Customer Notification | Triggers

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.

Add a Customer Notification Trigger

Customer Notification via SMS

To Add a New SMS Customer Notification Trigger:
1.      Click Settings.
2.      Click Triggers.

add customer notif trigger - 1

3.      Click Add New Trigger.

add customer notif trigger - 2

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.

add customer notif trigger - 3

5.      Click Add.

add customer notif trigger - 4

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.

add customer notif trigger - 5

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.

edit customer notif - 1

2.      Make the necessary changes.
3.      Click Save.

edit customer notif - 2

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.

delete customer notif - 1

2.      Click Confirm.

delete customer notif - 2

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.

arrange order of customer notif - list 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:


    • Related Articles

    • How do I connect the job's status updates in my Fleet account to my connected third-party app?

      HTTP Post Trigger This module is a guide on how to connect your job's status updates from your Fleet PH Web Account to your connected Third-Party App. Add an HTTP Post Trigger To Add a New HTTP Post Trigger: 1. Click Settings. 2. Click Triggers. 3. ...

    • How do I change the email that will send order updates to my customers?

      App Settings: Sender Email This module is a guide on how Fleet PH Web Users can set an Email Address to be used when sending their Customer Email Notifications. Change Sender Email To Change the Sender Email: 1. Click Settings. 2. Click App Settings. ...

    • How do I view or clear my notifications?

      Notifications This module is a guide on how Fleet PH Web Users can view and clear the notifications received in their Fleet Web account. Viewing Notifications To View the Notifications: 1. Click the Bell icon on the sidebar. 2. The "Notifications" ...

    • How do I add keys so I can send SMS messages to my customers?

      App Settings: SMS API Key & Secret Key This module is a guide where Fleet PH Web Users can enter the API Key and Secret Key to allow their SMS notifications. The keys will be provided by the Fleet PH Admin once the SMS Notifications feature is ...

    • How do I customize my Fleet Web profile?

      App Settings This module is a guide for App Settings where Fleet PH Users can customize their web profile. They can customize the following: a. Profile Logo b. The Color Theme of the Tracking URL c. Image Resolution for PODs to save data usage d. ...