Wunderite

Include an optional message when sharing forms and questions with customers

Where do customer messages display?

Getting too many notification emails? Here is how to change notification settings

Turn Email Notifications On or Off

Import a spreadsheet or schedule to a risk profile

How to Import Risk Data

Use the below email templates to explain to your customers how to log in and answer questions in Wunderite.

Email Templates for Introducing Wunderite

How to Hard Refresh in Wunderite

Learn how to change the view of your Risk Profiles in Wunderite.

Filtering Risk Profiles (All Profiles vs. My Profiles)

How does Wunderite work on mobile devices like Apple iPad, Microsoft Surface, etc

Using Wunderite on Tablets and Smart Phones

How do I Export and Download my Data from Wunderite. What does the data download look like?

Export and Download your Data

Organize agency members and risk profiles into groups

Segments

Learn how Wunderite's email messages appear to your customers.

What Do Wunderite's Emails Look Like?

Walkthrough of inviting one customer email address to collaborate on multiple Risk Profiles

Invite a customer to collaborate on multiple Risk Profiles

Send multiple forms at one time

Autofill more fields

Assign forms to multiple recipients and track their status with "I'm Done"

Reset 2FA Code

Upload Excel and Word files to Signature Manager

Peter MacDonald

Jacob Parker

Kaleigh Earle Hagan

Tips and tricks to maximize your efficiency

Best Practices

Emails going to SPAM? Follow these steps to whitelist Wunderite emails so they don't go to spam. (Train your best customers to do this too!)

Whitelist emails so they don't go to SPAM

Ensure You Receive Critical Emails from Wunderite by adding Wunderite to Email and Security Gateway Allowlists

Add Wunderite Emails to Allowlists

Philip MacDonald

Implementation

Get started quickly and avoid duplicate entry by exporting your customer list to import to Wunderite

Export Customer List from AMS360

Export vehicle, driver, location, and equipment schedules from AMS360

Export Schedules from AMS360

Import AMS360 Policy Exports to Wunderite

Export from my AMS

Request a Demo

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you