Communication is key when managing client orders and service requests. With Jugl, you can set up automated updates and reminders to ensure that clients stay informed about their orders every step of the way.
💡 Why Automate Order Notifications?
✔ Reduces Client Inquiries – Customers won’t need to ask for updates—they’ll receive them automatically.
✔ Enhances Trust & Transparency – Keep clients engaged by providing real-time status updates.
✔ Speeds Up Order Processing – Automated reminders help reduce delays and incomplete orders.
Businesses that send automated order updates experience a 30% reduction in follow-up inquiries and a 25% increase in repeat purchases (Source: McKinsey).
✅ Step-by-Step: Setting Up Order Updates & Reminders in Jugl
🛎️ How to Create Order Updates & Reminders for Forms
1️⃣ Go to the Integrations Panel
Log in to Jugl and click on Integrations from the left-side panel.
Navigate to the Task Updates section.
2️⃣ Create a New Order Update Alert
Click “Create Update +” to set up a new automated reminder.
Enter an Update Name (e.g., "Reminder: Your Order is Still Pending")
3️⃣ Set the Action Trigger
Choose "When Status Set To" as the trigger.
Select the appropriate status from the dropdown menu, such as:
Pending – For reminders about incomplete orders.
Payment Processed – To notify clients when payment is confirmed.
Delivery Completed – To confirm order fulfillment.
4️⃣ Personalize the Reminder Message
Add a header and footer (optional).
Customize the body message with relevant details:
Click “Add Variable +” to personalize messages with:
Client Name
Order Number
Order Tracking Link
Use a friendly and professional tone to keep clients engaged.
Example:
"Hello [Client Name], your order #[Order Number] is still pending. Complete it now to secure your items! Track your order here: [Order External Link]."
5️⃣ Save and Activate the Update
Click Save, and Jugl will now send automatic reminders based on the selected trigger!
Pro Tip: Use “Pending” reminders to encourage clients to complete incomplete forms and avoid lost sales.
📧 How to Send Automatic Confirmation Emails After Form Submission
Although Jugl currently supports WhatsApp alerts, email notifications will be available soon! For now, you can:
Send instant WhatsApp confirmations to clients after they submit a form.
Use the “Order Received” trigger in Task Updates to send real-time confirmations.
Example Message:
"Hi [Client Name], we’ve received your order #[Order Number]! Our team is processing it, and we’ll update you shortly. You can track it here: [Order External Link]."
Why It Matters:
✔ Provides immediate assurance that the order was received.
✔ Reduces the need for manual confirmation emails.
✔ Keeps clients engaged and informed from the start.
🔍 Best Practices for Client Notifications in Jugl
✔ Keep Messages Clear & Professional – Ensure clients understand what each notification means.
✔ Use Tracking Links – Always include a direct link to the order status page.
✔ Test Your Alerts – Before launching, verify that messages display correctly.
✔ Adjust Status Labels If Needed – You can customize task statuses in Manage Fields to better fit your workflow.
Businesses that use automated milestone notifications see a 35% boost in repeat purchases (Source: HubSpot).
🎯 Gold Catcher Takeaway: Keep Clients in the Loop, Automatically!
With Jugl’s automated notifications, you can provide real-time updates, reduce client inquiries, and improve order management efficiency. From instant confirmations to WhatsApp alerts for order progress, you’ll keep clients informed—without the manual work! 💡
🚀 Take Action: Set Up Your Order Notifications in Jugl Today!
Log in to Jugl now and activate automated reminders, order updates, and WhatsApp alerts to streamline communication and improve the client experience. Let’s Jugl it! 🎉