Custom code flow
**
Handle custom code requests
Predefined messages
Custom Code FREE - pre-defined messages
Diagram
https://lucid.app/publicSegments/view/3e78c048-e018-413e-a36f-244786c19509
For Frontline
- Receive Requests on Crisp:
- Tag each custom code request with freecustom.
- Handle Custom Code Requests:
- Requests < 30 Minutes or within your ability:
- If the request can be completed within 30 minutes and is within your expertise, handle the request directly.
- Notify the customer of completion
- Log the custom code details in the ticket note, including:
- What code was added and where it was added.
- Requests > 30 Minutes or out of your expertise:
- Post the request in the Slack group #sht-support
- Use predefined messages to buy time
- During Business Hours:
- If the TS team accepts the request, notify the customer of the estimated completion time using a predefined message, and log the information in columns A-F of SalesHunterThemes: Store Customcode
- If the TS team declines, inform the customer of the reason (provided by TS) using a predefined message, and log the information with Status as "declined" in columns A-H of SalesHunterThemes: Store Customcode
- After Business Hours:
- Post the request in Slack, and the TS team will directly manage customer updates for these cases.
- Notify Completion:
- If the request is completed within your shift, notify the customer directly.
- The TS team will handle customer communication if the estimated completion time exceeds one shift.
- Customer Communication:
- When sending the code, inform the customer of the location where it was added.
- Remind customers that upgrading their theme will remove custom code, and advise them to save the code. Encourage them to reach out to support if they need to reapply it.
- Request a Review:
- Follow the “Asking for Reviews” guideline to request customer feedback after completing the service.
For Technical support
Handle Feasible Requests:
- Time Estimate:
- For requests estimated to take less than 30 minutes, proceed directly without creating an issue.
- For requests requiring more than 30 minutes, create a Jira issue to assign tasks.
- Notify the FL team of the estimated completion time so they can update the customer.
After-Hours Requests:
- Post updates on Slack and TS directly manage customer communication (the FL team will assist if available)
Notify Completion or Delay:
- The TS team will handle customer communication if the estimated completion time exceeds one shift.
NOTE
- Turn on notifications from the SalesHunterThemes: Store Customcode file to receive updates on new requests.
- Review the feasibility of each request based on technical capacity and resource availability.
- Check tag dev + freecustom daily
Knowledge Management:
- Save all completed and pending custom code requests in the Custom Code file for future reference and to build a database of commonly handled requests.
**
Updated on: 13/12/2024
Thank you!