Activities (status events) allows Webshipper accounts to tag more precise events on orders and shipments, most commonly used with our Click N' Collect functions or manual delivery setups. Signatures and photos can be attached individual activities to better track package placements.
Paired with the 'Workflow' feature you can also deliver precise tracking events to your customers.
Currently, the following status events are available:
In back order, Not in stock, Ready for Pickup, Placed in Truck, Sent to Store, Pickup Reminder, Delivered to Customer, Delivered at Place, Return to Warehouse, Archived
1. Setting up Activity Types
Before you start using this feature, its recommended to go to Settings -> Activity types and review the different statuses to see if you want to customize anything.
By default the activites won't change any statuses, but this can be configured through the settings page:
Once this has been reviewed, you are ready to start using Activity Types!
2. Using Activity Types
Activities is an ideal helping hand for Click N' Collect setups, which we'll delve into as an example in this section - but they can also be customized to work with manual delivery setups using the Truck statuses if needed.
When viewing an order, you can scroll down to the bottom right to see the Activities field.
Here we will use a simple two-step Click N' Collect flow:
1. Ready for pickup
2. Delivered to customer
It could look like this for the first step when the order has been packaged and prepared for the customer from the warehouse:
This will also update the 'Activity' field in the order view for better overhead:
Once the order is picked up in your store by a customer, you can update the activity type to 'Delivered to customer':
If the activity 'Delivered to customer' has been configured to set the order status to 'Dispatched' (as detailed in step 1 of this guide), this will now have happened:
This feature can be applied to a wide range of setups, the above is merely a simple two-step configuration that can be expanded as needed.
3. Using Workflows with Activity Types
If your account has access to workflows, they are a perfect match for informing customers of new status events for their order.
The workflows can be very simple and just include:
1. A trigger (after an order/shipment receives a new activity).
2. A condition (latest activity = Ready for Pickup).
3. A send e-mail action to Delivery Address > E-mail.
The above noted example could look like this in practice:
This will send an e-mail to customers when the Ready for Pickup activity is set on an order, but can of course be customized to fit exactly your setup if needed.