Messaging Module Quick Guide

Modified on Fri, 19 Aug, 2022 at 9:45 AM


OrderPort Messaging

Setting up the Text Messaging Tool

Text Messages in OrderPort

OrderPort has partnered with Twilio to provide a service for texting your customers.  They will instantly receive their receipts or table ready notifications on their phones, which can quickly be referenced if there are questions about an order or reservation. 

Texts are enabled in the Messaging module in admin, so contact OrderPort support to have it turned on.  When the module is enabled, the integration with Twilio will generate a new phone number devoted to sending text messages.  

Usage

The Usage displays what you can expect to be billed for during the current month.  It will show your monthly fee, charges accrued from messages sent and additional charges for each phone number being used.  It will also let you know how many messages are included as part of your OrderPort plan. 

Refer to this tab if you have questions about your monthly charges.  

Send Message

The Send Message tab allows you to send a text message to a customer from admin.  First, enter the phone number that you will send the message to.  Next, If you are including a link in the message enter it in the Media Url(s) field.  Finally, type the message that will appear along with the link in the Message field.   

When you are ready, click Send Message.  You can verify that the message went through in your Messages logs.

Messages

The Messages tab provides a log of text messages that have been sent to customers.  Use the search options and filters to see if a message as been delivered to a customer. 

If you hover your cursor over the file icon next to the phone number, it will show the content of the message, including links. 

Configuration

The Configuration tab is where you see how your messaging system is set up.  Your Account ID and Label will be generated automatically when your module is enabled.   This tab will provide information on how you are being billed as well as which tasting rooms are currently enabled to send text messages.  You can toggle Yes or No for each of your tasting rooms, and changes will save automatically.    

Message Templates

There are two message templates that can be customized based on the tasting room: Table is Ready (when seating a reservation) and Thank you for Your Order (sent after completing a purchase).  To view the templates for each location, click the Templates button.  

The two templates for that location will be listed.  Click Details if you want to edit the current language.  

A new window will open with a Media Url(s) section and a Message Template section.  In the first, you can add a media image (such as a logo), while the second box will be for the language in the message. 

After you have made your changes, click Save & Close.

OrderPort Messaging

  • This concludes the presentation on OrderPort Text Messaging.
  • For further staff trainings, contact Training Manager Carlos Reiner at carlos@orderport.net or schedule a one-on-one training session here: https://calendly.com/carlosorderport/admin.
  • For support questions, contact the OrderPort Support team by phone at 206-464-1151 or by email at helpdesk@orderport.net


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