How to Send Customer Notifications

This article will walk you through the steps for a dealership user to send Customer Portal notifications to the customer for insurance confirmation.

Overview

• The Customer Portal allows customers to provide their insurance details online prior to vehicle delivery.
• All Customer Portal notifications sent to customers are triggered manually by dealership users.
• For more information on Customer Portal features and typical workflow, see the Getting Started with Customer Portal article.

Pre-requisites

• Customer email and phone are already saved in the delivery.

Steps to Send Initial Notifications

• Open the delivery card.
• Confirm the insurance status is currently "Unsent".
• Click the "Send Notification" button:
  • Email and SMS initial notifications are sent to the customer.
  • Email and SMS initial notifications are logged in the delivery history.
  • "Send Notification" button is replaced with "Send Reminder" button.
  • "Unsent" insurance status is replaced with "Pending" status.

Steps to Send Reminder Notifications

• Open the delivery card.
• Confirm the insurance status is currently "Pending".
• Click the "Send Reminder" button:
  • Email and SMS reminder notifications are sent to the customer.
  • Email and SMS reminder notifications are logged in the delivery history.
  • "Send Reminder" button remains displayed.
  • "Pending" insurance status remains displayed.