coreSTORE - Fulfillment: Configuring Automatic Customer Order Notifications

In this guide, we will cover how to configure your Fulfillment Status to enable automatic customer notifications.

1. Click on Statuses

Navigate to the Fulfillment menu and click on the Statuses submenu.

2. Click on Add Status

If you wish to create a new status, you can do that here. However, for this example, we will be modifying an existing status.

3. Click on Edit

Select the status you wish to update, and then modify the notification type and content accordingly.

4. Notify Customer Via Email

If you wish to send the customer updates every time a fulfillment is switched to this status via email, go ahead and check that option.

5. Email Content

Here’s how you can personalize and automate your email content using replacement fields for fulfillment updates:

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• * *

Example Email Content:

Dear {people.full_name},

Thank you again for your order! The following items from order {sales.sale_id} have been shipped:

{shipment.items}

Click the tracking number below to check the status of your shipment:

{sales_shipments.tracking_url}

We appreciate your business!

• * *

By using these replacement fields, the system will automatically pull in the customer’s name, order number, items, and tracking link for a personalized experience

6. Notify Customer Via SMS

Check the Notify Customer via SMS box to have an automated text sent every time an order reaches this status. However, please note that you will need to have Twilio integrations set up to use this feature.

7. SMS Content

If you're sending an SMS for customer notifications, make sure to populate the content box with the appropriate message for your client regarding this status.

8. Click on Save

Click on Save to finalize your changes to the fulfillment statuses, and that's it! You're all set!

Updated on: 10/22/2024