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How To Send Text / SMS When Job Is Scheduled To Deliver / Collect

Written by Fin

Users can send text / SMS messages to their customers when a job is scheduled to deliver / collect on a future date.

Conditions

  1. Job Status – In Progress

  2. Job assigned to a vehicle

  3. Date of job to be of a future 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 Scheduled to open a Update Notification page

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

    • Jobs – trigger notification when job’s tracking status has been scheduled

    • Delivery – trigger notification when delivery job has been scheduled

    • Collection – trigger notification when collection job has been scheduled
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  1. Select Scheduled for the Events.

  2. Group – Optional
    Leaving it blank will result in this notification template to be applicable to all jobs.
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Text / SMS

  1. Click on Text / SMS tab.
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  2. 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.

  3. 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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  4. 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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  5. 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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  6. Click Save when done.

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