Setting up staff notifications

Note

Account owners receive notifications on all new orders by default. This can be deactivated by going to Settings > Notifications > Staff notifications.

You can create and edit email notifications to let you or staff know when the following events occur in your Shopify admin:

• Store order summary: A summary of your store orders, sales, and top products for the week. Sent by default every Monday at 9AM in your local timezone. You can specify the day and time in your notification settings, and you can set it to daily instead and choose the time. Recipients with this staff notification activated receive the notification regardless of their order or location permissions.
• New order: Sent when a customer places an order.
• New return request: Sent when a customer requests a return on an order.
• Sales attribution ended: Sent to order notification recipients when the attributed staff on an order is edited.
• New draft order: Sent when a customer submits a draft order. Only sent to the store owner.

You need the Orders and Manage settings permissions to make changes to order notifications. Learn more about staff permissions.

Add a recipient for staff notifications

Desktop

1. From your Shopify admin, go to Settings > Notifications.

2. Click Staff notifications.

3. In the Recipients section, click Add recipient.

4. From the first drop-down menu, select the notification recipient from the following options:

   • Select Email address, and then enter a new email address that you want to send the order notification to.
   • Select a staff to send notifications to their email.

5. Optional: If you have the POS sales channel installed and you want to create notifications for orders from a particular POS location or from the web, then select a location from the list. You can select All to create notifications for all orders. To add notifications for more than one specific location, you need to create them as separate order notifications.

6. Click Add recipient.

Mobile

1. From the Shopify app, tap , and then tap Settings.

2. In the Store settings section, tap Notifications.

3. Tap Staff notifications.

4. In the Recipients section, tap Add recipient.

5. From the first drop-down menu, select the notification recipient from the following options:

   • Select Email address, and then enter a new email address that you want to send the order notification to.
   • Select a staff to send notifications to their email.

6. Optional: If you have the POS sales channel installed and you want to create notifications for orders from a particular POS location or from the web, then select a location from the list. You can select All to create notifications for all orders. To add notifications for more than one specific location, you need to create them as separate order notifications.

7. Tap Add recipient.

After you've set up a staff notification for an email address, you can test it by clicking Send test notification. Test notification include fake order and customer information.

Tip

You can get push notifications on your mobile device when you are using the mobile app.

Deactivate or reactivate staff notifications

You can temporarily deactivate staff notifications instead of deleting the recipient. Afterward, you can reactivate the notifications.

Steps:

1. From your Shopify admin, go to Settings > Notifications.

2. Click Staff notifications.

3. Click &#8230, and then do one of the following to adjust each recipient's notification settings:

   • To deactivate the notification, select Turn off.
   • To reactivate the notification, select Turn on.

Edit staff notifications sent to a recipient

You can edit a recipient to only receive a staff notification for some staff notifications.

Steps:

1. From your Shopify admin, go to Settings > Notifications.

2. Click Staff notifications.

3. Click &#8230, and then click Edit recipient.

4. Select or deselect the staff notifications that you want the recipient to receive.

5. Click Save.

Delete a staff order notification recipient

Desktop

1. From your Shopify admin, go to Settings > Notifications.

2. Click Staff notifications.

3. Find the recipient, and then click &#8230 > Remove.

Mobile

1. From the Shopify app, tap , and then tap Settings.

2. In the Store settings section, tap Notifications.

3. Tap Staff notifications.

4. Find the recipient, and then tap … or ⋮ > Remove.

Customize the timing and frequency of your Store order summary

By default, the Store order summary notificiation is set as weekly every Monday at 9AM in your local time. You can update the Store order summary to send on a different day or time, and you can set it to daily.

Steps:

1. From your Shopify admin, go to Settings > Notifications.

2. Click Staff notifications.

3. Click Store order summary.

4. In the Frequency drop-down menu, select either Weekly or Daily.

5. If you selected Weekly, then in the Day of the week drop-down menu, select the day.

6. In the Time drop-down, select the time.

7. Click Save.

Customize new order template

You can customize your new order template by editing the code in the email template.

Include a link to the order page

Desktop

1. From your Shopify admin, go to Settings > Notifications.

2. Click Staff notifications.

3. Click New order.

4. Click Edit code to open the template in the online code editor.

5. At the bottom of the template, above {% endif %}, add:

You can review details of this order in your shop admin at {{ shop.url }}/admin/orders/{{ id }}.

6. Click Save.

Mobile

1. From the Shopify app, tap , and then tap Settings.

2. In the Store settings section, tap Notifications.

3. Tap Staff notifications.

4. Tap New order.

5. Tap Edit code to open the template in the online code editor.

6. At the bottom of the template, above {% endif %}, add:

You can review details of this order in your shop admin at {{ shop.url }}/admin/orders/{{ id }}.

7. Tap Save or ✓.

Find the order number or ID

You can find the order ID :

Order {{ order_name }}

This will return something like:

Order #1001

Include special instructions

Steps:

Desktop

1. From your Shopify admin, go to Settings > Notifications.

2. Click Staff notifications, and then click New order.

3. Click Edit code to open the template in the online code editor.

4. At the bottom of the New order email template, add the following code:

{% unless note == blank %}
  Special instructions: {{ note }}
  {% endunless %}

5. Click Save.

Mobile

1. From the Shopify app, tap , and then tap Settings.

2. In the Store settings section, tap Notifications.

3. Tap Staff notifications, and then tap New order.

4. Tap Edit code to open the template in the online code editor.

5. At the bottom of the New order email template, add the following code:

{% unless note == blank %}
  Special instructions: {{ note }}
  {% endunless %}

6. Tap Save or ✓.