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How To Send Text / SMS When A Job Is Out For Delivery

Written by Fin

This article is regarding the setting of a notification when the job is Out for Delivery. (Job is assigned to a driver, and that the date of delivery is of the current date.)

Steps

  1. Navigate to Settings > Notification.
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    Click on Notification Settings tab to set up the SMS settings.
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  2. Click on the Add Notification button to open a New Notification page

  3. Select the type of job to trigger the notification,

    • Jobs – trigger notification when both delivery and collection jobs are assigned to drivers delivering on the same day (out for delivery)

    • Delivery – trigger notification when delivery jobs are assigned to drivers delivering on the same day (out for delivery)

    • Collection -trigger notification when collection jobs are assigned to drivers collecting on the same day (out for collection)

  4. Group – Optional
    Leaving it blank will result in this notification template to be applicable to all jobs.

  5. Select On job date for Pre-job Sending Date field.

  6. Select When job is assigned for Pre-job Sending Time field.

  7. Navigate to Text / SMS tab.
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  8. For the Send text / SMS to option, select the field containing the mobile number that you wish to notify when the event is triggered.
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    There are 4 options for this field.

    Field Description Select Field None. Does not take reference from any of the job fields for sending out text / SMS. Phone No. Takes reference from the Phone No. for sending out the Text / SMS. Sender Phone No. Takes reference from the Sender Phone No. for sending out the Text / SMS. Other Phone Numbers Takes reference from the Other Phone Numbers for sending out the Text / SMS.

  9. Other Fixed Numbers – Optional
    The notification will always be triggered to entries in this field.
    Typically used to notify internal staff or or 3rd party contractors.
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  10. Enter your customized text message in the Text / SMS body field.
    ​Note: Your SMS service provider will charge you > 1 credit per SMS if the the number of characters in your SMS is > 160 characters.
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  11. A tracking link can be included in your text message after the text body for the recipients to track the status of their deliveries.
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  12. Click Save when done.

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