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Automatic Communications Explained
Automatic Communications Explained

The logic behind our automatic communications templates

M
Written by Matt Panton
Updated this week

Below is a detailed list of the logic behind each automatic message SMRT sends out.

Claims Receipt

Sent when pressing email/text claim receipt

Credit Card About to Expire

Sent for a recently active customer if their credit card will expire within a month

Credit Card Has Expired

Sent for a recently active customer if their credit has expired

Credit Card Avs Check Failed

Sent when a customer's order has been completed, and the card on file has a faulty AVS code

Credit Note Receipt

Sent when pressing email credit note receipt

Delivery Appointment Confirmation

Email sent when a customer appoints a new delivery

Will-Call Pickup Reminder

Sends will call opt in reminders

Will-Call Pickup Scheduled

Sent when a 'YES' reply schedules a pickup

Will-Call Pickup Scheduled Later

Sent when a 'YES' reply schedules a pickup on a later date due to cutoff

Delivery & Pickup Completed

Sent when pickup & delivery completed

Pickup Completed

Sent when pickup completed

Delivery Completed

Sent when delivery completed

Locker Ready

Sent when clothes are put in locker

Locker Ready, Building Code

Sent when clothes are put in locker and building code is required

Customer Email Verification

Sent when a customer registers an account through customer portal

Customer Reset Password

Sent when a customer requests a password reset

First Order at Counter

Is sent after the customer’s first order is created after sign-up. This message is not sent to new route customers.

Invoice Receipt

Sent when pressing email invoice receipt

Estimate Receipt

Sent when pressing email estimate

Order Receipt

Sent when clicking the Text button in Order Receipt

Credit Card Payment Failed (Card Expired)

Sent when a autopay customer's order has been completed, and the card on file was declined due to being expired

Credit Card Payment Failed (Card Declined)

Sent when a autopay customer's order has been completed, and the card on file was declined

Credit Card Payment Failed (No Card Processing Setup)

Sent when a autopay customer's order has been completed, for businesses without credit card processing setup

Credit Card Payment Failed (No Card On File)

Sent when a autopay customer's order has been completed, and there is no card on file

Payment Receipt

Sent when a customer has successfully paid their orders

Regular Route Delivery

Sent to regular route customers the night before they have a delivery

Regular Route Pickup, No Delivery, Offer Cancellation

Sent for route customers with no delivery, offer cancellation enabled

Regular Route Pickup, No Delivery, No Offer Cancellation

Sent for route customers with no delivery, offer cancellation disabled

On Demand, Has Delivery

Sent for on demand customers with delivery

On Demand, Offer Cancellation

Sent for on demand customers with no delivery, offer cancellation enabled

Pickup Store

Order ready for pickup at store

Offer Customer Portal Delivery

Order ready for pickup at store or schedule a delivery?

Order ready at QuickSort Kiosk

Order ready for pickup at QuickSort Kiosk

Refund Receipt

Sent when clicking email Refund Receipt

Redeem Reward

Sent when a customer is awarded credits that must be redeemed within a certain time period

Reward Credit

Sent when a customer is awarded credits

SMS Opt-In Question

SMS opt-in question is sent when a customer is assigned to a route.

SMS Opt-In Confirmation

SMS opt-in confirmation is sent when a customer replies to an SMS opt-in question.

SMS Opt-In Confirmation Customer Portal Delivery

SMS opt-in confirmation is sent when a customer replies to an SMS opt-in question.

SMS Opt-In Confirmation Regular Pickups

SMS opt-in confirmation is sent when a customer replies to an SMS opt-in question.

Opt-Out Text Footer

Opt-Out Text is added to the bottom of any outbound text that is sent from SMRT to a customer. Please reference the Company Setting "Include Opt-Out Text Footer" for more information.

Statement Ready to Pay

Sent when statement is ready to pay

Statement Not Ready to Pay

Sent when statement is ready to be viewed

Invoice Ready to Pay

Sent when invoice is ready to pay

Invoice Not Ready to Pay

Sent when invoice is ready to be viewed

Welcome Email

Welcome email is sent when a customer signs up or changes email address.

Welcome SMS

Text template for signup sms. If specified, this text will be sent out instead of the welcome email for anyone with a phone on file.

Pickup Reminder Account Link First Time

Added at the end of the pickup reminder and scheduled text for first time customers

Pickup Reminder Account Link Default

Added at the end of the pickup reminder and scheduled text for returning customers

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