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How To: Boost Your Customer Retention With Our New Tracking Experience

Published 27 March 2018, updated for 10 January 2020.

Note: The Update portion of our Tracking Experience has now been shifted to our all-new Notification Centre. Personalize your email communications, get insights on how your notifications are performing and more here.

 

In this update, we’ve made our tracking tools easier to use! We have combined our powerful tracking tools with the Email Editor. You can now see everything in a single view and follow an easy step-by-step flow to get you started in a heartbeat.

 

We want to make sure you get the help you need and fully understand how to best use these new tools. To make this as easy as possible, learn how to enhance your customer’s post-purchase experience using our new Tracking Experience feature in Parcel Perform in this part of our how-to guide.

 

Part 2 of the guide for Tracking Experience can be found here. Feel free to reach out to us if you need any other help.

You can click on the links below to navigate to each part of the How To guide here.

 

Getting Started
Design
Connect


Getting Started

Step 1: To start, click on Tracking Experience in the left-most menu

 

Step 2: You will see this image in the Dashboard if you don’t have any Tracking Experiences created in your account. Click on +Create Tracking Experience to get started

 

Step 3: The tracking experience is divided into 3 sections – Design, Connect and Update.

Design

 

In the Design section, you will configure the settings of your tracking experience, like setting a language, uploading a logo and configuring the functions for your tracking page. You can also change the name of your Tracking Experience to make it more recognisable.

 

Step 1: You can change the title of your tracking page.

The title will always be filled with your company name when a new tracking experience is created.

 

Step 2: Every Tracking Experience will follow one pre-selected language. We will apply the selected language across the standard texts of your tracking page, tracking widgets and the Parcel Perform Standard email template, and the text for the track events.

We offer over 30 different languages to choose from, with more to come!

 

Step 3: You know only have to upload your brand’s logo once and it will apply across the tracking page, unsubscribe page and Parcel Perform Standard email template.

 

Step 4: On it’s right you can choose multiple functions that will apply to your Tracking Page directly. The ‘Carrier Ratings’ function provides your customers the ability to give ratings to the carriers of their parcels and overall experience when tracking their parcels on your tracking page.

 

Another powerful section is our colour configurator.

 

 

The colours configured here will be applied across the various components or your tracking experience.

 

To configure a colour, click in a colour configurator on the right side.

 

Use the sliders to choose the colour that you want or key in the colour’s hex code in the input here. You’ll notice that the preview on the left will change according to your colour selections.

 

Different configurators will affect different sections of the results page. Changes to both Primary Colour and Secondary Colour will also apply to your tracking page, tracking widget and the Parcel Perform Standard email template.

 

This allows you to ensure consistency in your brand’s colour and branding of all your tracking assets.

Connect

 


The Connect section of the tracking experience houses the editors of the tracking page, tracking widget for your website and the tracking widget for your customer emails. You can also preview them in desktop and mobile.

 

Option 1 – The Tracking Page Editor.

A tracking page provides you with a web page hosted by Parcel Perform where your customers can visit to input their tracking numbers and start tracking their orders from your online store.

 

Step 1: You can customise the auto-generated URL slug to match your own brand name. Clicking on the URL itself will open a preview of your tracking page or load the actual tracking page if your tracking experience is already activated.

 

 

Step 2: Next you can fully customise your tracking page’s tagline, body and footer content. We optimise everything for Desktop and Mobile. In our two fully editable sections, you can change content for the body and footer of your tracking page. You can key in free text, use various formatting options or insert your own HTML.

 

 

Step 3: If you wish to provide your customers with an Unsubscribe page to switch off their email notifications, you can also add content to the body of your tracking experience’s unsubscribe page here.

 

Option 2 – The Website Widget Editor.

The tracking widget brings the tracking functionality from your Parcel Perform account directly onto your website or customer emails. Customers using these widgets will be directed to the results section of your tracking page to view their parcel delivery status.

 

 

Step 1: To start, key in the website’s domain that you will embed the widget in.

 

This is a security feature to keep your Parcel Perform account safe from dummy data. The widget will only work for websites under the domain you have configured here. You can key in the top-level domain or the whole URL for your website.

 

Step 2: Once we confirm your domain, you will view the tracking widget editor. At the top, you will see the various settings that you can configure for your tracking widget, followed by a preview of the widget on the bottom left and the code for the widget to its right.

 

Step 3: Select the widget style that you’d like.

 

Step 4: Customise the size of the widgets using the button size drop down by selecting Small, Medium or Large. You can also customise the width of the search box here to be responsive or a specified width.

 

 

Note: The button colour of your widget corresponds to the Primary colour configuration from the Design section. Change the colour of the widget in the Design section.

 

Step 5: Once you’re done configuring the tracking widget, you can copy the widget code directly into the body section of your webpage’s HTML. Save and activate the tracking experience to use your new tracking widget!

Option 3 – The Email Widget

The editor for the tracking widget in your customer emails works almost exactly like the website widget’s. Choose between a track button or a track button with the parcel or order number on its left for the email widget.

 

 

Step 1: For the parcel or order number variable, either key in the variable that is used in your system to populate the tracking or order number or select Shopify’s order number variable if you are using this widget for your Shopify Shipping Confirmation emails.

 

Step 2: Similarly, add in a carrier reference for this widget by selecting the carrier from the dropdown here.

 

Step 3: Once done configuring the website widget, copy the widget code into the body of your email’s HTML. Save and activate the tracking experience for the widget to work.

 

We’ll be going into more details on how to create and edit your first custom tracking email template in our Email Editor. Stay tuned!