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Follow-up contacts: how to send automatic follow-up emails?
Follow-up contacts: how to send automatic follow-up emails?

Do your partners need traceability ? How do you add a follow-up contact to your orders ? Who receives the notification emails ?

Support Dashdoc avatar
Written by Support Dashdoc
Updated over 7 months ago

Thanks to Dashdoc, you can alert your principals, carrier or collection/delivery site of the evolution of the status of transport.

Automatic follow-up emails will be sent to the "follow-up contacts" that you entered when creating the transport / order, or afterward.

☝️ To give your partners a global view, you can also invite them to their invited Dashdoc portal.


💻 Add follow-up contact(s) at order creation

Create an order

Add follow-up contacts for the :

  1. Shipper

  2. Carrier

  3. Loading site

  4. Delivery site

Save the order.

🔗 Add follow-up contact(s) after the order has been created

Go into the order and click on follow-up contact and edit.

Add your contacts.

Your recipient receives an e-mail with the consignment note. He can click on "view transport details" to see all the information about the order.

To find out which emails have been sent you can refer to the table at the bottom of the article.

🗑️ Modifying or deleting a company's follow-up contact

  • Option 1 : from the "Contacts" tab of your blue menu you can search for the name of a contact and go directly to the companies to which this contact is attached

  • Option 2 : from the address book by searching for the company to which the contact is attached (via the shippers tab, carriers or via the loading and unloading addresses)

Next to the contact you can modify it with the little pen provided you have not yet invited it to access its Dashdoc guest portal.

If you have already invited a contact but want to modify it, you must first delete it, then recreate it and invite it so that it has new access.

📧 What emails do the follow-up contacts receive?

Once the follow-up contacts have been filled in, they will receive automatic emails at different stages of the transport :

  • The shipper will receive an email :

    • When the transport order is created by the carrier

    • At the beginning of the mission

    • At the end of the mission

  • The carrier will receive an e-mail :

    • When the order is created by the client to accept or refuse it

    • If the client cancels the order

    • If the client modifies the order

    • When a shipment is not completed (reminder to complete the missing information)

  • The pick-up and delivery site will receive an email :

    • When unloading is complete

For more details, you can refer to the table below :

Transport stage

Contact who receives a notification

Email received

Creation of the transport

Contact for carrier

New transport demand

Order cancelled

Contact for carrier

Order cancelled

Order declined

Contact for shipper

Order declined

Order accepted

Contact for shipper

Order accepted

Updated order

Contact for carrier

Updated order

Arrival at pick-up site

Contact for shipper

Order initiated

Loading done

Signatory

Signed transport document

Transport done

Follow-up contacts: shipper, loading and unloading

Delivery completed

Order not completed*

Contact for carrier

Daily reminder mail

Request for transport information

Missing documents*

Contact for carrier

Weekly reminder mail

Request for documents

Remarks :

  • In the case of several loading or unloading sites in the order, the shipper contact is duplicated as many times as there are deliveries.

  • Delivery completion emails are only sent once the entire shipment has been completed.

  • Follow-up contacts receive as many delivery completion emails as there are deliveries in the shipment.

*For more information on carrier reminder emails, see the detailed article.

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