Collecting edit reasons in Customer Portal
Updated last month
In Cleverific, you can collect edit reasons from customers whenever they make changes to their orders in Customer Portal. These reasons are then included in the email notifications you receive after an edit, giving your team more context about why the change was made. This feature is disabled by default.
Note: If you're interested in this feature, feel free to email us at [email protected], and we'll be more than happy to enable it for you.
How it works
When this feature is enabled, customers are prompted to provide a reason right after they save their edits.
For customers
Once the edit is saved, customers will see a modal to fill in an edit reason.
For merchants
The edit reason will appear in the Customer Portal email notification sent to your team after the edit.
To ensure the most complete information, once this feature is enabled, these email notifications are sent five minutes after an edit is made, allowing customers time to include their reason before the email is delivered.
Note: Currently, edit reasons only appear in the email notifications, but we plan to expand their visibility in the future.