Visit Completed – Customer Alerting and Notifications

The Visit Completed Add-On allows you to automate the process of notifying your customers with E-Mail, SMS, and Voice Call Notifications that their order/visit has been completed. Thus, whenever your driver or field employee marks a particular customer’s stop/address as “Visited,” the system can automatically send out the predefined notifications that can contain the “Marked as Visited” timestamp, order tracking URL, and other relevant order details. In addition to the custom text in your notification messages, you can also insert multiple informative placeholders that retrieve data from particular Route4Me fixed attributes (i.e., order numbers, customers’ names, estimated arrival times, etc.) and automatically insert this data into your notifications as text (learn more). Moreover, to fully accommodate the particular needs of your business or unique business model, Route4Me also enables you to customize the design of your Visit Completed E-Mail Notifications using custom SendGrid templates that can include your company’s logo(s), contact details, unique color schemes, and more.

 

To set up your Visit Completed Notifications, first, go to “Notification Settings” from the navigation menu.

Visit Completed - Customer Alerting and Notifications

 

After that, go to the “Notifications” tab from the menu on the left and then enable the Visit Completed Notifications by checking the “Completed” box.

Visit Completed - Customer Alerting and Notifications

 

Next, enable the preferred notification types (E-Mail, SMS, and Voice Call) by clicking on the corresponding icons. Then, use the “Earliest Notification (Local Time)” and the “Latest Notification (Local Time)” fields to define the preferred custom time window for each notification type.

Visit Completed - Customer Alerting and Notifications

 

After that, in the “E-mail” tab, you can define the text/message for the E-Mail Notifications that will be sent to the customers associated with the corresponding completed orders. Use the “From” field to add the sender of the E-Mail Notifications and the “Subject” field to add the subject of the E-Mail Notifications.

Visit Completed - Customer Alerting and Notifications

 

To use placeholders for retrieving one or multiple particular Route4Me fixed attributes (i.e., order numbers, customers’ names, estimated arrival times, etc.), and insert them into your notifications, input the corresponding placeholders (in curly braces) into the “Message” field together with the custom message text. You can find the list of all available placeholders and learn how to use them on this page. For more convenience, when you input placeholders into your notification messages, the correct placeholders are highlighted in green color, and the incorrect ones are highlighted in red color.

Visit Completed - Customer Alerting and Notifications

 

To fully accommodate the particular needs of your business or unique business model, Route4Me enables you to customize your Visit Completed E-Mail Notifications using custom SendGrid templates. To use a custom SendGrid template for your E-Mail Notifications, first, make sure that SendGrid is selected as your Service Provider and that the corresponding Service Providers Configurations are adjusted accordingly in the “Advanced” settings (learn more). Next, insert the preferred template ID from your SendGrid account into the “Template ID” field.

Visit Completed - Customer Alerting and Notifications

 

Using SendGrid templates allows you to create fully custom designs for your E-Mail Notifications that can include your company’s logo(s), contact details, unique color schemes, and more.

Visit Completed - Customer Alerting and Notifications

 

When the “Template ID” field is empty, you can use the “Default Template” for sending default E-Mail Notifications, where you can adjust the following settings:

  • – Greeting: The greeting phrase that is inserted at the beginning of the E-Mail Notifications (the First Name ({{first_name}}) placeholder is optional);
  • – Status Message: The status of the order that is displayed in the subject of the E-Mail Notifications;
  • – Link to Tracking Page Message: Link to the Order Tracking Portal with the automatically inserted Order Number of the associated customer;
  • – Order Info: The information about the customer’s order (the Order Number ({{order_no}}) placeholder is optional).

Visit Completed - Customer Alerting and Notifications

 

In the “SMS” tab, you can set up the text/message for the SMS Notifications that will be sent to all customers associated with the corresponding completed orders (route stops/addresses).

Visit Completed - Customer Alerting and Notifications

 

SMS Notifications are sent out to customers as regular text messages, where you can define the contents of the text message and the sender. In addition to the custom text in your SMS notifications, you can also insert informative placeholders that retrieve data from particular Route4Me fixed attributes (i.e., order numbers, customers’ names, estimated arrival times, etc.) and automatically insert this data into your messages (learn more).

Visit Completed - Customer Alerting and Notifications

 

How Do the Visit Completed Notifications Work?

The Visit Completed Notifications are sent out to the associated customers once your drivers or field employees manually mark their stops/addresses as “Visited.” The visit-completed timestamp is displayed in the “Marked as Visited” field in the “Address Visit Details” section of the given route stop/customer address.

Visit Completed - Customer Alerting and Notifications

 

Thus, once your team member marks a particular route stop as “Visited,” the corresponding customer will receive an E-Mail and/or SMS Notification(s) with the predefined message(s) that can contain order details, time or arrival, the data retrieved by one or multiple placeholders, and virtually any other relevant information.

Visit Completed - Customer Alerting and Notifications

 

All notification types are sent to the customers/prospects whose contact information is defined in the “Customer” section of the corresponding route stops. The “Customer” section of each route stop can be accessed and modified using the Route Editor in real-time.

Visit Completed - Customer Alerting and Notifications

 

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