Shipping & Tracking Notifications

Q: Can customers choose to receive notifications by email, SMS, or both?

Yes. The automation checks each customer's contact preferences during checkout or account settings and routes notifications to their preferred channel or channels automatically.

Q: How does the automation handle different carriers like FedEx, UPS, and DHL?

The automation identifies the carrier from your fulfillment system and constructs the correct tracking URL for each carrier automatically, so customers receive a direct link to track their shipment.

Q: Will the automation work with my existing email and SMS tools?

The automation integrates with mainstream email and SMS platforms. If you use Gmail, Outlook, Twilio, or similar services, integration is straightforward; your team can discuss compatibility during setup.

Q: What happens if a notification fails to send?

Failed notifications are logged and your fulfillment team receives an alert so they can resend manually or investigate the issue. This ensures no customer is left without tracking information.

Customers get accurate tracking updates the moment their order moves, without your team lifting a finger.

372 hrs

Manual time identified

Companies have mapped

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About This Automation

Shipping notifications are sent manually after each order ships, requiring staff to retrieve tracking numbers, compose messages, and send them across multiple channels. This process is slow, error-prone, and consumes significant time daily.

Automation captures tracking data automatically, composes and sends branded notifications within minutes of shipment, and logs all delivery details back to order records. Customers receive timely updates, support inquiries drop, and the team reclaims hours each week.

Key features:

Retrieve tracking numbers automatically from your fulfillment system and carrier portals

Compose and send branded email and SMS notifications within minutes of shipment

Personalize each message with customer name, order details, and estimated delivery dates

Log tracking data and delivery status back to order records in real time

Route notifications to the correct channel based on customer contact preferences

Reduce manual customer inquiries by delivering proactive, timely updates

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual carrier portal lookups Staff must log into multiple carrier websites to retrieve tracking numbers, creating delays and increasing the risk of missing shipments.	80%
2	Inconsistent notification timing Customers receive tracking updates hours or days after shipment, leading to confusion and preventable support inquiries.	67%
3	Incomplete order record logging Tracking data is often not logged back to order records due to time pressure, creating gaps in order history and audit trails.	53%
4	Multi-channel message composition Staff must manually adapt messages for email and SMS, duplicating effort and risking inconsistent or missing information.	40%
5	Reactive customer support burden Customers contact support to ask about tracking status because they did not receive timely notifications.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.7/ 10

AI Fit Rating™

9.1/ 10

Automation Lift Index™

8.8/ 10

Hidden Overhead™

7.3/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Order Marked Shippedtrigger

The automation is triggered when an order status changes to shipped and a tracking number is available.

2. Fetch Tracking Data

The automation retrieves the tracking number, carrier name, and customer contact details.

3. Enrich with Carrier Link

The automation constructs the carrier-specific tracking URL (e.g., FedEx or UPS link) and formats the tracking information.

4. Send Email Notification

The automation sends a branded email notification with the tracking number, carrier link, and estimated delivery date.

5. Send SMS Notification

The automation sends an SMS to the customer's phone number with the tracking number and a link to track their package.

6. Log Tracking to Order Record

The automation updates the order record with the tracking number, notification timestamp, and delivery status.

7. Post Notification

The automation posts a summary confirming the notification was sent and logging the tracking details for team visibility.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

280 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What happens if a tracking number is not available when an order ships?

The automation waits for the tracking number to become available in your fulfillment system, then sends the notification automatically. If tracking remains unavailable after a set time, your team is alerted to investigate the shipment.

Can customers choose to receive notifications by email, SMS, or both?

How does the automation handle different carriers like FedEx, UPS, and DHL?

Will the automation work with my existing email and SMS tools?

What happens if a notification fails to send?

View more FAQs

Process pain:8.7/10

Mapped by:4 Companies

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Page updated 10 August 2026