Notification when the route starts with a link allowing the customer to track the driver’s progress on a map

When the route starts, you can automate the sending of a notification to the customers to be visited, with a link allowing them to track in real time on a map the progress of the driver. In order to set up the notifications allowing customers to track the driver’s progress, just follow the steps below:

• Set up the notification template
• Set up the tracking link

💡 To send notifications to your customers, you must have entered the email address and/or phone number in international format in the customer record. For example, +44 7600 123456.

Set up the notification template

1. Go to the “Settings” module.
2. Click on the “Notifications” tab.
3. Click on “Notification templates”.
4. Click on the button “+”.

   

5. Select the media “Text message” or “email”.
6. Select the type “Automatic notification when the route starts”.
7. Determine the name for interne use. For example, “Notification with tracking link”.
8. Set the toggle on “Enabled”.
9. Click on the AntsRoute icon to custom the message content.
10. Add the variable “Field service (or delivery) tracking/review link”.
11. Click on the “Save” button.
    

    

Set up the tracking link

1. Go to the “Settings” module.
2. Click on the tab “Notifications”.
3. Click on “Link configuration”.
4. Click on “Track / review link”.

   

5. Determine the “Link validity (in days)”.
6. Add the corporate logo.
7. Define the title.
8. Define the message to customer indicating that the agent is approaching.
9. Click on the “Save” button.