Notification
Send email and SMS notifications to customers based on order status.
Overview
The Notification step sends email and/or SMS notifications to customers based on configured notification templates. This is the primary mechanism for customer communication during order processing.
Identifier
| Property | Value |
|---|---|
| Key | Notification |
| Group | Notifications |
| Applicable Statuses | New, InProgress, Completed, ReadyForPickup, OrderCanceled |
Configuration Properties
This step uses notification templates configured in the system. The templates determine:
- Which notifications to send based on order status
- Email and/or SMS content
- Recipient selection
Behavior
What It Does
- Skips execution in test mode
- Clears any pending notification IDs on the order
- Processes notification templates:
- Determines applicable notification templates based on order status
- Generates email and/or SMS messages
- Enqueues messages for delivery
- Returns result with count of messages sent:
- Success if any messages sent
- Warning if no messages sent
Prerequisites
- Notification templates must be configured
- Customer must have email/phone for respective notification types
- Notification service must be available
Side Effects
- Clears
PendingNotificationIdson order - Email and/or SMS messages enqueued for delivery
- No direct order modifications
Business Cases
When to Use
- Order confirmation: Send confirmation after order placement
- Shipping notification: Notify customer when order ships
- Ready for pickup: Alert customer for Click & Collect orders
- Cancellation notice: Inform customer of order cancellation
Example Scenarios
Scenario 1: Email and SMS Sent Order status triggers notification. Both email and SMS templates match. Both messages enqueued. Returns success with "2 emails and 1 SMS sent".
Scenario 2: No Matching Templates Order status has no configured notification templates. Returns warning with "No messages sent".
Scenario 3: Email Only Customer has email but no phone number. Only email notification sent.
Scenario 4: Test Mode Running in test mode. Notifications skipped, success returned.
Error Handling
| Condition | Result | Continues Workflow? |
|---|---|---|
| Test mode | Success (skipped) | Yes |
| Messages sent | Success | Yes |
| No messages sent | Warning | Yes |
| Exception during send | Warning | Yes |
Related Steps
- Export Order - Export order data
- Webhook Workflow Step - External integrations