Custom Notification

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SHOPLINE’s Custom Notification feature allows merchants to customize notification messages for a variety of events. Merchants can edit these default messages to include links, text and other content to provide information about store activities and products to customers via SMS, email, or both. 

 This article will cover the following: 

  • Setup
  • Custom notifications overview 
  • How to customize message content 
  • How to enable/disable notifications 
  • Notes

1. Setup 

First, check your store’s plan/modules by clicking on [Hello ____] in the top right-hand corner of SHOPLINE Admin, then clicking [My Subscription & Billing] from the dropdown menu. 

  1. If you see the page as below, with the headings “Plan” and “Modules”, check the Membership notifications overview table below to see if you have the correct plan, and modules.  checkyourplan1.jpg
  2. If you see a page as below, check the “Plan” column to see if you have one of the following plans: Cross-border; O2O; EnterpriseCheckyourplan2.jpg
    If you have an eligible plan and/or the correct modules, go to [Apps] > [App Store] and install “Custom Notification”.   
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2. Getting started with custom notifications 

Step 1. 

In SHOPLINE Admin, go to [Settings] > [Custom Notification]. On this page, you can switch between “Member” and “Order” tabs to view related custom notification settings. 

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A. Member notifications  

In this section you will be able to view the related settings for all member notifications. Merchants can check the column to the right of a specific notification to see the options available for sending each message (email, SMS, or both).
*Please note: Password reset notifications can currently only be sent by email. 

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Membership notifications overview 

The table below provides an overview of the trigger points that cause each notification to be sent, and the plans/modules required to use each notification type. 

Notification type Trigger point Plans
Online store sign up notification
When a customer registers as a store member

Plan: Cross-border; Enterprise; O2O

Plan + module: e-Commerce; Social Commerce
Password reset notification
When a customer resets their password this notification will be sent for account verification purposes 

Plan: Cross-border; Enterprise; O2O

Plan + module: e-Commerce; Social Commerce
Member account setup notification
When a customer signs up as member without setting up a password (via Message Center/Social Commerce/POS/Kiosk/Shop checkout)
Plan: Cross-border; Enterprise; O2O
Plan + module:e-Commerce; Social Commerce
Membership Upgrade Notification
When a store member upgrades to specific membership tier
Plan: Cross-border; Enterprise; O2O
Plan + module e-Commerce; Social Commerce + CRM - Membership module
Store Credit Expired Notification
This notification is sent to customers 7 days before store credits expire by default. However, merchants can edit the number of days according to their needs. 
Plan: Cross-border; Enterprise; O2O
Plan + module:
e-Commerce; Social Commerce+ CRM - Credits module
Welcome Credits Notification
When a customer gets welcome credits after signing up as a store member
Plan: Cross-border; Enterprise; O2O
Plan + module: e-Commerce; Social Commerce + CRM - Credits module
Birthday Credits Notification
When a member gets birthday credits
Plan: Cross-border; Enterprise; O2O
Plan + module: e-Commerce; Social Commerce + CRM - Credits module
Order Reward Credits Notification
When an order's payment status is changed to "paid" and the member gets order reward credits
Plan: Cross-border; Enterprise; O2O
Plan + module: e-Commerce; Social Commerce + CRM Credits module
Member Referral Notification (to Referrer)
When a new member signs up using a referral link
Plan: Cross-border; Enterprise; O2O
Plan + module: e-Commerce; Social Commerce + Promotions module
Member Referral Notification (to New member)
When a new member gets store credits after signing up using a referral link
Plan: Cross-border; Enterprise; O2O
Plan + module: e-Commerce; Social Commerce + Promotions module
Referrer Reward Notification (to Referrer)
When a referrer gets reward credits after an order from referral is completed
Plan: Cross-border; Enterprise; O2O
Plan + module: e-Commerce; Social Commerce + Promotions module
Earn Points Notification
When a member gets order reward points
Plan: Cross-border; Enterprise; O2O
Plan + module: e-Commerce; Social Commerce + CRM - Credits module

 

For more information on specific notification types and related features, please refer to the relevant FAQ articles below:

B. Order notifications 

In this section. merchants can view the related settings for all order notifications.

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The table below provides an overview of the trigger points, and plans/modules required to use each notification type: 

Notification type Trigger point Plans
Order Completed / Status Update Notification

When a customer completes an order and checks out, the order status has been updated, and the "send your customer an update notification" box has been selected.

Plan:Cross-border; Enterprise; O2O
Plan + module:
e-Commerce; Social Commerce

Subscription Order Reminder Notification 

This notification will be sent to the customer 1 day before the subscription order is created by default. However, merchants can change the number of days according to their needs. Plan:Cross-border; Enterprise; O2O
Plan + module:
e-Commerce; Social Commerce + Customization module 

To learn more about settings for related features, please see the FAQ article below: 

3. How to customize message content 

*Before you begin: 

  1. The content of notification emails can currently only be edited for the following notification types: Online store sign up notification; Password reset notification; Order completed/status update notification; Store credit expired notification   
  2. Support is not currently provided for the editing of SMS notifications. 

Step 1. 

Click on the [EDIT] button to the right of the email notification message you want to edit. The example below is for an "Online store sign up" notification. 

  • Language tabs: Merchants can use these to edit the message content for specific languages.
  • Editable content: Merchants can click on these sections to add custom messages and links to provide more information to customers. 
  • Default content: This section cannot be edited. 

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*Please note: The languages available will depend on the languages you have selected in SHOPLINE Admin > [Settings] > [Basic Settings] > “Supported Shop Languages”. 

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Step 2. 

After you have finished editing, click on [Save] in the top right-hand corner 

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A confirmation message will appear if your edits have been saved successfully.

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The image below is an example of a customized message: 

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*Please note: 

  1. The language used for notification messages will depend on your store’s “Default Shop Language”. You can check or change these settings by going to SHOPLINE Admin > [Settings] > [Basic Settings] > “Supported Shop Languages”. If you have selected the “based on customer browser language” option, then customers that register with your store will receive notification messages in the language their browser is using. 

    Online store sign up notification: Language selected by a customer when registering as a store member.
    Password reset notification: Default browser language last used by a member. 
    Order completed/status update notification: Language selected by customer during checkout

  2. If you have selected “your custom choice”, then notification messages sent to customers will use the custom language option you have selected. 6.png

 

Order completed/status update notification 

  1. Creating an order: When an order is created, a notification will be sent automatically. If a merchant creates a new order for a customer in SHOPLINE Admin, they can choose whether or not to send a notification using the checkbox. 
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  2. Splitting an order: A notification will be sent if the relevant box is checked off.
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  3. Status updates: When the order, payment or shipping status of an order changes automatically, a notification will also be sent automatically. If a merchant manually changes the status of an order, they can choose whether or not to send a notification using the checkbox.  
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3. How to enable/disable SMS notifications

Membership notification SMS messages 

You can choose to enable or disable SMS notifications for a specific notification type by clicking on [Edit] next to it. Slide the “Send this SMS” toggle switch either on or off, then click [Save].  

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*Please note: 

  • A monthly fee will be charged for SMS notifications if this feature is enabled. 
  • The “SMS character count” is for reference only. The final number of characters will vary depending on the length of the variables within a notification message, e.g. a customer’s store credits total. 
  • The fee charged for a SMS is equal to the total character count of the custom message, plus any characters used for store credit totals etc. 

 

4. Notes 

  1. To grant staff members permission to view/edit custom notification messages, in SHOPLINE Admin go to [Settings] > [Permission & Security], click [Edit] then scroll down to “Custom Notification”. 
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  2. If you have set up HTML/CSS in [Online Store Design] > [Code Editor] the notification will remain the same as the previously set version. The settings in Custom Notification Settings will not be applied to messages.
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