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Automotive Configuration Overview: Getting Started
Automotive Configuration Overview: Getting Started

Unsure where to start? Check out our recommended starting configuration for Automotive customers who are new to the platform.

Updated over a year ago

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:

  • First Visit (Welcome)

  • Visit Reminder

  • Last Visit Followup

  • After visit (experience survey)

TEMPLATES to create to help standardize replies to FAQs:

  • Hours

  • After-visit “Thank you”

  • Directions

SEGMENTS to create to help you with grouping your contacts by key attributes:

  • Appointment Reminder - 1 day

  • Last Visit Date

ZINGS to create to automate your communication and processes:

  • 5 minute escalation

  • Appointment Reminder

  • Phone Call Forward

TAGS that can be temporarily applied to individual contacts:

  • 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.

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