Configuring location-specific settings and automatic triggers for location links

Location links provide shipment updates specifically to locations contacts that are expecting an upcoming pickup or delivery for the shipment. Location links can include additional information for certain locations or limit the shipment information shared to information that’s relevant only to that location. These options must be configured for each location, but each setting must be enabled in the Admin console before it becomes available for selection in your location profiles.

Note: In the Turvo user interface, the two location link types are referred to as Pickup links and Delivery links. This article reflects those shortened names.

Turvo provides two options for sending location links. You can manually send location links via the Sharing tab in a shipment or use location-level settings to automatically send location links based on different factors, such as the shipment status, whether the shipment is approaching/running late, or the shipment’s distance from the location.

In this article, you will learn more about:

• Configuring tenant-level settings
• Configuring a location’s automatic triggers and settings for location links
  • Configuring automatic location link triggers
  • Configuring location link rules
• Automated location link formats
  • Turvo location link email
  • Turvo location link SMS
• Next steps

Configuring tenant-level settings

Once the tenant-level settings for location links have been toggled on, the corresponding toggles at the location-level are unlocked. Use these settings to include relevant information in location link emails sent to a specific location. If you have not had this feature enabled for your tenant or configured your tenant-level settings for location links, please review our Adding exception information and shipment status notes in link emails article.

Configuring a location’s automatic triggers and settings for location links

Follow the steps below to update a specific location’s pickup and delivery link settings:

1. Navigate to the location by clicking Locations in the left navigation bar, or by searching with the global search bar.

2. Once in the location’s page, click the Details tab.
3. In the Details tab, click the General section header to expand the section.
4. Locate the Phone and Email segments of the General section and click + Add phone or + Add email. From there, enter the phone number or email address that is going to receive location links.
   1. To ensure the email address or phone number receives location links, be sure to check the Receive delivery links and/or Receive pickup links checkboxes to the right of the segment.
   2. The phone contact receives the designated location link types via SMS text message. The email contact receives them via email. 
   3. Use the +Add phone and +Add email buttons to designate multiple contacts to receive location links.

5. Below the location contact information, use the Delivery link/Pickup link toggle to set location link preferences and automatic link triggers for the location when it serves a delivery location or a pickup location on a shipment.

6. Below the checkboxes for configuring automatic location links, you will find that location’s settings for pickup and delivery links.
7. Use the context switch to select between Delivery links and Pickup links to select which type of location link you wish to modify settings and automatic triggers for.

Configuring automatic location link triggers

8. The first subsection below the context switch controls automatic triggers. Select which event(s) will trigger an automatic location link to the email(s) and/or phone number(s) designated in the location’s email and phone sections (See Step 4 above). Event options include:
   1. When this pickup/delivery location is at: Click the checkbox and then use the drop-down to select the shipment status(es) that trigger a location link to be sent to the location when it serves as the pickup or delivery location on a shipment. Select all that apply.
      1. Note: If a location link is set to automatically send at a specific shipment status and that status is not reached, the link won’t send. For example, a delivery link can be set to send when the shipment reaches At pickup, but the shipment skips straight to a Picked up status, will not be sent to the location.
   2. At this pickup/delivery location: A location link is sent when a shipment is marked as running late or approaching late. Use the drop-downs to configure the setting:
      1. Select Running late or Approaching late in the first drop-down.
      2. Use the second drop-down to select whether the location links is triggered only if the location is the next stop on the shipment’s route:
         1. and this location is the next stop on the shipment: The location link is triggered only if there is a Running late/Approaching late exception on the shipment and the location is the next stop.
         2. and it's a stop on the shipment: The location link is triggered if there is a Running late/Approaching late exception on the shipment, regardless of what the next stop is.
      3. Note: #RunningLate and #ApproachingLate thresholds are configured in the customer’s profile. For more information on configuring #RunningLate/#ApproachingLate thresholds, see How to manage and configure #ApproachingLate and #RunningLate threshold rules.
         1. If the driver has already checked in to the location, the location link will not be sent.
   3. ETA: A location link will send whenever a shipment’s estimated time of arrival is a certain number of minutes or hours away from the location. Use the text field to enter a number and the drop-down to select between minutes and hours.
      1. Note: For more information on how ETA is calculated and displayed in Turvo see our How to check the ETA for the next stop on a shipment article.

Configuring location link rules

9. In the next subsection, use the toggles detailed below to apply rules for information that should or should not be applied to the location’s pickup and/or delivery links:
   1. Important note: If any of these toggles are not locked, they have not been activated at the tenant-level. A user with Admin permissions or above will need to configure them for your tenant via the Admin console.
   2. Show exception: Relevant exception information is included in the location link email.
      1. Note: The user receiving the location link can view the exceptions that affect their location only, as well as the Needs location update, Incorrect location sharing permissions, ETA not available, and LTL booking failed exceptions, which affect the entire shipment.
   3. Show shipment status note: There are two types of notes that Turvo can share on the location link. This toggle controls the sharing of the second type listed below:
      1. Notes added in the Notes field while manually creating via the Create link modal are always shared, no matter your tenant- or location-level settings.
      2. When updating a shipment associated with location using the Fast Action Button (FAB), if the shipment update triggers an automatic link and the update contains notes:
         1. If the tenant-level toggle is OFF, this location-level toggle is locked and these notes are not shared to the location link created from the status update.
         2. If the tenant-level toggle is ON, but this location-level toggle is OFF, then these notes are not shared to the location link created from the status update.
         3. If both the tenant-level and location-level toggles are ON, then these notes are shared to the location link created from the status update. However, if no notes are added to the FAB during the shipment update, no notes are shared.
            1. Note: See our article on Understanding the Fast Action Button (FAB) to learn more about using the FAB to post shipment updates. 
   4. Show secondary ID: The preferred secondary ID configured for the shipment customer’s account is included in the location link. The location link will include secondary IDs only for those customers with items being picked up from or delivered to the location.
      1. The shipment must have a secondary ID listed in its details that matches the preferred type.
      2. If no secondary ID type is set up at the customer-level, the tenant-level secondary ID is shown instead, if a secondary ID of that type is in the shipment’s details.
      3. If the shipment does not have a secondary ID matching the customer-level or tenant-level preferred secondary ID type, no secondary ID is shown.
         1. Note: See our article on Secondary IDs for shipments and orders to learn more about configuring your tenant-level and customer-level secondary IDs.
   5. Show items (Delivery links only): The customers’ items in a shipment that are relevant to the delivery location appear in the delivery link email.
      1. If there are multiple customers with items to be delivered at the location, the location contact will be shown all items for all customers with items scheduled for delivery at the location.
      2. If enabled, the location link email contains the Item name, Quantity/Units, and Handling Quantity/Units of the items in the shipment.

Note: The next subsection found below these covers the location’s primary contact. See our article on Contacts and contact sharing to learn more.

10. When you have finished making your selections, click SAVE at the bottom of the section.
    1. Your selections in both sets of configurations (pickup vs delivery links) will remain until you hit SAVE or CANCEL, even when switching between link types.

Automated location link formats

Now, whenever the selected event(s) occur on your shipments, the email(s) and phone number(s) selected to receive Turvo location links will receive the following:

Turvo location link email

Note: The description of the email will change based on the reason the link was triggered.

Turvo location link SMS

Clicking VIEW SHIPMENT or the tracking link will bring your shipping partner to a tracking view to see basic shipment information and the progress of the shipment.

Next steps:

• Once your tenant-level and location-level configurations are made, you can begin sending location links manually. See our article on Sending a pickup or delivery location link manually to learn more.
• If want to see whether link recipients are engaging with the location links sent to them, use our Sharing Link Activity report in Reports > Shipments. See our Turvo Reports - Shipments article to learn more.