Portal - Modify Message Body When Sending Link
gathering votes
B
Bernie Test
Just some quick feedback, since we've used similar things with Roadster and Tekion. It would be great if there was a way to select which items you're requesting from the customer or if there was a text box or you could modify the email or text message to state something like "Please use this link to upload driver's license and insurance"
Drew Adler
gathering votes
Michele McCoy
Merged in a post:
Type message when sending portal link
P
Phillip Gill
It would be great if we could type a message when we are sending the portal link. This would make sending the link and any instructions more efficient.
Shelby Parker
Hiya Phillip Gill, thanks for this post! I have a few more questions for you:
- Could you provide an example of the type of message you would like to include when sending the portal link?
- Are there any specific instructions or information you frequently find yourself needing to include with the portal link?
- Would you prefer to have a set of predefined messages to choose from, or the ability to write a custom message each time?
Shelby Parker
Hello Bernie Test! I have a few more questions for you:
- Could you provide more details on how you envision the selection process for the items you're requesting from the customer?
- Would you prefer the text box to be customizable for each customer interaction or should it have a standard message that can be modified?
- Can you share any specific scenarios where the ability to modify the message body content would have improved the customer experience?