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🚀 Automating Notifications for Client Orders in Jugl: A Step-by-Step Guide
🚀 Automating Notifications for Client Orders in Jugl: A Step-by-Step Guide
Updated over 2 months ago

Keeping your clients informed about their orders is essential for trust, transparency, and satisfaction. With Jugl, automating WhatsApp notifications for every stage of the order process has never been easier. Whether it’s notifying clients when an order is received or updating them on delivery completion, Jugl empowers you to keep communication clear and proactive. Let’s explore how to set up notifications and elevate your client experience! 🚀


Why Notifications Are Essential for Client Orders

Effective notifications:

  • Build Trust: Clients stay informed about the status of their orders.

  • Reduce Repetitive Inquiries: Automation minimizes client follow-ups like “Where’s my order?”

  • Enhance Satisfaction: Timely updates ensure clients feel valued and engaged.

According to Statista, 82% of customers prefer real-time updates about their orders.


How Jugl Handles Notifications for Client Orders

Jugl allows you to integrate WhatsApp notifications with task status changes, ensuring clients are notified at key order milestones. You can personalize notifications with custom statuses and templates to align with your workflow.

Key Notification Features in Jugl:

  1. WhatsApp Alerts: Real-time updates with order numbers and tracking links.

  2. Milestone-Based Triggers: Notifications tied to status changes like Pending, In Progress, or Completed.

  3. Customizable Statuses: Adapt statuses to match your unique workflow.


Step-by-Step: Automating Notifications in Jugl

Step 1: Set Up Task Updates in Integrations

  1. Access the Integrations Section

    • Click on the Integrations button in the left-side panel.

  2. Create a New Update

    • Go to Task Updates and click Create Update + to configure a new notification trigger.

  3. Define the Trigger

    • In the Name and Action Trigger section:

      • Enter a name for the update (e.g., Order Received Notification).

      • Select the trigger from the dropdown menu under “When status is set to.” Available options include:

        • Pending

        • In Progress

        • Completed

Pro Tip: Statuses are fully customizable! You can update them via the Manage Fields section in tasks to fit your specific workflow.


Step 2: Personalize Notification Messages

  1. Write the Message Content

    • In the Message Content section, craft a clear and concise message. The body field is mandatory.

  2. Example Message:

    • Hi [Customer Name], your order #[Order Number] is now in progress. You can track your order here: [Order External Link].

  3. Add Variables for Personalization

    • Use Add Variable + to dynamically insert:

      • Customer Name

      • Order Number

      • Order External Link

  4. Preview the Message

    • Use the live preview feature to see exactly how the notification will appear to clients.

  5. Optional Additions

    • Include a Header (e.g., Order Update) or a Footer (e.g., Thank you for choosing [Your Business Name]!) to align with your branding.


Step 3: Automate Notifications for Key Milestones

  1. Link Notifications to Task Status Changes

    • Set up notifications for the most critical stages of your workflow, such as:

      • Pending: Notify clients when the order is received.

      • In Progress: Update clients when work begins.

      • Delivery Completed: Confirm that the order has been delivered successfully.

  2. Test and Activate Notifications

    • Test each notification to ensure triggers are functioning correctly, then activate them for live use.

Pro Tip: Use tracking links in milestone notifications so clients can monitor their orders at every stage.


Step 4: Deliver Notifications Through WhatsApp

  1. WhatsApp as the Primary Channel

    • Notifications are sent directly to clients via WhatsApp, ensuring real-time delivery.

  2. Example Message:

    • Hi [Client Name], your order #[Order Number] is now complete. We hope you enjoy your purchase! Feel free to check updates here: [Order External Link].

  3. Monitor Notification Logs

    • Keep track of delivery success to ensure clients are receiving updates as intended.

Why It Helps: WhatsApp’s high engagement rates ensure your notifications are seen promptly.


How Notifications Enhance Client Satisfaction

Automated notifications:

  • Build Confidence: Clients are reassured knowing their orders are progressing smoothly.

  • Reduce Workload: Proactively address common client inquiries like “What’s the status of my order?”

  • Improve Workflow: Keep both clients and team members aligned with real-time updates.

Fact to Note: Businesses that automate client notifications report a 20% reduction in customer service workload (Source: McKinsey).


Examples of Notification Automation in Action

Scenario 1: E-Commerce Order Updates

An online store uses Jugl to send WhatsApp notifications for every milestone, from Order Received to Order Delivered.

Scenario 2: Service-Based Notifications

A home repair service automates notifications when tasks like Technician Dispatched or Service Completed are marked in progress.

Scenario 3: Wholesale Order Fulfillment

A supplier updates corporate clients about bulk orders at stages like Packaging and Shipping, ensuring smooth B2B transactions.


Best Practices for Automating Notifications in Jugl

  1. Use Clear and Consistent Messaging: Ensure notifications are easy to understand and action-oriented.

  2. Leverage Tracking Links: Include direct links to order status pages for transparency.

  3. Customize Statuses: Tailor task statuses in the Manage Fields section to fit your workflow.

Businesses with milestone-based notifications experience a 35% increase in repeat purchases (Source: HubSpot).


Why Jugl Excels at Automating Notifications

Jugl provides a comprehensive solution for managing client notifications:

  • Real-Time Alerts: Keep clients informed instantly at key stages.

  • Customizable Messages: Tailor notifications to match your brand and workflow.

  • Seamless Task Integration: Notifications are linked directly to task updates, ensuring smooth operations.

With Jugl, notifications aren’t just updates—they’re the key to building trust, enhancing communication, and delighting clients.


Take Action: Automate Notifications with Jugl Today!

Log in to Jugl and start automating notifications for your orders. From personalized WhatsApp alerts to milestone tracking, Jugl makes it easy to keep clients informed and happy. Let’s Jugl it! 🎉

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