Case Creation

 

How to Create a Case in Hi Marley

 

1. Select the Cases module on the left hand panel

2. Click Create Case + icon

   
   
    

3. Type the end user's mobile phone number.
4. Type the end user's Prefix (an optional field that you may or may not see depending on if your team chooses to use it), First Name, Last Name, and Email (optional)
5. Chose a Customer Language (optional).
   1. The default language is English and can be changed in after case creation at any time.
6. Enter Zip Code and Email (optional)

   1. Zip / Postal Code is automatically validated based on U.S. ZIP code or Canadian postal code format. If the entry is invalid, an inline error message appears.

7. Specify the Contact Case Role
   1. Claimant, Insured, Injured Worker, Agent, Other

1. Click Select Case Type
   1. Claim, Policy, General
2. Fill out remaining fields with an asterisks (other fields are optional)
3. Click Create Case to send the automated Welcome Message to the end user.
4. Go to the Inbox on the left hand panel to begin the conversation!
5. Click Inbox in the Sitewide Navigation bar
6. When the end user has responded Yes to the automated Welcome Message, you may continue the conversation with them!

To know more about Automated messages, follow this link.