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

Automated notifications

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

Automated Notifications for Orders

Navigate to the “Settings > Notifications > Orders” page. Here, you can configure automated message sending for clients and employees (separately for specialists and managers). Each group has custom events and action-triggers.

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

For instance, configure the client notifications for the Order status change to “Done” 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 relevant data automatically.

Automated Notifications for Leads

Navigate to the “Settings > Notifications > Leads” page. Here, you can configure automated notifications for Leads. You can send notifications to clients and employees, each group has custom events and action-triggers.

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

For example, configure automated notifications to send polite reminders to your clients asking for a callback when the Lead status updates to “No response”. If the Lead has an assigned manager, you can make a responsible employee receive a notification to callback the client with all related details.

Automated Notifications for Tasks

The system sends task notifications to the employees associated with a task (task creator employees and assignee employees). Configure automated 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 manual email and SMS notifications

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

Sending SMS from Orders

Note: A corresponding button (“SMS”) appears in Order profiles only when there is a phone number in the client profile and the checkbox is checked (“Agrees to receive SMS”).

  1. Go to the Order profile, and press “SMS” in the upper right corner.

  2. Enter the phone number into the “Phone number” field (if you don't want to use current contact details).

  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, then press “Send”.

Sending Email from Orders

Note: A corresponding button (“Email”) appears in Order profiles only when there is an email address in the client profile and the checkbox is checked (“Agrees to receive email”).

  1. Go to the Order profile and press “Email” (envelope icon) in the upper right corner.

  2. Enter the email address (if you don't want to use current contact details).

  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, then press “Send”.

Sending SMS with one click

Note: A corresponding button (“Send SMS”) appears in Order profiles only when there is a phone number in customer details and the checkbox is checked (“Agrees to receive SMS”).

  1. Navigate to one of the following pages: “Orders”, “Invoices”, “Clients”, or “Calls”.

  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 current contact details).

  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, then press “Send”.

Sent SMS can be reviewed in the Sent SMS Report.

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