Personalize the contact details displayed in the customer support pop-up and set access roles for notifications when a customer leaves a review. Aftersales feedback helps in maintaining customer loyalty and monitoring engineer performance and satisfaction levels.
What plan is the After sales care portal available on?
What plan is the After sales care portal available on?
Plan Name | Client Region | Plan Includes After sales care portal |
Legacy Plans | All | No |
Go Paperless | UK | Yes |
Customer Journey | UK | Yes |
Automation | UK | Yes |
------------------- | -------------- | ------------------------------------- |
All-in-one | US | Yes |
Customer Journey | US | Yes |
Field Automation | US | Yes |
Prerequisites
After Sales Care Email and SMS Template
After Sales Care Defaults
View Setting
âĄď¸ Profile Icon > Settings > Self-service > After Sales Care Portal Settings > View
Communications
âĄď¸ Set Contact Details in the Customer Support Pop-Up
Email Address
Donât Show Email: No email address is shown.
Show Company Email: Display the email from Company Details.
Enter Email: Manually enter an alternative email address in the âNew Emailâ field.
Phone Number
Donât Show Phone: No phone number is shown.
Show Company Phone: Display the phone number from Company Details.
Enter Phone: Manually enter an alternative phone number in the âNew Phoneâ field.
Custom Text Options for Contact Pop-Up
Contact Support Description
Contact Support Title
Contact Support Available Timing
To turn off the contact pop-up, set both the phone number and email address to âDonât Showâ.
Notifications
Set In-System Notifications for Review Feedback
Send Notification To: Select access roles from the dropdown to receive in-system notifications when a service job is booked.
Set Up Email Notifications for Service Job Bookings
Selecting Users or Access Roles
To: Select desired users or roles from the dropdown to receive email notifications.
Using Custom Email Address(es)
To: Manually enter an email address and press the 'Return' key to add it.
Choose an Email Template
Email Templates: Select a template from the dropdown (ensure a suitable template is created in advance for this purpose).
Click Save
Customers cannot modify or retract a negative review once itâs been posted.