SMS function

SMS function

This function allows communication by SMS with customers.

 

It comes with tools that able you to:

  • Personalize the text sent.
  • Allows your customer to share with you their preferred channel of communication: Email or SMS.
  • Option to send or not to send SMS for Online Check-in.
  • Review Reports showing the numbers of SMS sent and for which communication (e.g. Diagnose overview).
  • Put a specific phone number in the testing mode, so you can double check the text being sent.

Prerequisite 

A SMS gateway account is required. For now we support the following gateways:

Activating

Once you obtained the proper credential from Web 1on1 or Twilio, contact us at support@claireit.eu. 

Personalizing the text in  SMS templates

In order to modify the template you must have an account with Dealer admin role.

 

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

  

Select the template indicated as SMS in the channel column.

  

 

Alert

Note: If the eye icon is not green, contact us at support@claireit.eu.

From this screen you can modify the text.

Note that any text between double curly braces {{ }}, pulled data from Claire.

Preferred channel

The advantages of the preferred channel feature is to indicate to you what is favourite channel to reach your customer but also  when an automatic communication is being sent (i.e. Online Check-in) to indicate to our application if an Email or SMS should be sent.

 

Preferred channel selection can be done by your customer when they receive the Online Check-in:

 

It can also be set manually via the customer dashboard.

 

The selection will then be indicated on the customer communication modal by the icon below:

 

Option to send SMS for Online Check-in

You can also decide to send SMS or not at for Online Check-in. Go to the setting under Customer communication and toggle on or off the button indicated below:

 

Reports 

Four reports are available counts of WO and SMS communication:

 

Dealer reports:

Location reports:

Testing SMS

To test, open Setting and enable the testing mode and add the number.

    • Related Articles

    • Reviewing customers information

      Purpose This feature allows users to search and view information about customers. Access The Customer feature is accessible in the side menu. Search for a customer In order to search for a customer use the search feature located in the green section ...

    • Using the lo@d function

      In order to be able to anticipate the ordering deadlines for LO@D, we have integrated a monitor with 4 limited delays. Each site can adjust these time boxes. After-sales Service Advisors or storekeepers are notified by time boxes that there are still ...

    • The Pin function (V8)

      The pin function is an effective way for the receptionist to mark an intervention and track any progress on it. It is used for simple notes or to tag specific items under warranty or recall. By using this function, the warranty dashboard feature is ...

    • Prefilled Pin notes

      In the Notes Menu Dashboard it is now possible to add prefilled text to the Pin function. How to modify and add prefilled text Only users with an Dealer Admin role can modify and add prefilled text in the Note Menu Dashboard. Step 1 Open the Notes ...

    • Templates page (V8)

      The Claire customer communication templates allows you to create E-mail and SMS templates in your brand style. This will make your communication immeadiatelly recognizable to your customers. Users with dealer admin role or higher can create/edit ...