Notifications
Last updated
Last updated
The notification feature enables merchants to update customers throughout the work order process by sending timely updates via email or SMS.
1. Access the Customers Module from Shopify Admin
Log in to your Shopify store and go to your Shopify Admin Dashboard.
Navigate to Customers module in the left sidebar.
2. Add a Customer
In the upper navigation bar, click the Add customer button.
Fill in your customer information.
Example: Velen Lu
Click Save.
You should now be able to view your customer's information.
3. WorkMate Notification Preference
Scroll down to the WorkMate Notification Preference App block.
Here you can select the customer's notification preference.
You can choose between No preference, Email, or SMS.
Example: SMS
Click Save after selecting your preferred notification type.
4. Sending Notifications through Work Orders
Click on the Work Orders module from the main dashboard or sidebar menu.
On the Work Orders page, click the New Work Order button.
For details on how to create a work order on Admin, click here: Work Orders
Click Save.
You will receive a pop-up message to send a notification to your customer
Click Send.
Once your notification has been successfully sent, you will receive a confirmation message.
5. View your Notification history
From your new work order, click on the Notifications button in the upper navigation bar.
Click on the Notifications button to view your Notification History
Click the Send Notification button to send another notification.
You can choose between two options:
Work Order Created and Status Changed to Ready for Pickup
6. View your entire WorkMate Notifications history
Click on the Notifications module from the main dashboard or sidebar menu.
