Frakt24 - FleetX Academy
Dispatcher · Level 2 · Everyday efficiency

Notify the recipient: SMS and email on the order

Learn to add SMS and email notifications to the order, give regular contacts default notifications and check what was actually sent.

New 12 min Varsler på ordren (Order Notifications) · module 15 SMS-varsler (SMS Sender) · module 1
1

Goals and why

What you will learn

  • add a notification to the order: before or after pickup and delivery, by SMS or email
  • give a customer contact default notifications that come with every new order
  • set your own SMS text after pickup on the customer card
  • find out what was sent, and send the order confirmation or POD again

Notifications are what the customer and the recipient actually see of your work. If the recipient is told when the driver is on the way, she is ready at the door. Without a notification she calls you, or the driver arrives at an empty address and has to come back.

A notification is a rule on the order: «send an SMS to this number when this happens». The system sends it by itself when the driver reports status in the FleetX app. So you must add the notification before the event happens.

2

Key terms

NotificationsThe button in the order view where you add notifications to the order and send the order confirmation or POD by email.
Before pickup / Before deliveryNotification sent when the driver reports in the app that she is on the way to the pickup or delivery stop.
After pickup / After deliveryNotification sent when the pickup or delivery stop is completed, with the time and the name of the person who signed.
Assigned driverNotification sent when the driver accepts the order, with the driver's name and phone number.
Notifications queueThe list of notifications the system has created for the order, with when they were sent and what came back.
PODProof of delivery, which shows that and when the goods were delivered.
3

Show me

The images are from the test tenant: the notifications on an order, the form for a new notification, the log of what was sent, default notifications on a contact and the SMS text on the customer card. Click a part of the image to see what it is for.

In Frakt24 you will find an interactive walkthrough of the same page under the Help button at the top of the page.
4

Try it yourself

The customer books delivery of a washing machine to a private person. The recipient works from home and wants an SMS when the driver is on the way, so she has time to unlock. The order has not been sent to a driver yet. What do you do?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the badge in 2 roles:
  • Level 2 in Dispatcher 0 of 8 completed
  • Level 2 in Administrator 0 of 9 completed
1. The recipient wants an SMS when the driver is on the way with the delivery. Which event do you choose?

2. A regular customer wants the buyer to always get an email when the goods are delivered. What is best?

3. The recipient says she never got an SMS about the delivery. Where do you see if it was sent?

4. The driver forgot to confirm a stop in the app, and you complete it manually at 11 pm. The customer should not get an SMS in the middle of the night. What do you do?

5. You add an After pickup notification after the goods have already been picked up. What happens?

6. The customer asks whether the delivery SMS has a link where the recipient can follow the vehicle. What do you answer?

7. The customer calls: the order confirmation never arrived, and he wants it sent to another address. What do you do?

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Trainer notesOnly shown when trainer mode is on
  • Requires module 15 Order Notifications (the Notifications button in the order view and the notifications card on the contact). SMS also requires module 1 SMS Sender. The notifications card on the contact is hidden if Notifications is turned off in the customer web settings (Settings → Client settings, Weborder).
  • Common support case: «the recipient got no SMS». Check in order: is the notification in Active Notifications, was it added before the event, and what does the Notifications queue say (Waiting, Response «Invalid email address» or «Missing address»). Notifications older than 72 hours are not sent, and the system tries at most twice.
  • On line orders, pickup notifications are placed on the first sub-order and delivery notifications on the last. The rule engine (Rules) also has the Send Notification action, for example on a failed stop.