Visit Reminder Email and SMS Notification

Below is an overview of the Visit Reminder Notification template. Click Visit Reminders Getting Started Guide to view how to set up and use Visit Reminder sms notifications.

View and Manage Email & SMS Visit Reminder Notifications
Active	Activate or deactivate the notification.
Notification Name	Assign a name to help you classify and identify the notification. Choose a naming convention that best suits the purpose of the visit reminder. For example - St Louis - Irrigation Enhancement - Initial Reminder
Branch	Assign the branch(es) that should be associated with the notification.
Route	Optional field You can use this field to associate a time-based or sequenced route to your visit reminder.
Divisions	Choose the division(s) to associate with the visit reminder.
Service Type	Select the service type(s) to which the visit reminder should be applied.
Service	Select the service to which the visit reminder should be applied.
Notification Type	Select Visit Reminder.
Trigger Type	This is a read-only field. The only option is Work Ticket Visit Scheduled.
Delivery Time	Specifies how far in advance to send a visit reminder. You can configure reminders from 1 to 31 days before the scheduled visit, allowing flexibility for services that need additional preparation (e.g., chemical applications, concrete work). Applies to all visit service types.
Delivery Time Details	Select when the visit reminder is sent to the customer. You can set the minutes to one of the following 15-minute intervals - 00, 15, 30, or 45. The time is in the 12-hour clock format (HH: MM).
Message Body	You can manually type out the message you want recipients to see or you can click on the search icon to choose from tokens. Manually typed text and tokens will go against the maximum 320-character count. Click Available Notification Tokens to view the currently available tokens. You must designate a time-based route under the Route(s) field to use time-based visit tokens in the Message Body field.
Test	Click Test to send a test SMS what your customers will see after you finish drafting your message. You can send out a TEST message if your notification template meets the following criterion: It is a unique message template. You will get an error message detailing that the notification already exists if the template is a duplicate of an existing notification. All required fields are filled. The number of the Test Recipient is valid.
Save	Save a new notification or an update to an existing notification.
More Actions...	Click on the More menu to copy the notification you have set up. By clicking Copy, you will clone the notification details so that you can use the information from which to build a new notification.