1. Login as Account Administrator
2. Click on SETTINGS
3. Click on Tracking Widget Settings
If you do not see this option then contact [email protected] to enable the new widget on your account (subject to your subscription)
4. View each status of the widget design by clicking on the preview tabs
Any configurations you make will be visible in the preview before you save
Design your widget
5. Set the "Header" by selecting one of the options
The options are:
Account name = Your order from [account name] is [status]
Additional attribute = Your order from [orders attribute value] is [status]
6. For example, if you select "Use account name", It will show in the header of the widget
7. Check "Use account logo" to add image to the widget
8. Account logo is selected in "Settings" > "About company"
9. Set your brand colour by RGB, HSL, HEX code
Configure Order Details
10. Select what information to display on the Tracking Widget form For example; "Type" will show 'Delivery' or 'Collection'
11. Set the "Time Window" to display on the 'Scheduled' tab
The drop down options are +/- 2h , 1h or 30m for the planned time windows
12. Display additional information in order details on the widget by selecting "Additional attributes"
If you require additional attributes on your orders contact [email protected]
13. Check "Stop number" to display the planned stop number for the specified order
14.Check "Driver Location" to display the location of the driver
We only show the driver location to your customers when the driver is on the move to their specific order
15. Check "Order cancellation reasons" to display reasons the driver cannot complete the order, shown on the "Not Successful" tab
16. Check "Delivery rating" to enable rating feedback shown on the "Successful" tab
17. Add free text to display in the "Footer" of the widget
18. Click on Save to ensure your configuration is applied to the widget
Sending Tracking information to your customers via SMS/E-mail Messages/Website using the MaxOptra domain
19. Select "On the Maxoptra domain"
20.This adds a tracking link to the widget for customer communications select "SMS/Email Messages"
21. Select an "Action"
22. Create or use the sample message Click on "Tags" select "Location Widget Address" click "Add" click "Save". So customers will receive the relevant tracking link to their order Learn more about SMS/Email messages
Send Tracking Widget URL from your website domain
22. To send the widget link from your website address instead of orderstrack.com, select "On your customer website" and update the "widget location"
"?trackingId={0}" is very important to ensure that the link adds the correct order tracking code. This is case sensitive please do not change.
This will be used for [LOCATION WIDGET] tag in your SMS and e-mail communications with the relevant order tracking number. Then see next section to embed on the webpage you specified.
Embedding widget on your website
23. Copy the NEW tracking code script to your configured webpage
We have a built in auto-sizing and scrolling based on the screen size so height and width are no longer required in the script.
:information_source:Please note that Order Search on the website widget has been depreciated
:information_source: Order Field Definitions
Reference - The order reference number
Type - Collection or Delivery task
Location address - Delivery or Collection address
Additional attributes - Custom fields that can be added alongside other order details
Time window - Estimated window for delivery or collection (Preview on "Scheduled" tab)
Client name - Client name
:information_source: Delivery details & Digital POD options Definitions
ETA - Estimated Time of Arrival (Preview on "On its way" tab)
Stop number - Delivery number ranking for when the order is due
Driver Location - Show location of driver
Show Attachments - Add chosen attachments for an order (Preview on "Successful" tab)
Order cancellation reasons - Reasons for cancelled order (Preview on "Not Successful" tab)
Delivery rating - Rating delivery experience (Preview on "Successful" tab)
Footer information - Add free text to display in the footer