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.

Document Controls

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

Table of Figures

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

Introduction

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.

Creating and Configuring Tracking Milestones

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:

Click on Maintenance->Tracking Milestones on the left pane menu to access the Tracking Milestones screen.

Figure 1: Tracking Milestones Screen

Or Click on Maintenance "Tracking Milestones" sub-menu to access the Tracking Milestones screen.

Figure 2: Tracking Milestones Sub-menu

Click on View/Edit to Edit "Tracking Milestones".
As part of the initial set up it is necessary to override the default milestones, click on "Override Milestone" to update the milestones. Once overwritten, the "Override Milestone" button will update to "Add New Milestone".

Figure 3: Tracking Milestones Screen Columns

Figure 4: Milestone Order
The search bar located on the upper left allows for searching of a previously created Milestone.
Underneath the search bar the number of tracking milestones is displayed i.e. '4'.
Click on the "Up" or "Down" arrows on each row to change the order of the milestones on the screen (Figure 4).

Click on "Add New Milestone" button to add a new milestone (Figure 6).

The columns on the tracking milestones screen (Figure 5) are listed below:|

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

Figure 5: Tracking Milestones Screen|

Figure 6: Add a Tracking Milestone

Select the Milestone Type from the Type below:
- Delivery Milestone – Milestone is applicable to outbound shipments solely
- Return Milestone – Milestone is applicable to return shipments solely
- All – Milestones will be applicable to both outbound and return shipments
The corresponding Milestones Type will then be displayed on the Tracking Milestone Overview page as per Figure 8.

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.

Click on "Add Milestone" to save.
Click on "Cancel" and this will close the screen without saving.
Click on "Back" to go back to the Tracking Milestones Screen. (Figure 3)
Click on a Milestone to open the Customise Tracking Menu i.e. 'Out For Delivery' (Figure 7)
Click on "Delete Milestone" to delete the open milestone.
Click on "Edit Milestone" to edit the open milestone.
Find/filter events… will find an event on the list.
The events allocated to a milestone will be listed under "Events in this Milestone".
Available tracking events can be found under "Available Tracking Events".

Figure 7: Customising Tracking Milestones

Figure 8: Service Types

Tracking and Notifications for Tracking Milestones

Navigate to Maintenance >Tracking Milestones page and select the 'Tracking Template' or 'Email Template' in order to customise.

Figure 9: Tracking Milestones and Email Template

Tracking Page

Click the "View" button in order to view the 'Tracking Page Homepage'
Click the "Copy" button in order to duplicate the 'Tracking Page Homepage' URL

Figure 10: Tracking Page
To customise the tracking page, follow the steps below:

Upload a logo image that will be displayed at the top of the tracking page. The maximum image Size should be 20KB.
Input a URL that the consumer will be directed to when the logo image is selected.
Selecting the "Show Item Information" tick-box will allow the end consumer to see the items within their shipment.
Selecting the "Show Shipper Information" tick box will allow the end customer to view the Shipper's Reference Number on Email Tracking milestone emails.
Input a URL that the consumer will be directed to when the Shop Button hyperlink is selected.
Upload a banner image that will be displayed across the bottom of the page. The maximum image size of 20KB
Input a URL that the consumer will be directed to when the banner icon is selected.
To save the updates click on the "Save" icon.
To preview the tracking page, click on the "Preview" button.
To close the window without saving, click on "Cancel" button.

Figure 11: Tracking Page Customisation

Email Notification

Figure 12: Email Notification

To enable email notifications, see Section 4, Step 12,
Upload a Logo Image URL that will be displayed at the top of the email notification. The Maximum Image Size should be 20KB. Recommended image size: 300px x 100px.
Upload a Banner Image URL that will be displayed across the bottom of the email notification. Recommended image size: 600px x 50px.
Uploaded a Shop Banner Hyperlink that will be correspond to the "Shop" button on the Email notification.
If the 'Show Shipper Reference' checkbox is enable, the customers Shipper Reference will be displayed on the notification email.
If the "Show Item Information" checkbox is enabled, the customers "Items" will be displayed on the notification email.
Click the "Save" icon to save amendments.
Click the "Preview" icon to preview the Email notification.
To close the window without saving, click on "Cancel".
Enter an email address in the text field and click the "Send" button in order to transmit a test email notification.

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