Timeline & Communications

introduction the timeline & communications feature gives your team and customers a single place to track all order related communication and activity in sparklayer (including docid 8a4opninduyfs3pup tuo ) it brings together messages between customers and your sales team internal notes for private team only context order events such as edits, status changes, and approvals email notifications to keep everyone up to date all updates are displayed in a clear, chronological timeline so you always have a complete audit trail as orders progress the timeline appears on supported order types, including standard b2b orders sales assisted orders (via docid\ uw8mdbmefwwkqzrvb5cqx ) quotes draft orders created by sales agents (via docid\ uw8mdbmefwwkqzrvb5cqx ) when enabled, both customers and your internal team can send messages, track updates, and collaborate more efficiently want to test out this feature? head over to our https //demo sparklayer io/pages/b2b login register and give it a go! getting started to get started, simply enable the feature within your sparklayer dashboard settings → configurations → enable timeline & communications once enabled, the timeline will appear within the docid\ lqxani7ivdqna09d9soap > order details page for all supported order types please note the purchase notifications settings can only be edited if at least one of the following features is enabled quoting timeline & communications if both are disabled, the notifications row will remain unavailable features the timeline & communications feature supports the following actions true 201,460left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type notifications to manage notifications, go to settings → configurations and locate the purchase notifications row beneath the timeline & communications toggle click edit to add one or more email addresses that should receive alerts when new messages are posted and no sales agent is assigned to the order notifications for timeline & communications use the same configuration method as docid 8a4opninduyfs3pup tuo email notifications sent the following notifications are triggered when timeline & communications is enabled true 214,222 99319727891157,224 00680272108843left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type it's also possible to automatically redirect a customer or sales agent directly to the order details view on the website by enabling a special sparklayer redirect you can learn more about how this works in docid\ lqxani7ivdqna09d9soap please note general order activity will not trigger a notification only a new message will trigger a notification email email template content is managed within the docid\ gznstztqcrfflfzstaw0n section of the sparklayer dashboard you can access this by going to settings → templates managing the timeline the timeline appears on the order details page and displays all communication and activity in chronological order, giving your team a complete, real time overview as orders progress timeline activities true 223,438left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left 1 1 unhandled content type left 1 1 unhandled content type adding messages when viewing an order, a message box is displayed within the timeline customers can send messages directly to the sales team sales agents can choose to send message (visible to customer) save internal note (visible only to sales agents) please note internal notes are displayed in a separate highlighted style and are never shown to the customer frequently asked questions which plans include timeline & communications? timeline & communications is available on all sparklayer plans timeline & communications does not require the docid 8a4opninduyfs3pup tuo to be enabled do i need to enable quoting to use the timeline? no the timeline & communications feature can be enabled independently can i disable the timeline for specific customer groups? no when the timeline & communications feature is enabled, it will appear on all supported order types for all customers will order activity trigger notifications? no only new messages will trigger notification emails general order activity will not trigger a notification are internal notes visible to customers? no internal notes are only visible to sales agents and will not send a notification does this replace shopify order notes? no shopify order notes remain unchanged the timeline provides additional clarity within sparklayer coming soon true 189,472left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type to register your interest in either of these new features and to receive updates, please email product\@sparklayer io f eedback we've love to know if you have feedback on sparklayer timeline & communications let our team know by emailing product\@sparklayer io