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Logistics Configuration Overview: Getting Started
Logistics Configuration Overview: Getting Started

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

Updated over a year ago

The main use case for our Transportation and Logistics customers is using Medallia Concierge as a primary tool for scheduling and dispatching communication.

Below is our recommended starting configuration and platform setup for Logistic customers who are new to the Medallia Concierge platform.


KEY INTERACTIONS to think about:

  • Updates throughout their route

  • When they have dropped off

  • When they are available for pickup

  • Status updates

  • Confirm times of pickup/dropoff

TEMPLATES to create to help standardize replies to FAQs:

  • Are you available?

  • We have you scheduled

  • Update to driver

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

  • Company driver works for

  • New driver (inside 1 year)

ZINGS to create to automate your communication and processes:

  • Escalation Zing

  • Phone call forward Zing

Want to see a step by step walkthrough of this and other Logistics 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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