{"id":69380,"date":"2026-06-05T01:30:26","date_gmt":"2026-06-05T05:30:26","guid":{"rendered":"https:\/\/chitchats.com\/blog\/?p=69380"},"modified":"2026-06-05T01:30:27","modified_gmt":"2026-06-05T05:30:27","slug":"our-new-pilot-feature-preset-automation","status":"publish","type":"post","link":"https:\/\/chitchats.com\/blog\/our-new-pilot-feature-preset-automation","title":{"rendered":"Our New Pilot Feature: Preset Automation"},"content":{"rendered":"\n<section class=\"wp-block-cgb-block-hero-banner alignfull section\" style=\"background-color:#2b5bae;color:#ffffff\"><div class=\"container\"><div class=\"row\"><div class=\"col-md-6 d-flex flex-column justify-content-center\"><h1 class=\"h-banner__title hero-header\">Our New Pilot Feature: Preset Automation<\/h1><div class=\"h-banner__text hero-sub-text\"><p>Are you an avid preset user and tired of applying each preset manually to every shipment? Try out our new feature, Preset Automation. <\/p><\/div><\/div><div class=\"col-md-6\"><img decoding=\"async\" class=\"h-banner__image\" src=\"https:\/\/chitchats.com\/blog\/wp-content\/uploads\/2025\/05\/online-sellers-banner-1-3.jpg\" alt=\"\" aria-hidden=\"true\"\/><\/div><\/div><\/div><\/section>\n\n\n\n<p class=\"wp-block-paragraph\">Preset Automation is our new, simple way to streamline your workflow by automatically applying your presets based on rules you define.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This feature is our latest pilot release, allowing you to automatically apply item presets and shipment presets to imported shipments. It is especially useful if you regularly adjust shipment weights, dimensions, or other shipment details during the import process from a connected online store.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We welcome your feedback as we continue to improve the experience. If you have concerns or suggestions, please submit them using our <a href=\"https:\/\/docs.google.com\/forms\/d\/e\/1FAIpQLScqXAhjyyzONaQE83vF3AzTBSu9caHjrsjXNV6Pw8cm4oJh9w\/viewform\">feedback form<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What you need to know<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before creating a Preset Automation rule, you must first create either an Item Preset or a Shipment Preset. For instructions on how to create presets, as well as the difference between Item and Shipment presets, please refer to our article <a href=\"https:\/\/support.chitchats.com\/en\/support\/solutions\/articles\/47000427148-how-do-i-use-presets-\">here<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"731\" src=\"https:\/\/chitchats.com\/blog\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-04-143346-1024x731.png\" alt=\"\" class=\"wp-image-69387\" srcset=\"https:\/\/chitchats.com\/blog\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-04-143346-1024x731.png 1024w, https:\/\/chitchats.com\/blog\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-04-143346-300x214.png 300w, https:\/\/chitchats.com\/blog\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-04-143346-768x548.png 768w, https:\/\/chitchats.com\/blog\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-04-143346.png 1138w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To set up an automation rule, you will need to provide the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A name for the automation rule<\/li>\n\n\n\n<li>The preset you would like to apply (if you have multiple)<\/li>\n\n\n\n<li>The conditions that must be met for the preset to be applied automatically<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How It Works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once your automation rule has been created, the selected preset will be automatically applied to future imports whenever the conditions you defined are met.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This helps you standardize shipment information and reduces the need for manual updates after importing shipments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For more information, please visit our <a href=\"https:\/\/support.chitchats.com\/en\/support\/solutions\/articles\/47001300535-what-is-preset-automation-and-how-does-it-work-\">support article<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Preset Automation is our new, simple way to streamline your workflow by automatically applying your presets based on rules you define. This feature is our&#8230;<\/p>\n","protected":false},"author":33,"featured_media":67250,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"single-hero.php","format":"standard","meta":{"footnotes":""},"categories":[1,5159],"tags":[],"class_list":["post-69380","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chit-chats-blog","category-news-announcements"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Our New Pilot Feature: Preset Automation | Chit Chats<\/title>\n<meta name=\"description\" content=\"Are you an avid preset user and tired of applying each preset manually to every shipment? 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