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Getting Started

This page is an overview of "Xeon - Order Notifier" app.

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Overview :

Xeon - Orders Notifier app facilitates merchants to send unfulfilled orders notifications to customers via email and also helps in sending orders report to staff members/ admins.

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App configuration steps :

We have two ways of configuring the app as mentioned below:
I. Configuring app to send unfulfilled orders notifications for customers.
II. Configuring app to send list of unfulfilled orders to staff, admins.

I. Configuring app to send unfulfilled orders notifications for customers.

STEP - 1 : Click on "Add New Notifier", You will find two options as shown in the below image. To send notifications for customers select 1st option - Add notifier to send emails to customers of unfulfilled orders.
Add new notifier
STEP - 2 : Enter all the fields in "Details" section as shown in the below image.
Details page
'Name' field - Enter a descriptive notifier name.
'Include Orders created at or before' - This field tells the Notifier(app) to pick the orders which are older than or equal to the value provided in this field. For example putting 14 days means that whenever the Notifier runs it will pick orders which are older than or equal to 14 days.
'Exclude Orders created before' - This field tells the Notifier(app) to Exclude the orders which are older than to the value provided in this field. For example putting 30 days means that whenever the Notifier runs it will Exclude orders which are older than 30 days.
NOTE :
Exclude time value must be greater than include time value.
Difference between include-exclude time must be less than or equal to 60 days.
Example :
  1. 1.
    Valid scenario - If 'Include orders created at or before' = 30 and 'Exclude orders created before' = 90 then difference will be 90-30 = 60 days.
  2. 2.
    Invalid scenario - If 'Include orders created at or before' = 30 and 'Exclude orders created before' = 190 then difference will be 190-30 = 160 days.
Please enter a valid value between 1 to 1000.
STEP - 3 : Configure "Frequency" - (i) Scheduled or (ii) Manual
(i) Configure frequency - Scheduled
'Scheduled' - Merchants can set notifiers specific timings, select days and select repeat interval to run notifier.
Benefits of scheduled notifier is that notifications will be triggered automatically for the selected period of days and time.
(ii) Configure frequency - Manual
'Manual' - Notifier will be triggered manually by clicking on 'Run-Now' button
Benefits of 'Manual' notifier is that notifications can be sent instantly on real time basis just by clicking on 'Run-Now' button.
STEP - 4 : Configure "Notification" part.
Configure Notification - Page 1
'To' - Send emails to customer of qualified orders.
Merchants need not add email id of customers explicitly. Our app will automatically fetch all the email id's of customers within the selected range of orders.
Merchants should specify all the fields in the notification section 'From Email', 'From Name', 'Reply-To', 'BCC' and 'Email Subject'.
Configure Notification - Page 2
In the below image you can find WYSIWYG editor so that the customized email content can be created. And there is a 'Send test email' option (shown in the below image) wherein you can enter any test email id and upon clicking on 'Send test email' - email is received hence merchants can cross-check email content.
Configure Notification - Page 3
In the below image you can find 'Add template variable' - Upon clicking on 'Add template variable' link, List of variables are displayed as shown in the below image.
Template variable
Click on 'Copy' hence the variable will be copied and paste it on the editor the variable will be copied.
STEP - 5 : "Filters" Section
Filters are used to filter orders based on certain conditions applied. Our app provides various filters. Hence it becomes easy for merchants to select specific orders without any difficulty.
Filters page - 1
Filters page - 2
Filters page - 3
STEP - 6 : Set 'Actions'
'Actions' step is executed after sending the notifications to customers. This step is optional.
After sending unfulfilled order notifications to the customers then all such unfulfilled orders are tagged by the given tag name.
STEP - 7 : Click on 'Save' button as shown in the below image.
Click on 'Save' button
After clicking on 'Save' button notifier is created successfully.
STEP - 8 : Click on 'Run-Now' button to execute Notifier manually as shown in the below image.
'Run Now' button
After clicking on the 'Run-Now' button notifications are sent to customers.

II. Configuring app to send list of unfulfilled orders to staff, admins.

All the steps included in "Configuring app to send unfulfilled orders notifications for customers." applies same for "Configuring app to send list of unfulfilled orders to staff, admins." but the only difference is that,
  1. 1.
    Merchants need to add staff/admin email id's explicitly. As shown in Below Image - 1
  2. 2.
    Merchants can configure slack. As shown in the below image. As shown in the below Image - 2
  3. 3.
    In frequency section, The following option is available - Send notification only if there is at least 1 order in it. As shown in the below Image - 3
  4. 4.
    In Notifications sections, The following option is available - Attach csv file. As shown in the below Image - 4 and Image - 5
Image - 1
Configuring Slack as shown in the below image.
Image - 2
Image - 3
Image - 4
Image - 5
Last modified 1mo ago