Customer Portal – Online Order Tracking Page for Customers
Route4Me’s Customer Portal for package tracking enables you to offer track & trace possibilities to your customers. On the Customer Portal, customers can track shipments, order statuses, delivery dates, tracking updates, and more. As your customers are able to look up orders and packages on your branded tracking page, you’ll be one step closer to self-service customer support and automated customer service.
With Route4Me’s Customer Portal, you can effortlessly enable your customers to track the status of their orders on their own without you having to waste a lot of valuable resources on doing all this work manually. You can also enable automated delivery notifications and tracking alerts.
When using the Route4Me Customer Portal, your customers will benefit from a similar package tracking experience as they would if using USPS tracking, UPS tracking, or FedEx tracking. The only thing they need to do in order to find out the transit status of their parcels is to insert their package tracking number on the order tracking portal. No more “Where is my package?” calls to customer service.
How Customers Can Access the Order Tracking Page
Customers can access the Order Tracking Page using the Track Your Driver page. On the Tracking Page, they can use their unique tracking number or package tracking ID to see their order status. To do so, input the tracking number or package tracking code into the corresponding field and click on the Continue button.
After inputting the tracking code, the customer will be automatically prompted to the customized Order Tracking Page, where they can see the status of their order, driver location on the package tracking map, and more.
How Customers Can Get the Order Tracking Link & Code
You can send customers their parcel tracking number via customizable SMS messages or using custom template email order notifications for delivery alerts. Moreover, you can use Notifications Placeholders to automatically insert the order tracking page link and unique customer order number into the SMS and email notifications.
How to Check How Customers See Their Order
To check how an order is viewed by the corresponding customer on the Order Tracking Page, click on the order number of the associated route stop in its Stop Manifest in the Route Editor. Then, you will be automatically prompted to the customer’s order tracking details and shipment status on the Order Tracking Page.
How to Customize the Order Tracking Page
You can personalize and rebrand how your Order Tracking Page looks and how your customers interact with it. To customize your Order Tracking Page, go to Notification Settings from the navigation menu.
How to Upload the Main Logo to the Package Tracking Page
To rebrand the tracking page, you can upload your company logo or any other preferred branding imagery. To upload your logo, go to Main Logo in the Notifications Settings and then insert the URL to your image file into the corresponding field. Once your URL is added, your image will be displayed at the top of the Order Manifest or Order Status window.
How to Upload Custom Location & Driver Icons to the Tracking Page
You can customize how your drivers and customers are represented on the map of the Tracking Page. To upload custom icons for your driver and customer locations, go to Icons in the notification settings and then inset the URLs to your icons into the corresponding fields. You can have a different icon for customer location before and after they are marked as visited.
After the icon image URLs are added, you can preview them. To adjust the icons’ placement on the Tracking Page map, use the Icon Width and Icon Anchor fields or move the pin over the icons in the Preview. If you want to leave default Route4Me icons, please do not remove or edit the default URLs in the corresponding fields.
On the Order Tracking Page, customers will see their location and the location of the driver (based on the specified settings) as the corresponding icons on the package tracking map.
How to Change the Map Type on the Package Tracking Page
For more convenience, you can select the preferred package tracking map view or map type for your Tracking Page. To select a map type, go to Map Information in the Notifications Settings. To use the grayscale map view for your Tracking Page, select Grayscale in the Map Color list.
To use the default package tracking map view for your Tracking Page, select Default in the Map Color list.
Time to Arrival to Show a Driver on Map
For your business’ and customer’s security, you can specify the time when customers should be able to see your driver on the map. Depending on your business model, you may want to avoid customers seeing your driver moving on the map and stopping at different locations, or you may want your customers to see your driver right from the route’s start.
To adjust the driver visibility time, go to Advanced in the Notifications Settings and specify the preferred time in the Time to Arrival to Show a Driver on Map field. For example, if you specify 5 minutes, your customers will be able to see the driver only when the driver is within a 5 minutes drive from their location.
Switch Between Planned ETA and Predicted ETA
To enable you to give your customers the most accurate ETAs and make sure you are always on the same page, you can choose between displaying Planned ETA and Predicted ETA on the Tracking Page.
To switch between displaying the Planned ETA and Predicted ETA on the Tracking Page, use the “tracking_page_eta_source” advanced configuration. To add this configuration to your account, use Route4Me’s Advanced Configuration Editor that allows you to add custom account configurations.
|Configuration Key||Display Planned ETA Value||Display Predicted ETA Value|
NOTE: To enable the Advanced Configuration Editor for your account, please contact the Route4Me Support Team.
The Planned ETA is the time when the assigned driver is expected to arrive at the given route stop based on the planned system estimation. By default, the Tracking Page displays the Planned ETA.
The Predicted ETA is the dynamic estimated arrival time the driver is expected to arrive at the given route stop based on the time of the previously visited stop. The Predicted ETA of a given stop is changed dynamically based on the time its previous stop was Marked as Visited or Geofence Detected as Visited and the distance from the previous stop to the given stop. Thus, the Planned ETA and Predicted ETA of the same route stop can be different based on the dynamic route progression.
ETA Padding – Arrival Time Window
The ETA padding allows you to specify the customer visitation time window, which allows your drivers to properly service all stops without unnecessary stress and give your customers more realistic delivery ETAs. To adjust the ETA padding, go to Advanced in the Notifications Settings and specify the referred padding in the ETA Padding field.
For example, if you specify 30 minutes of ETA Padding, the visitation time window will start 15 minutes earlier than the original ETA and end 15 minutes later than the original ETA.
Enable Note Data Gallery for the Order Tracking Page
The Gallery allows you to show on the Tracking Page the images and note data that were added to the given route stop from Route4Me’s mobile apps or Web Platform. For example, you can attach proof of delivery (POD) images to a given route stop, and the associated customer will be able to access the attached POD from the Tracking Page when checking their order.
To enable the Gallery for the Tracking Page, go to Gallery in the Notifications Settings, check the Enable gallery box and then select the preferred option:
- All images: The Gallery will show all images attached to all notes that were added to the given route stop.
- First image: The Gallery will show only the first image of all images attached to all notes that were added to the given route stop.
- Last image: The Gallery will show only the last image of all images attached to all notes that were added to the given route stop.
You can also display the text and images that were attached to notes on the Tracking Page Gallery. To do so, go to Gallery in the Notifications Settings, check the Enable gallery box, select the preferred option and then check the Display All option in the Note Details field.
Show Assigned Driver Details on the Package Tracking Page
You can show the driver details to customers on the Tracking Page so that the customer can see who will be completing their order and contact the driver for additional details if needed. The details of the assigned driver are displayed in the Driver section on the Tracking Page. The driver details become available on the Tracking Page when the associated driver enters the geofence set around the customer’s address or marks this address as visited.
Preparing Order Status on the Package Tracking Page
There are three order statuses displaying on the Customer Portal that change depending on the assigned driver’s location. The Preparing order status is displayed when the planned route hasn’t started.
On Its Way Order Status on the Package Tracking Page
The On Its Way order status is displayed when the assigned driver enters the geofence set around the customer’s location.
Done Order Status on the Package Tracking Page
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