Revolutionize Customer Communication with Zeo’s Direct Messaging Feature

Zeo Route Planner 1, Zeo Route Planner
Reading Time: 2 minutes

Introduction:

In today’s fast-paced business world, effective communication with customers is more important than ever. With Zeo Route Planner‘s latest addition, the direct messaging feature, businesses can now communicate with their customers in a quick, convenient and efficient manner. This feature streamlines the communication process, making it easier for businesses to keep their customers informed and up-to-date.

How it Works:

  1. A step-by-step guide on how to use the direct messaging feature:
  2. Please ensure that the customer details are added for your stops- to know how to do that refer to this blog.
  3. Go to the on-ride section in your zeo app and tap on the stacker icon for the customer’s stop who you want to message.
    Select More Option 1, Zeo Route Planner
  4. Click on send trip details to customer.Tap Send Message, Zeo Route Planner
  5. A dialogue box will pop up with customer details already present. If you haven’t added customer details yet, you have the option to input them here as well.
  6. The message can be set default for all users and can be changed as per your requirement.
  7. You can share your message on mail, whatsapp, messaging or any other platform you prefer.Type Message, Zeo Route Planner
  8. Send messages to your customers, share live location with them and ensure deliveries are done on time with Zeo. Opt for a free trial today and start planning your routes better.
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    How to Create Route?

    How do I add stop by typing and searching? Web

    Follow these steps to add a stop by typing and searching:

    • Go to Playground Page. You will find a search box in top left.
    • Type in your desired stop and it will show search results as you type.
    • Select one of the search results to add the stop to list of unassigned stops.

    How do I import stops in bulk from an excel file? Web

    Follow these steps to add stops in bulk using an excel file:

    • Go to Playground Page.
    • In top right corner you will see import icon. Press on that icon & a modal will open.
    • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
    • If you don’t have an existing file, you can download a sample file and input all your data accordingly, then upload it.
    • In the new window, upload your file and match the headers & confirm mappings.
    • Review your confirmed data and add the stop.

    How do I import stops from an image? Mobile

    Follow these steps to add stops in bulk by uploading an image:

    • Go to Zeo Route Planner App and open On Ride page.
    • Bottom bar has 3 icons in left. Press on image icon.
    • Select the image from gallery if you already have one or take a picture if you don’t have existing.
    • Adjust the crop for the selected image & press crop.
    • Zeo will automatically detect the addresses from the image. Press on done and then save & optimize to create route.

    How do I add a stop using Latitude and Longitude? Mobile

    Follow these steps to add stop if you have Latitude & Longitude of the address:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
    • Below search bar, select the “by lat long” option and then enter the latitude and longitude in the search bar.
    • You will see results in the search, select one of them.
    • Select additional options according to your need & click on “Done adding stops”.

    How do I add a using a QR Code? Mobile

    Follow these steps to add stop using QR Code:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • Bottom bar has 3 icons in left. Press on QR code icon.
    • It will open up a QR Code scanner. You can scan normal QR code as well as FedEx QR code and it will automatically detect address.
    • Add the stop to route with any additional options.

    How do I delete a stop? Mobile

    Follow these steps to delete a stop:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • Add some stops using any of the methods & click on save & optimize.
    • From the list of stops that you have, long press on any stop that you want to delete.
    • It will open window asking you to select the stops that you want to remove. Click on Remove button and it will delete the stop from your route.