Overview
Mobile app messages are great for shipment and delivery notifications. A push notification, which appears on the device home screen, is the recommended way to deliver this message. This article lays out the basic approaches for sending shipment and delivery notifications through the mobile app channel.
Sending methods
Shipment and delivery messages can be sent through the mobile app channel using these methods:
- Event-triggered message automation: Send messages based on updates to a contact's order and/or other event data attributes. To do this, you can create an individual message automation or a Podium Orchestration.
- API triggered message automation: Trigger shipment confirmation messages with API calls. Individual message recipients are specified in the API calls.
Event-triggered message automation
This section shows how to create an event-triggered shipment confirmation push message, which will appear on the device home screen and direct customers to your app.
1. Navigate to Automations > Create New Automation.
2. Select Push from the channels dropdown.
3. Under message type, choose Push notification.
Push notification messages display on a customer's home screen. This is the recommended way to send a shipment notification message.
4. On the Message Creation page, click Edit in the Push Notification Content window to create your message and select an image from the Image Library (if applicable).
We recommend that you personalize this content to include an order number, picture of the item, and the customer's first name. Learn more about personalizing message content with Smarty here.
5. Once your message content is in place, click Save—then click Publish at the top.
6. Under Sending Methods on the left sidebar, select Event Triggered and click Edit in the Trigger Events window.
7. Under Trigger event and Trigger strategy, choose When an order is created or updated.
8. Under Changed field, select the field that, when changed, will trigger the message. This example shows items
with the conditional filter of properties.shipped
.
This step is configured according to how your data is stored, so the names of the field and conditional filter (if applicable) might be different in your account.
9. After you click Save, click the Enable button to begin sending the automated push message.
Podium Orchestration
You can create a Podium Orchestration to send a shipment notification using the same underlying process as creating an event-triggered message automation.
1. Navigate to Automations > Podium Orchestrations and select New.
2. Give your Orchestration a name and tag. This is important for reporting and organization.
3. To set your trigger, click the Trigger button and select An Order.
4. For the Action, select Send a Push Notification.
5. Under Changed field, select the field that, when changed, will trigger the message. This example shows items
with the conditional filter of properties.shipped
.
This step is configured according to how your data is stored, so the names of the field and conditional filter (if applicable) might be different in your account.
6. Give your shipment confirmation message a name and attach any relevant tags.
7. On the Compose Message page, click Edit in the Push Notification Content window to create your message and select an image from the Image Library (if applicable).
We recommend that you personalize this content to include an order number, picture of the item, and the customer's first name. Learn more about personalizing message content with Smarty here.
8. When you're finished with your content, click Save—then select Back at the top of the page to go back to Podium.
9. Enable and publish your Orchestration
API sending method
The API sending method is used to trigger shipment notification messages via REST API using the POST/automationtemplates/{key}/send call. In order to do that, you need to create a message automation.
Create the message automation
1. To create a new automated message, log in to Cordial and select Automations > Create New Automation from the left sidebar.
Make sure to save the message key. In order to send the message, you must reference the message key when making the API call.
2. Complete the Message Header and Message Content areas and click Publish.
3. Choose the API sending method from the left navigation bar in your message automation.
4. Click the Enable button to enable the sending method.
5. The published message will now be available to trigger via the POST/automationtemplates/{key}/send API call. All subscribed and valid contacts are automatically part of the audience, and the message recipients are specified in the API call itself.
If you need to stop API triggered messages from sending, and do not have access to an API dev resource, you can disable the API sending method.
Add external variables
When sending a shipment confirmation message via API, we recommend that you complement the shipment information with external variables such as order number, number of items, and a URL for the item on your site.
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