Automation

Setting Up Event Notifications

Setting Up Event Notifications

In this article

In the modern service industry, customers expect to be updated at every step, just like when they order a ride or food delivery. "Silence" makes customers anxious. Event Notifications allow you to bridge this communication gap automatically. By linking specific system events (like "Order Finished") to instant messages (WhatsApp/Email), you create a transparent and professional experience.


Why Use Event Notifications?

  • Build Customer Trust: When a customer receives an instant "Order Confirmed" or "Driver on the way" message, they feel reassured that their service is being handled professionally.
  • Reduce "Where is my order?" Calls: By proactively updating customers, you drastically reduce the number of support calls and messages inquiring about status.
  • Streamline Internal Ops: Don't just notify customers—notify your team. Automatically alert your driver when an order is packed, or alert the manager when a refund is processed.

The Notifications Dashboard

Navigate to Settings > Automation > Event Notification. Here, the dashboard is divided into two distinct tabs:

  1. Customer Notification: Alerts sent to the client (e.g., Order Confirmation).
  2. Internal Notification: Alerts sent to your staff or admin (e.g., New Order Alert).

Adding a Customer Notification

To automate messages for your clients:

  1. Ensure you are on the Customer Notification tab.
  2. Click the + Add Notification button.

A. Select the Trigger Event

A pop-up will appear. First, choose the Trigger Event. This is the specific action that causes the message to send. Common triggers include:

  • Order: Order Created, Order Cancelled.
  • Payment: Payment Successful, Refund Issued.
  • Logistics: Ready for Collection, Driver Assigned, Order Completed.
  • Membership: Member Registered, Points Top-up.

B. Select Message Templates

Once the trigger is set, choose the content to send:

  • Email Template: Select a pre-designed email.
  • WhatsApp Template: Select an approved WhatsApp template.
Warning: You must create these templates before setting up the notification. If the dropdown is empty, go to the Settings > Templates menu to create them first.

Adding an Internal Notification

If you want your staff to be alerted when important things happen:

  1. Switch to the Internal Notification tab.
  2. Click + Add Notification.
  3. The process is the same: Select a Trigger (e.g., "Order Created" - so the kitchen knows to start preparing) and choose the notification method.

Save & Activate

Click Add (or Save) to finish.

Your new automation will appear in the list. Delete or Edit anytime using Three-dot Menu (⋮) on the right of each row.

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