Sharing a tracking link with your customer

A tracking link is a public URL that shows one of your customers their vehicle's status, without giving them access to your organisation's data. This article covers creating, configuring, sharing, and managing tracking links.

What a tracking link is

A per-vehicle public URL that looks like import-ops.com/t/<slug>, where the slug is a random code. A tracking link:

• Is one per vehicle (each vehicle has at most one active link)
• Works only while your organisation's subscription is active
• Can be revoked or regenerated at any time
• Can have an optional expiry date

Creating a link

1. Open the vehicle's detail page
2. Click Tracking link in the action bar
3. Set the options (described below)
4. Click Create tracking link
5. Copy the URL that appears and send it to your customer

Until you click Create tracking link, no URL exists, so customers can't accidentally discover a pre-configured link.

What the customer sees

When the customer opens the URL in any browser, with no sign-in:

• Your organisation's name and logo at the top
• The vehicle's title (year, make, model) and optional hero photo
• A progress tracker showing the stage their vehicle is at, if enabled
• An estimated arrival date, if enabled
• Any Customer-scope notes you've written on the vehicle, if enabled (see Notes on a vehicle)
• Additional photos from the gallery that you've picked for the tracking page

What the customer does NOT see:

• Any other vehicle in your organisation
• Internal stock number or VIN
• Cost breakdown, agreed sale price, or payments
• Internal-scope notes
• Other customers' data

Choosing options

In the tracking link sheet, tick or untick:

• Show photo: the hero photo
• Show estimated arrival: the ETA date
• Show progress tracker: the staged progress bar
• Show customer notes on tracking page: Customer-scope notes (see Notes on a vehicle)

Below those toggles, the Additional photos on tracking page picker lets you pick gallery photos to show. Tap or click a photo in the left panel to add it; tap or click one in the right panel to remove it. Hovering a photo shows a larger preview.

Set an optional Expires at datetime if the link should stop working on a specific date (useful when delivery is scheduled).

Sharing the link

• Click the Copy icon next to the URL
• Paste into your customer's preferred channel: email, SMS, messaging app

The customer doesn't need an ImportOps account to open the link.

Updating the options

Open the tracking link sheet again at any time. Tick or untick options and click Save options. Changes apply to the same URL, so you don't need to resend it.

Revoking a link

If you no longer want the customer to have access:

1. Open the tracking link sheet
2. Click Revoke

The URL stops working immediately. Future opens show a "link not available" page.

Regenerating the URL

If you're worried the URL has been shared beyond the intended customer:

1. Open the tracking link sheet
2. Click Regenerate

The old URL stops working and a new URL appears. Send the new URL to the customer.

Good to know

• Billing lockdown on your organisation also disables all public tracking URLs. Customers visiting during a billing issue see "link not available".
• Deleting the vehicle stops its tracking link working, without a way to restore it (see Deleting a vehicle).
• Locale on the tracking page (date format, number format) is derived from your organisation's country in Settings → Organization.