Settings - Workflow

In this article you will learn more about the 'Workflow' section in the 'Settings' menu of the YourDriverApp Web Portal.

In the Workflow menu, automate booking-related emails and texts to reduce no-shows and enhance customer experience with minimal effort.

For example, use Workflows to:

Send reminders to you and your customers about upcoming bookings.
Automatically text customers a live map link, showing the taxi’s location, x minutes before pickup.

The default workflow menu gives you an overview of all published (active) workflows in your account. From this screen you can delete, archive of edit existing workflows.

Create new workflow

Click the plus sign in the bottom right of the screen to create your own workflows.

Name
When this happens: choose on of the following scenarios that you would like to base your workflow on:
- New job is booked
- Job is assigned to a driver
- Driver is driving to pickup location
- Driver arrived at pickup location
- Driver started job
- Driver completed job
- Job is cancelled
- Driver replaced
- Requested pickup time is updated
Do this
- Choose what to send: Send Email or Send Text message
- Choose who to send it to:
  - The passenger that is linked to the booking
  - The debtor or customer account that is linked to the booking
  - The driver that is linked to the booking

Edit workflow

In this screen you can edit existing workflows. Bij clicking the "Add language" or an existing flag, you can edit the message in the preferred language.

Edit message text

In this screen you can edit the message that gets sent to the recipient.

In the editor you have the option to to use dynamic company, passenger or job variables in a message.

Type { and select any of the following variable options:

Variable Name	Description
company.name	Shows the name of the company handling the job.
company.email	Displays the email address of the company.
company.phone_number	Shows the company's contact phone number.
company.owner_name	Displays the full name of the company owner.
passenger.first_name	Shows the first name of the passenger.
passenger.last_name	Displays the last name of the passenger.
passenger.phone_number	Shows the contact number of the passenger.
passenger.email	Displays the email address of the passenger.
driver.first_name	Shows the first name of the assigned driver.
driver.last_name	Displays the last name of the driver.
driver.phone_number	Shows the driver's contact phone number.
driver.email	Displays the email address of the driver.
vehicle.brand	Shows the brand of the assigned vehicle.
vehicle.model	Displays the model of the vehicle.
vehicle.type	Shows the type or category of the vehicle.
vehicle.licensePlate	Displays the license plate number of the vehicle.
ride.reference	Shows the unique reference ID of the job.
ride.requestedDate	Displays the date and time the job was requested.
ride.departure	Shows the pickup location of the job.
ride.destination	Displays the destination of the job.
ride.publicUrl	Shows a link to the public job details page.
ride.rebook_url	Displays a link for rebooking the same job.

Settings tab

In this tab you can configure additional settings for the workflow module:

Send default job-assigned email to drivers: By default, a confirmation email is sent when a job is assigned. You can disable this email if you’ve set up a custom workflow.
Send default confirmation email to passengers: By default, a confirmation email is sent to passengers when a booking is confirmed. Disable this if you’re using a custom workflow.
Send default cancellation email to passengers: A cancellation email is automatically sent to passengers when a booking is canceled. Disable this if you have a custom workflow.
Send default completion email to passengers: By default, a completion email is sent after a booking is completed. Disable this if you have a custom workflow.
SMS sender name: Choose a name or number to display in the "from" field of text messages, such as your company or campaign name.