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How to set-up questions and add smart rules?

Increase your sales opportunities by generating leads during customer check-in. Boost customer satisfaction during customer check-out.

Written by Alexey Krasilnykov

To add questions for customers to choose from and increase your sales leads, follow the steps below:

  1. Login to your Tjekvik Dashboard

  2. Click Services & Questions under the Admin Tools tab

  3. Select the Check-In Questions or Check-Out Questions below the filters

  4. Click Add question page and Add question afterwards (tip: one question page is capable to hold max three questions)

  5. Fill in the details including:

    1. Product Category (mainly reporting purpose) & Product Code (will be used in internal notifications)

    2. Headline & Terms to secure proper presentation to end customer

    3. Add Answer to define possible answers with answer type

    4. Value that will be used for reporting purposes only

    5. Image to enhance experience

  6. Set-up smart rules:

    1. Flow/Terminal Type to differentiate between self-service flows and also define visibility for walk-in customer (not scheduled) visit

    2. Customer group to differentiate rental and fleet/business customers

    3. Service visibility for waiting and/or not waiting customers

    4. Brand or model to define focus segment (tip: please check in Appointment Manager vehicle data that your DMS is sending to Tjekvik)

    5. Work Order Details to narrow down target group (tip: please check in Appointment Manager work order / appointment data that your DMS is sending to Tjekvik)

  7. Please check matching ratio (based on appointment from last 7 days) and adjust accordingly to make sure that customer journey will be individualized respectively

  8. Press the Save changes button

Now, you can review all created questions. Feel free to set-up Filter(s) to narrow down scope for more convenient Customer Journey overview.

You can also enable/disable already created questions by using toggle.

To set up notifications for your team:

  1. Login to your Tjekvik Dashboard

  2. Click Services & Questions under the Admin Tools tab

  3. Select the Check-In Questions or Check-Out Questions below the filters

  4. Find the Question you would like to get notified for

  5. Click the Action button and Notifications from the drop down

  6. Enable the toggle for the option you would like to receive notifications for

  7. Enter an Email address in the E-mail Recipients field where you want the notifications to be sent

  8. Click Save Changes

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