How to send automated SMS notifications upon order shipment

Below is a detailed description of how to configure and customize SMS delivery notifications:

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1. Adding the "Delivery Details" instruction to the workflow

1. Go to Settings → Workflow: In this section, edit the desired workflow.

2. Locate the "Predefined Instructions" column

   • On the right side, you will see the list of available predefined instructions.
   • Find the instruction "Delivery Details" (which will allow the completion of the address, AWB details, delivery method, payment, etc.).

3. Drag the instruction into the desired stage

   • Choose the workflow stage where you want the notification to be generated for the customer (SMS and/or email).
   • For example, in the final stage, you can add "Delivery Details" so the system sends an SMS with the shipping information.

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2. Enabling "SMS Notification" for customers

1. Access the customer list

   • By going to Customers, select the customer for whom you want to enable SMS notifications.

2. Edit the customer

   • In the customer details, at the bottom (or in the "Details" section), you will find the "SMS Notification" option.
   • Ensure the toggler (switch) is active (it appears as an ON/OFF button).

3. Enter the correct phone number

   • SMS notifications will be sent to the number specified in the "Mobile Phone" field.

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3. Customizing the SMS template

1. Go to Settings → Templates → SMS

2. Edit the template: "order_finalized"

3. Enter the text and use variables

   • On the left side, a list of "Variable Fields" appears (e.g.: {order_number}, {order_date}, {courier}, {awb}, {company_name}, etc.).
   • By clicking on the variable name, it will be automatically inserted into the text as {variable}.
   • When sending the SMS, the platform automatically replaces these fields with the corresponding data from the system (order number, order date, AWB, etc.).

4. Save and confirm

   • After adjusting the text and inserting the necessary variables, click on "Save".
   • This will update the template so that the SMS contains the desired wording and data.

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Simple example of an SMS template

Your order no. {order_number} from {order_date} is ready for delivery and will be sent via {courier}, with AWB {awb}. {ramburs}
The {company_name} team

• order_number is replaced by the actual order number,
• order_date with the order date,
• courier with the courier's name,
• awb with the AWB number,
• ramburs displays the cash-on-delivery amount (if applicable),
• company_name displays your company name, according to the data entered in the platform.