Customized Recipient Experience

In this article, you will explore how Onfleet offers a range of custom branding features. 

This article covers:

Overview

Organizations looking to customize their tracking page URL can opt into Onfleet’s Custom tracking page domain and branding feature. This feature allows organizations to use a Customer CNAME URL, fully customized tracking page, and branded tracking page with no “Powered by Onfleet” logo. 

Using our custom tracking page domain and branding feature, and dedicated phone number any company can create an Onfleet experience that is fully branded by its own logo, colors, and name. 

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The custom domain (via CNAME) includes the configuration of an SSL certificate.

Note: Custom branding is included with all Enterprise plans. For more details please visit our pricing page or click here to open a Support Ticket.

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Customized Recipient Experience Video

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Hide Driver Name in Recipient Tracking Page

Dispatchers can choose whether to display the name of the drivers on the recipient tracking page.

To do this, simply select "Settings" at the top right of the dashboard. Then navigate to the "Tracking Page" tab and click on the "Customize" button. On the left side, you will see the checkbox to either display or hide the driver's name within the tracking page.

This video explains how to change these settings within your dashboard:

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Collect Feedback from Recipients

You can enable a feedback form on the tracking page upon task completion, allowing your recipients to rate and provide feedback on their delivery experience.

To enable this feature, open Settings, go to "Tracking" and then select "Customize". Then check the "Enable feedback" box, you will then be able to enter the text you would like your recipients to view. 

You must also have the {trakLink} tag inserted into one of your automatic notifications in order for this to be surfaced. This tag is included by default in the Task Started notification, but you may wish to create a notification with the Task Completed trigger and insert the {trakLink} tag again to encourage feedback. An example of this rating link would look something like this:

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If the recipient chooses to leave feedback and clicks on the link, they will have the opportunity to leave a five-star review in a feedback portal that looks like this:

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Once collected, you can access the feedback through the task export feature or by opening the completed task modal within your dashboard (photo of that below):

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Adding Links 

If your organization would like to include any non-Onfleet hosted links in your communication to recipients, please contact the Onfleet support team.

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Contactless Signatures

For the safety of your drivers and recipients, you can allow recipients to provide signatures via their personal devices allowing for a contactless transaction.

You can provide a link to your recipient through your organization communication (we recommend either the "Task Started" or "Task Arriving" triggers) and the recipient will be directed to a secure page where they can view their driver's name, ETA, and provide their signature. The signature attachment can then be viewed in the Completed Task Details. 

Select the "Communication" tab under your organization settings: 

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Select either "Edit" or the "+" symbol on the bottom right to create a new notification. Once in the notification section, select the drop-down menu for "Insert Tag" and select {signatureUrl}. 

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Select "Save" to save your changes and refresh your browser to ensure all changes are applied. Your recipient will receive the SMS communication and will be able to click the URL and provide their signature, which your team can then view and access once the task has been completed. 

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Task Completion Reasons

Using the "Custom Task Completion Reasons" feature in Onfleet, your organization can also control what completion reasons are displayed to the recipient. 

If your organization enables the "Display Task Completion Reason" in the tracking page customization modal, then the reason will be displayed to the recipient whether the task is a "Success" or "Failure". If your organization does not enable this feature, then only "Success" or "Failure" will be displayed to a recipient. 

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