Next Visits
1. Introduction
The Next Visits feature is designed to automate notifications, letting your upcoming customers know that you are on your way. This ensures smooth communication and better preparation for your arrival.
You can choose exactly how many upcoming customers receive this message, customize the content, and decide whether to send it via email or SMS.
2. Initial Configuration
Your first step is to define how you will notify your upcoming customers.
Access the Next Visits Feature: Click on next visits.
Define the Target Customer Count Specify the number of upcoming customers you want to notify. You can choose to send a notification to the next one, two, or three customers.
If you enter one, the email is sent to the next customer.
If you enter two, the email is sent to the next two customers.
If you enter three (or any number you wish), the email is sent to that number of customers.
3. Feature Explanations with Benefits
The strength of this tool lies in its customization and trigger mechanism.
ETA Link
A link containing the estimated time of arrival (ETA) is automatically created and sent once the delivery completes.
Email Subject Editing
You can enter and customize the email subject so customers immediately know the purpose of the message.
Message Body Editing
You can freely edit the message that will be sent to your customers, allowing for personalized language and important details
Personalization Tags ($)
Entering the dollar symbol ($) reveals options that you can insert and edit directly into the body of the email, saving you time.
Preview Window
Before saving, you can see the preview of the exact message that will be sent, ensuring it looks professional and accurate.
Live Location Tracking
The link allows the customer to track the live location of the delivery (or deliverer).
Outgoing Email
Option to enable sending the ETA link via email.
Outgoing SMS
Option to enable sending the ETA link via text message.
4. Customize and Save the Customer Communication Settings
This task ensures your upcoming customers receive a tailored message notifying them of your imminent arrival.
Enter the Email Subject: Find the field for the email subject and type in a clear, concise title.
Edit the Message Content Customize the message body that will be sent to your customers.
Insert Personalized Information (Optional) To include dynamic information (like a customer's name or specific appointment details), enter the dollar symbol ($). This will show options you can use to edit the body of the email.
💡 Tip: Using personalization tags makes the message feel more direct and professional.
Review the Subject: Check the preview area to see exactly how the final email will look to the customer. This is your chance to review the message before saving.
Save Your Settings Once you have entered and modified all the necessary information, click on save.
The customer will receive the following email.
5. Productivity Tips
Here are a few tips to maximize the efficiency of the Next Visits communication feature:
Maximize Customization: Always use the dollar symbol ($) when editing the message body. This ensures you utilize available fields for dynamic content, creating professional and detailed communication without manual entry every time.
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