Automotive configuration overview — Getting started
Unsure where to start? Check out our recommended starting configuration for Automotive customers who are new to the platform.
Medallia Concierge is a great tool for automotive centers to communicate with their customers. Want to follow up on a recent sale? Need to get authorization prior to completing service on a vehicle? Need a quick way to notify someone that their car is ready for pickup? We've got you covered!
Below is our recommended starting configuration and platform setup for customers who are new to the Medallia Concierge platform
KEY INTERACTIONS to think about:
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First Visit (Welcome)
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Visit Reminder
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Last Visit Followup
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After visit (experience survey)
TEMPLATES to create to help standardize replies to FAQs:
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Hours
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After-visit "Thank you"
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Directions
SEGMENTS to create to help you with grouping your contacts by key attributes:
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Appointment Reminder - 1 day
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Last Visit Date
ZINGS to create to automate your communication and processes:
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5 minute escalation
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Appointment Reminder
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Phone Call Forward
TAGS that can be temporarily applied to individual contacts:
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In-service (on-site)
Want to see a step by step walkthrough of this and other Automotive use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.
