Url website

☐ ⚠️ Carriers : Check if selected carriers are up to date (not too many or missing carriers)

Expected delivery: Check if expected delivery dates are good

☐ ⚠️ Languages: Choose the supported Languages AND the Default Language (in case of we do not support a language)

Plan: Check if the plan has been selected
Billing information and card or credit transfer selected (if not, the order import will be interrupted)

☐ ⚠️ Pending orders: Check if there are too many pending orders

☐ ⚠️ Carriers: Are they correctly retrieved? Check at least one tracking number by carrier to check if they are correctly associated. For that, you can use the filter Package Status>Awaiting first event OR Carriers>Unknown carrier

Cancelled orders: Are they managed? If not, contact your CSM or success@shipup.co
Quantity: Check the quantity of the order content

Product information: Check if the title, name and description of the products are correctly displayed
Number: Check if the phone number (mobile) is correctly retrieved

Relevance of the notifications: Check according to your main support requests what notifications are the most relevant to enable and to personalize
TOP 5: Package Shipped, Package Delivered, Package out for delivery, Package at Pickup point and Package delivered at mailbox are the notifications the most sent. Be careful to improve and personalize their wording to suit the company tone (Best Practices)

☐ ⚠️ From name & Reply to: Check/Set email "reply to" in the settings

☐ ⚠️ Languages: Make sure all notifications are properly set in all languages


Company Logo: Check the logo is well sized (crop sharp, transparent background, no pixel from a low def image)
Logos : You can change the logos of the each templates and the Social icons here (Company Assets section)

Color & border: Change main color & border
Survey: Check if survey is activated, change the wording and the logo here
Footer: Check if footer is properly set (html and liquid authorized)
☐ ⚠️ Promo & Incident banners: Make sure you to upload current banners with the good link (with UTM if you want)
⚠️ Mobile version: Check if the promo banner or the text are adapted to the mobile version

☐ ⚠️ Languages: Check if all templates are edited for every language


⚠️ Favicon & Logo: Check in the settings here (in the section Embedding method>Edit settings)

⚠️ Languages: All the right languages are activated

⚠️ Countries: HTML and/or links of promo banner is adapted for every language
⚠️ Mobile version: Check if the promo banner or the text are adapted
Links: Check the link of the logo and the promo banners
Width: Tracking page has the right width
Line items: Check if the widget is enabled and its configuration

☆☆☆ ⚠️ Tracking page embedded on the website:
☐ The displayed language is forced in the page parameter
☐ Tracking page is set for mobile and display correctly (using the inspect tool on google chrome)
⚠️ The tracking link is replaced here (in the section Tracking Links) to be included in the notifications, button "Track my Package"

⚠️ Multiple website redirection: In cases where you embed the tracking page on your website, it is possible that this page is declined in different url, as for example to manage different languages.

Example:

FR => https://www.cabaia.fr/pages/suivi-colis
COM => https://www.cabaia.com/pages/tracking

You can manage these redirections using liquid. In this case, contact us at success@shipup.co or on the chat so that we can help you configure it.

☆☆☆ ⚠️Tracking page embedded on Shipup:
⚠️ The tracking link is replaced here (in the section Tracking Links) to be included in the notifications, button "Track my Package"

☆☆☆ ⚠️Zendesk & Gorgias
☐ Set alert to customer support for Notifications: Use the Channel Zendesk or Gorgias (Notifications settings> Customer Support) to enable the alert. Make sure to select every relevant notifications (*don't forget to check the settings below in the Zendesk/Gorgias Settings)

*Zendesk/Gorgias settings

Add a procedure: Make sure the note include an internal note with a procedure to follow by the customer support when they receive the message
Set alert to customer support for Feedback: Select the Alert channel and do not forget to configure the account like for the email notifications

☆☆☆ ⚠️Customer support copy email
Set alert to customer support for Notifications: Use the Channel Email to support (Notifications settings> Customer Support) to enable the alert. Make sure to select every relevant notifications

Set alert to customer support for Feedback: Select the Alert channel and do not forget to configure the Alert email address

Set alert to customer support: In Feedback>Alert Settings, you can enable an alert when the customer is unhappy and/or if you received a bad note. (Do not forget to select the Alert channel, more information in the section Customer support)

Customize the survey: Do not forget to do that for every language (international situation)

Customize the template: Do not forget to do that for every language

☆ ☆ ☆
☆ ⚠️When everything is ready, one last thing to do : Enable the Notifications ⚠️☆

☆ ☆ ☆

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