This article is intended to be used as a general guide on how to manage notification templates.

Once countries, triggers and languages are set in place and are enabled, the next step is to configure the notification content. Read this article to learn how to configure Notification settings.

Templates for Forward & Reverse shipments, Return Requests, and Pinpoint Locations are configured within their dedicated sections. Additionally, the email, SMS, and WhatsApp notifications for each of these sections are individually managed.

Permissions: Only users with Account Manager, Admin and Manager access roles are able to configure notification content.

Setting up notification templates

1. Navigate to Notifications on the Carriyo Dashboard. Choose any of the subsections provided. The process of configuring notifications varies only slightly across all subsections. For each trigger added, templates will be provided in all the languages configured in the settings.

To add triggers, click on the + add button and select the trigger from the list of statuses.

Note: Triggers set for specific countries will override the Any Country triggers.

Triggers can be activated/deactivated as required and can be deleted otherwise.

Email

The notification templates are not set by default. Click on any of the template to manage the content inside it.

Within the template edit page, you can easily change the shipment to be previewed by clicking on the shipment ID provided. This will open a popup dialog where you can select the desired shipment. There are two views for displaying the notification content: Preview and Code. Preview mode is selected by default, showing the content corresponding to the Code.

To switch to Code view, simply click on the title. You are able to freely edit the code in this view. Templates are written in liquid template language which allows you to build dynamic HTML pages. You can learn more about liquid templates by clicking on the link provided on the top. To add tags to the code, access the Tags option on the right (Note: not all tags may be found here).

If you want to reset the content to the way it was before, click on the reset option provided inside the menu (three dot) option. Once all required changes are made, click on Save. The dropdown at the top allows you to switch templates easily.

SMS

To configure SMS templates, switch to the SMS tab by clicking on the title.

To change the the shipment to be previewed, click on the shipment ID provided on the page. The left container is the SMS editor and the one on the right displays the Preview. Tags option allows to insert tags to the content. The character count is also displayed here.

Similar to the edit template page for emails, this page also includes a dropdown and reset option. Click on Save once all required changes are made.

WhatsApp

Setting up WhatsApp notification templates requires providing the same WhatsApp template name and the same parameters as set in WhatsApp. Once the template name has been entered, the test template option beside the Tags option will be activated and you can test the content by sending a test message to a phone number.

Click on Save once all changes are made.