Create Product Notifications

This article shows you how to create automated product notifications. You define a trigger (e.g. someone buys a product), create a message (e.g. thanks for your purchase), and set a channel (e.g. email, Slack). After that's all set up, the process runs automatically. Upmind sends the message whenever the defined trigger occurs.

Creating a trigger

The first step is to create a product trigger. This is the event that causes Upmind to send a pre-defined message.

1. Log in to your account.
2. Click Settings.
3. On the next page, click Products & Services.
4. Scroll down the page and click a product.
5. On the Product details page, click Product notifications under the Product details heading.

Selecting a trigger

1. On the next page, click the Add button. The Add notification panel displays.
2. Click the blank field.
3. Select a trigger type.

Create a message

1. Enter a unique name for this notification (the client does not see this).
2. Select message type: email, In-app, or Slack (choices depend on which notification channels you add to your store).

Choosing a party

Click the field and select a category of people to receive the message.

Creating a message template

1. Enter a subject line for the message.
2. Create the message body with a mix of text and code snippets.

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If you are unsure how to create a message template with snippets of Twig code, see How to Format Email Templates.

3. Click Save.
4. Click Create on the next panel. Upmind adds the message to the Product notification list.
5. To edit the trigger or message, click the name.
6. To delete a trigger, click the gear icon.

What the customer sees

In this example, we created a Thank you email message. Upmind sends the notification after a client orders a product and pays the invoice.