Order Data Configuration for Notifications

This guide explains how to configure which orders are displayed in your sales notifications, including order limits and exclusions.

Accessing Order Settings

1. Navigate to Sales Notifications in the SalesPulse app
2. Click the Orders tab

Order Source Overview

Sales notifications display actual orders from your Shopify store:

• Orders are pulled from your store’s order history
• Only orders from the past 60 days are included
• Up to 20 orders can be displayed in rotation

Number of Previous Orders

Control how many orders are used for notifications.

Configuration

How It Works

• The app pulls the specified number of recent orders
• Orders are shown in rotation in notifications
• More orders = more variety in notifications
• Fewer orders = notifications may repeat more often

Recommendations

Order Exclusions

Prevent specific orders from appearing in notifications.

Why Exclude Orders

You may want to exclude orders that:

• Contain sensitive products
• Are test or internal orders
• Have been refunded or cancelled
• Involve wholesale or B2B purchases
• Include gift purchases (privacy concerns)

Adding Exclusions

1. Click the Add orders button
2. Search for orders by:
   • Order number
   • Customer name
   • Product name
3. Select orders to exclude
4. Click to add them to the exclusion list

Managing Exclusions

The page shows:

• 0 order excluded (or count of excluded orders)
• List of excluded orders (when expanded)

To remove an exclusion:

1. Find the order in the exclusion list
2. Click to remove it
3. The order will be included in notifications again

Order Data in Notifications

Each notification displays:

Privacy Considerations

Customer Data Protection

• Enable “Use ‘Someone’ instead of customer name” in Content settings
• Customer location is limited to city and country
• No email addresses or full names are displayed
• Order values are not shown

Best Practices

Order Selection

• Keep a healthy variety of orders (10+)
• Exclude any problematic orders promptly
• Regular review of what orders are displayed

For New Stores

If you’re a new store with few orders:

• Start with a lower order count setting
• Consider using test orders initially
• Notifications will work with as few as 1 order

For High-Volume Stores

If you process many orders:

• Use the maximum 20 orders for variety
• Regularly review for any orders to exclude
• Consider excluding bulk/wholesale orders

Troubleshooting

No Notifications Appearing

If notifications aren’t showing:

1. Check order count: Ensure you have orders from the past 60 days
2. Check exclusions: Make sure not all orders are excluded
3. Check activation: Verify the feature is activated in theme

Same Notification Repeating

If you see the same notification repeatedly:

1. Increase order count: Add more orders to the rotation
2. Check order history: You may have limited recent orders
3. Review exclusions: Ensure you haven’t excluded too many

Excluded Order Still Appearing

If an excluded order still shows:

1. Save your settings
2. Clear your browser cache
3. Wait a few minutes for changes to propagate
4. Check the exclusion list to confirm the order is listed