Delivery scheduling and customer reminders

Purpose

1.1. Schedule delivery dates/times for orders, notify customers via multiple channels (SMS, email, call), reduce manual coordination, ensure timely furniture delivery, minimize missed appointments, and enhance customer experience with pre-reminder, confirmation, and post-delivery notifications.
1.2. Automatically update order status and coordinate logistics with transporters, track responses, and collect post-delivery feedback.

Trigger Conditions

2.1. New order marked as “Ready for Delivery” in the order management system.
2.2. Manual staff update to initiate scheduling.
2.3. Payment completion triggers delivery scheduling.
2.4. Customer selects preferred delivery window via a webform or email response.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: API v2010—Message Create. Sample: Set webhook to send SMS on delivery schedule event, customize message body with order and date details.
3.2. SendGrid
• Feature/Setting: v3 Mail Send API. Configure automation to send HTML email reminders, pre- and post-delivery.
3.3. Microsoft Outlook
• Feature/Setting: Calendar API. Auto-create delivery appointments, send invites to drivers/customers.
3.4. Google Calendar
• Feature/Setting: Events.insert endpoint. Auto-add delivery slots to logistics/shared calendar.
3.5. Shopify
• Feature/Setting: Order Fulfillment Webhook. On order status change to “Ready”, trigger delivery reminder automation.
3.6. WooCommerce
• Feature/Setting: REST API—Order Update Hook. On status “processing” or custom “scheduling”, initiate customer notification.
3.7. HubSpot
• Feature/Setting: Workflows—Email/SMS triggers. Notify customer and schedule internal tasks.
3.8. Salesforce
• Feature/Setting: Process Builder + Email Alerts/Outbound Messages. Automate scheduling processes and reminders.
3.9. Zoho CRM
• Feature/Setting: Workflow Automations—Custom Functions. Trigger SMS/email reminders based on order/delivery modules.
3.10. Mailgun
• Feature/Setting: Messages API—send scheduled personalized delivery update emails.
3.11. Slack
• Feature/Setting: Incoming Webhooks—notify internal logistics channels on new scheduled deliveries.
3.12. Pipedrive
• Feature/Setting: Activity Scheduler API. Assign delivery as an activity upon trigger event.
3.13. Microsoft Teams
• Feature/Setting: Incoming Webhooks—post announcements/reminders to delivery coordination channel.
3.14. Jotform
• Feature/Setting: Auto-responder email/SMS via API—confirm preferred slots or update if customer submits scheduling form.
3.15. Calendly
• Feature/Setting: API for booking slots—integrate customer-selected slots with delivery calendar, send reminders.
3.16. Freshdesk
• Feature/Setting: Automations + Email/SMS—triggered reminders/case updates for delivery process.
3.17. Azure Logic Apps
• Feature/Setting: Event trigger—run workflow for schedule confirmation SMS, calendar, or email update.
3.18. Google Sheets
• Feature/Setting: Apps Script triggers—logging delivery status, sending reminders based on due dates.
3.19. ActiveCampaign
• Feature/Setting: Automations—link order status to email/SMS delivery notifications.
3.20. Intercom
• Feature/Setting: Automated In-app/Email Messaging—notify customer on impending delivery and allow reschedule via chatbot.
3.21. ClickSend
• Feature/Setting: SMS API—send instant or scheduled reminders with delivery window.
3.22. Plivo
• Feature/Setting: SMS API/Voice Calls—auto-call customer with IVR confirmation option before delivery.
3.23. Airtable
• Feature/Setting: Automations—update delivery status, trigger reminders using record changes.

Benefits

4.1. Reduces missed deliveries and rescheduling costs.
4.2. Minimizes manual workload for staff and human error.
4.3. Improves customer satisfaction with proactive communication.
4.4. Ensures real-time alignment of logistics, sales, and customer support.
4.5. Streamlines post-delivery follow-up and feedback collection.