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White Labelling

8. Alert your Customers

Automatically send customized messages to your customers

Configure when the messages get sent, what the messages says and the type of communication medium you want the message to be delivered.



GetSwift enables you to send automated alerts and live tracking to your customer so they are always informed where their order is via SMS, Email and/or Webhooks. We also give you the ability to customize your SMS alert messages and upload your company logo so your customer has the full white labelled experience with your brand. Trigger alerts based on what events are important to you:

New job

accepted

en route

completed

cancelled

when a job is entered into GetSwift

when driver presses "Accept" button for a job

when a driver presses "On Way" button for a job

when driver presses "Complete" button for a job

when dispatcher cancels a job or job is auto-cancelled

 

automatically alert your customers & Management


How do I send my customers Proof of Delivery?

Enable the automated alert with the {feedback} link

GetSwift enables you to send automated alerts with an order summary and feedback form, allowing your customers to confirm order details and give you feedback. We also give you the ability to customize your SMS alert messages and upload your company logo so your customer has the full white labelled experience with your brand.

 
Feedback Link.jpg
 

Step 1

Go to the Alerts page in your GetSwift portal

Step 2

Go to the "Job completed" section. This is when a driver presses "Complete" button for a job.

Step 3

Choose which communication channel you want to use to alert your customer

  • SMS - text message will be sent

  • Email - email will be sent

  • Webhooks - alert will be sent to your website (please contact us to set this up)

  • SMS with Email Fallback - text message will be sent, but if it fails, then email will be sent

  • SMS + Email - both text message and email will be sent

Step 4

Edit the SMS message that will be sent to the customer and add the "feedbackLink" tag to the SMS message

Step 5

Click the "Update" link on the edit box to save your changes

Step 6

If you are outside US and Canada, you can a display name for your SMS messages. Use the "SMS sender id" field to type in a max of 11 alphanumeric characters

  • This feature does not work in US and Canada and your messages will fail to send if this field is filled in

Step 7

Click the "Update" button at the bottom of the page to save your changes

  • Remember you need to click both "update" buttons in step 5 and 7

Feedback Link.PNG

tips and trick

  • SMS alerts under 160 characters in length are free within the US and Canada. In US and Canada, SMS alerts over 160 characters are charged at USD $0.20 for every additional 160 characters in length. For SMS pricing in other countries, please contact us through the chat support for additional information.

  • SMS Sender ID is not available in all countries. See the list of available countries before activating.


Related Articles

Learn how to customize when alerts are sent and what the messages entails to keep it on brand.

Allow your customers to always be informed where there order is every step of the way.

Keep management updates on status updates with email alerts.

Alerts not sending? Customers not receiving the tracking link? No problem - fix it here.

Customer Booking Form

Booking Form to Enter JOBS

Enter jobs by inviting your customers to make quick booking requests with our built-in booking form. Note, your customer will need to be invited to create an account with GetSwift.

If you do not want your customers to create an account with GetSwift, our built-in booking form may not be right for you. We recommend that you explore an online form builder, such as Jotform or Typeform. Please contact us if you would like to discuss how to get those services set up.


Part 1: Setup the booking form

Step 1.1  

Step 1.2  

  • If you would like your booking form to be white-labeled with your business logo, upload an image of your logo as shown below

Step 1.3  

  • If you would like the customers to be able to generate a distance-based price quote for your service, then enter the pricing for the “base rate” (standard price regardless of distance)  and “price per mile/km” (additional amount charged based on distance).


Part 2: Invite your customers to create a GetSwift account

Step 2.1  

  • Navigate to the "Public Form" page by clicking on the “Menu” icon (𝝣) in the top right corner, followed by “Public Form” in the sidebar.

Step 2.2  

  • Enter the email address for each individual customers/accounts to send an invitation email for access to the form


Part 3: Customers can place an order using the form!

Step 3.1

  • After your customers have created an account with GetSwift, they will be book with your business

Step 3.2  

  • Once the customer submits a booking, the new task will be shown on your Map and Live Jobs page

Step 3.3  

  • If your customers need instructions on how to use the form, you can direct them here


Related Articles

Enter a single job by simply adding address and contact information

Enter a single job with saved recurring information

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Enter a single job with expanded details

Enter jobs by automatically pulling information from order notification emails

Enter jobs through a direct connection with GetSwift through our open API

Enter jobs through direct integrations with other platforms

Automated Customer Alerts

GetSwift enables you to send automated alerts and live tracking to your customer so they are always informed where their order is. We also give you the ability to customize your SMS alert messages and upload your company logo so your customer has the full white labelled experience with your brand.

 


Step 1

To set up customer alerts, go to the Alerts page in your portal

Step 2

Choose which event in the order process will trigger the alert, you can choose from:

  • New job - when a job is entered into GetSwift

  • Job accepted by driver - when driver presses "Accept" button for a job

  • Job en route - when a driver presses "On Way" button for a job

  • Job completed - when driver presses "Complete" button for a job

  • Job cancelled - when dispatcher cancels a job or job is auto-cancelled

 

Step 3

Choose which communication channel you want to use to alert your customer

  • SMS - text message will be sent

  • Email - email will be sent

  • Webhooks - alert will be sent to your website (please contact us to set this up)

  • SMS with Email Fallback - text message will be sent, but if it fails, then email will be sent

  • SMS + Email - both text message and email will be sent

 
 

Step 4

If you are sending SMS, you can edit the message that is sent

  • We currently do not have the ability to edit the standard emails

  • You can also add tags that will insert dynamic information into the SMS, such as a tracking link, feedback link, or estimated delivery time (see screenshot below)

  • For more detailed instructions, please see the instructions for the tracking link and the feedback link

Step 5

If you are outside US and Canada, you can a display name for your SMS messages. Use the "SMS sender id" field to type in a max of 11 alphanumeric characters

  • This feature does not work in US and Canada and your messages will fail to send if this field is filled in

Step 6

Click the "Update" button at the bottom of the page to save your changes


tips & tricks

  • SMS alerts under 160 characters in length are free within the US and Canada. In US and Canada, SMS alerts over 160 characters are charged at USD $0.20 for every additional 160 characters in length.


Related Articles

Allow your customers to always be informed where there order is every step of the way.

Keep management updates on status updates with email alerts.

Automatically send a feedback survey & proof of delivery to stay accountable

Alerts not sending? Customers not receiving the tracking link? No problem - fix it here.

Live Tracking Map

tracking for your customer

GetSwift enables you to send automated SMS alerts with a live tracking map, allowing your customers to always be informed on where their order is. We also give you the ability to:

  • Customize your SMS alert messages

  • Upload your company logo so your customer has the full white labelled experience with your brand

Tracking Link.PNG
 

Step 1

Go to the Alerts page in your GetSwift portal

Step 2

Go to the "Job en route" section. This will send an alert when a driver presses "On Way" button for a job.

Step 3

Choose which communication channel you want to use to alert your customer

  • SMS - text message will be sent

  • Email - email will be sent

  • Webhooks - alert will be sent to your website (please contact us to set this up)

  • SMS with Email Fallback - text message will be sent, but if it fails, then email will be sent

  • SMS + Email - both text message and email will be sent

Step 4

Edit the SMS message that will be sent to the customer and add the "trackingLink" tag to the SMS message

Step 5

Click the "Update" link on the edit box to save your changes

Step 6

If you are outside US and Canada, you can a display name for your SMS messages. Use the "SMS sender id" field to type in a max of 11 alphanumeric characters

  • This feature does not work in US and Canada and your messages will fail to send if this field is filled in

Step 7

Click the "Update" button at the bottom of the page to save your changes.

  • Now when your driver presses the "On Way" button on their driver app, an alert will be sent to customers!

  • Remember you need to click both "update" buttons in step 5 and 7


tips and tricks

  • SMS alerts under 160 characters in length are free within the US and Canada. In US and Canada, SMS alerts over 160 characters are charged at USD $0.20 for every additional 160 characters in length

  • The “Job En Route” alert is automatically activated when the driver pushes “ON WAY / START” from their driver app

  • SMS Sender ID is not available in all countries. See the list of available countries before activating.


GetSwift Live Customer Tracking Map in Action

 

Mobile View

 

 

Desktop View

 

Related Articles

Allow your customers to always be informed where there order is every step of the way.

Keep management updates on status updates with email alerts.

Automatically send a feedback survey & proof of delivery to stay accountable.

Alerts not sending? Customers not receiving the tracking link? No problem - fix it here.

Customer Feedback & Order Summary

GetSwift enables you to send automated alerts with an order summary and feedback form, allowing your customers to confirm order details and give you feedback. We also give you the ability to customize your SMS alert messages and upload your company logo so your customer has the full white labelled experience with your brand.

 
Feedback Link.jpg
 

Step 1

Go to the Alerts page in your GetSwift portal

Step 2

Go to the "Job completed" section. This is when a driver presses "Complete" button for a job.

Step 3

Choose which communication channel you want to use to alert your customer

  • SMS - text message will be sent

  • Email - email will be sent

  • Webhooks - alert will be sent to your website (please contact us to set this up)

  • SMS with Email Fallback - text message will be sent, but if it fails, then email will be sent

  • SMS + Email - both text message and email will be sent

Step 4

Edit the SMS message that will be sent to the customer and add the "feedbackLink" tag to the SMS message

Step 5

Click the "Update" link on the edit box to save your changes

Step 6

If you are outside US and Canada, you can a display name for your SMS messages. Use the "SMS sender id" field to type in a max of 11 alphanumeric characters

  • This feature does not work in US and Canada and your messages will fail to send if this field is filled in

Step 7

Click the "Update" button at the bottom of the page to save your changes

  • Remember you need to click both "update" buttons in step 5 and 7

Feedback Link.PNG

tips and trick

  • SMS alerts under 160 characters in length are free within the US and Canada. In US and Canada, SMS alerts over 160 characters are charged at USD $0.20 for every additional 160 characters in length. For SMS pricing in other countries, please contact us through the chat support for additional information.

  • SMS Sender ID is not available in all countries. See the list of available countries before activating.


Related Articles

Learn how to customize when alerts are sent and what the messages entails to keep it on brand.

Allow your customers to always be informed where there order is every step of the way.

Keep management updates on status updates with email alerts.

Alerts not sending? Customers not receiving the tracking link? No problem - fix it here.

Management Alerts

job status updates to your internal team

GetSwift enables you to send automated email alerts to yourself, pickup contact, and/or the destination contact. The emails will be sent at each step of the order process, outlined below:

  • New job - when a job is entered into GetSwift

  • Job accepted by driver - when driver presses "Accept" button for a job

  • Job en route - when a driver presses "On Way" button for a job

  • Job completed - when driver presses "Complete" button for a job

  • Job cancelled - when dispatcher cancels a job or job is auto-cancelled


Management Alerts.PNG

Step 1

To set up management alerts, go to the Alerts page in your portal and scroll to the bottom of the page

Step 2

Enter the email you want to receive the alerts in the Email field

Step 3

If you want to receive email alerts at the email you set up in Step 2, select "Email" in the "Receive job status updates" drop-down

Step 4

If you want the pickup contact for each job to receive email alerts, select "Email" in the "Send all job updates to pickup contact" drop-down

Step 5

If you want the destination contact for each job to receive email alerts, select "Email" in the "Send all job updates to destination contact" drop-down

Step 6

Click the "Update" button at the bottom of the page to save your changes


Related Articles

Allow your customers to always be informed where there order is every step of the way.

Alerts not sending? Customers not receiving the tracking link? No problem - fix it here.

White Labelling

GetSwift allows you to easily white label your customers experience.

In your Settings, upload your business logo to white label the Customer Booking Form and Alerts (including the tracking map and feedback form) for your end customers.


customer booking form

Allow your customers to automatically enter orders into your GetSwift account through the white labelled booking form


Live Customer tracking map

Allow your customers to always be informed where there order is every step of the way through alerts and a live tracking map.

 
 

Order Summary and Feedback Form

Automatically send white labeled feedback form and order summary with proof of delivery to your customers

 
 

related articles

 

Get a refresh on the general setup such as adding a logo and dispatching.

 
 

Allow your customers to always be informed where there order is every step of the way.

 

Why is the Live Tracking Map not being sent to my customer?

Do you have your alerts on with the tracking link tag enabled?


Did you enable "FORCE ACCEPTED JOBS AS ON WAY" within your advanced settings?

In your advanced settings if you have selected "Force accepted jobs as 'On Way'" then it will not trigger "Job En Route" alert to be sent.

 

Option 1

Put the tracking link in an earlier SMS message such as "Job accepted by driver"

Option 2

Uncheck "Force accepted jobs as 'On Way'" & have your driver's click
"On Way / Start" upon departing for the destination

 Option 3

Contact us to enable geofencing to avoid your driver needing to manually click "On Way / Start"


Is your driver clicking "ON WAY / START" within their mobile app?

To trigger the "JOB EN ROUTE" alert to be sent, the driver must click “ON WAY / START” when they are on their way to the drop off location.

Drivers must click ON WAY / START to trigger the Job en route alert

 
 

Are you using SMS Sender ID?

  • is sms sender id available in your country?

    • Note: If your country is not listed as a supported country or if the criteria above is not properly applied, Alerts will be disabled and will not be sent to your end customers.

  • do you have:

    • numbers instead of letters?

    • any spaces?

    • more than 11 characters?