This article will show you how to set up an alert template.
Important Note
This example is based on creating a template for the Send Alert form. There can be many customizations that may look different in your system.
Instructions
Navigate to Alerting/Poll Templates
Click the plus sign
Fill out the Template name and Folder
Select Alert under Form Type
Toggle Modify Template Form (optional)
Adjust Build Template fields, as needed
Template: The template being used
Sender: Who sends the alert
Recipients: Groups or individual users who will receive the alert
Recipients: Map Selection: The area the alert will be sent out to
Priority: Priority of the alert
Subject: Subject of the alert
Message: The body message of the alert
Delivery Method: What method the alert will be sent out using
Social Media: Send alerts to social media channels
Hide Attachments: Ability to hide attachments
Expiration: When the alert will expire
Select the Priority level
Fill out Alert Sender Information
Brand: The selected brand
Sender Display Name: Name that displays as the sender of the alert
Reply-To Email Address: Email that will get any replies to the alert
Select Recipients
Internal Directory: Select internal users or groups
Public Directory: Select public users or groups
Map Selections: View how to make a Map Selection
Fill out the Message fields
Select Delivery Method
Mobile App: The CivicReady Mobile app (internal users)
myAlerts App: The MyAlerts app (public users)
Email: Send to an email address
Text Message: Send using a text/SMS message
Voice: Send using a voice call
Fax: Send using a fax message
Emergency Telephone Notification: Data imports from white and yellow page phone numbers
Note:
Emergency Telephone Notification can only be used for true emergencies as it is not "subscribed" users. To send alerts to this channel, you need to select the area on the map.
Configure the Message Customization fields, as needed
Note:
Learn how to add a social media account.
Review and click Save
