How to setup customer notifications
Customer Notification Trigger
Overview
Learn how to setup CUSTOMER NOTIFICATIONS sent to your customers via Text
Message or Email, thru Deliveries PH.
A PDF version of this guide is available below.
Setup Trigger
1. Click Settings.
2. Click Triggers.
Note: The My Posts tab is the default
tab upon opening the Triggers page.
3. Click Add New Trigger.
4. Choose the Trigger Type and Trigger Title.
Note: Customer Notification Trigger is the default trigger.
Definitions:
a.) Trigger Type - The notification type—either Customer Notification Trigger or
HTTP Post.
b.) Trigger Title - Any title you want to name the trigger. It will appear in the
Title column upon creation.
5. Choose a Notify Upon status.
Definition:
a.) Notify Upon - Statuses refer to the post status on when will the trigger be
sent to the customer.
6. Choose Notify By (SMS or Email).
7. Enter or choose a tag.
Note: Tags are connected to tags of posts. Chosen tag/s
means the trigger will only apply to particular posts with those
tag/s.
Example: Tag “FOODS” is chosen and an SMS notification will
be sent. Posts with only “FOODS” as their tag will be affected by the SMS notification.
8. Choose a Field and Token.
Definitions:
a.) Field - Refers to post’s details.
b.) Token - Corresponding label/code of the chosen Field. This can be copy-pasted to the Message section later. Corresponding post detail of
the customer’s order will be generated based on the Token you pasted.
9. Activate or disable the PSGC Address Format (toggle).
Definition:
a.) PSGC Address Format - Turns the Address format to PSGC Address
formatting.
(Ex. Standard - Imus City, PSGC Format - City of Imus)
10. Enter the contact detail/s (SMS or Email).
Note: Contact detail depends on the Notify By chosen.
> For SMS: Enter the Contact Number.
> For Email: Enter the To, or CC and BCC Emails, and Email Subject.
11. Craft the trigger message.
12. Click Add.
Edit Trigger
1. Click Settings.
2. Click Triggers.
3. Choose an EXISTING Customer Notification
Trigger (Trigger Type column > Notification).
4. Click the Edit button (Action column).
5. Update necessary details.
6. Click Save.
Delete Trigger
1. Click Settings.
2. Click Triggers.
3. Choose an EXISTING Customer Notification Trigger (Trigger Type column > Notification).
4. Click the Edit button (Action column).
5. Click Confirm.
Activate/Disable Trigger
1. Click Settings.
2. Click Triggers.
3. Locate the Active column.
4. Turn on or off the toggle. ON - Activate the Trigger, OFF - Disable the Trigger
Arrange Trigger List Order
Section Note: This part only applies if triggers with the SAME Notify Upon status are created.
1. In the Triggers (My Posts) page, locate the
List column (beside the Active column).
2. Drag and move the List button to the desired location.
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