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How to set up recipient notifications

Enable, customize and set delivery time windows for recipient notifications

Chloe Ammonds-Nutt avatar
Written by Chloe Ammonds-Nutt
Updated over a week ago

Recipient notification costs

Recipient Notifications sent by email are free of charge.

Recipient notifications sent via SMS are charged at a flat cost set by our messaging partner Twilio. To find out more about Twilio SMS pricing information > Click here

To find out more about SMS billing and invoices > Click here


How to enable recipient notifications

Go to Settings > External parties > Recipient notifications to turn recipient notifications on.

With this feature enabled, Circuit will automatically send recipient notifications by email or SMS directly to your customers if recipient contact information (email address or phone number) has been provided. If no details are provided, no recipient notifications can be sent.

Recipient contact information can be imported when you create a route or manually added to a stop.


How do recipient notifications work?

Recipient notifications provide delivery/pickup updates and contain a dynamic tracking link where further details about a specific stop can be found.

This dynamic tracking link gives the recipient real-time and useful information about their delivery.

You can choose how many recipient notifications you want to send and at what stages of the delivery process. You can also select whether to send recipient notifications by email or SMS.


1st recipient notification

The first recipient notification is sent when your driver starts their route.

It tells delivery recipients that their package is out for delivery and what time their stop is expected to happen.

Every recipient notification contains a tracking link that recipients can click to view a webpage with dynamic tracking information.

What tracking information is displayed depends on the recipient tracking preferences that have been selected.

2nd recipient notification

The second recipient notification is sent when the recipient's stop is next in the queue.

It tells customers that their order is arriving shortly and what time their stop is expected to happen.


3rd recipient notification

The third recipient notification is sent when your driver marks the stop as successful or failed.

It tells customers that their stop has been attempted and was successful or failed and the dynamic tracking link now shows any proof of delivery that was collected by the driver.

How to select which recipient notifications are sent

Go to Settings > External parties > Recipient notifications > Messages

Use the tick boxes to select which delivery and/or pickup messages you wish to send via email and/or SMS.


How to customize your recipient notification messages

You can customize what your recipient notifications say.

In Settings > External parties > Recipient notifications, you will find a range of default message templates.

If you want to customize the content of your message templates, click one to edit it. The message will then appear in a pop-up editing box. Here, you can edit the SMS and email message content, then click > Save changes.

You can change the language, custom fields, and wording of your recipient notifications to whatever you like.

Highlighted in the pop-up editing box are custom fields:

  • Team name

  • Customer name

  • Driver name

  • Tracking link

  • Date

  • Position in queue

  • Earliest time

  • Latest time

  • Seller name

  • Seller Order ID

  • Products

These custom fields are completed using the data you import into Circuit to create a route, and you can click on a custom field to add it to your message.

You can find a glossary of custom fields here.


How to select what tracking information you share with recipients

Control what type of tracking information you share with recipients when they click the dynamic tracking link which is included in recipient notifications.

Go to > Recipient tracking preferences and select one of these options:

  • ETA - Your customers will be shown an ETA time window

  • Stops in queue - Your customers will be shown an ETA time window

    and their position in the queue eg Your stop is 10th in a queue of 30

  • Driver live tracking - Your customers will be shown an ETA time window
    and their position in the queue. When they become the next stop they will be able to see and track the driver's location


How to set delivery time windows for recipient notifications

Delivery time windows are used to create an ETA time window, which is included in recipient notifications.

You can create fixed or dynamic delivery ETA time windows depending on your preferences.

How to set a fixed delivery time window

A fixed delivery time window will apply to all stops and will not change regardless of route progress.

Go to Settings > External parties > Recipient notifications > Time window preferences.

Select > Fixed time window. Enter a ‘start time’ and ‘end time’ for your delivery time window.

Example: A fixed delivery time window of 9 am - 5 pm can be helpful for businesses that wish to send ETAs to customers which are accurate to the nearest working day.

How to set a dynamic delivery window

A dynamic time window will apply to all stops and update in real-time depending on the progress of the route.

Go to Settings > External parties > Recipient notifications > Time window preferences.

Select > Dynamic time window. Enter a ‘minimum time’ and ‘maximum time’ for your delivery time window.

Example: A dynamic time window with a minimum value of 30 minutes and a maximum value of 2 hours for a stop with an ETA of noon. This dynamic time window will show customers a minimum delivery time of 11.30 am-12.30 pm, potentially increasing to a maximum delivery time of 10 am - 2 pm, depending on route progress.

A dynamic time window can be helpful for businesses wishing to send real-time ETAs to customers, which are accurate to the nearest minute.


How to turn recipient delivery notes on/off

When recipients receive a delivery notification and click on the tracking link, they will see more delivery details and the option to add delivery instructions for their driver.

This can be useful when recipients add information about hard-to-find addresses, but recipients can also misuse it, so there is the option to turn this feature off.

  • Go to > Settings > External parties > Recipient notifications

  • Toggle Enable recipient delivery notes to off

  • Recipients will no longer be given the option to add delivery notes for their driver


Read next...

Click here to find out how to provide customer service contact details so your customers can contact you if they have an issue with their delivery.


Got a question?

Contact your account manager, start a live chat, or email [email protected]

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