CSI Online Setup

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To gain access to the Online Service Booking setup go to Workshop > Service Parameters. From within this window select the button at the top of the window for CSI Online Setup.

CSI Jangomail setup

Please note: The Jangomail Setup and the Web Page Setup is for DMS use only.

SMS CSI Template

Select the SMS CSI template tab. A window similar to the below will be displayed:

CSI SMS setup

Enter the text that you wish to display on the SMS in the Body section. To add a field to the text simply double click on the required substitution on the right hand side. This will then appear on the text.

Email CSI Template

Select the Email CSI template tab. A window similar to the below will be displayed:

CSI Email setup

Enter the text that you wish to display on the Email in the Text section. To add a field to the text simply double click on the required substitution on the right hand side. This will then appear on the text.

What is the Section?

Header - The title of the email. I.e. Dear <<Customer Name>>

Body - The main section of the email. I.e. Your vehicle has currently been in for a service. Please follow the link to complete our survey.

Footer - The end of the email. I.e. Kind Regards, Navigator