How to set up a delivery update notification with an ePOD?

Keeping your customers informed about their deliveries is crucial for maintaining satisfaction and trust. With Track-POD, you can easily set up delivery notifications that include an electronic Proof of Delivery (ePOD). Here’s how to do it step-by-step.

Step 1: Ensure Customer Email Addresses are Correct

To send delivery notifications via email, ensure that the "Order email" field is filled out for each order. This field should contain the relevant email address of your customer. You can include multiple email addresses by separating them with a comma or semi-colon. If you are importing orders through a spreadsheet or API, double-check that the email addresses are included.

Step 2: Access ePOD Settings

To set up the ePOD, navigate to the At Departure Notifications settings within your Track-POD account.

Step 3: Configure Email Notifications

- Send e-mail notifications for office to: Check this box and enter your company email address to receive a copy of the PDF document.

- Send e-mail notifications to clients: Tick this box to ensure your customers receive timely delivery updates.

- Add original size photos to the end of the ePOD: If you want larger images included in the ePOD PDF, tick this option.

- Attach client's PODs to one email: If your customers have multiple orders within a single route, check this box to group all delivery notes into one email, reducing clutter.

Step 4: Customize Your Email

You can personalize the email subject and body to better suit your brand. Utilize the tags provided at the bottom of the settings page to include specific order information.

Step 5: Save Your Settings

Once you’ve made all necessary adjustments, don’t forget to click the Save button to apply your changes.

Step 6: Customize the PDF

You can also customize the ePOD PDF by adding your company logo and details, as well as modifying the content to include or exclude specific information.

Step 7: Sending Notifications

After a delivery or collection is completed, an email with the ePOD PDF will automatically be sent to your customer. This document will include the order status (delivered, not delivered, partially delivered), order details, any captured photos, customer signatures, the time of delivery, and the map location.

Step 8: Use Your SMTP (Optional)

By default, emails are sent from the Track-POD mail server. However, you can configure your own SMTP settings under Settings -> Notifications -> Advanced. While this is an option, we recommend using Track-POD's service to minimize the risk of emails landing in spam folders and to track email deliverability.

Step 9: Accessing ePODs

You can easily find all ePODs generated by Track-POD in the Orders tab of your dashboard or from the order details.

With Track-POD, keeping your customers informed and satisfied is straightforward. By following these steps, you can ensure that your clients receive timely updates on their deliveries, enhancing their overall experience with your service.