Orderry enables you to set up automatic or manual employee and client notifications. You need to integrate one of the SMS gateways from the Orderry Integration center to send SMS notifications.

Automatic notifications

The notification system allows you to automate the SMS and Email notifications. This way, you peep your clients and employees updated on the specific order events or notify employees about active task changes instantly.

Automatic order notifications

Navigate to the “Settings > Notifications > Orders” page. Here, you can configure automatic message sending for clients and employees (separately for specialists and managers). Each group has its events that trigger the message sending.

You and your employees can receive event notifications from Orderry via email, SMS, and Telegram at the same time. Configure your notifications with different message templates for each notification channel.

For instance, configure the client notifications for the order status change to “Ready” with all needed information about the order fulfillment and price. At the same time, set up the specialist assignment notifications and send a message to the target employee with the order number and other order-related data automatically.

Automatic task notifications

The system sends task notifications to the employees associated with a task (task creator employees and assignee employees). Configure automatic task notifications for employees on the “Settings > Notifications > Tasks” page.

For instance, notify your assignees upon the task creating, and keep task creator employees updated when their task is completed.

Sending email and SMS notifications manually

Send your messages to clients and employees manually, if you prefer to control the client and employee communication by yourself.

Sending SMS from the order page

Note: the system displays the “SMS” button in the order only if the target client has the phone number and the checked “Agrees to receive SMS” checkbox.

  1. Open order dialog window and hit the “SMS” button in the upper right corner.
  2. Enter the phone number into the “Phone number” field (if you don't want to use the one from the client card).
  3. Select the message template for your notification from the “Template” dropdown list.
  4. Edit the message text if you need to add extra information.
  5. Hit the “Send” button.

Sending Email from the order page

Note: the system displays the “Email” button in the order only if the target client has the email address and the checked “Agrees to receive email” checkbox.

  1. Open order dialog window and hit the “Email” button (envelope icon) in the upper right corner.
  2. Enter the email address (if you don't want to use the one from the client card).
  3. Select the message template for your notification from the “Template” dropdown list.
  4. Edit the message subject (if the automatically generated one is not suitable) and modify the email text to add extra information.
  5. Attach documents from the “Attach documents” dropdown list if needed.
  6. Hit the “Send” button.

Sending SMS by clicking the client phone number

Note: the system displays the “Send SMS” button in the client name only if the target client has the phone number and the checked “Agrees to receive SMS” checkbox.

  1. Navigate to the “Orders”, “Invoices”, “Clients”, or “Calls” page.
  2. Hover over the client phone number and select the “Send SMS” option.
  3. Enter the phone number into the “Phone number” field (if you don't want to use the one from the client card).
  4. Select the message template for your notification from the “Template” dropdown list.
  5. Edit the message text if you need to add extra information.
  6. Hit the “Send” button.

You can always view your sent SMS in the Sent SMS Report.

Did this answer your question?