Difference between revisions of "Message Center"

From ThermoGRID
Jump to: navigation, search
 
(24 intermediate revisions by the same user not shown)
Line 1: Line 1:
 +
<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
 +
= Text =
 +
 +
&nbsp;
 +
 +
== Client ==
 +
<div class="mw-parser-output">
 +
=== Appointment Reminder ===
 +
 +
Click:
  
 +
Administration
  
−
= Text =
+
Manage Communications
  
−
<youtube urlargs="rel=0">JwtRCK-LzYc</youtube>
+
Manage Email Templates
  
 +
+ New Item
  
−
<youtube urlargs="rel=0">J6rhG1mw968</youtube>
+
Category = Customer Email (About Upcoming jobs)
 +
 
 +
Add a title,the title is your internal name&nbsp;&nbsp;
  
−
&nbsp;
+
Add a Subject, the subject is what will be in the subject to the client.
  
−
== Client ==
+
Type in any message you want and you can use tokens to prepopulate&nbsp;that information that will be specific to a job or technician.&nbsp;
  
−
<div class="mw-parser-output">
+
Use of Bold and Italic. the "o" goes in front "c" goes in the back.&nbsp;
−
<div class="mw-parser-output">
 
−
<div class="mw-parser-output">
 
−
<div class="mw-parser-output">
 
−
=== Appointment Reminder ===
 
  
−
'''''Create&nbsp; Message:'''''
+
&nbsp;
 +
<div class="mw-parser-output"><span style="font-size:large;">'''''Message Settings:'''''</span></div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">Click</div> <div class="mw-parser-output">Administration</div> <div class="mw-parser-output">Company Settings&nbsp;</div> <div class="mw-parser-output">Edit</div> <div class="mw-parser-output">Customer Notification Settings (about upcoming calls)</div> <div class="mw-parser-output">Notification Method - None, Email, Text/SMS, Both (choose type of message)</div> <div class="mw-parser-output">Notifications&nbsp;+ Add Notification.... you can add multiple.&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">'''''<span style="font-size:large;">Job Message:&nbsp;</span>'''''</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">Click:</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">Administration</div> <div class="mw-parser-output">Manage Drop Downs</div> <div class="mw-parser-output">Primary Job Types</div> <div class="mw-parser-output">Edit</div> <div class="mw-parser-output">You are able to choose different messages that you created for each type of job if you want.</div> <div class="mw-parser-output">'''After all '''modifications are done make sure each Primary Job Type has a "role" checked off.</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> </div> <div class="mw-parser-output">&nbsp;</div> </div> <div class="mw-parser-output">
 +
=== Job Notification ===
  
 
Click:
 
Click:
Line 36: Line 48:
 
Add a Subject, the subject is what will be in the subject to the client.
 
Add a Subject, the subject is what will be in the subject to the client.
  
−
Type in any message you want and you can use tokens to prepopulate&nbsp;that information that will be specific to a job or technician. Example of a token: {{client_first_name}} this will bring in the clients first name from the job.
+
Type in any message you want and you can use tokens to pre-populate&nbsp;that information that will be specific to a job or technician.&nbsp;
  
−
Use of Bold and Italic. the "o" goes in front "c" goes in the back.&nbsp; Example: Let's say that we want the word "House" to be bold. {{bold_o}}House{{bold_c}}
+
Use of Bold and Italic. the "o" goes in front "c" goes in the back.
  
−
&nbsp;
+
<span style="font-size:large;">'''''Job Message:&nbsp;'''''</span>
−
<div class="mw-parser-output">&nbsp;</div> </div></div>
+
 
 +
Click:
 +
 
 +
Administration
 +
 
 +
Manage Drop Downs
 +
 
 +
Primary Job Types
  
−
=== Job Notification ===
+
Edit
  
−
&nbsp;
+
You are able to choose different messages that you created for each type of job if you want.
−
</div>
 
  
 +
'''After all&nbsp;'''modifications are done make sure each Primary Job Type has a "role" checked off.&nbsp;
 +
</div>
 
== Employee ==
 
== Employee ==
 +
<div class="mw-parser-output"><div class="mw-parser-output">
 +
=== Dispatch Notification ===
  
−
=== Dispatch Notification ===
+
Click
 +
 
 +
Administration
 +
 
 +
Manage Users
 +
 
 +
Manage User Accounts
 +
 
 +
Edit
 +
 
 +
Job Dispatched Notification Type (Choose None, Email, Text/SMS, Both)
 +
 
 +
Make sure email and cell phone are correct.
 +
 
 +
'''NOTE:'''
 +
 
 +
If call center&nbsp;assigns and move to different time it will send out a notification every time because it is re dispatched... if you move their job back an hour don't you want them to know? If not that is fine turn off dispatch notifications.
  
 +
If you update by adding an assistant, time, etc it will send new notification as well.
 +
<div class="mw-parser-output">&nbsp;</div> </div>
 
=== Job Reminder ===
 
=== Job Reminder ===
−
</div>
 
  
−
= Email =
+
Click
 +
 
 +
Administration
 +
 
 +
Manage Users
 +
 
 +
Manage User Accounts
 +
 
 +
Edit
  
−
<youtube urlargs="rel=0">JwtRCK-LzYc</youtube>
+
Upcoming Job&nbsp;Notification Type (Choose None, Email, Text/SMS, Both)
  
 +
Notify before job (put in how long before job schedule time you wish for them to receive notification... in minutes)
  
−
<youtube urlargs="rel=0">J6rhG1mw968</youtube>
+
Make sure email and cell phone are correct.
 +
</div> <div class="mw-parser-output">&nbsp;</div> </div> </div>  
 +
= Email =
  
 
== Client ==
 
== Client ==
−
 
+
<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
−
<div class="mw-parser-output">
 
−
<div class="mw-parser-output">
 
 
=== Appointment Reminder ===
 
=== Appointment Reminder ===
  
Line 72: Line 120:
 
Click:
 
Click:
  
−
'''''Create&nbsp; Message:'''''
+
<span style="font-size:large;">'''''Create&nbsp; Message:'''''</span>
  
 
Administration
 
Administration
Line 86: Line 134:
 
Add a title,the title is your internal name&nbsp;&nbsp;
 
Add a title,the title is your internal name&nbsp;&nbsp;
  
−
Type in any message you want and you can use tokens to prepopulate&nbsp;that information that will be specific to a job or technician. Example of a token: {{client_first_name}} this will bring in the clients first name from the job.
+
Type in any message you want and you can use tokens to pre-populate&nbsp;that information that will be specific to a job or technician.&nbsp;
  
−
Use of Bold and Italic. the "o" goes in front "c" goes in the back.&nbsp; Example: Let's say that we want the word "House" to be bold. {{bold_o}}House{{bold_c}} </div>
+
Use of Bold and Italic. the "o" goes in front "c" goes in the back.&nbsp;&nbsp;
−
</div>
 
  
 +
&nbsp;
 +
 +
<span style="font-size:large;">'''''Message Settings:'''''</span>
 +
 +
&nbsp;
 +
 +
Click
 +
 +
Administration
 +
 +
Company Settings&nbsp;
 +
 +
Edit
 +
 +
Customer Notification Settings (about upcoming calls)
 +
 +
Notification Method - None, Email, Text/SMS, Both (choose type of message)
 +
 +
Notifications&nbsp;+ Add Notification.... you can add multiple.&nbsp;
 +
 +
&nbsp;
 +
 +
&nbsp;
 +
 +
<span style="font-size:large;">'''''Job Message:&nbsp;'''''</span>
 +
 +
Click:
 +
 +
Administration
 +
 +
Manage Drop Downs
 +
 +
Primary Job Types
 +
 +
Edit
 +
 +
You are able to choose different messages that you created for each type of job if you want.
 +
 +
'''After all '''modifications are done make sure each Primary Job Type has a "role" checked off.
 +
 +
&nbsp;
 +
</div> </div> <div class="mw-parser-output">
 
=== Job Notification ===
 
=== Job Notification ===
  
 +
&nbsp;
 +
 +
<span style="font-size:large;">'''''Create&nbsp; Message:'''''</span>
 +
 +
Click:
 +
 +
Administration
 +
 +
Manage Communications
 +
 +
Manage Email Templates
 +
 +
+ New Item
 +
 +
Category = Customer Email (About Upcoming jobs)
 +
 +
Add a title,the title is your internal name&nbsp;&nbsp;
 +
 +
Add a Subject, the subject is what will be in the subject to the client.
 +
 +
Type in any message you want and you can use tokens to pre-populate&nbsp;that information that will be specific to a job or technician.
 +
 +
Use of Bold and Italic. the "o" goes in front "c" goes in the back.&nbsp; Example: Let's say that we want the word "House" to be bold.
 +
 +
&nbsp;
 +
 +
<span style="font-size:large;">'''''Job Message:&nbsp;'''''</span>
 +
 +
&nbsp;
 +
 +
Click:
 +
 +
Administration
 +
 +
Manage Drop Downs
 +
 +
Primary Job Types
 +
 +
Edit
 +
 +
You are able to choose different messages that you created for each type of job if you want. '''After all&nbsp;'''modifications are done make sure each Primary Job Type has a "role" checked off.
 +
</div>
 
== Employee ==
 
== Employee ==
  
 
=== Dispatch Notification ===
 
=== Dispatch Notification ===
  
 +
Click
 +
 +
Administration
 +
 +
Manage Users
 +
 +
Manage User Accounts
 +
 +
Edit
 +
 +
Job Dispatched Notification Type (Choose None, Email, Text/SMS, Both) Make sure email and cell phone are correct.
 +
 +
&nbsp;
 +
<div class="mw-parser-output">
 
=== Job Reminder ===
 
=== Job Reminder ===
 +
 +
Click
 +
 +
Administration
 +
 +
Manage Users
 +
 +
Manage User Accounts
 +
 +
Edit
 +
 +
Upcoming Job&nbsp;Notification Type (Choose None, Email, Text/SMS, Both)
 +
 +
Notify before job (put in how long before job schedule time you wish for them to receive notification... in minutes)
 +
 +
Make sure email and cell phone are correct.
 +
 +
.
 +
</div> </div> </div> </div> </div></div>

Latest revision as of 09:17, 4 February 2022

Text

 

Client

Appointment Reminder

Click:

Administration

Manage Communications

Manage Email Templates

+ New Item

Category = Customer Email (About Upcoming jobs)

Add a title,the title is your internal name  

Add a Subject, the subject is what will be in the subject to the client.

Type in any message you want and you can use tokens to prepopulate that information that will be specific to a job or technician. 

Use of Bold and Italic. the "o" goes in front "c" goes in the back. 

 

Message Settings:
 
Click
Administration
Company Settings 
Edit
Customer Notification Settings (about upcoming calls)
Notification Method - None, Email, Text/SMS, Both (choose type of message)
Notifications + Add Notification.... you can add multiple. 
 
 
Job Message: 
 
Click:
 
Administration
Manage Drop Downs
Primary Job Types
Edit
You are able to choose different messages that you created for each type of job if you want.
After all modifications are done make sure each Primary Job Type has a "role" checked off.
 
 
 
 

Job Notification

Click:

Administration

Manage Communications

Manage Email Templates

+ New Item

Category = Customer Email (About Upcoming jobs)

Add a title,the title is your internal name  

Add a Subject, the subject is what will be in the subject to the client.

Type in any message you want and you can use tokens to pre-populate that information that will be specific to a job or technician. 

Use of Bold and Italic. the "o" goes in front "c" goes in the back.

Job Message: 

Click:

Administration

Manage Drop Downs

Primary Job Types

Edit

You are able to choose different messages that you created for each type of job if you want.

After all modifications are done make sure each Primary Job Type has a "role" checked off. 

Employee

Dispatch Notification

Click

Administration

Manage Users

Manage User Accounts

Edit

Job Dispatched Notification Type (Choose None, Email, Text/SMS, Both)

Make sure email and cell phone are correct.

NOTE:

If call center assigns and move to different time it will send out a notification every time because it is re dispatched... if you move their job back an hour don't you want them to know? If not that is fine turn off dispatch notifications.

If you update by adding an assistant, time, etc it will send new notification as well.

 

Job Reminder

Click

Administration

Manage Users

Manage User Accounts

Edit

Upcoming Job Notification Type (Choose None, Email, Text/SMS, Both)

Notify before job (put in how long before job schedule time you wish for them to receive notification... in minutes)

Make sure email and cell phone are correct.

 

Email

Client

Appointment Reminder

 

Click:

Create  Message:

Administration

Manage Communications

Manage Text Templates

+ New Item

Category = Customer SMS Notification (About Upcoming jobs)

Add a title,the title is your internal name  

Type in any message you want and you can use tokens to pre-populate that information that will be specific to a job or technician. 

Use of Bold and Italic. the "o" goes in front "c" goes in the back.  

 

Message Settings:

 

Click

Administration

Company Settings 

Edit

Customer Notification Settings (about upcoming calls)

Notification Method - None, Email, Text/SMS, Both (choose type of message)

Notifications + Add Notification.... you can add multiple. 

 

 

Job Message: 

Click:

Administration

Manage Drop Downs

Primary Job Types

Edit

You are able to choose different messages that you created for each type of job if you want.

After all modifications are done make sure each Primary Job Type has a "role" checked off.

 

Job Notification

 

Create  Message:

Click:

Administration

Manage Communications

Manage Email Templates

+ New Item

Category = Customer Email (About Upcoming jobs)

Add a title,the title is your internal name  

Add a Subject, the subject is what will be in the subject to the client.

Type in any message you want and you can use tokens to pre-populate that information that will be specific to a job or technician.

Use of Bold and Italic. the "o" goes in front "c" goes in the back.  Example: Let's say that we want the word "House" to be bold.

 

Job Message: 

 

Click:

Administration

Manage Drop Downs

Primary Job Types

Edit

You are able to choose different messages that you created for each type of job if you want. After all modifications are done make sure each Primary Job Type has a "role" checked off.

Employee

Dispatch Notification

Click

Administration

Manage Users

Manage User Accounts

Edit

Job Dispatched Notification Type (Choose None, Email, Text/SMS, Both) Make sure email and cell phone are correct.

 

Job Reminder

Click

Administration

Manage Users

Manage User Accounts

Edit

Upcoming Job Notification Type (Choose None, Email, Text/SMS, Both)

Notify before job (put in how long before job schedule time you wish for them to receive notification... in minutes)

Make sure email and cell phone are correct.

.

</div>
Retrieved from "https://help.thermogrid.com/index.php?title=Message_Center&oldid=2376"