Максоптра предоставляет широкую возможность для управления настройками уведомлений в зависимости от бизнес-задач клиента. Рассмотрим возможные варианты.
Настройки на уровне аккаунта
Настройки уведомлений на уровне аккаунта являются базовыми и используютя по умолчанию. On the SMS/E-mail tab (see SMS/Email notifications to the customers) you can find a few actions that you may want to notify your clients about either by SMS or by E-mail, or both. You can leave the checkboxes blank if you do not want to send any notifications.
It is possible to adjust your basic notification settings at the customer location and order levels.
Customer location level
It is possible to adjust your account (default) notification settings at the customer location level. For this purpose, the Allow notifications (by default) field is available on the customer location form. It merely shows that the account settings are enabled. But if you want to disable notification sending, you need to tick the checkboxes off. Notifications disabled at the customer location level will take priority over the account settings.
Use case 1:
For example, you have some notification settings set up at the account level, but you do not want to send notifications to the specific customer (customer location), so you just tick off the checkboxes in the customer location form. Notifications will not be sent.
If you want to change the mode of notification sending to a specific customer (SMS or E-mail), you need to have both modes enabled at the account level, then you will be able to disable the mode you do not want to use on the customer location form.
Order level
You can also adjust the notification options at the order level by using the Allow notifications (by default) field. In this case the option you select will override the customer location settings.
Use case 2:
For example, you have some notification settings set up at the account level, but you do not want to send notifications to the specific customer (customer location), so you tick off the checkboxes. But today the delivery is late/early/cancelled etc., and you decided that your customer needs to know about it. In this case you enable notifications for the order(s) of this specific customer. The customer will receive the notification.
Same thing about changing notification modes different from customer location settings (SMS or E-mail). The one indicated in the order form will take priority.
Note If the SMS and/or E-mail option is enabled, do not forget to specify the client’s contact number and/or e-mail address, otherwise the notification will not be sent.
There may be other cases worth mentioning.
Use case 3
For example, you have some notification settings set up at the account level. Then you create an order without predefined customer location settings - order created manually on the spot with no registered customer location. Notifications will be sent/not sent depending on what you set up in the Allow notifications (by default) field in the order form.
Notification Settings in API
There are two special fields in the API method save to help you set up notification sending:
- enableSMSNotification,
- enableEMAILNotification.
For details, see REST API save.
Use case 4
For example, you need to send notifications only to those customers who subscribed for that. To avoid making settings manually, you can set it up in API code. To do it:
- Enable SMS notifications on the account level;
- Pass “false” by default in the “enableSMSNotification” in the order details when they are created via API;
- For those customers, who requested SMS notification, pass “true” instead.
This way, all your customers will NOT receive text messages by default, unless they requested.
Notification Settings in csv-Import Files
There are two special fields in the csv-order import files to help you set up notification sending:
- enableSMSNotification,
- enableEMAILNotification.
So, if you have some notification settings set up at the account level, and you do not want to send SMS/E-mails to your customers, put “no” in these fields. For those customers, who requested SMS/E-mail notifications, put “yes” instead or leave the field blank.
For details, see Import Orders.