Order notes play an important role in managing share carts effectively. There are two types of notes you can use: internal order notes for staff-only communication, and custom messages sent to customers with their cart link.
Each serves a different purpose and can be added at different stages of the cart process to help ensure smooth coordination and a personalised customer experience.
Internal order notes
What is an internal order note?
An internal order note is a note that is left within SparrowHub for messages between staff members. This can be a note about the customer, the products in the share cart or about how the order should be handled. The customer will not see this note.
How do I add an internal order note?
There are two ways you can add an internal order note - during the cart creation process and after.
During cart creation
The second step of the cart creation process involves entering in the cart details. At this stage, you can add in any internal order notes that you want to appear on this order.
After cart creation
To leave a note on an order after it's been created, follow the steps below:
Step 1
Press the three dots in the top right corner of the order and select "Edit order notes"
Step 2
Enter in your order note and press "Save Changes"
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Custom messages
What is a custom message?
A custom message is a note that you can send to the customer via SMS or email. This can be a personalised message that only the customer will see when they receive the share cart link.
How do I send a custom message?
In the final step of the cart creation process, you must select whether you want to send the share cart link to your customer via SMS or email. In the last field of this section, you can customise the message that is sent to your customer.
What if I need to send my customer another custom message?
If you need to contact your customer again, you will have either their contact number or email saved on the order tile. You can use these details to reach out to your customer directly.