Notifications and Notification Templates

1. Overview of Notifications:

• Notifications are tied to notification templates, which are connected to an account.
• When an order is created, the selected notification template is copied to the order.
• Notifications are sent based on changes in the order's status.

2. Notification Details:

Language, Email, and Phone Settings:

• Language: Each internal user, account user, and contact has a language field (defaulted to English but can be updated). This determines the language for email and SMS notifications.
• Phone Number: SMS notifications are sent using the phone number in the format +19999999999.
• Email Address: Email notifications are sent based on the provided email address.

Pickup and Delivery Contacts:

• The language, phone number, and email address fields are also available for pickup and delivery contacts when orders are created or edited.

3. Managing Notification Templates:

Creating or Editing Templates:

1. Go to the Accounts section and select Notifications.
2. To edit an existing template, click its name. To create a new one, click New Template.
3. Select a company.
4. Fill in or edit the template name.

Sections in a Template:

You can configure notifications for the following order events:

• Order creation
• Driver arrival at pickup or delivery
• Package pickup or delivery
• Order cancellation, hold, or release

Check the boxes to send notifications via SMS or Email for each status update.

Adding Recipients:

• Click Add Recipient to include additional people in the notifications.
• Enter their name, email, phone number, language, and notification preferences.

Saving Changes:

• Click Save after setting up the template.

4. Linking a Template to an Account:

1. Open the desired account and edit the Order Options.
2. Select the appropriate Notification Template and save.

----------

----------

5. Notifications During Order Creation:

• When an order is created, the associated notification template is applied.
• Notifications are sent to the order's contacts and any additional recipients set in the template

6. Resending Time-Based Notifications:

Time-based notifications can now be resent for specific scenarios, like when an order is placed on hold and then released.

Setting Up Resend Options:

1. Go to Accounts > Notifications.
2. Open the desired notification template.
3. Scroll to the Time-Based Event section and enable Resend for relevant events (e.g., ETA, Pickup, or Delivery).
4. Save your change

Note: Avoid setting resend options for past time windows to prevent errors.