Track & Trace: how this screen works
Track & Trace is where you make the shipment experience your own. You design a branded tracking page and the email and SMS updates your shoppers get at each step of the delivery (label created, in transit, delivered and more). Then you choose which design is used for each sales channel and carrier. This guide walks you through every part of the screen.
What you see on this screen
New template (top right): create a new tracking template.
Templates: your template library. This is where you open, create and delete templates.
Assignments: choose which published template each channel and carrier uses.
Stats: opens Tracking Stats, how shoppers use your tracking pages.
A consistent experience, with a reliable fallback (bottom): shows the order QrX uses to pick a design: Carrier override, then Channel default, then the QrX default page. Shoppers always get a working tracking page, even if you have not set anything up.
Your templates
The Your templates list has one row per template:
Name: the template name and description. Click the name to open the designer.
Status: Published with the live version number (for example v3), or Draft when it was never published. When you have unpublished changes, a second line shows Draft with the draft version.
Assignments: how many channel or carrier assignments use this template.
Updated: when the template last changed.
The pencil opens the template, the bin deletes it.
Use Search loaded templates... to filter the list by name or description. More templates load automatically as you scroll; the count at the bottom shows how many are loaded.
Delete template asks you to confirm. Deleting removes the template and all its channel assignments. Shoppers on those channels then get the next design in the fallback order (in the end the QrX default page). This cannot be undone from the portal.
Create a template
Click New template.
Fill in a Name (required) and, if you like, a Description (optional).
Click Create. QrX copies a complete, editable default design for the tracking page and every update, and opens the designer.
A new template is a draft. Shoppers only see it after you publish it and assign it.
Assign templates to channels and carriers
Open the Assignments tab. You see one card per sales channel. Only published templates can be chosen here; if you have none yet, the tab says No published templates.
Default tracking page for this channel: pick the template every shipment of this channel uses. Inherit / none means no template is set, so shoppers get the QrX default page.
Override per carrier: open it to choose a different template for one carrier, for example a special design for DHL shipments. A carrier left on Inherit / none uses the channel default (shown as Inherits with the template name) or the QrX default page. The number next to the title shows how many overrides are set.
Good to know: a change in these dropdowns is saved right away. There is no separate save button.
Test resolution lets you pick a Channel and a Carrier and shows under Resolves to which template a shopper gets, and why (Carrier override, Channel default or QrX default page).
Design a template
Click a template to open the designer. At the top you see the template name and its status (Published with the version, or Draft). Unsaved changes appears as soon as you edit something. The buttons:
Sent from: choose which sender profile this template sends its emails and SMS through, or Sent by QrX (default). Only shown when your role allows sender profiles and you have created at least one on the Email & SMS sending screen. This choice is saved right away.
Live preview: shows or hides the preview pane.
History: opens the version history of the part you are editing.
Send test: shown on a milestone tab. Sends a test of that update (see below).
Save draft: saves your changes as a draft. Shoppers do not see a draft. You can also press Ctrl+S (Cmd+S on a Mac).
Publish: saves any open changes and makes this version live for every channel and carrier that uses the template.
If QrX finds a problem, a box above the tabs lists it. This draft cannot be published yet means there are errors you must fix first; Warnings are hints that do not block publishing.
Your work is also kept on this device while you edit. If the page closed before you saved, QrX shows Recovered your unsaved changes from this device. Click Discard and use the saved version to throw that copy away.
Tabs: the tracking page, the milestones and components
Tracking page: the branded page shoppers open to follow their parcel.
Label created, In transit, Out for delivery, Delivered, Delivery attempted, Exception, Returned and Delayed: the updates sent at each step. A tab shown in light grey is switched off.
Components: reusable blocks you can drop into any template.
Design or Source
Every editor has two modes. Design is a visual editor: drag blocks from the panel on the right, click an element to change it, and use Insert variable to add live data such as the order number or the parcel status. Source shows the HTML; Format tidies the indentation without changing how it looks. Scripts, forms and iframes are not allowed.
Languages
Default is your main content. Extra languages only change the wording.
Add language: pick a language. QrX translates the Default content for you right away; check it and save.
Click a language pill to edit that language. Leave the page empty for a language to reuse the Default page. Auto-translate from default translates that language again.
Translate to all other languages: after you confirm with Translate all, QrX creates AI drafts for every supported customer language that has no translation yet, also languages you have not added. Existing translations stay as they are. The button is greyed out when nothing is left to translate.
The X on a pill removes the language and all its translated content (you confirm with Remove language). You can add it again later.
Email and SMS updates per milestone
Open a milestone tab, for example In transit:
The switch at the top turns this update on or off. When it is on, QrX sends the notifications below to your customers at that step. Which updates send is set on the Default content, not per language.
Email: the Subject (use the braces button to insert a variable) and the email body.
SMS: the text message, up to 640 characters. Below it you see the number of characters and SMS segments. Special characters (such as emoji or some accents) make each segment shorter. SMS needs Track & Trace SMS (paid) switched on in your channel settings, or your own Bird account in a sender profile. Otherwise the field is locked and a note links to the channel settings.
WhatsApp: coming soon.
Send a test
Click Send test, choose EMAIL or SMS, enter the recipient (a phone number in international format for SMS) and, if you want real order data, a Transaction ID (optional, uses real data). The test sends exactly what you see now, also unsaved changes, through the same channels real customers receive.
Live preview
The Live preview pane shows the tracking page or the update as shoppers see it, a moment after you type. On wide screens it sits next to the editor (drag the handle to make it wider, double-click to reset); on smaller screens it appears below.
EMAIL / SMS: on a milestone tab, switch between the email and the text message.
The phone and screen icon switches between mobile and desktop width. The moon icon shows a dark-mode email preview.
Open in browser tab: saves your draft and opens a full-screen preview in a new tab. The link also works on your phone or tablet for a short time.
Preview with: leave it empty for sample data, or choose Tx (transaction ID), Order (order number) or Track (tracking number) and enter a value to preview with a real shipment.
Version history
History opens a panel with every saved version (draft, published or older). For each version:
Compare: shows that version next to your current work. Switch between Rendered and Source.
Restore this surface: copies only the part you are on (the tracking page or one milestone) back into your draft. Other parts stay as they are. Save or publish to keep it.
Components
Components are reusable blocks, such as a branded footer or a promo banner. Build one once and add it to any template with Insert variable (under My components).
New component: give it a name, design it and click Save. Each component gets its own token, shown next to the name.
My components: click one to edit it. History lists earlier saves; Restore loads one into the editor.
QrX components (read-only): blocks provided by QrX. You can see and use them, not change them.
Delete: removes a component for good. This is blocked while a template still uses it.
Tracking Stats
Click Stats to see how shoppers use your tracking pages. Choose 7 days, 30 days or 90 days. Bots are left out unless you switch on Include bots.
Page views, Shipments viewed, Avg views / shipment and Notifications sent.
Views over time: page views per day. Hover a bar for the exact number.
Top countries, Devices & browsers, Languages and Templates (which design was shown).
Opened from: where shoppers came from, for example an update email, an SMS or the tracking page itself.
QrX app funnel: visits to the QrX app page and clicks to the App Store and Google Play.
Most viewed orders: the orders with the most views. Click Details on a row to see each visit (when, country, device and source).
Tracking Stats is available when your plan includes shipping analytics; otherwise you see an upgrade card. You can open it when your role allows Track & Trace stats or management.
Warehouse steps before the carrier scan
When your orders are picked and packed in a QrX warehouse, the tracking page can show two extra steps before the carrier scans the parcel: "Being picked" and "Packed". You switch this on per sales channel: in the channel editor, on the Settings tab under Tracking, turn on Show warehouse steps on the tracking page. It is off by default and needs branded track and trace on your plan.
The steps only appear on the tracking page and in the Live preview; no email or SMS is sent for them. As soon as the carrier has scanned the parcel, the page shows the carrier's steps as before.
Tips and common questions
My template does not show up in Assignments: only published templates can be assigned. Open the template and click Publish.
"This draft cannot be published yet": fix the listed errors, for example a forbidden tag (scripts, iframes, forms), an inline event handler, a template syntax error or an SMS text over 640 characters.
"Unknown variable ... it will render empty": a warning that a variable name is not known. Use Insert variable to pick a valid one.
"Track & Trace SMS is off": switch on Track & Trace SMS (paid) in your channel settings, or connect your own Bird account on the Email & SMS sending screen.
"Test send failed. Check the content and recipient.": check the email address or phone number and that the content has no errors.
"Could not save. Check the HTML (no scripts, forms or iframes).": a component contains HTML that is not allowed.
The delivery estimate block stays empty: blocks for features that are not live yet stay empty until those features launch.
Need help? Click Chat at the bottom of the Help Center.