Smart Routing

Let Customers Correct a Smart Business Router Location

A customer may be traveling, buying for someone else, or looking for a branch near work. If a Smart Business Router suggests a location, show the selected branch clearly and give the visitor an easy way to choose another. The choice should be available before the visitor fills out a form or calls.

By |2026-11-06T09:00:00+00:00November 6, 2026|Smart Routing|Comments Off on Let Customers Correct a Smart Business Router Location

Plan a Fallback Destination for Smart Business Router Campaigns

A Smart Business Router campaign needs a useful destination even when a visitor does not share location access or sits outside the areas you planned. Define that fallback before the campaign goes live. The fallback should help the visitor choose a location or reach the team without pretending the system knows more than it does.

By |2026-10-30T09:00:00+00:00October 30, 2026|Smart Routing|Comments Off on Plan a Fallback Destination for Smart Business Router Campaigns

Plan a Manual Location Choice for Geo Routing Campaigns

Someone scanning a campaign near one branch may be arranging a visit to another. Before planning a Smart Business Router campaign, separate the location suggested by the campaign from the location the customer actually needs. A useful routing plan gives your team a clear answer for both situations.

By |2026-10-24T09:00:00+00:00October 24, 2026|Smart Routing|Comments Off on Plan a Manual Location Choice for Geo Routing Campaigns

A Branch Closure Checklist for Smart Business Router Campaigns

A branch can close while its printed cards, window signs, and mail pieces remain in circulation. Before changing a routing destination, decide what a customer scanning an old asset needs to know. A working link alone is not enough if it sends someone to an office that can no longer help.

By |2026-10-16T09:00:00+00:00October 16, 2026|Smart Routing|Comments Off on A Branch Closure Checklist for Smart Business Router Campaigns