Portal - Modify Message Body When Sending Link
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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"
Michele McCoy
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Great news — you now have the ability to customize the message that goes out with the link.
Drew Adler
gathering votes
Michele McCoy
Merged in a post:
Type message when sending portal link
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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?