Prokeep DDI Order Notification Integration Guide

The Prokeep DDI Order Notification Integration, developed by DDI Systems, provides distributors with a seamless solution to automate text messages sent to customers upon order readiness for pickup.

About the Integration

• Target System: DDI Systems
• Directionality: DDI -> Prokeep
• Functionality: Sending customers pick-up notifications
• Requirements: Prokeep API Access, DDI version 21.0.26.3 (Released Apr 10, 2023)

User Story and Details

As a Distributor, you can now effortlessly send customers automated text messages notifying them when their orders are ready for pickup.

Known Limits

• Messages are only sent for Pick-Up orders.
• The template cannot be edited: "Order Ready for Pickup: Your [Account] package with [Products]"
• Order contacts must have a valid mobile number set as "Sales" contact type.

How to Use

Once the integration is set up, messages will automatically send for orders meeting the following criteria:

• The Ship Via option for the order is set to Pick Up.
• The Sales Contact for the order has a valid mobile number.
• The order status is set to Ready.

Integration Set Up

Setting up the integration is straightforward. Here are the steps:

1. Contact Prokeep Customer Success Manager:
   • Reach out to your Prokeep Customer Success Manager.
   • They will provide you with the properly formatted API key and your account ID number.
2. Entering Credentials in DDI:
   • As a DDI admin, go to File → Company → SMS Control.

• Select "Prokeep SMS" from the SMS Provider dropdown.
• Enter the Prokeep Account ID and Prokeep API Key provided by your Prokeep Customer Success Manager.
• Enter a phone number associated with a Prokeep Group on your account (include "1" before the ten-digit number and omit dashes and parentheses).

• Click Save when done.

Examples: 

Here is an example of what the message looks like from each side of the conversation.

Contractor View: 

Prokeep User View: 

Additional Resources: 

• DDI Help Doc: Send SMS Notifications