How to Create a Customised SMS Message Template in MachShip

If you wish to set up for MachShip to send out SMS notifications of delivery milestones and updates to clients upon despatching or status updating of freight you will need to configure an SMS Template. This template allows for clients to configure a customised SMS message with functionality to allow for different messages based on milestone, carrier and client. 

How to navigate to Create an SMS Template

Select Admin and then select Other Options

Via the Advanced panel on the left-hand side select SMS Templates

How to Create an SMS Template

To create an SMS Template select the Create Sms Template option in the top right-hand corner

1. Set the Name

This is a free text field and would identify the SMS message for your purposes - it is not utilised in the text message that is sent

2. SMS From Name

This would enable you to set who the message is to come from - this will be the sender on the text message and show to the receiver when the SMS message is sent. This has a maximum of 11 characters. 

Please note that legislation changes in Australia in 2022 have required that this field be validated to avoid scam SMS from going out. To have your company name validated as the SMS from Name please submit a request form from MachShip support so we can have the name approved for use. 

This form will require the information below:

Senderid - This will be the SMS from name you wish to have registered. It needs to relate to your organisation in some way, needs to be Alpha Numeric and must contain no more then 11 characters

Organization Legal Name - This will be your business's name - should relate to the senderid and the details for the search of your registered number below. 
Place of Incorporation - This will be the address your business is incorporated at
Registered Number  This will be your registered business identifier (ABN in Australia)
Website Domain Name -  website address
Contact Email -  your contact email
Contact Mobile Number - Your contact phone number

 Until this validation is completed, SMS will be sent out from MACHSHIP

3. Template

Here you would set the template for what the SMS message should say. MachShip's templating engine uses the Mustache templating platform which allows you to insert dynamic values into the SMS content. MachShip has a number of saved consignment fields that can be utilised in the message including:

• FromName - From Location Name
• FromAddressLine1 - From Location Address Line 1
• FromAddressLine2 - From Location Address Line 2
• FromSuburb - From Location Suburb
• FromPostcode - From Location Postcode
• FromStateCode - From Location State Code
• FromContact - From Contact name
• FromEmail - From Email Name
• FromPhone - From Location Phone Name
• ToName - To Location Name
• ToAddressLine1 - To Location Address Line 1
• ToAddressLine2 - To Location Address Line 2
• ToSuburb - To Location Suburb
• ToPostcode - To Location Postcode
• ToStateCode - To Location State Code
• ToContact - To Contact Name
• ToEmail - To Email Address
• ToPhone - To Location Phone Number
• CarrierName - Delivery Transport Carriers Name
• CarrierConsignmentId - Carriers Consignment Number
• CompanyEmail - Saved Company email Address
• CustomerReference - Customer Reference 1
• CustomerReference2 - Customer Reference 2
• FriendlyEtaShort - ETA Date Time Short (i.e 6/11/2020)
• FriendlyEtaLong - ETA Date Time Long (i.e Friday, 6 November 2020)
• Now- The current date and Time
• FriendlyEtaWithOrdinalIndicator - The ETA in format: 6th November, 2020
• DeliveryComingToday - Will insert "Whether the delivery is scheduled to arrive today"
• PublicUrl - MachShip Tracking Page
• NewStatus - New Status Update
• OldStatus - Old Status Previous Status Update
• CompanyName - Name of the Company in MachShip
• SupportCompanyName - Company Support Name
• SupportPhone - Company Support Phone
• ServiceCode - Service Code for the delivery in MachShip
• CarrierAbbreviation - The abbreviation of the carrier name that is delivering the freight
• FirstNameFormatted - This will return the Contact Name formatted to return a single name in Title Case (e.g. james brown will return as James)
• DeliveryWindow - The delivery window for the consignment - Depends on factors, e.g. whether arriving today. E.g. If the pickup and delivery days (local) are the same: 8:00am and 5:00pm, Friday 10th June, 2016 If the pickup and delivery days (local) are different: 8:00am, Friday 10th June and 5:00pm, Saturday 11th June, 2016
• DeliveryWindowV2 - The Delivery window for the consignment - Depends on factors, e.g. whether arriving today. 
• ToAddressFormatted - Returns the ToAddress comma delimited, skipping over blank fields (Includes: ToName, ToAddressLine1, ToAddressLine2, ToSuburb, ToStateCode and ToPostcode)

To utilise these in an SMS message you would surround the consignment field with "{{ }}"

Examples for each of these is below:

• {{FromName}}
• {{FromAddressLine1}}
• {{FromAddressLine2}}
• {{FromSuburb}}
• {{FromPostcode}}
• {{FromStateCode}}
• {{FromContact}}
• {{FromEmail}}
• {{FromPhone}}
• {{ToName}}
• {{ToAddressLine1}}
• {{ToAddressLine2}}
• {{ToSuburb}}
• {{ToPostcode}}
• {{ToStateCode}}
• {{ToContact}}
• {{ToEmail}}
• {{ToPhone}}
• {{CarrierName}}
• {{CarrierConsignmentId}}
• {{CompanyEmail}}
• {{CustomerReference}}
• {{CustomerReference2}}
• {{FriendlyEtaShort}}
• {{FriendlyEtaLong}}
• {{FriendlyEtaWithOrdinalIndicator}}
• {{DeliveryComingToday}}
• {{PublicUrl}}
• {{NewStatus}}
• {{OldStatus}}
• {{CompanyName}}
• {{SupportCompanyName}}
• {{SupportPhone}}
• {{ServiceCode}}
• {{CarrierAbbreviation}}
• {{FirstNameFormatted}}
• {{DeliveryWindow}}
• {{DeliveryWindowV2}}
• {{ToAddressFormatted}}

Sample Messages could be

Hi {{ToName}}

Your Order # {{CustomerReference}} from MachShip has been Despatched and is due to be delivered on {{FriendlyEtaShort}} with {{CarrierName}}

Please refer to the link below to see live status updates

{{PublicUrl}}

If you have any queries please dont hesitate to get in contact with us at 03 9999 9999

MachShip Template:

This would then generate the below for this consignment:

SMS Output:

For further examples of the Mustache templating platform and more advanced use cases, please read the documentation available via the Mustache manual. If you have any queries or questions, please contact support@machship.com who can help.

4. Link to a Company, Carrier and Status

To link the SMS template that you have created to a company first select - Add Company Link

This will then give you the option to link to:

I. Company (Required)

Select the company you wish to assign the SMS Template to by typing and selecting the relevant company. To set this for a whole organisation simply type in the parent company and select the inheritable option

II. Tracking Status (Required)

Each SMS Template will need to be linked to a tracking status - the flagging of this status - either manually or from the carrier will prompt the sending of the SMS message. To link a status select from the drop-down:

Once selected the status will show as below:

III. Carrier (Optional)

If you wish to link this SMS to a particular carrier or carrier(s) simply type in the carrier name and select from the typeahead

To add a second carrier simply follow the same process

To remove a carrier simply select the X

Note if you wish to have this SMS flagged for ALL carriers - simply leave the selection field empty

If you wish to link this SMS template to multiple Carrier Status's or Companies - simply select the Add Company Link and repeat the process above

5. Set the SMS as Enabled

To enable the SMS and set it live - simply select the Enabled Flag to Yes

6. Save the Template

The SMS is now Live.