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Merchant FAQ

Why won't the CSV Batch upload?

Enter multiple Jobs that ORIGINATED from the same location

  • Do your jobs originate from the same pickup point?

  • Have you created a corresponding template?

  • Do you have proper column headers setup?


Video Recap: Batch Uploading


Do your jobs originate from the same pickup point?

When doing a Batch Upload, all of your tasks must originate from the same pick-up point.  Therefore, you are forced to batch upload from a template that has a pick-up point.

All tasks in each CSV file must have the same pickup address. If you have multiple pickup addresses, you will need to create a separate template and CSV for each.


Have you created a corresponding template?

When doing a Batch Upload, all of your tasks must originate from the same pick-up point.  Therefore, you are forced to batch upload from a template that has a pick-up point.


Do you have proper column headers setup?

Under HELP? on the Batch page, click SHOW OUR ACCEPTED COLUMN HEADERS to see the list of acceptable data fields. Add any additional columns needed to your CSV file.


  • Tip: The wording of the column headers (row 1 in your file) must match exactly to the list of acceptable column headers (otherwise our system will ignore those columns)

  • Tip: Under HELP? on the Batch page, click DOWNLOAD THIS EXAMPLE and open the downloaded CSV file in Microsoft Excel or another spreadsheet editor. Then simply add / remove the column headers on this example to fit your specific need.


How do I send my customers Proof of Delivery?

Enable the automated alert with the {feedback} link

GetSwift enables you to send automated alerts with an order summary and feedback form, allowing your customers to confirm order details and give you feedback. We also give you the ability to customize your SMS alert messages and upload your company logo so your customer has the full white labelled experience with your brand.

 
Feedback Link.jpg
 

Step 1

Go to the Alerts page in your GetSwift portal

Step 2

Go to the "Job completed" section. This is when a driver presses "Complete" button for a job.

Step 3

Choose which communication channel you want to use to alert your customer

  • SMS - text message will be sent

  • Email - email will be sent

  • Webhooks - alert will be sent to your website (please contact us to set this up)

  • SMS with Email Fallback - text message will be sent, but if it fails, then email will be sent

  • SMS + Email - both text message and email will be sent

Step 4

Edit the SMS message that will be sent to the customer and add the "feedbackLink" tag to the SMS message

Step 5

Click the "Update" link on the edit box to save your changes

Step 6

If you are outside US and Canada, you can a display name for your SMS messages. Use the "SMS sender id" field to type in a max of 11 alphanumeric characters

  • This feature does not work in US and Canada and your messages will fail to send if this field is filled in

Step 7

Click the "Update" button at the bottom of the page to save your changes

  • Remember you need to click both "update" buttons in step 5 and 7

Feedback Link.PNG

tips and trick

  • SMS alerts under 160 characters in length are free within the US and Canada. In US and Canada, SMS alerts over 160 characters are charged at USD $0.20 for every additional 160 characters in length. For SMS pricing in other countries, please contact us through the chat support for additional information.

  • SMS Sender ID is not available in all countries. See the list of available countries before activating.


Related Articles

Learn how to customize when alerts are sent and what the messages entails to keep it on brand.

Allow your customers to always be informed where there order is every step of the way.

Keep management updates on status updates with email alerts.

Alerts not sending? Customers not receiving the tracking link? No problem - fix it here.

​Does GetSwift work with my POS or ecommerce platform?


Yes! GetSwift works really easily and integrates with the platforms your are already using.  Here are a few integration options:


Have a Developer?

  1. GetSwift has a very simple API that you can have a developer integrate into your website or other system

Not Technical and looking for easy setup?

  1. Check out to see if we've already built a direct integration with your platform here

  2. Automatically send your your orders through our built in email importer

  3. Explore the 1000+ different apps we are connected via Zapier


Can't find your platform? 

Contact us and we'll find a way to automate getting your Jobs into GetSwift!

 

How do I save regular pick-up and/or drop-off points?

Templates to Enter Tasks

Templates are a great way to save recurring information, such as pickup or destination details. This will help you save time when filling out future task entry forms.  You can also choose exactly which data fields in the task entry form are most applicable to your business and hide the data fields you do not need.

Step 1

  • Click on the "+" button on the main navigation bar at the top of the page

Step 2

  • Click on "Templates" on the sub-page navigation bar

Step 3

  • Type a unique name for your template in the text box and push the "Enter"key on your keyboard

Step 4

  • Once you pick a unique template name, you will see a number of data fields appear on the right.  The first ones to consider are “Pickup” and “Destination” details.

Step 5

  • Fill in pickup details: If you wish to use the same pickup address on a recurring basis, uncheck “Ask for pick up details” and enter the pickup address and contact information for this template.

Step 6

  • Fill in destination details: If you wish to use the same destination address on a recurring basis, uncheck  “Ask for destination details” and enter the destination address and contact information for this template.

Step 7

  • In the "Ask for..." section, check off any additional data fields you would like to be visible when using this template

  • For example, clicking "Reuse instructions" will allow you to enter delivery instructions when using this template

Step 8

  • Lastly, complete the Default Settings section. All of the fields in this section are optional.

  • Note: The "Tag" field is only needed if you are going to be importing jobs via an email parser

Step 9

  • Once you save the template,  you will be able to use the template to enter new tasks by clicking on the “Simple Form” or “Advanced Form” buttons

 

TIPS AND TRICKS

  • You can delete or duplicate any of the templates you create by clicking the 2 buttons below the "Save" button

  • After making a template, you will no longer be able to use the “Simple Form” or “Advanced Form” and you will only be able to use the templates you have created.

  • Best practice is create a template with all checked options. This will come in handy if you ever need to enter an ad-hoc order that does not fit any of your current templates.

  • You can create as many templates as needed on a ongoing basis!

  • Templates are also required if you are looking to use the Batch Upload feature when entering tasks into GetSwift. 

I already have an account, why can't I log in as a driver?

BECOME A DRIVER FOR YOUR OWN MERCHANT ACCOUNT

Because you already registered your email address and have an account, we make it easy for your to become a driver for yourself.

  • Please Note: GetSwift does not employ drivers!  The GetSwift Driver app will not work (you will not receive jobs) if you are not approved by an employer who is using our software.


STEP 1

Navigate to the Manage Driver Page and push Invite


STEP 2

Click the gray box that says: CLICK HERE TO BECOME A DRIVER FOR…

Now you can download the Driver App & log in.


Related Articles

Having trouble logging into the driver app? These tips will get you logged on in no time!

Learn about the 4 simple ways to add drivers to your fleet so they can begin delivering.

Drivers learn how to register, download the app, setup the configuration properly and get acquainted with the easy delivery process.


Does GetSwift employ drivers?

no - we are software company

GetSwift is a software company that provides delivery management to companies. Businesses employ their own drivers and they use our software to link their jobs with their own drivers.

GetSwift does not:

  • Employ drivers

  • Maintain a job vacancy board

  • Provide work for independent drivers not associated with a company

The GetSwift Driver app will NOT work (you will not receive jobs) if you are not approved by an employer who is using our software, please do not sign up for the free GetSwift trial offered.



Related Articles

What am I charged for SMS messages?

SMS Costs will vary depending on your specific country


UNITED STATES & CANADA

  • SMS alerts under 160 characters in length are free within the US and Canada.

  • In US and Canada, SMS alerts over 160 characters are charged at USD $0.20 for every additional 160 characters in length.

  • For SMS over 160 characters there will also be an additional charge


 

CONTACT US TO FIND OUT SMS PRICING IN YOUR REGION


 

Related Articles

Allow your customers to always be informed where there order is every step of the way.

What does it cost to send SMS to my customers?

Learn how to personalize the SMS alerts sent to your end-customer.


Route Optimization

become more efficient by automatically optimizing driver’s routes

Automatically optimize the delivery route for each driver based on factors such as distance or promise time. This will save you a lot of time planning out daily routes, as well as the driving time, fuel and distance travelled by each vehicle.


Contact the GetSwift team to enable routing!

 


Viewing a Driver's Entire Route

  • If you are interested in seeing the recommended route set for your driver for all jobs assigned to your driver:

    • Click on the DRIVER and you will see a red line with that route


Viewing the Route of a Specific Job

  • If you are interested in seeing the recommended route set for your driver for a specific job:

    • Click on the corresponding JOB tile listed under ‘jobs in progress’ and you will see a red line with that route.

route1.JPG

Related ARTICLES

Learn how to automatically or manually dispatch your jobs to your drivers.

Driver Match Keys allows you to automate assignment of drivers to specific tasks when entering tasks into GetSwift through the API or Batch Upload methods.

Proof of Delivery

Require Proof of Delivery to Stay Accountable

Proof of Delivery (POD): Enable this feature and make it mandatory for your drivers within the Driver App to add a photo and/or a signature as proof of delivery before they can complete the order.


Enable Proof of Delivery

  • Navigate to Settings

  • Click "Proof of delivery on delivery completion"

  • Click "Update"


Additional Proof of Delivery Fields

In some cases you may want to obtain additional information from your customers or drivers as the order is being completed.

We can help you add these custom fields, such as "# of Boxes" or "POD Name".

 

contact us to Setup custom POD fields

 

Viewing Proof of Delivery

merchant view

For each completed task, you can find the collected signature, photos and additional field data in Reports.

Navigate to Reports then click History followed by Details. Photos will automatically load while you can Show Additional Fields and Show Signature.

 

Reports → History → Detail → Additional Fields / Show Signature / Attachments

 

customer view

Automatically send the Order Summary / POD to your Customers.

Navigate to the Alerts page to set up an automatic alert that sends the order summary and POD to your customers.

 
POD.JPG

Related Articles

 

Configure your account to your specific business needs.

 
 

See how drivers are required to capture proof of delivery after enabling in your settings.

 

Why can't I see my driver on the map?

has the driver been approved?


Is the driver online on the driver app?

 Within the Driver Application, does your driver’s status say online or offline?

Within the Driver Application, does your driver’s status say online or offline?


Are you in the MENU section of the map?

Click OVERVIEW to view your drivers and tasks

 

Does the driver have GPS and location services enabled for Swift on your phone?

Is the driver's iphone or android updated and using the latest software?