Notification Steps

Overview

Notification steps handle customer communication during order processing. They send emails and SMS messages based on configured templates and order status.

Available Steps

Common Use Cases

Order Lifecycle Notifications

Send notifications at key order milestones:

New Order → Notification (Order Confirmation)
↓
Ship → Notification (Shipping Confirmation)
↓
Completed → Notification (Delivery Confirmation)

Click & Collect Flow

Notify customers when orders are ready:

ReadyForPickup → Notification (Ready for Pickup)

Cancellation Communication

Inform customers of cancellations:

OrderCanceled → Notification (Cancellation Notice)

Notification Templates

Notifications are driven by templates configured in the system. Templates define:

• Trigger conditions: Which order statuses trigger the notification
• Channel: Email, SMS, or both
• Content: Message templates with order data placeholders
• Recipients: Customer, store staff, or custom recipients

Best Practices

1. Configure templates before workflow: Ensure notification templates exist for each status where notifications are needed
2. Handle missing contact info gracefully: The step returns warning (not error) if no messages can be sent
3. Test notifications: Use test mode to verify workflow without sending actual messages