Sending free text messages to receivers manually (SMS/email)

Free text messages can be sent to the receiver of an order. Ready-made templates (reports) can be provided for the notification of an upcoming delivery, a time slot for the delivery and an estimated delivery time. The notification can also include a link to Track & Trace where the receiver can be given the opportunity to choose the time slot for the delivery and other options.

Step 1: Create a report

This only needs to be done once. To create more advanced reports for notifications, see Creating reports for notifications.

1. Click on Seaded > Aruanded.

2. Create a new report by clicking on and give the report a name, for example “Free text notification”.

3. Select Tekst from the Tüüp drop-down list.

4. Select the Teavitus checkbox.

5. Click on Salvesta to save all changes.

6. Click on Kuva muutja and type the message in the editor.

7. Click on Salvesta to save all changes.

8. Close the report editor.

Instead of creating a completely new report, the text of an existing report can be changed by selecting it in the list and clicking on Kuva muutja. The contents of a report can also be copied and pasted into a new one if you don’t want to overwrite the existing report.

Step 2: Change the text in the notification before sending (optional)

To change the message before sending it out, proceed as follows:

1. Click on Seaded > Aruanded.

2. Select the report created in step 1 (“Free text notification”).

3. Click on Kuva muutja and change the message in the editor.

4. Save the changes and close the report editor.

Step 3: Send the notifications

Manual notifications to the receiver can be sent from dispatch, order check or order reception. To send notifications automatically, see Sending notifications automatically.

1. Open dispatch, select the shipments whose receivers the message is to be sent to and press F10. The Teavituse saatja window opens.

2. Select whether the notifications should to be sent via SMS or email in the Meetod drop-down list at the top right of the window.

   • Soovitus: Opter looks for the receiver’s telephone number and email address. If both are found, SMS is suggested. The method used for individual orders can be changed in the list.

   • SMS: In order to send notifications via SMS, an account at Pixie is required. See Activating the Pixie SMS service.

   • E-post: notifications are sent by email.

3. To ensure that the notifications for all shipments use the same method, click on Määra kõikidele ridadele.

4. Select the report created in step 1 (“Free text notification”) from the Sisu drop-down list at the top right of the window.

5. To ensure that the notifications for all shipments have the same content, click on Määra kõikidele ridadele.

   If a particular shipment in the list should not be notified, deselect the checkbox at the far left of the row.

6. Check that there is a telephone number/email address on each row and that they are correct. The telephone numbers and email addresses are automatically retrieved from the Telefon and E-post fields in the receiver address on the order.

7. Click on Teavita x korraldusi at the bottom of the window. Notifications are sent in accordance with the settings you have chosen. A log containing confirmations is displayed at the bottom of the window.

8. When you have finished, you can close the Teavituse saatja window by clicking on Sulge.

See also