WARNING
This automation is only available for customers that have a certified integration with CDK.
You can set up an automation to let your customers know that their vehicle is ready for pick up.
- Go to the automation section
, on the left side of your screen. - Click on New automation.
Choose name
- Choose the name of your automation: Car ready.
- Click on Send an automation after an event.
- Click on Next.
Assign replies
- Choose the user you want to assign the automation responses to.
- Make sure to check the Automatically assign replies based on the attribute "user reference" box.
- You can also alert specific user and have notifications sent to them.
- Click on Next.
Target customers
Rule 1
- Select the category of your automation: Repair order opened.
- Select the attribute: Ro status code.
- Select the operator: Is.
- Enter a value: C97.
- Click on Add new rule.
Rule 2
- Select the category of your automation: Repair order opened.
- Select the attribute: Last time.
- Select the operator: Exactly.
- Enter a value: 0 days ago.
- Click on Next.
Create message
- Write the message you want to send with your automation. Here are a few examples here.
- You will see a preview of your message and you can send a test to the number you want.
- To send a test message to the number you want, Click on the Send test message to... box.
- Enter a valid cell phone number.
- Click on Test now.
- Go to the mobile phone you sent a test message to.
- Open your text message inbox and you will see the test message.
- Click on Next.
Set delivery time
- Click on Set in real time so that every time a customer matches your rules, he will get the message.
- Set the hours and days for which you will send your message.
- Click on Create automation.