Sending Delivery Notifications in AltheaSuite

Sending Delivery Notifications in AltheaSuite

The Delivery Notifications, Text, Call and Emails feature in AltheaSuite allows businesses to instantly inform customers about their delivery status directly from the Delivery screen.

These notifications are through pre-defined Text, Emails and Automated calls. 

This feature is manually done for deliveries that are ready to be dispatched from the store.
Users can also resend the Text notification if there is any update or modification in the delivery status.

Configuring and Sending Delivery Notifications
Text, Email and Call

EMAIL

Step 1 : Make sure ‘Delivery Confirmation Notification’ is configured under Business Locations email format settings.

Follow Tutorial if not : https://www.altheasuite.com/tutorials/how-to-connect-your-email-id-to-altheasuite/

Step 2 : Format the Email to send ( Modifications can be done the same way )

• Click on Locations from left side menu 

Click on Business Locations

• Click on three dots of the location that delivery takes place from

• Click on Email Formats

• Click on + New button
• Select ‘Delivery Conformation Notification’

• Enter the Subject and email that you want to send in the Body.

Note : The names written inside the brackets are the placeholders and system will replace these with the actual information as per the document when the email is sent.

Follow the example format :

Dear[CustomerName],
This is Demo Althea with your delivery update. Your delivery is set for [ScheduleDay] , [ScheduleDate] between [DeliveryWindow] for [NumberOfItems] item(s).                

Thank you
 AltheaSuite

Step 3 : Sending Delivery Email to customers from the View trips 

• Click on Deliveries 
• Click on Trips 
• Select the trip that is ready to be dispatched 
• Click on Three Dots

• Click on View Document

Step 4 : Click on Send Now 

Note : After you have configured the email settings for Delivery Notifications. You can send the emails from the Trip.
The Send Now option for the email will send email notification to all the customers from the selected trip about their orders / invoices.

Step 5 : Verify Email Logs 

• Click on System 
• Click on Email logs 
• The Grid will show the Email body, Recipients name, Date and Time of email sent Etc

TEXT MESSAGES

Step 1 : Format the SMS Template

• Click on Locations from left side menu 
• Click on Business Locations

• Click on the Three Dots
• Click on SMS Formats

• Click on + New

• Click on Delivery Confirmation Notification 
• Write the message that you want to send under the SMS Format.
• Click on Save.

Note : The names written inside the brackets are the placeholders and system will replace these with the actual information as per the document when the text message is sent.

Step 2 : Format the Reply Messages

• Go to Delivery Settings 

• Click on Settings from the left side menu 

• Click on the ‘Delivery Settings’ blue button

• Delivery Settings screen will open, scroll further down till the Message box

Note : The text messages can be configured according to customer reply. Follow 1,2,3 to understand.
Example: 

1 ‘Yes Reply’ : If the customer replies Yes to the delivery message sent, the customer would receive another message saying ‘You are accepting the upcoming Delivery schedule’.

2 ‘No Reply’ : If the customer replies No to the message, the customer would receive ‘You wish to decline Delivery schedule’ 

3 ‘Unknown Reply’ : If the customer replies other than Yes or No, then the customer  will receive a ‘Please reply in Yes or No’ message.

• Click on Apply to save the changes.

Step 3 : Sending the Delivery Notifications

Note : After you have configured the SMS settings for Delivery Notifications. You can send the text messages from the Trip. 

The Send Now option for the SMS will send a text message notification to all the customers from the selected trip about their orders / invoices. Click on Send Now

• The Time & Date when the Text Message was sent, will be saved.

• Resend SMS option will be available  if there is any update or modification to the customer’s order / invoices on the selected Trip. When you click on the Resend SMS, the text messages will be sent only to the customers whose documents are updated on the Trip.

Note : You can see the delivery confirmation details sent to your customers related to their orders / invoices from the Pending Deliveries screen.

Pending and Completed Deliveries

• Click on Deliveries 
• Pending Deliveries

SMS History

Note : SMS log in AltheaSuite for the text messages sent to your customers can be seen from SMS manager.

• Click on System menu
• Click on SMS 
• You will see the SMS manager with the grid showing the text messages sent.

When you check the ‘In SMS History’ checkbox, you will see all the messages replied by your customers.

Example of delivery confirmation text message sent

AUTOMATED CALLS for Delivery

Note : The automated calls would be played out once the customer answers the call.
You can configure the message you want to play on the call from the ‘Delivery Settings’. 

Step 1 : Go to Delivery setting 

• Click on the Settings option from left side menu
• Click on the Delivery Settings

• ‘Delivery Settings’ screen will open – Scroll down till ‘Message to play on call’

Note : The texts written inside brackets [ ] in the automated call template are dynamic fields.
These fields allow AltheaSuite to automatically pull specific order details from the system for each individual delivery.

• Enter the Message to play on call 

• Click on Apply

• Go to Trips under Deliveries menu on the left side
• Click on Three dots – View Trip 
• Click on Call Now
• This will Call the Customer