Send an announcement to your customers. - Customer invitations from Add Customer and the customer import. - Order emails sent from your address rather than ours. - Email order notifications — see Get an email or SMS on every order. Your obligations You are the sender. You are responsible for who receives your marketing email. Your business name, contact details and an unsubscribe link are added to every marketing email automatically, and every unsubscribe is recorded and acted on. Section 14 of the merchant terms sets out the rest.

Connect your own SMS provider

Settings → SMS Settings. Admin only. You connect your own account with MessageMedia, SMS Broadcast, SMSGlobal or Mobile Message, and your provider bills you directly. Push notifications remain the primary channel for order updates and are unaffected by this. Set it up 1. Choose your SMS Provider *. 2. Gateway Name * — a short label to identify it, up to 20 characters. 3. Enter the credentials. The two boxes relabel themselves for the provider: - SMS Broadcast — Username and Password - MessageMedia — API Key and API Secret - SMSGlobal — REST API Key and REST API Secret, from MXT → Integrations → REST API. They are not your MXT login. - Mobile Message — API Username and API Password, from Settings → API. Keep them in that order: the API Username goes in the top box. 4. Select Save Configuration. SMS Settings for a store with no provider yet: MessageMedia chosen, Gateway Name Cafe Demo, the API Key and API Secret boxes, Sender Name and Sender Number left blank, and "Both optional. Leave them blank and your messages send from a shared number customers can reply to", then Save Configuration The secret is stored encrypted. When editing an existing gateway, leave the secret box blank to keep the current one. Leave Sender Name blank Sender Name and Sender Number are both optional, and the recommended setup is to leave both empty: Both optional. Leave them blank and your messages send from a shared number customers can reply to — the simplest setup, and promotional SMS works. A Sender Name puts your business name in place of a number, up to 11 characters — but customers cannot reply to a name, so setting one turns promotional SMS off. Customers must be able to reply STOP. If you have your own dedicated number, put it in Sender Number. Note that a Sender Name overrides a Sender Number, so setting both means the number is never used. Mobile Message: leave both blank and saving fills in your account's shared number for you. A Sender Name has to be an active Sender ID on your Mobile Message account, registered with ACMA. A Sender Number has to be typed exactly as it appears there. Mobile Message rejects one it doesn't have. Activate it Saving is not enough. While a saved gateway is off you see: Inactive: Configuration exists but is not active. Activate it (after an optional test) to start using your gateway. Select Send Test SMS if you want to check it, then Activate. A live gateway shows Active: Your SMS provider is active and used for your store's SMS. Deactivate turns it off again. SMS failover Once a gateway is active, a checkbox appears: Use SMS when a push notification can't be delivered — "When a customer's order-status push reaches no device, send them an SMS instead." It stays disabled until the gateway is activated. Configuration Status The box at the bottom is the quickest diagnosis: - Active: Yes / No - Can send promotional SMS: Yes / No. A No names the reason — "clear the Sender Name to enable" or "activate this gateway first". - SMS failover: On / Off Below it, SMS Statistics (Last 30 Days) shows SMS sent and Billable. Cost and compliance Your business name, contact details and a "Reply STOP" line are added to every promotional SMS because the law requires them, and that text counts towards the message length — so a message may use more than one SMS unit. The preview on the Announcements page shows exactly what will be sent and what it will cost. Section 14 of the merchant terms sets out your obligations as the sender.

Sync your menu from Kounta, Square, Vend or Tyro Connect

This is for a third-party point-of-sale system that holds your menu. mypreorder's own POS needs no sync: it sells from your Menu Builder menu, the same one your customers order from. Settings → POS Integration. Admin only, and the POS Integration module has to be enabled for your store. Run a sync The sync button at the top right is named for your point-of-sale system: - Sync with Kounta Now - Sync with Square Now - Sync with Vend Now - Sync with Tyro Connect POS Integration at a Square store: Sync with Square Now at the top right, the Square POS heading and its note, then the connected Square row, Active Select it and wait. Both Kounta and Square carry the same warning: "Depending on the number of products you have, this process can take several minutes to complete." The button changes to Syncing (patience)... while it runs. What comes across Kounta imports your products and optionsets as menu items and modifiers. Square imports catalog items, categories and modifier lists the same way. POS Integration at a Kounta store: Sync with Kounta Now, and "Sync with Kounta to import your products and optionsets into menu items and modifiers" After a sync Your point-of-sale system is the master of the menu. In Menu Builder you may deactivate items, change their order and edit their settings. The New Menu Item, New Menu Group and New Modifier buttons are hidden on Kounta, Square, Vend and Tyro Connect stores, because a product created here does not exist in your point-of-sale system and would be wiped by the next sync. See Menu changes are not reaching your customers. Square: items sold out at the register Square has two controls that both get called "out of stock": - Track Inventory keeps a stock count. Items with a count come across with Sync stock levels from Square. - Mark as sold out is the switch on the item in Square Point of Sale or the Square Dashboard. It needs no stock count. To have the second one take items off your online menu too, select Edit on your Square row, tick Mark items sold out online when they're sold out in Square, and save. Both options show only when your store has stock control. If you don't see them, contact us to turn it on. - An item staff mark sold out in Square shows as out of stock online within a few minutes, and customers can't order it. - It comes back when Square makes it available again. Square Point of Sale brings a sold-out item back at the end of your business day unless staff choose Reset availability for another time, and mypreorder follows the same time. - Square keeps sold out per location, so marking an item at one location doesn't take it off your other stores. - Untick the box to stop. Items mypreorder took off your online menu go back on within a couple of minutes. If you change an item's status in Menu Builder while Square has it sold out, your change stays until the item is next marked sold out or available in Square. The list of connected systems Each connected point-of-sale system is a row showing POS, Location, Priority and Status, with Edit and arrows to move it up or down. Some rows have one more button: - Test, on Square and Uniwell, checks the connection and prints the result underneath. - Tyro Menu, on Tyro Connect, opens that location's menu in Tyro Connect's own portal, where its menu is edited. POS Integration at a Tyro Connect store: Sync with Tyro Connect, and the Tyro Connect row with Edit, Tyro Menu and the arrows. The location is hidden Uniwell: orders go to your registers Uniwell has no menu sync: the menu customers order from stays your Menu Builder menu. The tab lists the Uniwell registers that online orders are sent to. New POS adds another. Priority is the order they're tried in, lowest number first. An order goes to the first register. If that one doesn't take it, for any reason, the order goes to the next. Only Active registers are tried. Use the arrows to change the order, and Test to check a register's connection. If no register takes an order, mypreorder tries again every few minutes until the order is due. To send it straight away, use Send Order to POS (below). POS Integration at a Uniwell store: New POS at the top right, and two Uniwell registers, Active, at priority 0 and 1, each with Edit, Test and the arrows Reset Menu — read this before you touch it The Reset Menu button at the bottom of the POS Integration tab is destructive, and the screen says so: DANGER AREA. This action will reset (delete) your current menu, removing all existing menu groups, menu items and modifiers. By resetting your current menu some historic data will no longer be available to some reports and exports. This action cannot be undone. Consider printing or exporting any historic data prior to resetting your menu. Reset Menu: the DANGER AREA box, the red Reset Menu button, and "This action will completely reset your current menu and cannot be undone" Use it only when support asks you to. Export first. Sending a single order again If one order failed to reach your point-of-sale system, you do not need a sync. Open Orders, select More on that order, then Send Order to POS. An order's More menu on the Orders screen: Send Order to POS at the top, then Toggle VIP Tag, Customer No Show and Cancel Order & Refund

Connect Mailchimp to your customer list

The Mailchimp integration copies your customers' email addresses into one of your Mailchimp audiences, so you can send campaigns from Mailchimp using your own templates. Settings → Mailchimp Integration. Admin only, and the Mailchimp module has to be enabled for your store — otherwise the tab reads "The Mailchimp module is not enabled on your account." Get the two values from Mailchimp The screen tells you exactly where each lives: - API Key* — "In Mailchimp: Account & Billing > Extras > API keys > Create A Key" - Audience ID* — "In Mailchimp: Audience > All Contacts > Settings > Audience name and defaults > Audience ID" Connect 1. Paste both values in. 2. Select Save Changes. 3. Select Sync Now. A successful sync reports how many went across — "N customer email addresses syncronised". If it fails you get Unable to connect to Mailchimp - check your API Key and List ID. That message covers three cases: a wrong key, a wrong Audience ID, and an audience your key has no access to. Re-copy both from Mailchimp rather than guessing which. It also runs by itself You do not have to press Sync Now to keep the list fed. Once the credentials are saved, a nightly job syncs every store that has them, so customers who order tomorrow are picked up automatically. Use Sync Now when you want the list current immediately, or to check the connection after changing a key. Which customers are sent Not all of them. A customer is sent only if all of these are true: - Their account is active, or they are a guest. - They have not opted out of marketing email. - They have not turned off marketing for your store specifically. - They have placed at least one order at your store, dated 2019 or later. - They have not already been sent across on a previous sync. Customers using an Apple private relay address (@privaterelay.appleid.com) are always skipped — mail to those addresses would not reach a real inbox you own. So a low number after a sync is usually correct, not a failure. The commonest reasons are that most of your customers were already exported by an earlier run, or that they have never ordered from you. The important limitation — unsubscribes do not flow back out Each customer is exported once. After that, the sync never revisits them. That means a customer who unsubscribes from your offers after being exported stays in your Mailchimp audience. mypreorder's unsubscribe page, our opt-out records and the STOP handling on SMS have no reach inside Mailchimp. Once a list is in Mailchimp, honouring unsubscribes on it is yours to do, in Mailchimp. Mailchimp records its own unsubscribes when someone uses the link in your campaign, so keep sending through Mailchimp's own unsubscribe footer and never re-import a cleaned list over the top of it. Mailchimp or Customer Announcements? Both send marketing email, and they are not the same thing: - Customer Announcements sends from within the portal, respects every opt-out we hold, adds the legally required sender details and unsubscribe link for you, and can combine push, SMS and email in one send. See Send an announcement to your customers. - Mailchimp gives you Mailchimp's designer, automations and reporting, at the cost of owning the compliance yourself. Section 14 of the merchant terms applies either way — you are the sender.

Connect MailerLite to your customer list

The MailerLite integration copies your customers' email addresses into one of your MailerLite groups, so you can send campaigns from MailerLite using your own templates. Settings → MailerLite Integration. Admin only, and the MailerLite module has to be enabled for your store — otherwise the tab reads "The MailerLite module is not enabled on your account." Connect 1. Enter your API Key* and the Group ID* of the group you want customers added to. Both come from your MailerLite account. 2. Select Save Changes. 3. Select Sync Now. A successful sync reports how many went across — "N customer email addresses syncronised". If it fails you get Unable to connect to MailerLite - check your API Key and Group ID. That one message covers a wrong key, a wrong Group ID, and a group the key cannot reach — re-copy both rather than guessing which. Point it at a group, not your whole subscriber base, so you can tell imported customers apart from people who signed up some other way. It also runs by itself Once the credentials are saved, a nightly job syncs every store that has them, so customers who order tomorrow are added automatically. Use Sync Now when you want the group current immediately, or to check the connection after changing a key. Which customers are sent Not all of them. A customer is sent only if all of these are true: - Their account is active, or they are a guest. - They have not opted out of marketing email. - They have not turned off marketing for your store specifically. - They have placed at least one order at your store, dated 2019 or later. - They have not already been sent across on a previous sync. Customers using an Apple private relay address (@privaterelay.appleid.com) are always skipped — mail to those addresses would not reach a real inbox you own. A low number after a sync is therefore usually correct rather than a failure: most commonly, everyone eligible was already exported by an earlier run. The important limitation — unsubscribes do not flow back out Each customer is exported once, and the sync never revisits them. A customer who unsubscribes from your offers after being exported stays in your MailerLite group. mypreorder's unsubscribe page, our opt-out records and the STOP handling on SMS have no reach inside MailerLite. Once a list is in MailerLite, honouring unsubscribes on it is yours to do, in MailerLite. Keep sending through MailerLite's own unsubscribe footer so it records those opt-outs, and never re-import a cleaned list over the top of it. MailerLite here versus MailerLite as your sending provider These are two different things, and it is easy to confuse them: - This page hands your customer list to MailerLite so you can build campaigns there. - Settings → Email Settings uses a provider to send the mail that mypreorder itself generates — order emails, customer invitations and Customer Announcements. MailerSend is the provider we recommend there. See Send email from your own business address. You can use both, one, or neither. Section 14 of the merchant terms applies whichever you choose — you are the sender.