1. What are instant offers?
When you have an active and running lead generator account, you can also choose to have instant offers. Instant offers allows you to minimise the time from receiving the lead to giving the offer, because instant offers are sent out automatically to the end users. There is no need to log in to Monta Portal and give an offer for the end user.
!!! Keep in mind that automatic instant offers will be triggered when end user is asking for 1 charge point if the request meets your service description. If the lead is for several charge points offer will have to be place manually in the Monta Portal.
2. How to create Instant offer?
Add Instant offer
In order to create new instant find instant offer section and click on "+ Add new".
Fill in Instant Offer Template
Here, you will have to fill in the instant offer template. This template will be used to sent out the offer to the end users.
State the model, brand and price of the charge point. Indicate if you provide installation of the charge point, at what price, as well as if it comes with a service subscription, such as charge point maintenance or tax refund subscription ( only applicable in Denmark). Here you can read more what is custom subscription and how to get started.
Next step will be to state the minimum delivery time for the customers, you can choose to have it by days or weeks. You can also add a PDF which explains your offer and services. Also add a short description about your offer which will sent out by email together with the instant offer. Click on "Save".
Now you have created an instant offer, which the customer will receive automatically if the lead is for one charge point. You can create as many instant offers as you want, for different kind of charge points brands and services.
3. How do instant offers work?
Now you have created instant offers which will be sent out to the end users automatically every time request is for one charge point. However, what happens if the request is for any kind of charge point brand? That is a very good question, do not worry instant offer will still be sent out.
Specific Charge Point Brand -
If the lead is for 1 charge point for specific brand user will receive the instant offer created for that specific brand of the charge point. As in this case for example the leas for Easee or Zaptec charge points would trigger instant offer.
Any Charge Point Brand -
If the lead is for 1 charge point of any brand the instant offer which is set as a default one will be sent out to the end user. The default instant offer will be send out automatically to the customer when any brand charge point is requested.
You can always change which Instant offer should be the default one. In oder to do so click on the 3 dots on the right side of the instant offer, here you will see an action "Set as default".
Once instant offer is sent out to the end users it will go as a Pending lead, if end user accepts your offer you will receive and email. If no you will not get notified and the lead will go to the Deal Lost section. Here is guide that explains how to manage your lead generator account when active.
Now your Lead Generator account is ready to receive leads and give instant offers, happy lead hunting! Here is a guide about how to manage an active Lead Generator account.