- 24 Jan 2024
- Impresión
- PDF
Manage Notifications Screen
- Actualizado en 24 Jan 2024
- Impresión
- PDF
The Manage Notifications screen lets you manage and configure the setting details for an email or SMS notification template. You must have the Manage Notifications Settings enabled at either the system or branch level to create and manage notifications. Refer to the table below for your managing and viewing options on the Manage Notifications screen.
Click Using Customer Notifications Knowledge Base Article to view how to use customer notifications.
Notification Types
Each notification type possesses a different set of required and optional fields. Click on one of the listed notification types to view an overview and more details about the notification type:
Email or SMS Notification Message Options
SMS | |
---|---|
|
|
Placeholder Text Formulate SMS messages faster when creating a notification template using the placeholder text in the message body of all SMS message templates. | Suppose you change the Notification Type and have not changed the default placeholder text. In that case, the placeholder text will update to align with the new notification type you have chosen. Suppose you have changed the Notification Type and the placeholder text. In that case, your changes will be retained, and the message body will not reflect the placeholder text of the updated Notification Type. To access the SMS message template, follow the following steps: Settings > Administration > Notifications > Manage Notifications > New > Add SMS Notification. |
SMS Notifications: Special Notes to Keep in Mind
- You can designate SMS notification contacts in bulk by going to the Properties module, selecting the properties to assign the SMS contact to, going to the Bulk Actions menu, and selecting the Change SMS Notification Contact option.
- The SMS notifications are sent to customers from a one-way TFN (toll-free number). Customers who reply to the message sent by the TFN will receive an automated message in response.
- Your company will be assigned a unique TFN.
- Customers are legally obligated to opt in. When you assign SMS Notifications to a customer, they must have a mobile number located in Aspire and opt-in before receiving an SMS notification.
- Customers can opt-in by replying to the opt-in message they will receive with START, start or Start.
- All messages must be related to transactions.
- Marketing-related notifications will be flagged by our SMS provider, Bandwith, and will result in the removal of your SMS account. Bandwidth will then have the discretion to reinstate your SMS account.
Designate SMS Notification Contacts & View Customer SMS Opt-In status
Click SMS Contact Notification Opt-In for instructions on opt-in a contact for SMS notifications.
You will be able to see the SMS notification opt-in status by navigating to the Contact List on the Property Detail screen or the Properties List on the Contact Details screen.
Status Element | Status Definition |
---|---|
Opt-in message not sent - the message was not sent to the contact. | |
Contact has not opted into SMS - The message was sent, but the customer has not opt-in. | |
Contact opted into SMS (timestamp listing when they opted in will be listed next.) |
View Message Notification Log
If permission is enabled to view properties, you can view the notification log by navigating to the Contacts overview screen. You cannot see the Email or SMS notification options if they are disabled at the system level.
Search | Search and Advanced Search functionality - search and utilize the options to filter, display, sort, and group notification log fields. Click the More Actions menu to see available search management options. |
Notification Log Fields | Currently, the following Notification Log fields are available: 1. Contact Name - the name of the designated email or SMS contact. 2. Date Sent - the timestamp detailing when the message was sent to your customer. 3. Notification Method - the notification methods are email or SMS messages. 4. Notification Name - the internal name assigned to the notification. 5. Notification Type - Work Ticket Complete, Absentee Reminders, Visit Reminders 6. Status - This field indicates whether or not the SMS opt-in message was successfully sent to your customer. A delivered status indicates that the message was sent, and a Not Delivered status indicates that the message was not successfully sent to your customer. |