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Transcript of resource.edynamix.com · 2015. 3. 4. · An introduction (Top) video can be added automatically and...

Page 1: resource.edynamix.com · 2015. 3. 4. · An introduction (Top) video can be added automatically and played when the customer views the media online. Similarly, a video can be added
Page 2: resource.edynamix.com · 2015. 3. 4. · An introduction (Top) video can be added automatically and played when the customer views the media online. Similarly, a video can be added
Page 3: resource.edynamix.com · 2015. 3. 4. · An introduction (Top) video can be added automatically and played when the customer views the media online. Similarly, a video can be added
Page 4: resource.edynamix.com · 2015. 3. 4. · An introduction (Top) video can be added automatically and played when the customer views the media online. Similarly, a video can be added

This guide describes the features and functionality available within VIDEO1st and

how the software is used on a handheld device, including smartphones and

tablets.

To use the VIDEO1st application and upload media galleries the handheld device

must be in Wi-Fi range. If the device is not in Wi-Fi range, videos and

photographs can still be taken from within the application. Once back in Wi-Fi

range this media can then be finalised and uploaded.

The application is designed to be used in both portrait and landscape mode on

the mobile device. However, when shooting a video or taking a photograph the

camera will automatically rotate into landscape mode.

The VIDEO1st app is installed with 4 predefined stages following the video and

photograph capture. These stages are:

1. Find a Vehicle

2. Customer Information

3. Personal Message

4. Key Information

Any stage can be disabled if required so that, for example, users are not

required to enter a personal message and key information from the device but

can from the Management System when reviewing the gallery before sending.

When shooting a video the minimum length allowed is 3 seconds and the

maximum length is 5 minutes.

The video thumbnail always uses the frame from the 3rd second of the video.

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An introduction (Top) video can be added automatically and played when the

customer views the media online. Similarly, a video can be added once the

media has been watched to the end as a tail. Dealers can choose to select from

our manufacturer stock library of top and tail videos or have their own created.

By default the user can take multiple videos and photographs per vehicle gallery.

Dealers can restrict the maximum number of videos and photographs per gallery

if required.

Some screens, where only one action is available, automatically navigate to the

next stage. On those screens that have multiple actions or require multiple

pieces of information, a Next button is available to progress to the next stage

once all details are entered.

If at any stage the user wishes to add or amend previously entered information,

the back button can be used to return through the screens.

Return / Back

buttonForward / Next

button

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Download the VIDEO1st app to any mobile device with internet capability and a built in camera then open and login to create a vehicle gallery.

Login to the Management System through www.edynamix.com and critique the vehicle gallery, add further information and links to external websites and brochures then preview the vehicle gallery web page as the customer will see it.

Send the completed vehicle gallery to the customer by email and / or SMS message to be viewed on a PC or smartphone.

The customer web page includes the personal message, all vehicle details and viewable media and links to external sources. The customer can comment on the gallery with the user able to respond online.

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The app should be downloaded and installed from the App Store on iOS and

Google Play on an Android operating system to any device that will require

access to the software.

1. Open the Apple App Store on the device

2. Search for VIDEO1st by typing video1st in the search bar and selecting VIDEO1st from the list of results

3. Press the Install button or the iCloud logo if previously downloaded onto the device.

4. Once downloaded and installed the VIDEO1st

application will be available on the home screen

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1. Open the Google Play Store on the device

2. Search for VIDEO1st by typing video1st in the search bar and selecting VIDEO1st from the list of results under Apps

3. Press the Install button

4. Once downloaded and installed the VIDEO1st

application will be available on the home screen

System enhancements and new features are continually added to the apps. As

they are released they will be available in the Apple App Store and Google Play

Store to install and update.

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1. Click the VIDEO1st app on the home screen. NB. If the app is not available on the devices home screen please see the Downloading the app section of this guide.

2. Select your country from the available list in the Country drop down list

3. Enter your email address and password supplied for VIDEO1st or the generic, group email address and password to login on any mobile device or PC.

4. Press the Sign In button

VIDEO1st allows a user to send a personalised email or SMS message to a

customer that includes a link to their own, individualised web page as part of an

enquiry through the sales department, or as part of an aftersales visit to the

Dealership.

The customer page includes all customer and vehicle details, further key

information as provided by the user, including links to relevant websites and

online brochures, and the media taken as part of the gallery for the customer to

view online at a time convenient to them.

The vehicle gallery is created from any internet enabled mobile device with a

camera and video capability, including smartphones and tablets.

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All users who have access to VIDEO1st using the login entered in the Logging into the application section of this guide will be listed.

Select the user tile for the user who is creating the vehicle gallery.

NB. If a user is not listed then either contact your system administrator or email [email protected] with the user details.

If the user selected in the Selecting a user section of this guide has access to VIDEO1st at only 1 Dealership then the system will automatically select that Dealership and skip this section.

If the selected user has access to VIDEO1st at more than 1 Dealership then the Dealership list will be presented. The user should select the Dealership from which they would like to send the vehicle gallery.

NB. If a Dealership is not listed then either the selected user does not have access to VIDEO1st at that Dealership or the Dealership itself is not registered to use VIDEO1st. Contact your system administrator or email [email protected] with the user and Dealership details.

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When either the Video or Photograph button is pressed the camera will open

and the device will rotate to landscape mode.

As media items are uploaded to the vehicle gallery the count of each is

highlighted to the user against the Video and Photograph buttons.

NB. Multiple videos and photographs can be uploaded for each vehicle gallery.

If, at any stage when adding media, the user would like to reset the gallery the

Start Again button should be pressed. The current gallery will be removed and

the user returned to the User screen.

VideoPhotograph

Media Management

Outstanding Drafts

Current User

Reset

Media Count

Next button

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To begin shooting a video the user should press the Record button. The Elapsed Timer will then start.

The Stop button and the Done link will not be available until at least 3 seconds of footage has been taken.

When the Stop button is pressed the video will be visible in the Previous Video section. The user can then continue to take further videos if required.

Once all videos haves been taken for the current vehicle the user should press the Done link to return to the media screen.

Previous Video

Record / Stop

Button

Done Link

Elapsed Timer

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To begin taking photographs the user should press the Capture button.

Each time the Capture button is pressed a new photograph is taken and visible in the Previous photographs section.

The user can then continue to take multiple photographs if required.

Once all photographs haves been taken for the current vehicle the user

should press the Done link to return to the media screen.

Previous

Photograph

Capture Button

Done Link

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If media is added to the vehicle gallery but is no longer required, the Media Management option allows the user to delete unwanted items. The user can press the Media Management button to view a summary of the current media within the gallery. To preview each item, press the thumbnail. This will open the video or photograph in full screen mode. To delete an item press Edit and select the media. Alternatively, the user can swipe left on each media item to be deleted. Once the media is selected press the Delete button which will then remove the item from the vehicle gallery. Once all required items have been removed press the back arrow to return to the Upload Media screen.

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If the vehicle registration number is not known the box can be left blank and the Skip button pressed to move to the Customer Details section.

If the vehicle registration of the vehicle is known the user can enter it, press Next to search the Government database* to locate and populate all relevant details.

If the vehicle details relating to the registration entered are found in the Government database*, all relevant details are then displayed on screen. These details include:

Registration

Model

Model Variant

Colour Once the user has validated that the vehicle details are correct they should press the Confirm button.

*Country dependent

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Customer details, including name, email address and mobile phone number can be entered against the vehicle gallery. The email address and / or mobile number entered will be used for delivery of the gallery link to the customer. NB. The Title, First Name and Last Name are required fields and one of the email address or mobile number must be entered.

Users have the option of adding a personal message to the customer as part of the gallery from the mobile device. This can be added from the Management System once the gallery has been uploaded. The customer name and user signature are pre-populated.

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Users can add key information relevant to the vehicle that the customer may find helpful. To add a new key item / note the user must click the Add button.

Once the user has entered the key item / note the Add button should be pressed and this will then be added to the Key Information list.

Multiple key items / notes can be entered for each vehicle gallery.

If a key note / item is to be removed the user can swipe left on the item and press Delete.

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When the Finish link and then the Upload button are pressed, and the user is in Wi-Fi range, the media gallery will be uploaded from the device to the Unsent videos list discussed in the Management system section of this guide. NB. VIDEO1st can be configured to automatically send the gallery to the customer thereby bypassing the Unsent Videos list stage described above. The user can click on the Drafts link in the Context Menu described on page 19 to view the progress of the upload. If the user is not in Wi-Fi range when the Upload button is pressed the user will receive a warning stating that internet connection is not available and the vehicle gallery has been added to the Drafts. The user can then manually send the media gallery to the Management system when back in Wi-Fi range.

If the vehicle gallery is not sent automatically an optional notification email can

be sent informing the user that the media items have been converted and the

vehicle gallery is available to critique.

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The context menu is available on the mobile device when the user presses the

hamburger in the top corner of the app.

The user shows the name of the currently selected individual. If pressed, this will return to the select list to update the user.

The dealership shows the name of the currently selected centre / site. If pressed, this will return to the select list to update the dealership.

If pressed, this will return to the media stage.

Drafts include a list of all galleries where the user has not completed the process of creating a VIDEO1st on the mobile device and have therefore not been uploaded to the Management System or sent to the customer.

The list shows the creating user, the date and time the draft was created and

the number of media items added to the gallery.

If the draft is complete and the user is now in Wi-Fi range the option to upload is

available. A percentage progress indicator is visible as the upload takes place.

The media gallery can be viewed by pressing anywhere along the record. The

draft can be deleted by swiping left on the record and then pressing Delete.

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Once customer galleries have been created using the VIDEO1st mobile

application, they become available in the management system which is part of

the eDynamix suite of applications.

In here users and management can critique media, edit customer and vehicle

details, add further key notes and information, examine viewing logs for each

media item and respond to comments left by customers.

1. Open an internet browser on a PC or laptop and browse to

www.edynamix.com

2. Press Login in the top right corner

3. Select the country from the drop down list

4. Enter the users email address and password then press Sign In

NB. If the user has forgotten their password press the Forgotten Password link and the system

will send an automatic password reminder.

If the user does not have access to the eDynamix portal they should contact their system

administrator or email [email protected]

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5. Once logged press the VIDEO1st application link on the menu on the left

side of the screen

If the user does not have access to the VIDEO1st they should contact their system

administrator or email [email protected]

The unsent video list shows all customer galleries that have been created but

are yet to be sent to the customer.

The search / filter allows the user to filter unsent videos for a selected

Dealership, as well as searching for specific gallery types, registration numbers,

customer names, gallery references or those videos created by a certain

individuals.

Search / Filter

Dealership

Included media Vehicle details

Customer detailsGallery

Type

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If the user places the mouse cursor over the included media icons a tooltip will

appear on screen showing the number of videos and photographs available for

that gallery.

To open a vehicle gallery click on the gallery type icon or text.

By critiquing galleries before they are sent to a customer a user has the chance

to modify customer and vehicle information, edit the content of the personal

message and add further key information, including links to external websites

and online documents.

Personal Message Key Information Content Toolbar

Gallery Information Customer Details Vehicle Details

Media Gallery

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To edit customer information, including customer name, email address and

mobile telephone number, the user should press the Edit button in the

Customer panel; complete the changes on the resultant popup box, and then

press Update.

NB. Once the gallery has been sent the user cannot modify the customer information.

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Should the user wish to update the vehicle and associate the gallery with a

different registration number, press Edit in the Vehicle Details panel, enter the

new vehicle registration number in the Registration box and press Find.

Once the details are returned from the DVLA and verified by the user, press Use

Vehicle and the new information will then be associated with the gallery and

available on screen.

If a vehicle is to be removed from a gallery press Delete on the Vehicle Details

panel and confirm by pressing Delete on the resultant popup box.

NB. Once the gallery has been sent the user cannot modify the vehicle information.

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It is sometimes necessary to modify the content of a gallery created on a mobile

device, including the personal message entered, or adding additional key notes /

information.

To edit the content press Edit on the Content toolbar and update the personal

message or enter the key note / information into the Key Info box and press the

Add button.

Key notes / information can also be updated or removed by clicking the key

item, modifying the detail and pressing Update, or clicking Remove to delete on

the resultant popup box.

Once all modifications to the content have been made the user must press the

Save button to update the gallery with the changes.

If the user wishes to cancel all changes press Cancel Edit.

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It is often a good idea to add links to external web pages, including the

manufacturer’s website, current offers, or other vehicles the customer may find

of interest.

While in content edit mode, the user can type or copy and paste the link / URL

of the web page into the Key Info / URL box in the Key Info section. The user

should also add a friendly description for the URL in the Description field which

will be presented to the customer.

Once the URL and description have been updated the user should press the Add

button to add it to the key notes / info.

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The user may also wish to include links to online documents, including electronic

brochures that the customer may find useful when viewing the gallery.

While in content edit mode, the user can type or copy and paste the link / URL

to the online document into the Key Info / URL box in the Key Info section. The

user should also add a friendly description for the document in the Description

field which will be presented to the customer.

Once the document and description have been updated the user should press

the Add button to add it to the key notes / info.

Once all modifications to the content have been made the user must press the

Save button to update the gallery with the changes.

If the user wishes to cancel all changes press Cancel Edit.

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In the media gallery the user can view all media items that have been added

from the mobile application. There is also the opportunity to remove any items

that are not required.

The user can also add media items they may have on their PC / Laptop by

clicking the Upload Video / Upload Photo buttons, choosing the file to be

uploaded and then pressing Open. The file will then be added to the media

gallery.

Videos Viewing log

Photographs Recycle bin

Page 29: resource.edynamix.com · 2015. 3. 4. · An introduction (Top) video can be added automatically and played when the customer views the media online. Similarly, a video can be added

Any item in the gallery can be viewed by clicking the media thumbnail. Videos

appear at the top of the gallery and include a play button watermark.

When the video or photograph is clicked it will appear in a popup on screen.

Videos will begin to play automatically.

To close a media item click the white cross in the top right of the popup.

NB. If the media is viewed by a user using the internal management system it will not be

counted towards the view count.

If any media item is to be removed the user can click the Recycle Bin against the

video or photograph and then press Delete on the resultant confirmation

popup.

Page 30: resource.edynamix.com · 2015. 3. 4. · An introduction (Top) video can be added automatically and played when the customer views the media online. Similarly, a video can be added

The user can preview the vehicle gallery exactly as the customer will see it when

sent so any modifications to text can be made or additional information added.

To preview the vehicle gallery press Preview in the content toolbar. This will

open a new tab in the user’s internet browser displaying the vehicle gallery as

the customer will see it.

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Once the vehicle gallery has been critiqued and all amendments have been

made the user can then send the customer their gallery.

To send the gallery press Send on the content toolbar then Send on the

resultant popup which will then send a notification to the customer that their

gallery is ready to view.

NB. Once the gallery has been sent the user cannot modify the customer or vehicle information.

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The customer will then receive an automatic email if the email address has been

entered against the customer details. This includes the personal message, the

users contact details and a link to view the vehicle gallery, vehicle details and

key information.

If the customers mobile telephone number has been entered against the customers details an automatic SMS message will be sent which includes a link to the online vehicle gallery. The SMS message is sent from the vehicle registration number. If the link is clicked on a mobile device the vehicle gallery will open in mobile friendly mode

Page 33: resource.edynamix.com · 2015. 3. 4. · An introduction (Top) video can be added automatically and played when the customer views the media online. Similarly, a video can be added

As soon as a vehicle gallery is sent, either automatically from the mobile

application or by a user from the management system, it will appear in the Sent

Videos list.

The options available on the Sent Videos screen are similar to the Unsent Videos

screen, with the addition of the Customer Comments icon, highlighting if any

comments have been left by the customer, and the Last Viewed indicator

showing when a media item as part of the vehicle gallery was last viewed.

To open a vehicle gallery click on the gallery type icon or text.

All actions available on an Unsent Video as described earlier in this guide, are

also available for a Sent Video when the vehicle gallery is opened other than the

options to edit the customer or vehicle details.

Search / Filter

Gallery type Dealership

Included media Vehicle details Customer details

Last viewed indicatorCustomer Comments

Indicator

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The customer will receive a notification when their vehicle gallery is available to

view as discussed in the Notifications section of this guide. When opened the

vehicle gallery includes all media items added from the mobile application and

all customer and vehicle details, key information and links to external websites

and documents.

The customer can then review the included information and view the media.

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As soon as the customer opens a media item a notification email is sent to the

user informing them that the media has been viewed. This includes the

customer’s mobile telephone number and email address for quick reference.

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Customers have the facility to leave comments and ask further questions in

relation to the vehicle gallery.

The customer can leave a comment by clicking the Write a Comment button,

entering the comment in the text box and then pressing Send Comment.

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As soon as the comment has been sent by the customer an email will be sent to

the user informing them that a comment has been left. This includes the

comment and the customer’s mobile telephone number and email address for

quick reference.

The comment will also be available in the vehicle gallery on the management

system.

The user can either acknowledge the comment from the customer by clicking

the Acknowledge button, or they can respond directly to the customer by

pressing the Add Comment button, entering the reply in the resultant popup

and pressing Save. The Acknowledge button will be removed.

When the user saves the reply the customer will receive an email informing

them that the user has responded.

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The email includes the response, the users contact details and a link to the

vehicle gallery where the comments can also be viewed.

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Galleries with any unanswered comments, or those that have not been

acknowledged, will appear in the Unanswered Comments list in the toolbar.

The user can click on any record and reply to or acknowledge any of the

comments as discussed on page 36.

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Each vehicle gallery includes a viewing log for each media item.

By clicking the view count the use can see each time the media item has been

viewed and whether it was an internal view by the user or an external view by

the customer.

View Count

External /

Customer view

Viewing

device

Viewing time

indicator

Viewing times

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Further details comprise the device it was viewed on, either mobile device or PC,

including, when the mouse cursor is placed over the icon, the operating system

and internet browser used to view.

The viewing times show the time the media was opened and closed and the

indicator highlights if the media was watched to the end. A green bar indicates a

customer view; a yellow bar indicates an internal view.

The Archive allows users to search for and view galleries that have been sent to

customers using the Video Type, Registration, Customer Name, Reference and

Creating User as filters.

The settings link includes a section to upload the top and tail videos as discussed

on page 5.

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The reports module allows users to gain an understanding of how many videos

and photographs are being sent and viewed using VIDEO1st.

To access the VIDEO 1st Summary report navigate to the Reporting application

from the menu on the portal home page and click on VIDEO1st Summary in the

VIDEO1st folder.

Select the required Dealerships and date range to run the report against and

press Search.

The snapshot report shows the total number of customers who have been sent

a vehicle gallery and the number of media items associated with each, together

with the number of individual views and average viewing times for each media

item.

Each of the measurements allows the user to click through into the underlying

data.