Setting up the customer communication module

Setting up the customer communication module

Editing default customer communication email template

Step 1

In the hamburger menu, under the customer comm section click Templates.

 

Step 2

Select the template you want to modify.

 

Step 3

 

From this screen you can modify the text.

 

 

Note that any text between double curly braces {{ }}, pulled data from Claire.  It's also  allowing you to add header images, logos and buttons. Moreover the blue button on the page permits you to go back and forth between your code and the expected result. Explore your customization options or contact us at support@claireit.eu for any changes you wish to make.

 

 

Notes

 In order to avoid images not being displayed in the email that customer receives, the Upload images section, let you upload a picture that can be thereafter used in the editor.

  1. Click the Choose files. 
  2. Select the image(s) on your devise They must be PNG, JPG, JPEG with a maximun size of 2 MB.
  3. A url address will appear below it.
  4. Click the Copy button.
  5. Paste it where its needed in editor section.

Step 4

Simply click Save green button once you are done.

Example of a default template

Duplicating a customer communication email template

Click the plus button on the template that you want to duplicate

 

In the Duplicate Template modal, enter one or many make(s), separate each one with the comma punctuation. Example: Alpha,Omega. You can then optionally enter one or many model(s). 

Once you clicked Create, the template will then be available on the dashboard. Click on it to open the editor.

Personalizing the layout 

Step 1:

 

In the hamburger menu, under the customer comm section click Settings.

 

Step 2

Modify the appropriate field.

 

 

 

 

Name

Description

1

Placeholders

Listing placeholders that can be used in welcome and success texts.

2

Welcome Text

The message entered will appear on the welcome screen on diagnose overview.

3

Success text

The message entered will appear to the customer once he/she has responded successfully.

4

Welcome text repair overview page

The message entered will appear on the welcome screen on repair overview.

5

Welcome text check-in page

The message entered will appear on the welcome screen on diagnose overview.

6

Success text checkin page

The message entered will appear to the customer once he/she has responded successfully to Online Check-in.

7

Email

The email address that you want displayed in the module to your customers.

8

Testing mode

By activating the toggle, you will see a field called Testing email on its right, and all future customer comm generated will be sent to the address entered in that field.  

9

Phone

The phone number that you want visible for your customers in the module.

10

Website

The website that you want visible for your customers in the module.

11

Color

This allows you to change the color used in the customer communication page.

12

Layout

This allows you to have the side menu on the left or right.

13

Repair overview template

Select the appropriate template

14

External CSS

If an url to a direct download CSS is provided, then it will then be applied to CC when opened.

15

External JS

If an url to a direct download JS is provided, then it will then be applied to CC when opened.

16

Send online check-in how many days prior appointment

Select the number of days that Online check-in will be sent before the appointment date.

17

Google Analytics ID

Coming soon

18

Upload Desk Check-in start image

URL to the image that will be display on counter tablets.

19

SMS - Enable sending sms for online checkin

Enable to allow SMS to be sent for Online Check-in

20

Confirmation emails

When enabled will send the confirmation emails when an order is confirmed.

21

Hide price of interventions for Lease appointments

Enable to hide price of intervention for WO with an owner, contractor or driver related to a lease company.

23

Hide price of internal interventions

Enable to hide price of intervention that are tagged as internal, contact support@claireit.eu for more information.

23

Hide price of warranty interventions

Enable to hide price of intervention that are tagged as warranty or if the intervention has a pin of warranty type, contact support@claireit.eu for more information.  

24

Hide price for the desk check-in/out

Enable to hide price for the desk check-in/out

25

Do not send Online check-in or other automated mail to Lease customers

Enable to prevent online check-in to be automatically sent for WO with an owner, contractor or driver related to a lease company.

26

Send Key Locker PIN in Online check-in

Enable to see PIN in the Online check-in's success pop-up when location has a Keylocker.

27

Dont Fix Button

Choose when they Dont fix button is visible or not.

28

Skip Advised Items

Disable to make it mandatory for Advised Items to have a choice selected before confirming the Diagnose Overview.

29

Heading position

Choose if Logo and info are in header or footer of the communication.

30

Remarks

Choose if remarks are enabled.

31

Customer name confirmation

When activated it will request that customer enter their name before confirming order.

32

Display intervention elements

If enabled, labors and parts will be visible for customer.

33

Upload Logo

The logo will appear on the customer communication page. (Size 221.25 by 104 pixels and type .jpg, .jpeg, .png)

34

Upload Welcome picture

The picture uploaded will appear on the welcome screen. (Size 197 by 460 pixels and type .jpg, .jpeg, .png)

35

Support

By activating the toggle, the customer will  see a support option in the menu. You can enter the content of this support page when activated.

36

Kiosk

In the kiosk you can select if you want either the customer name or signature or both to be visible.

 

Info

In V7.60, a new toggle was added to the Prices section: "Hide price of recall interventions". When enabled, this toggle hides the prices of recall interventions from the customer.

Customer Communication pages

Welcome Page:

 

 Main page:

 

Tires element display:

Success confirmation page:

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