How do I setup trigger notifications sent to my customers?

Customer Notification Trigger

This module is a guide on how to setup the customer notifications regarding the delivery status, either through SMS or Email.

Module Note: You can now download an offline version (no images) for this article. Just click the PDF file below to download.

Add a Customer Notification Trigger

Customer Notification via SMS

To Add a New SMS Customer Notification Trigger:

1.      Click Settings.

2.      Click Triggers.

3.      Click Add New Trigger.

4.      Fill-out the necessary fields:

            a. Trigger Type - "Customer Notification Triger" is the Default Trigger Type.

            b. Trigger Title

            c. Notify Upon - Choose the job status when the notification will be sent to your customer.

            d. Notify By (SMS or Email) - SMS is the default notification method.

Note: The customer notification trigger setup formats for SMS and Email will differ.

            e. Tags - Choose a tag or add a new tag. The notification will be sent to jobs under a specific trigger tag.

            f. Field and Token - Choose a job detail under the Field dropdown to appear in the notification message. 

Note: Its corresponding Token will appear in the Token field.

            g. Message - The notification's message body.

5.      Click Add.

Customer Notification via Email

To Add a New Email Customer Notification Trigger:

6.      After the Field and Token section, fill-out the necessary information before the Message section (TO, CC, and BCC).

7.      Type a Subject for the Email notification.

8.      Type the Message body.

9.      Click Add.

Update a Customer Notification Trigger

To Edit an Existing Customer Notification Trigger:

1.      Click the Pencil icon under the Action column of the Customer Notification Trigger.

2.      Make the necessary changes.

3.      Click Save.

Remove a Customer Notification Trigger

To Delete an Existing Customer Notification Trigger:

1.      Click the Trash icon under the Action column of the Customer Notification Trigger.

2.      Click Confirm.

Activate/Deactivate a Customer Notification Trigger

To Activate/Deactivate an Existing Customer Notification Trigger:

Click the Toggle button under the Active column of the Customer Notification Trigger to be Activated/Deactivated.

Arrange the Trigger Order

To Arrange the Order of your Existing Customer Notification Triggers:

Clicking and dragging the List button located beside the Toggle button.

Note: Triggers only with the SAME Notify Upon statuses can only be rearranged. The Rearrange button will only be useful if there are 2 or more Triggers with the same Notify Upon statuses.

For more information, click here to view our Customer Notification Trigger Video Manual, or play the video below:

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