Notifications
The notification feature enables merchants to update customers throughout the work order, or special order process by sending timely updates via email or SMS.
1. Access the Customers Module on Shopify Admin
Log in to your Shopify store and go to your Shopify Admin Dashboard.
Navigate to the 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. Create Notification Messages
Access the Settings module.
To create a Work Order Notification, access the Work orders section.
Click the New Notification button.
Firstly, select the Notification Type. You can configure between On create or On status change.
In the SMS and Email section, enter in your notification messages and a subject for the email.
Example:
After entering your details, click Save.
Then, save the settings page by clicking Save again.
To create Special order notifications, repeat the same process, but access the Special orders section instead.
5. Sending Notifications
Work Order Notifications
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
After saving your work order, you will receive a pop-up message to send a notification to your customer.
Select a notification option.
You'll be prompted to choose between an email or SMS notification.
Example: Email
Click Send notification.
Once your notification has been successfully sent, you will receive a confirmation message.
Tip: You can also send notifications when there is no status change. Simply click the Notifications button in the top right-hand corner to manually send a notification.
Clicking this button will open up your notification history for that particular work order. To send another notification, click the Send notification button.
Special Order Notifications
To send notifications for Special orders, access the Special orders module instead and repeat the same process.
6. View your Order's Notification History
From your work order or special order, click on the Notifications button in the upper right-hand corner.
After clicking the Notifications button, you'll be able to view the notification history of that particular order.
Example: WO-#170 notifications
Additionally, you can click the Send Notification button to send another notification.
7. View your Entire WorkMate Notifications History
Click on the Notifications module from the sidebar menu.
In this module, you'll be able to view your entire notification history and see details such as your usage, the notification type, recipient, message, status, and sent date.
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