Customer Microsite - Communication Settings

Customers using the microsite after being sent a DVI, Work Order, or QC link are always able to customize their communication preferences without a hard opt-out of sending a stop command to the main text number. This option can be found in the top left corner beside the shop's name in the hamburger menu.

Basic customer information (First name, last initial, vehicle year/make/model, and last 4 of the phone number on file) can be viewed from the My Info option as well. After selecting the Communication Preferences option a pop-in will appear asking for the phone number or email address on the customer profile to verify. A code will be sent to the phone via text, or email to the provided address, in order to verify authorization to make communication preference changes.

The settings seen above are simple toggles, and will serve as soft opt-outs that can be re-enabled by the shop from the customer's profile. Texting and email options are separate for both categories. Appointments/During Your Visit will change the options for receiving appointment reminder messages, as well as ongoing status update messages. This will not prevent messages such as DVI links being sent to these numbers, but will stop messages regarding visit status changes and upcoming appointments.

• Related Articles

• Customer Microsite - Vehicle Visit History

  If the Show Customer History option is enabled in the DVI Setup using an admin profile for SMS History capable integrations (Tekmetric, Protractor, Omnique, Tireshop, etc): The option to access the Service History for the current visit will be ...

• Merging Customer Records

  Getting Started Select Search at the top of the dashboard. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue. Next select Merge two customer profiles from the dropdown menu ...

• How To Show Stock, Keytag, and RO Numbers on Active Customer Dashboard

  If you are wanting to be able to view the Stock, Keytag, and RO numbers on the dashboard for additional search options, please use the following steps below: 1. This setting is at a user level. This will need to be done through each individual login. ...

• MaddenCo Cash/Retail Customer

  If using the Cash/Retail Customer to check in or schedule a visit the customer phone number will be merged with any existing customer record used previously that did not also follow the steps below. This can be used to create individual customers in ...

• Re-add Customer to Dashboard

  If you ever need to Re-add a customer to the dashboard for any reason, follow these simple steps; First, in a service writer or admin log in, go to "Reports" and then "Workflow reports" Next, choose the date range to encompass the time that the ...