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Overview
With our notification module you can send notifications to your customers via SMS or Push. You can use notifications to send scheduled marketing campaigns or transactional notifications (an example of which is, sending a message to your customers to keep them up-to-date about their order status).
Notifications consists of two components: Templates & Campaigns.
With Templates you can prepare the content that you want to send out, and with Campaigns you can define when and to which customers the notification should be sent. The usage of templates is optional, as you can also define the content of the notification directly when creating a Campaign. It makes sense to use templates if you want to reuse them for multiple campaigns in the future.
Templates
You can access the templates via Shopgate Admin → Marketing → Templates.
If you open Templates for the first time, you will see that a few templates do already exist. These are the default templates for the transactional Push & SMS that are automatically created during creation of your shop. You can configure these templates and change the content completely to your liking, or even delete the templates if you do not want to use them.
With templates alone you can not send out notifications to the customers. A template always has to be used in conjunction with campaign.
Creating a new Template
When creating a new Template, you can select a "Trigger" for when this Template should be used.
Use "Schedule/Manual" to send a notification out to a group of customers at a specific Date & Time, or triggered via API. Use the "Event" trigger is for transactional notifications that are being sent out to individual users based on a specific event (e.g. if the order status changed). There are different events that are available for this method.
Based on the selected event and trigger combination there are different variables available to use inside your message. For example, "Schedule/Manual" Templates, you have customer data available (First Name, Last Name etc).
If you select an event, in addition to the customer data variables, you also have data related to the event available for use in your message. The available data depends on the Event, e.g. for "Sales order added" you have different data available than for "Fulfillment order status updated".
Here are all the fields that you can configure for a template.
| Field | Description | Example |
| Name | Internal name for the template. Choose something descriptive, so that you can find the template easily later when configuring campaigns. | Order Complete Review Promt |
| Code | Internal identifier for the template. Is used e.g. when accessing the templates via API. | OrderCompleteReviewPromt |
| Status | Active/Inactive. Can be used to prepare templates or temporarily disabling them. | Active |
| Trigger | "Schedule / Manual" or "Event". See explanation above. | Schedule / Manual |
| Event Type | Only available if Trigger "Event" is selected. See explanation above. | Sales order added |
| Description | Optional. Internal description of this template. | Notification upon completed order & request review |
| Message Title | The title of the message sent to the customer. Will be displayed different in Push & SMS (see preview) | Order picked up! 🎉 👏 |
| Message | The message sent to the customer | Hello {{customer.firstName}}, we hope you enjoy your new goods! Please leave a review and help build our community! |
Campaigns
Use campaigns to schedule and send out notifications to your customers.
You can access the Campaigns via Shopgate Admin → Marketing → Campaigns.
In the Campaigns Overview you see the list of all campaigns including details like if the campaign is currently active or not, or how many actual notifications to customers were sent out by a campaign.
Similar to the templates, when you open Campaigns for the first time, you will see that a few campaigns do already exist. These are the default campaigns for the transactional Push & SMS that are automatically created with the creation of your shop. Feel free to edit, deactivate or even delete these campaigns if you do not want to use them.
Creating a new Campaign
As with templates, when you create a new notification you have to select a "Trigger" that defines when the notification will be sent out.
The trigger "Schedule/Manual" is used e.g. for Marketing Notifications that will be sent out to the customers at a specific Date & Time, or if you want to use the Shopgate API to send the Notifications.
The trigger "Event" is used for transactional notifications that are being sent out to individual users based on a specific event (e.g. if the order status changed). There are different Events that are available.
Here are the fields that can be configured for a campaign:
| Field | Description | Example |
|
Name |
Internal name of the campaign | Order Complete Notification with Review Request |
| Code | Internal identifier for the campaign (used e.g. to access the campaign via API) | OrderCompleteReview |
| Status | Active/Inactive | Active |
| Trigger | "Schedule / Manual" or "Event". | Event |
| Event Type | Only available if Trigger "Event" is selected. | Sales order added |
| Description | Optional. Internal description of the campaign. | Push/SMS sent upon order completion to ask customer for review |
| Delivery Method | If the campaign should send notifications via Push and/or SMS | SMS |
| Event Trigger Conditions | Only available if Trigger "Event" is selected. With Event Trigger Conditions you can further narrow down when the notification should be sent. | Only when order status is set to "Fulfilled" |
| Audience | Select who should receive the notifications. You can choose All users, a specific segment or create a segment on the fly. | All users |
| Message | You can either choose a previously created template, or define the message on the fly. | Template: OrderCompleteReviewPromt |
| Interaction | Only used for Push. Defines what should happen when the user opens the push notification. For the Interaction "Show other view" an explanation can be found further down. | Open App |
| Analytics | Here you can define special parameters that will be passed to your analytics tools. | |
| Schedule | For Campaigns with trigger "Scheduled / Manual" you can define at which date & time the notification should be sent out. For Campaigns with trigger "Event" you can specify optional start & end dates for when this Campaing is active. |
Interaction "Engage: Show other view"
With the interaction "Show other view" any other page can be opened in the App, you just need to know the path to this page in Engage. This can be used for example to link to a widget page that you have created. The enage path to open a widget page has the following format:
/page/url-key-of-page
The URL Key for a page can be found in the Shopgate Admin. Go to Design → Widgets, then select the page you want on top left. Click on Settings on top right and you will see the URL Key.
Use this URL key in the Engage Path field of the campaign.
Should you have any questions or needs around notifications, feel free to contact support.