Need help? We’ve got you covered. Here you’ll find a list of FAQs and if you don’t see an answer to your question you can always chat with us at your convenience.
FAQsA customer has turned red and opted-out. How do I text them again? How do I add recipients to the texting usage report? How do I create a texting usage report? How do I create teams? How do I set an out of the office automatic reply? How do I turn off the white pop ups? How do I turn on my texting alerts on my cellphone? I forgot my password. I'm not getting the pop up alerts anymore. The customer's cellphone number is wrong. Why are my customers not automatically populating in the texting tool? Why is the print conversation button not working?
If a customer texted the word "STOP" or if a dealership employee clicked OPT-OUT, the customer will turn red and no longer be able to receive texts from the texting tool. The only way for the customer to become "textible" again is to have them text the word "START" back to your texting tool phone number. This phone number is always visible at the very top of your texting tool screen. You will know this has been done successfully when the customer's initials go from red to green. You may text this customer once more.
Once you are logged in, go to the main navigation, click on reports. Add in your email to the report, then use the main navigation tab on the left side of the interface screen. Click on the tab labeled "Reports." Look for "actions" and under this label, three actions will be displayed. "View/ Edit/Delete." Simply click on the edit tab and enter the email of the recipient you would like to receive the report.
*Note: Must have manager access
To create a report, a user with manager access must use the navigation menu on the left side of the interface screen. Click on the tab labeled "Reports” and then click on the "New" button ( plus sign). Next use the drop down menu to select a report type and add the emails of the recipients that should receive the reports and click save button. Reports will be sent out via email.
*Note: Reports aren’t generated instantly (depending on the type of repor, they generated every night or every Monday)
In order for users access to other users' customers you will need to create a team. To add a team, use the main navigation tab on the left side of the user interface screen. Click on the tab "Users". Under the tab "Teams" click "New" to add new users and give it a brief description (optional). Next Under "Actions" click on the members button and select on the user(s) you would like to add to the team.
*Note: Must have manager access
Login to the app, click on the “online” button and select “away” and type in your auto-response. After clicking “submit” you will see an “away” button. If a customer sends you a text while you are marked as “away,” the texting tool will automatically send the away response to your customer. Remember to click on the “away” button and select “online” once you have returned to your desk.
Note, user must access the settings in chrome in order to disable the chrome notifications. Wait to receive a white pop up and click “settings” and then “advanced”. Next, Under the section "Privacy and Security" click on the section labeled "Content settings." In the next menu scroll to the section that says "Notifications." Locate the Connect Service link, then proceed to click on the three gray dots on the far right corner of the screen. A drop down menu will display with the options "Block, Edit, Remove." Click on block and the white pop ups will be discontinued.
Click on "my profile" and look for the a tab labeled "Notifications." Click SMS" to start receiving text notifications on your mobile device.
*Note: A cellphone number must be entered into the information field on the left side of the "My Profile" screen
A user with a manager's login can reset your password by logging in and navigating to the USERS page and clicking on “change password" to the far right of the employee's name that needs a new password, the password must be 8 or more characters.
lease make sure that you have the tray application for the texting tool installed. If you cannot find it, please click on the little, white arrow in the bottom right corner of your PC. A menu will open that may contain our app. If you still cannot find the app, you can download it by following these instructions: https://advantagetec.zendesk.com/hc/en-us/articles/360004072494-Downloadingthe-texting-tool-PC-tray-app. Once you have found the app, right-click and select "log out." Next, left-click on the app icon and it should ask you to log in. Use your dealership email and your assigned password. You should now get the messaging popups again
Click on the customer and then click on "edit" to Adjust the phone number and then click save. The texting tool will now send all future texts to this new number. (You can either click "retry" or copy and paste text messages that previously failed to send. We recommend that you change the number in the cellphone field in your DMS as well so the texting tool can pull the correct phone number.
Customers fail to populate when the advisor’s DMS ID is either missing or entered incorrectly. A user with manager credentials will need to log in and navigate to the USERS page. Click on VIEW PROFILE. Click on the pencil icon and type in the DMS employee ID number. Then click the save icon. Any RO written after making this change should automatically appear in the texting tool if the correct ID was entered. IF newly written ROs are still not pulling through, please double check the ID that was entered. You can use other ID numbers currently working for reference.
Pop-up windows are most likely blocked from the Service Texting Tool in Connect. If you see a blocked window notification up in your URL bar, click on that and enable pop ups for the Service Texting Solution in Connect. Next click on the print conversation button again and it will work properly