Notification with a link allowing customers to plan deliveries or visits

From the “Deliveries' basket” tab, you can send a notification to your customers with a link enabling them to plan an appointment for a delivery or a service. To set up the notifications for planning a delivery or visit, simply follow the steps below:

• Set up the notification template
• Set up the planning link
• Send notification with a planning link
• The option no. 3: Define authorised planning days

Set up the notification template

1. Go to the “Settings” module.
2. Click on the tab “Notifications”.
3. Click on “Notification templates”.
4. Click on the button “Add”.

   

5. Select the media “Text message” or “email”.
6. Select the type “Manual notification from AntsRoute”.
7. Determine the name for interne use. For example, 'Notification with planning link'.
8. Set the toggle on “Enabled”.
9. Click on the AntsRoute icon to custom the message content.
10. Add the variable “Delivery planning link”.
11. Click on the “Save” button.

    

Set up the planning link

1. Go to the “Settings” module.
2. Click on the “Notifications” tab.
3. Click on “Planning link”.
4. Set the “Link validity period” in days.
5. Add a “Title” for the page.
6. Add a “Quick description” which is displayed below the title.
7. Set a “Maximum detour” in kilometres.
8. Set the “Time slots” that customers can choose when planning an appointment.
9. Add a “Description following successful planning” which is displayed as soon as a customer confirms the appointment planning.
10. Add an “Error message” which is displayed in the event of an error when planning an appointment.
11. Click on the “Save” button.

    

💡 The maximum detour is a maximum number of kilometres of detours accepted, i.e. time slots are available to customers taking into account their geographical distance from appointments already scheduled.

☝️ Good to know: On the right-hand side of the screen, you can access an overview of the planning link.

☝️ Good to know: You can customise the style of the planning link. To find out more, read this support article.

Send notification with a planning link

Once you've defined this notification template with a link enabling the customer to plan an appointment, you can now notify your customers from the “Deliveries' basket”. Simply follow the steps below:

💡 To send a notification to your customers, you must have entered the email address and/or phone number in international format in the customer's record. For example, +447600123456.

The option no. 1: Notify one customer

1. Go to the “Plan” module.
2. Click on the tab “Deliveries' basket”.
3. Click on “...” and “Notify customer”.

   

4. Select the notification template created during the previous step.
5. Click on the button “Confirm”.

   

The option no. 2: Notify several customers

1. Go to the “Plan” module.
2. Click on the tab “Deliveries' basket”.
3. Select the customers you want to notify.
4. Click on the “Notify customers” button.

   

5. Select the notification template created during the previous step.
6. Click on the “Notify customers” button.

   

The option no. 3: Define authorised planning days

💡 To access this function, please contact our support team by email or on +33 7 82 95 83 08.

1. Go to the “Plan” module.
2. Click on the “Deliveries' basket” tab.
3. Select the customers you want to notify.
4. Click on the “Notify customers” button.

   

5. Select a notification template that includes a scheduling link.
6. Click on the “Notify customers” button.

   

7. Tick the “Define authorised planning days” option.
8. Click on the “Add” button.

   

9. Select a date or period.
10. If necessary, add a second period by clicking on “Add”.
11. Click on “Notify”.