> For the complete documentation index, see [llms.txt](https://workmate.gitbook.io/workmate-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://workmate.gitbook.io/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/notifications.md).

# Notifications

<mark style="color:blue;">The notification feature enables merchants to update customers throughout the work order, or special order process by sending timely updates via email or SMS.</mark>&#x20;

**1. Access the Customers Module on Shopify Admin**&#x20;

* Log in to your Shopify store and go to your Shopify Admin Dashboard.
* Navigate to the **Customers** module in the left sidebar.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FABBZ5sS8ENH8MXODDZCr%2Fimage.png?alt=media&amp;token=2864a82e-3fe7-43ba-afa8-ed0c5fba5233" alt="" width="230"><figcaption></figcaption></figure>

**2. Add a Customer**

* In the upper navigation bar, click the **Add customer** button.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F7e7vt2pzt0xNNqHoqJr3%2Fimage.png?alt=media&amp;token=956d6dba-42b5-4174-ad6d-9f2c8a21a101" alt=""><figcaption></figcaption></figure>

* Fill in your customer information.

<mark style="color:green;">Example: Velen Lu</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FzIyRWPtFaMcbnQ0uLluI%2Fimage.png?alt=media&amp;token=051b435b-bb32-4868-9076-81acdcd4d986" alt="" width="469"><figcaption></figcaption></figure>

* Click **Save.**
* You should now be able to view your customer's information.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FhdCOA5yy3w4Yqj3qAEJW%2Fimage.png?alt=media&amp;token=ce6e820b-d61c-4973-920b-cbec604409f2" alt="" width="375"><figcaption></figcaption></figure>

**3. WorkMate Notification Preference**

* Scroll down to the **WorkMate Notification Preference** App block.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FCaw3OJvu6VrxxOBjge4N%2Fimage.png?alt=media&amp;token=b7be327c-0d01-421f-b010-0e6a17050e8f" alt=""><figcaption></figcaption></figure>

* Here, you can select the customer's notification preference.
* You can choose between **No preference**, **Email**, or **SMS**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FGDW0uo9IvMicTi6SQKUr%2Fimage.png?alt=media&amp;token=7ea67cfc-a931-4bb4-9259-97ec994feb8c" alt=""><figcaption></figcaption></figure>

<mark style="color:green;">Example: SMS</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FtknI9HeFrii7rMe58gCn%2Fimage.png?alt=media&amp;token=a3abf3e4-995d-465a-bb2b-09443319a348" alt=""><figcaption></figcaption></figure>

* Click **Save** after selecting your preferred notification type.&#x20;

**4. Create Notification Messages**

* Access the **Settings** module.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FoUT55uhdQ9HWg0bLWLIh%2Fimage.png?alt=media&amp;token=8ff57e4f-f3d1-4722-8e63-15e823044b62" alt="" width="236"><figcaption></figcaption></figure>

* To create a **Work Order Notification**, access the **Work orders** section.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FQF4qYgdctGGvuo3qZ5pa%2Fimage.png?alt=media&amp;token=fa9f6300-a681-4fe3-ab6f-d44af5a0aaf9" alt="" width="563"><figcaption></figcaption></figure>

* Click the **New Notification** button.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FDLk5DtypWGwe6m2OySj9%2Fimage.png?alt=media&amp;token=e463b90e-43c9-4bd0-89a7-c794cac30577" alt=""><figcaption></figcaption></figure>

* Firstly, select the **Notification Type**. You can configure between **On create** or **On status change.**

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FXqL261xLF9UwLFscSOT3%2Fimage.png?alt=media&amp;token=3017628b-9444-4374-b3ff-3a8440b47c68" alt=""><figcaption></figcaption></figure>

* In the **SMS** and **Email** section, enter in your notification messages and a subject for the email.

<mark style="color:green;">Example:</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FFGZy79anrnt8Hwda7Bkr%2Fimage.png?alt=media&amp;token=67185493-83c9-4f22-8f81-5afc3c981da0" alt="" width="563"><figcaption></figcaption></figure>

* &#x20;After entering your details, click **Save**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FIhlBRYRA06kovhJKvMzS%2Fimage.png?alt=media&amp;token=b8efd86f-52e0-48ef-9471-5c6f71534679" alt=""><figcaption></figcaption></figure>

* Then, save the settings page by clicking **Save** again.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F15Q5b021UhXOeqgDODck%2Fimage.png?alt=media&amp;token=16167c1e-f4ba-4511-84f7-17ffaf71b0e0" alt=""><figcaption></figcaption></figure>

* To create **Special order notifications**, repeat the same process, but access the **Special orders** section instead.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F56x8WM01tf7CEXL9Lcpa%2Fimage.png?alt=media&amp;token=4d52ec60-6bf3-477a-aab1-20c0e8953867" alt=""><figcaption></figcaption></figure>

**5. Sending Notifications**&#x20;

<mark style="color:blue;">**Work Order Notifications**</mark>

* Click on the Work Orders module from the main dashboard or sidebar menu.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FoDpWoEmMqTjS8xx2TEt1%2Fimage.png?alt=media&amp;token=d50a75c8-9037-468e-a329-69a8d42be3f2" alt=""><figcaption></figcaption></figure>

* On the Work Orders page, click the **New Work Order** button.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FKbjWzpaSaEIzIpzc8xrX%2Fimage.png?alt=media&amp;token=cddf88e2-0161-42cd-bf58-afc17f7fc459" alt=""><figcaption></figcaption></figure>

* For details on how to create a work order on Admin, click here: [Work Orders](/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/b2c-work-orders.md)
* After saving your work order, you will receive a pop-up message to send a notification to your customer.

{% hint style="info" %}
***Tip:** If you set up notifications based on status changes, they will trigger according to the updates in your work order's status.*\
\
*<mark style="color:green;">Example: Changing your Work Order status to "In Progress" will trigger the option to send the "In Progress" notification.</mark>*
{% endhint %}

* Select a notification option.
* You'll be prompted to choose between an email or SMS notification.

<mark style="color:green;">Example: Email</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FJ1EFEKZ7lcCWVM7XtSwi%2Fimage.png?alt=media&amp;token=151d8f90-1d27-42b5-8b8c-81b45c47ac32" alt="" width="375"><figcaption></figcaption></figure>

* Click **Send notification**.
* Once your notification has been successfully sent, you will receive a confirmation message.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FAykO8ZUl5h36M3fxEUQD%2Fimage.png?alt=media&amp;token=2bc7321b-7f19-432d-bbbd-f67c1c25fa4e" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
***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.*

&#x20;                                                            <img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fuf1tvxyecUN7FadbZjD3%2Fimage.png?alt=media&amp;token=90b90a73-8484-4b4e-9749-e02b494a0c74" alt="" data-size="original">

*Clicking this button will open up your notification history for that particular work order. To send another notification, click the **Send notification** button.*

&#x20;                                                       ![](https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FV9haxVcjm1AIX00J53nT%2Fimage.png?alt=media\&token=30089ffe-9296-422a-8f25-2e977bc9fb2f)
{% endhint %}

<mark style="color:blue;">**Special Order Notifications**</mark>&#x20;

* To send notifications for **Special orders**, access the **Special orders module** instead and repeat the same process.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FYurlC5vBuod8JSDfNpS8%2Fimage.png?alt=media&amp;token=7253815f-1ac5-461f-8528-59d8d24ea893" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fy37AjHWlCWomoSipioez%2Fimage.png?alt=media&amp;token=135a8ecf-4a1b-48e0-9d5e-c8c7cda8ef91" alt=""><figcaption></figcaption></figure>

* After clicking the **Notifications** button, you'll be able to view the notification history of that particular order.

<mark style="color:green;">Example: WO-#170 notifications</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FwtgUl3cjzQIR5PcERHqT%2Fimage.png?alt=media&amp;token=08c1a245-c811-436b-bb5f-e000fd107f0d" alt="" width="563"><figcaption></figcaption></figure>

* Additionally, you can click the **Send Notification** button to send another notification.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F7TCji91kPvYbVTxP73YL%2Fimage.png?alt=media&amp;token=8ed76f29-fae6-4948-9c72-c1ae76f1ee54" alt=""><figcaption></figcaption></figure>

**7. View your Entire WorkMate Notifications History**

* Click on the **Notifications** module from the sidebar menu.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FCLujJf95geKxAw70Q06W%2Fimage.png?alt=media&amp;token=1efd365e-bdd8-4a1e-86d5-b923155b4c0e" alt="" width="156"><figcaption></figcaption></figure>

* 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.**

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FxlBHdO4Eisq7WIxuv87T%2Fimage.png?alt=media&amp;token=db7e2199-15e9-4410-af89-0148de2edefb" alt="" width="563"><figcaption></figcaption></figure>
