Intelligent Shipper
Tracking Milestones User Guide
Version 5.0
Document Owner |
INTERSOFT Systems and Programming Limited |
Version |
5.0 |
Date |
21/02/2020 |
Description |
Tracking Milestones User Guide |
Author |
Matthew Dobson |
Commercial and in Confidence
The information contained in this document is confidential. No part of this document may be reproduced, disclosed to any third party, or issued in any form or by any means without the express written permission of Intersoft Systems & Programming Ltd.
Version History
Version |
Amendments |
Date |
Author |
V0.1 |
Initial Document |
12/10/2018 |
Anna Diaz |
V1.0 |
Final Version |
04/12/2018 |
Matthew Dobson |
V1.1 |
From Email function added |
12/06/2019 |
Matthew Dobson |
V2.0 |
Final version |
24/06/2019 |
Matthew Dobson |
V2.1 |
Inclusion of Tracking Milestones Types & updates to images |
14/10/2019 |
Matthew Dobson |
V3.0 |
Final version for release |
28/10/2019 |
Matthew Dobson |
V3.1 |
Removal of From Email instructions |
12/11/2019 |
Matthew Dobson |
V4.0 |
Final version for release |
13/11/2019 |
Matthew Dobson |
V4.1 |
Shipper Reference Added To Emails |
17/02/2019 |
Matthew Dobson |
V5.0 |
Final version |
21/02/2020 |
Matthew Dobson |
Review
Name |
Title |
Date Reviewed |
Version Reviewed |
Steve Sneath |
Retail Solutions Consultant |
30/11/2018 |
V0.2 |
Beata Brewer |
Customer Services Manager |
03/12/2018 |
V0.2 |
Weronika Kucharska |
Customer Success Administrator |
03/12/2018 |
V0.2 |
Laura Lyonette |
Senior Business Analyst |
19/06/2019 |
V1.1 |
Lalitha Musnuri |
Test Analyst |
21/06/2019 |
V1.1 |
Laura Lyonette |
Senior Business Analyst Team Lead |
14/10/2019 |
V2.1 |
Beata Brewer |
Customer Experience Manager |
24/10/2019 |
V2.1 |
Laura Lyonette |
Senior Business Analyst Team Lead |
13/11/2019 |
V3.1 |
Laura Lyonette |
Senior Business Analyst Team Lead |
19/02/2020 |
4.1 |
Contents
1. Document Controls
2. Table of Figures
3. Introduction
4. Creating and Configuring Tracking Milestones
5. Tracking and Notifications for Tracking Milestones
5.1. Tracking Page
5.2. Email Notification
Figure 1: Tracking Milestones Screen
Figure 2: Tracking Milestones Sub-menu
Figure 3: Tracking Milestones Screen Columns
Figure 4: Milestone Order
Figure 5: Tracking Milestones Screen
Figure 6: Add a Tracking Milestone
Figure 7: Customising Tracking Milestones
Figure 8: Service Types
Figure 9: Tracking Milestones and Email Template
Figure 10: Tracking Page
Figure 11: Tracking Page Customisation
Figure 12: Email Notification
The Tracking Milestone functionality facilitates the visualisation of tracking events. Intelligent Shipper customers can fully customise Tracking Milestones so that tracking events displayed on tracking page and email notifications are more meaningful to the end consumer. This user guide describes the steps to customise Tracking Milestones, Email Notifications, and Tracking Page.
Tracking Milestones are fully customisable and can be used to notify end consumers if a parcel is in the carrier's network or if "It's on its way" for example. Tracking Milestones provide an easier way to communicate tracking events to the end consumer.
To create Tracking Milestones, follow the steps below:
Figure 1: Tracking Milestones Screen
Figure 2: Tracking Milestones Sub-menu
|
|
Field name |
Description |
---|---|
Description |
Name of Milestone |
Customer |
Name of the Intelligent Shipper Customer that created the milestone |
Service Type |
Delivery, Return or All |
Tracking Events |
Tracking Events allocated to the milestone |
Drill Down |
If enabled, the end consumer will have the ability to see tracking events allocated to a milestone. |
Email Trigger |
If enabled, the milestone will trigger an email that will be sent to the end consumer |
Created |
Date when Milestone was created |
Last Modified |
Date when Milestone was last modified |
11. Enter a name for the Milestone that will be created in the Description field.
11. The name of the Intelligent Shipper customer creating the milestone will be displayed (non-editable).
12. More details about the milestone can be added in the message field.
Trigger email tick box: If enabled, an email notification will be sent to the end consumer.
Enable Drill Down tick box: If enabled, the end consumer will be able to see tracking events allocated to this milestone.
Figure 7: Customising Tracking Milestones
Figure 8: Service Types
Figure 9: Tracking Milestones and Email Template
Figure 10: Tracking Page
To customise the tracking page, follow the steps below:
Figure 11: Tracking Page Customisation
Figure 12: Email Notification