Customer Notifications & Updates

Keep every customer informed at every stage of their delivery without your team lifting a finger.

105 hrs
Time saved/month
15
Companies have mapped
Map This Automation

About This Automation

Customer notifications for shipment status changes are currently sent manually, requiring staff to monitor systems, look up contact details, and compose messages for each customer. This repetitive work consumes significant time and often delays notifications by 15-.

Automation monitors shipment status in real time, selects the right notification channel based on customer preferences, composes personalized messages, and sends them within minutes. Staff focus only on exceptions and complex situations that require human judgment.

Key features
Monitor shipment status changes automatically and trigger notifications in real time
Retrieve customer contact details and communication preferences from your CRM instantly
Select the optimal notification channel, email, SMS, or both based on customer history
Compose personalized messages with tracking links and delivery estimates automatically
Send notifications across email and SMS platforms without manual intervention
Flag delivery exceptions and delays for human review before sending compensation offers

How The Automation Works

The full workflow, from trigger to completion.

1. Shipment Status Change Detectedtrigger

The automation platform monitors the dispatch system for status updates (picked up, in transit, out for delivery, delivered) or delay alerts. When a change occurs, the workflow starts immediately.

2. Fetch Customer Details

The automation retrieves the customer's name, email, phone number, and communication preferences using the shipment's customer ID.

3. Determine Notification Channel

The automation evaluates the customer's preferred channel (email, SMS, or both) based on stored preferences and past communication history, then selects the appropriate channel.

4. Generate Personalized Message

The automation composes a message using a template, inserting the shipment status, tracking link, estimated delivery time, and customer name. For exceptions, it flags the message for human review.

5. Is this an exception or delay?

The automation checks if the shipment is delayed or failed. If yes, the message is flagged for manual review. If no, it proceeds to send.

6. Send Email

The automation sends the notification email to the customer's email address integration.

7. Send SMS

If SMS is required, the automation sends the message to the customer's phone number.

8. Log Notification

The automation records the notification event, including timestamp, channel, message content, and delivery status, creating an audit trail.

4 reasons to map this process

1

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2

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3

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4

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
105hrs/month
Process pain:8.2/10
Mapped by:15 Companies

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