11. How to send an SMS and an Email?

• Ensure customer contact details are available

  • For emails: the customer must have an Email address.

  • For SMS: Customers must provide a valid mobile phone number to ensure proper communication and service updates. For best results, enter the number in international format (including country code), as this improves compatibility and ensures the system can correctly identify and reach the customer regardless of location.

• Set up Email templates Go to Configuration → Outgoing emails and customize:

  • Sender Email Address

  • Subject

  • Message content (static text + dynamic fields) - Time window to communicate, Next Visits, Upcoming arrival, End of visit and Visit cancellation.

  • Links (ETA link, feedback link, etc.)

• Set up SMS templates Go to Configuration → Outgoing SMS and customize:

  • Sender Name

  • Subject

  • Message content (static text + dynamic fields) - Time window to communicate, Next Visits, Upcoming arrival, End of visit and Visit cancellation.

  • Links (ETA link, feedback link, etc.)

• Configure your notification templates Navigate to Configuration → Customer Experience Pages and configure the URLs that are used inside the Email or SMS templates.

• Delivery Time Window Link Provides the customer with the scheduled delivery time window. By clicking this link, the customer can view the expected start and end times for their delivery slot.

• Delivery Tracking Link (ETA) Allows the customer to track the delivery in real time. This link shows the estimated time of arrival (ETA) and updates dynamically as the route progresses.

• End of Delivery Link Confirms that the delivery has been completed successfully. Customers can use this link to view final delivery details, such as completion time and status.

• Reschedule Link Enables the customer to reschedule their delivery. By clicking this link, they can select a new time window or date that better suits their availability.

• Send notifications When routes are published or when specific events occur (such as time‑window communication, arrival notifications, or end‑of‑visit updates), the notification toggle must be enabled. Once activated, TourSolver sends the configured SMS or email to the customer, ensuring they receive timely updates about their delivery or visit status.

• Check the delivery status

  • Use Sent email list to view email delivery status.

  • Use Sent SMS list to verify SMS delivery and consumption.