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.
Prerequisites
After Sales Care Email and SMS Template
After Sales Care Defaults
View Setting
➡️ Profile Icon > Settings > Self-service > After Sales Care Portal Settings > View
Communications
➡️ Set Contact Details in the Customer Support Pop-Up
Email Address
Don’t 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 ‘New Email’ field.
Phone Number
Don’t 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 ‘New Phone’ 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 ‘Don’t Show’.
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