Customer portal
Introduction
The purpose of this guide is the help understand how to use and configure the customer portal within the DealTrak application.
The customer portal is a way to enable customers to review their proposal, adjust marketing preferences, securely upload documents and send messages directly in to the communicator module for their proposal.
Configuration
Go to the Control Panel page and click on Customer portal.
Theme options
Theme options allows you to modify the appearance of the customer portal to suit your branding. We've supplied a number of themes for you to choose from, which have been carefully designed to provide a comfortable user experience for your customers.
Clicking the Theme dropdown list will present a number of pre-made themes for you to choose from. If you would like to use custom colours and fonts throughout your customer portal there is a Custom option. Choosing this option will present a list of components featured on the portal, with the option of specifying the background and text colour for each. You may also select the heading and body fonts to use on the portal.
Clicking the Choose file (or Browse, depending on your browser) for Logo will allow you to select an image file from your computer to use as a logo to feature at the top of your portal page.
Clicking the Apply button at the bottom of the Customer portal configuration page will immediately save your changes, and upload a logo if you have selected one.
Text options
The text options available allows you to modify some of the default body text presented to your customers.
The Introduction text features at the top of the page. The Send message placeholder appears as the placeholder text in the text box presented when you click the Send message button. The Privacy statement appears below the file upload box when you click the Send documents button.
Clicking the Apply button at the bottom of the Customer portal configuration page will immediately save your changes.
Field visibility options
The field options allows you to modify exactly which fields are presented on the customer portal.
Ticking the checkboxes next to the field will make that field visible on the customer portal. It's important to note that some fields may not be visible if there is no data available to display.
Clicking the Apply button at the bottom of the Customer portal configuration page will immediately save your changes.
The portal
The customer portal comprises of 6 sections.
Customer information
Marketing preferences
Calls to action
Vehicle details (if available)
Finance details
Attached documents
Customer information
The customer information is taken from the proposal applicant's data stored in DealTrak. If the field is enabled, but there is no data available for that particular field, then Not provided will be displayed as a way to prompt your customers to provide that piece of information.
Marketing preferences
Giving the customer control over how they wish to be contacted for marketing purposes is an important step towards being GDPR compliant.
Calls to action
The buttons to Send documents and Send a message are a great way to give your customers a safe and secure way of uploading documents and transmitting messages to you.
Send documents
Clicking the Send documents button will present the customer with a dialog allowing them to browse and upload multiple files on their computer. This is a great way for your customers to attach scans, statements and other proofs that may be required to complete the proposal and send to lenders.
A great deal of effort has been spent to ensure maximum security at this stage. When the customer clicks the Send documents button it creates a secure connection directly between their browser and our storage solution provided by Amazon Web Services (AWS). Once the file has been transmitted it is encrypted and moved immediately to a non-public location area of AWS. The DealTrak application is notified when the upload completes, but does not have visibility of the files at this stage.
Documents will appear as Imported Documents in the Documents section of the proposal in DealTrak.
When the upload is complete a success notification is presented to the customer, and the document dialog window closes.
Send a message
Clicking the Send a message button will present the customer with a dialog allowing them to enter a message. This is an opportunity for your customers to provide further information, or to simply ask questions.
When the customer enters their message and click the Send message button it is immediately sent to the Communication Log area in their proposal within the DealTrak application.
When the message has been sent a success notification is presented to the customer, and the message dialog window closes.
Vehicle details
If the proposal has vehicle data associated with it, the information available about the vehicle is displayed here. This includes:
Make and model
Model variant
Fuel type
Colour
Doors
Transmission type
Engine size
Mileage
Registration number
Finance details
Financial details about the proposal, if available, is displayed here. This includes:
Finance type
Rate
Finance term
Total cash price
Deposit
Part exchange
Cash
Settlement
Balance to finance
Registration fee
Balloon
Attached documents
It's possible to attach documents to the customer portal, which is particular useful if you want to provide any documents to the customer that they are free to securely download at their own convenience.
To attach documents to the customer portal simply visit the documents section of DealTrak for the proposal, upload your documents as normal, and tick the Visible on customer portal checkbox against the document.
Checking this box will make the document immediately available to download on the customer portal.