Automated Notifications: Creating an Automated Notification

With Automated Notifications, staff can notify coworkers and/or customers when changes have been made in RepairQ that affect them. The ability to automate notifications reduces the time it takes to send communication, which allows for efficient communication between teams and improves the customer experience. Admins and Managers can create automated notifications based on the different needs of the business. Common examples of notifications include:

• Sending an SMS or Email to a customer when their device is in Ready for Pickup status.
• Sending a follow-up link to an experience survey after a ticket is closed.
• Notifying Managers when Purchase Orders have been created.
• Notifying Managers when inventory items have been placed in a specific status: Damaged, Shrinkage, Pending RMA, etc.

Additional Resources

• Automated Notification Resources
• Getting Started: The RepairQ Notification Queue
• Automated Notifications: Inventory Status Changes
• Sending an SMS Notification to a Customer

Creating an Automated Notification

1. On the Navigation Bar, go to Settings -> Company Settings.

Note: You can add notifications at the location level by going to Settings -> Location Settings.

2. On the Settings Overview page, the left column lists settings by category. Click the Communications dropdown. From the list of available settings, click Notifications.

3. On the Notification Overview page, click Create Notification Automation.

4. Fill out the fields to modify your notifications, triggers, and timing. You can customize these to fit your needs based on the purpose of the notification. Some of the fields can use shortcodes to insert dynamic data from RepairQ.

Note: Users can insert shortcodes into the recipient and communication fields of your notification. Copy and paste the {bracketed fields} where you would like information added to your message. These fields are based on information already populated in RepairQ. Information will not populate to bracketed fields not listed in the available selection.

• Notification Name - Name the notification to indicate the purpose for easy identification.
• Location - Select whether this notification is assigned to all locations or a specific location.
• Trigger - This indicates the prompt that will create the notification. Some triggers can create additional actions for customization. These are generally status changes or manual notifications.
• Delivery - Select the delivery method for the notification. These can be sent via Email, SMS, or both.
• Message Subject - This is the subject/title of your outgoing notification.
• Send To - Select an email address or use the provided shortcodes to send the message to a recipient. Multiple recipients can be added, separated by commas.
• Reply To - (optional) Select the delivery address/shortcode for who will receive any responses to the notification. If left blank, this will default to your reply-to address in RepairQ.
• Message - This is the body of your notification. You can use use any relevant short code(s) to populate information into your notification when it is generated.
  • When composing an email message, you can add some basic HTML formatting using the WYSIWYG editor.
  • SMS messages longer than 160 characters will be split into multiple messages. SMS does not support HTML or any special formatting.
  • If you are selecting email + SMS, you will need to fill out both message fields. This allows you to create different messages for each delivery method. 
• Attachment - Some triggers will allow you to send a .pdf attachment of a receipt or invoice. The information on this attachment can be configured in the Email Receipts Template.
• Send Delay - Select a time frame if you wish to delay the delivery time of the notification. This can be measured in Minutes, Hours, or Days. Decimals can be used for fractional amounts.
• Active - Select this to make sure your notification is active. You can mark this inactive to temporarily disable a message until needed again.

5. After you have made your selections, be sure to Save the automation. You will be directed back to the Notification Overview page, where you can view and edit your existing automations.

6. Once the notification has been created and triggered by the assigned action, any outgoing message will appear in the Notification Queue, where you can view additional details.

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