Hello,
I’ve created a platform that allows businesses to post requests based on their needs (e.g. electrical issues, plumbing). On the platform, I also have service providers (craftsmen/artisans).
I would like to know how to notify these professionals by email based on their field when a new request is posted.
Should I use the Search Alerts extension for this?
Does Search Alert work with listings, or only with requests?
You can enable the Notify vendors about new requests feature in HivePress > Settings > Requests. However, if you need personalized notifications (for example, only for a certain category or by a certain filter), then yes, we recommend considering the Search Alerts extension.
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Hi andrii, I do have the extension Search Alerts and would like to also have the Requests only notify Vendors of the category requested, preventing everyone from being notfied about something irrelevant to them. Should I start a new thread, or would you be able to answer that question for me?
Yes, it is possible, but then the vendor needs to go to the requests page, select a category, and click Set Search Alert. Then, an email will be sent as soon as a new request appears in that category.
That is very counterintuitive, as each vendor will have to go through that process in order to have relevant requests be sent to them. Is there a way around it? Can I as an admin somehow do that for each vendor on the backend and not bother each one and new vendors with that extra effort?
Unfortunately there’s no such feature yet (vendors have to decide on the combination of search criteria they want to receive notifications for, e.g. if they want to limit requests to specific budget, not just category).
We can try to provide a sample code snippet to create a search alert automatically for every new vendor - please let me know if vendors have the same categories as requests (match by label)? If I understand correctly, vendors should get a search alert for the request category with the same label as the vendor selected in their profile on registration?
Is it possible to create an attribute that will require the clients to select a category everytime they post their request, and that will be the category selected by each vendor when they regsitered, for example plumber, carpenter, etc. These categories are already predefined on my listings.
The idea, is that each request posted by a client will go to respective vendors in that industry. All plumbers will get a request for plumbers, carpentars the same, etc.
Please note that request, listing and vendor categories are separate entries (in Listings/Categories, Vendors/Categories and Requests/Categories). Unfortunately there’s no simple code snippet to keep them in sync, but if you add the same request categories as vendor categories (with the same labels), we can provide a code snippet so that if someone adds a request (for example) to the Plumbing category, vendors who selected Plumbing vendor category (so category label is the same as the request category selected for the request), vendors with this category will get a notification.
Hi Ihor, so glad youre able to help me in this, it is quite valuable to what I am doing. Currently the Requests and Vendors have empty categories. Only the Listings have the categories. How can I proceed?
Re-read @ihor’s reply; he’s suggesting you create categories under ‘Vendors’ and ‘Requests’ which have the same category names that you’re currently using for ‘Listings’.
There’s not a simple snippet to sync the values between each category type, but he says he can provide a snippet that will enable end-users to set alerts for one category type which will trigger alerts for the other category types.
My only concern is that it will solely rely on the vendors to set those alerts. I would prefer the admin set those instead.
The basic principle is that each vendor only receives requests for their line of work, and avoid being spammed by other user requests unrelated to them.
I cannot enforce the vendors to set those alerts, it would be good if they could be set by default, to their own service category.
Does that make sense, and it is something worth implementing?
Thanks for the details, I understand the issue, but the snippet that can resolve this requires manual “mirroring” listing categories (creating the same listing categories as for requests, and keeping them up-to-date if some categories change). Please let me know if it’s ok, I’ll provide a code snippet for this.
Thanks for the details. Our developer will do detailed research and provide you with a snippet as soon as possible. Please note that we currently have a high volume of requests for our developer team, so this may take longer than usual.
By the way, I want the sub categories to be the reference points, because the primary categories are generic. Example Main Category Houses, Sub Category, Builders, Plumbers, Eletricians, etc.
Should I unclude exactly the main categories and sub categroies within the Vendors and Requests?
EDIT: I have replicated both main categories and sub categories from the Listings, to Vendors and Requests.
It should create a search alert for newly registered vendors, with the request category matching the vendor profile category (by label), it should work fine with subcategories since the only condition is the matching label.
This snippet seems to send an email notification about a newly published request to 100 vendors, regardless of the request category. It shouldn’t conflict with the suggested snippet, but it may duplicate the email notification for newly registered vendors (since they’ll have a search alerts created automatically if you have the Search Alerts extension).