Notify Next Customer – Customer Alerting and Notifications

The Notify Next Customer Add-On allows you to automate the process of notifying your customers with E-Mail, SMS, and Voice Call Notifications that they are next to be visited by your driver or field employee. Thus, when your team member is finished servicing a particular route stop and marks it as “Departed,” the system will automatically notify the customer at the next route stop with the predefined notification(s) that can contain order delivery time and date, time and distance to the next stop, order tracking URL, and other relevant 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 Notify Next Customer 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 Notify Next Customer Notifications, first, go to “Notification Settings” from the navigation menu.

Notify Next Customer - Customer Alerting and Notifications

 

After that, go to the “Notifications” tab from the menu on the left and then enable the Notify Next Customer Notifications by checking the “Next Stop” box.

Notify Next Customer - 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.

Notify Next Customer - 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 next route stops. 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.

Notify Next Customer - 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.

Notify Next Customer - Customer Alerting and Notifications

 

To fully accommodate the particular needs of your business or unique business model, Route4Me enables you to customize your Notify Next Customer 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.

Notify Next Customer - 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.

Notify Next Customer - 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).

Notify Next Customer - 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 next stops.

Notify Next Customer - 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).

Notify Next Customer - Customer Alerting and Notifications

 

How Are the Notify Next Customer Notifications Triggered?

The Notify Next Customer Notification(s) are sent to a customer once the stop before this customer on the given route is marked by your team member as “Departed.”

Notify Next Customer - Customer Alerting and Notifications

 

For example, once the first stop on a particular route is marked as “Departed,” the customer who is associated with the second stop on the given route will receive the corresponding predefined E-Mail, SMS, and/or Voice Call Notification(s).

Notify Next Customer - 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.

Notify Next Customer - Customer Alerting and Notifications

 

Visit Route4Me's Marketplace to Check out Associated Add-Ons:

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