How it works

Follow these 4 simple steps to start sending delivery confirmation SMS messages to your customers

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Fulfillment Status is Delivered

App connector: Tracktor • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Tracktor fulfillment tracking system and launches the workflow the moment any order reaches "delivered" status, ensuring customers get notified as soon as their package arrives.

This step automatically monitors all your fulfillments through Tracktor's tracking system and activates when the delivery status updates to "delivered." The trigger captures essential delivery data including the order ID and fulfillment details, then passes this information to the next step for order retrieval. No configuration is required - it works immediately upon activation.

Retrieve Order

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches complete customer information from Shopify using the order ID provided by the delivery trigger, ensuring you have the customer's phone number and order details needed for the SMS notification.

The step automatically connects to your Shopify store and retrieves full order details including customer contact information, order contents, and billing data. It uses the order ID captured from the delivery trigger to find the specific order that was just delivered. The retrieved order data, especially the customer phone number, gets passed to the filter step to verify SMS capability before sending.

Determine if the customer placed the order with a phone number

App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter prevents the workflow from attempting to send SMS messages to customers who haven't provided phone numbers, avoiding errors and ensuring the SMS step only runs when delivery is possible.

The filter checks whether the customer has a phone number on file by evaluating if the phone field contains data. Only orders with valid phone numbers continue to the SMS step, while orders without phone numbers stop here to prevent workflow errors. This automatic validation ensures your SMS delivery attempts are always successful and keeps your workflow running smoothly.

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Send SMS

App connector: Twilio • Time to complete: 2 minutes
Why this matters: This step delivers the actual delivery confirmation message to your customer's phone using your Twilio account, completing the notification process with a personalized touch.

The SMS step sends a pre-written delivery confirmation message to the customer's phone number retrieved from their order. You'll need to configure your Twilio phone number in the "from" field - this should include your country code without dashes or parentheses (example: +15017122661). The default message reads "Your order has arrived! Please be sure to read the enclosed owners manual and don't forget to mail back your product warranty card." You can customize this message to match your brand voice and include relevant instructions for your specific products.

Make it your own

Customize this workflow even further:

Customize delivery timing
Add a delay step before the SMS to wait 30 minutes after delivery confirmation, giving customers time to actually receive their package before getting the notification.
Include order details in the message
Modify the SMS text to include specific product names, order numbers, or tracking information pulled from the order data for more personalized communication.
Send multiple notification types
Branch the workflow to send both SMS and email notifications simultaneously, or add a Discord webhook to notify your team when high-value orders are delivered.
Store delivery data for reporting
Connect a Google Sheets step to log all delivery confirmations with timestamps, customer details, and delivery locations for customer service and analytics tracking.

Frequently asked questions

Do I need a paid Twilio account to send SMS messages?
Yes, Twilio requires a paid account to send SMS to customers. You'll need to purchase a phone number through Twilio and add credit to your account. Twilio typically charges around $0.0075 per SMS sent in the US.
What happens if the customer's phone number format is incorrect?
The SMS step will fail for that specific order, but the workflow will continue running for future deliveries. Twilio requires phone numbers in international format (+1 for US numbers), and Shopify usually stores them correctly, but manual orders might have formatting issues.
Can I customize the SMS message for different product types?
Currently, this workflow uses one message for all deliveries. To customize messages by product, you'd need to add conditional steps that check the order contents and choose different message templates based on what was purchased.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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