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Feature: custom third party claim message

Becky
by Becky

Many Warp It members redistribute items to third parties, and communicating the practicalities is important to ensure a smooth and problem-free experience.  

Here is a guide to show you how to customise your communications to third parties during the redistribution process.

When a third party makes an item claim from you, they'll receive a message that you can customise.

The standard message looks like this:

Hi @name@

You have claimed an item from @organisation-name@.

@owner@

@contact@

@item-details@

Please get in touch with the owner to arrange collection.

Please collect the item promptly.

Before setting off to collect the item please make sure the person collecting the item knows who to contact on site and where the item is located exactly.

Please note the terms of the transfer clicking here.

Yours sincerely

@admin-name@

 

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Why customise your message?

There may be key information points that you want to add, such as site access details, holiday dates, the best place to park, or who you need to call and their contact information.

There may be site policies for external contractors, or health and safety protocols to follow, such as wearing a hard hat and hi viz jacket.

There are dozens of reasons you might want to customise your message, so have a think about any pertinent information that could make the claim process easier.

To make life easier for your organisation, you might want to consider choosing just one day of the week for handling external claims, for example: ‘It is company policy to arrange all collections for Mondays between 14:00 and 17:00’.

You'll find this by going to:

Admin > Customise Settings > Item Messages > Message for External Claims.

See below.

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Need help? 

To book a screen share session to go over this feature, or any other Warp it features, please get in touch and email becky@warp-it.co.uk.


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Becky

Becky

Reuse is a simple solution for a big problem. I am here to help you understand the story and participate!

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