This page covers…
1. CHANNEL SETTINGS FOR SENDING NOTIFICATIONS
Description: After configuring the email, SMS service, and Facebook Messenger in Posify, the merchant can set the relevant notifications to remind the guests when the actions are triggered by the guests.
Operation guide:
Email Settings:
Click General Settings →System Settings→ Email Setting to set up emails. Refer to the link: click here
For SMS settings, please contact Posify to purchase the service before it can be used.
For Facebook Messenger configuration method, please refer to the playbook: Click here
2.1 ORDER CONFIRMATION NOTIFICATION
Operation guide:
CMS->Notification Centre->Order Confirmation Notification > Edit > General Setting
Glossary:
Whether to enable the automatic email/SMS/Messenger template: Enabled. When the customer confirms the order, the order message will be automatically sent through the corresponding method.
Bcc to: You can set cc to other mailboxes. When sending order confirmation emails, you can synchronously cc to other mailboxes
After placing the order, the customer receives an order confirmation email sent by the merchant.
This email can be found in the Email Sending Mailbox > Outbox set by the merchant. In addition, if you copy the mailbox, it will also be copied synchronously.
Basic template setting: refers to the part of the notification that needs to be displayed. You can mark "Yes" if you need it, and no if you don't need it.
Take the received order email notification as an example, the specific display location is as follows
In the product information part, you can change the display order by clicking the position of the red box icon, and by holding down the mouse and dragging.
Click Email Template to further customize and edit the content of the email sent
Glossary:
Here is an example of the order confirmation email received above
Email Title: refers to the subject of the email received by the guest
Email Body - Greetings: Refers to the greeting to the guest at the beginning of the email.
Email Body – Content：Refers to the main content at the beginning of the email, generally used to indicate that the order has been placed
Email Body – Footer：Generally used for signing, write the store name, store address and store contact information.
Background image: You can set the background of the front of the email through an image.
Top banner: can be displayed above the message body by placing an image.
The text content of the email template can be edited, but the system parameters cannot be changed:
Sales notification management
{shop_name} : shop name
{invoice_no} : Invoice number
{shop_address} : shop address
Here, take the email body - the bottom as an example, place {shop_address}, {invoice_no}, {shop_name} as shown in the figure, you can set it like this
Click on the SMS template to edit the content of the SMS
After the template is set, click Save.
The setting method is the same as the order confirmation notification.
2.3 BOOKING REMINDER NOTIFICATION
Send out N days in advance: Refers to how many days in advance a customer can be reminded of an appointment. For example, the appointment service needs to be reminded 7 days and 1 day in advance, which can be set as shown in the figure.
Operation guide:
The previous settings are consistent with the sales module, you can edit the text content of the email template, but the system parameters cannot be changed:
Customer Relationship Notification Management
{shop_name} : shop name
{levelName} : Member level name
{shop_url} : Shop URL
{shop_address} : shop address
{nextLevelName} : Member level name after update
{conditions} : Upgrade membership level conditions
{day} : The number of days until the membership expires
{prevLevelName} : The name of the membership level before the update
{detail} : product details
Refer a friend notification management
{shop_name} : shop name
{period} : Recommended weekly report date range
{shop_url} : Shop URL
{shop_address} : shop address
{applyNo} : Sales partner application/withdrawal application number
{reason} : Application passed/rejected reason
{userName} : Username
Here, take {shop_url} and {levelName} as an example, put the content in the email body - content
After successful registration, you will receive a welcome notification email, and you can see the content of the system parameters set.
This part of the settings are consistent with the above settings.
4.1 NEW PROMOTION NOTIFICATION
Description: After setting up a notification for a new promotion, the merchant can automatically send a notification to the guest when adding or modifying a promotion.
The previous settings are consistent with the sales module, you can edit the text content of the email template, but the system parameters cannot be changed:
Marketing Tools Notification Management
{shop_url} : Shop website URL
{promotionName} : the name of the promotion
{shop_name} : shop name
{shop_address} : shop address
{couponName} : Coupon name
{detail} : Details of Remaining Points/Cash Dollars
{shop_url} : Shop website URL
Operation guide:
Notifications need to be set up first
Marketing > Promotion, click Add Promotion
How to set up a promotion reference playbook: click here
After the addition, a notification will be sent to the customer, indicating that the store has added a promotion.
4.2 NEW COUPON NOTIFICATION, COUPON GIFT NOTIFICATION
The setup method is the same as the new campaign method.
Sale Module
You can edit the following notification settings from sale module:
- Order confirmation notification
- Payment confirmation notification
- Pick-up reminder notification
- Order refund notification
- Appointment reminder notification
Sale module notification can notify customers about their purchase process.
For example, if you enable Order confirmation notification, it can remind customers they are successfully ordered their products.
CRM Module
You can edit the following notification settings from CRM module:
- Member welcome notification
- Member upgrade reminder
- Membership expiry notification
- Welcome gift notification
- Birthday gift notification
- Member point/ cash dollar expiry notification
- Member point/ cash dollar activation notification
CRM module notification can notify members about their membership changes or give them a welcome message.
For example, if you enable Member welcome notification, members will get a welcome message once they successfully registered as a member.
Marketing Module
You can edit the following notification settings from marketing module:
- New promotion notification
- New coupon notification
Marketing module notification can notify customers about new promotions and coupons.
For example, if you enable New promotion notification, customers will be notified when there’s a new promotion.
Referral Module
You can edit the following notification settings from referral module:
- Referral weekly report
- Cash out application notification
- Cash out approved notification
- Referrer application notification
- Approved referrer application notification
- Disapproved referrer application notification
Referral module notification can notify customers about the referral process.
For example, if you enable Referrer application notification, your customers will be notified that their Referrer application is received.
