Tracking Milestones Administrator Configuration v2.0
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Contents
Document Controls
2. Table of Figures
3. Introduction
4. Creating and Configuring Tracking Milestones
5. Cloning Milestones
Table of Figures
Figure 1 - Tracking Milestones
Figure 2- Tracking Maintenance Alternative Flow
Figure 3 - Tracking Milestones Page
Figure 4 - Adding A Milestone
Figure 5 - Trigger Email
Figure 6 - Customising Milestones
Figure 7 - Tracking Milestones Overview
Figure 8 - Customer Account Selection
Figure 9 - Milestone Cloning
Introduction
The ability to select and apply Tracking Milestones supports the Tracking and Reporting functions within the Intelligent Shipper system. This aims to enhance the customer shipment recipient delivery experience by displaying tailored tracking landmarks and the inclusion of trigger events that will be communicated with customers recipient once a Tracking Milestones has been hit.
Intelligent Shipper contains the functionality to enable System Administrators to set up default tracking milestones for their customers. Once established, the default tracking milestones will be displayed to customers who can choose to retain the default Milestones or edit them if required, this is detailed in Section 4 of this User Guide. Administrators also have the ability to clone and edit selected Milestones onto a chosen customer account and this function is detailed in Section 5. The instructions for setting up email notification and tracking templates is covered in the 'Tracking Milestones' user guide.
Creating and Configuring Tracking Milestones
The Intelligent Shipper Tracking Milestones function is fully customisable to System Administrators, providing the ability to construct the default milestones provided to customers.
To initiate the milestone selection follow the steps below:
Click on the maintenance > Tracking Milestones on the left panel in order to access the Tracking Milestones screen:
Figure 1 - Tracking Milestones
Alternatively, click on 'Maintenance' to display the Tracking Milestones sub-menu (Figure 2).
Click on 'View / Edit' button to access the 'Tracking Milestones' page (Figure 2).
Figure 2- Tracking Maintenance Alternative Flow
In order to add a new Milestone click on the 'Add New Milestone' button (Figure 3). As many Milestones can be added as required.
Figure 3 - Tracking Milestones Page
Figure 4 - Adding A Milestone
Select the Milestone Type from the list 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 7.
Input the Milestone name in the 'Description' field i.e. 'It's In The Network' which will be displayed on the tracking Milestones page.
Providing multiple customers are held, open the 'Customer' dropdown menu to select a customer to apply the Milestone to, alternatively select System Default if you want to set the milestone as a default milestone that can be copied to customer accounts.
Further details about the milestone can be added in the message field, once added the message will pull through to the customer email if the Trigger Email function is selected and be displayed on the tracking page along with the milestone description.
If selected, the 'Trigger Email' button will send an email to the customer when the Milestone is met (Figure 5), please see the Tracking Milestones User Guide for further detail.
If selected, the 'Enable Drill Down' button will allow end consumer to see tracking events allocated to this milestone.
If a customer has been added to the returns dashboard, this field will set the 'Background Colour' that will be used on the returns dashboard, click on the Background Line icon to edit the hue, saturation and lightness, the edit screen that then loads will be different across the various internet browsers. To find out more about the returns dashboard or to request this for your customers please contact Intersoft on info@intersoft.co.uk.
If a customer has been added to the returns dashboard, this field will set the 'Text colour' that will be used on the returns dashboard, click on the Text Line icon to edit the hue, saturation and lightness, the edit screen that then loads will be different across the various internet browsers. To find out more about the returns dashboard or to request this for your customers please contact Intersoft on info@intersoft.co.uk.
Click on the 'Add Milestone' button to add this milestone and to progress to the 'Customise Tracking Milestone' (Figure 6).
Click on the 'Cancel' button to return to the 'Tracking Milestones' page.
Figure 5 - Trigger Email
Figure 6 - Customising Milestones