How to set up SMS and E-mail notifications with Live Tracking link for your customers?

Created by Tanya Derevyanko, Modified on Thu, 16 Nov 2023 at 11:29 AM by Tanya Derevyanko

In Track-POD, you can send notifications to your customers both by e-mail and SMS with a link to the Live Tracking page that will be used to track a driver's location on the map, contact a driver, follow the progress of the route. Let your customers know where their delivery is in real-time. This message is sent out automatically by the system once a driver taps the Start Route button in the mobile app.


To set up live tracking notifications please go to Settings -> Notifications. 


Let's configure the Live Tracking Page first. All the changes you apply to the Live tracking page settings will be immediately applied to the example on the left. Check what your customer will receive while setting up!


 


General settings


  • Display signature and photos - enable this option if you want the customer's signature and order photos to be displayed in the tracking link window once the order delivery/collection has been completed. After the order has been completed the tracking page will be updated and your client will see order status, address, date&time, signature, and a photo taken by the driver.


  • Display client’s place in line - enable it if you want your customers to see their position in line. Please note that changing order sequence by a driver in the mobile app will not affect information displayed to the client. However you can prohibit changing order sequence in the mobile app in Track-POD Settings->Mobile workflow.


  • Display the Call button- enable it and your customers will be able to call the driver right from the Live tracking page.


  • Display driver's name - you can leave your driver anonymous if this option is disabled.


  • Display the Download ePOD button- if you enable this option your customers will be able to download the ePOD PDF file right from the Live tracking page.


Updated ETA settings




Updated ETA section is available to Advanced Plus, Order Pack, and Enterprise customers. Check this article to know more about the Updated ETA feature and how it can increase your customer satisfaction rate.



  • Display updated ETA - if this option is enabled the Live tracking page will feature the dynamically updated time window for the upcoming delivery/collection. The time interval is set below in Set a time window for updated ETA. If the Updated ETA is 10.53 and you set the interval -15 / +15 min the system will give back the 10.40 - 11.10 ETA interval.


 

Company details 


This info will be displayed to your customers. Note: by default, the company name, the email and the web page are populated into the fields but you can easily add them to provide the appropriate info.



 Style


In the Style section you may want to change the color theme of the Live tracking page to coincide with your company's main colors. By default, it is blue and orange, but you can set whatever color you would like to driver and client pins on the map, change the buttons, link, logo background colours. Keep in mind that all changes are immedaitely applied and displayed in the page sample.




Once you are done with setting up the Live tracking page you can move to setting the Notifications at Route start. They can be sent both by Email and as SMS.




  • To send a live tracking link to your customers by e-mail toggle ON Send Email notification to clients. Edit the email body to your needs. You can insert any tag from the list of Placeholders on the right in the email text to provide your customers with the most detailed information.



  • Once a driver starts a route your Client will receive an email with a link and contact info. By following the link your client will be able to track their order at any moment in real-time.


  


 


Note: you can also trigger this type of notifications for orders added when driver is already en route. Select the flow which is most convenient for you in the Email notifications settings.



 

This way, the system will either request your consent to send a notification, or do that automatically, or ignore the orders added after the route start.



  • To send a live tracking link to your customer by SMS move down to the SMS notification  and tick the box Send SMS notifications to clients. You can also edit the body of the message and insert the relevant info using the Template tags Legend. 


 


 


Please note, that SMS notifications are charged extra


Do not forget to click Save once you complete the set up.


Once a driver starts a run your customers with phone numbers specified in order info will receive short text messages and will be able to track your driver in real-time.



 


Live tracking links are the best way to keep your customers up-to-date, increase the customer satisfaction rate, and decrease the number of phone call to your office. Do not hesitate to contact our Support team at support@track-pod.com with any questions you may have.


 

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