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Alerts

Omadi has a unique capability of sending email or text message alerts to your clients or employees after different actions are performed. (i.e. Omadi can automatically send an email to a property manager 15 minutes after a car has been towed from his or her property.)

These alerts can be set up as Instant or Delayed Alerts.

Instant Form Save Alerts 

Instant Form Save alerts are automatically sent to specified recipients as soon as a form is saved. Whether you need to send a text to a manager within your own company when a truck is inspected, or a property manager when a tag is placed on their property. You can configure alerts to include valuable information.

  • From the setup screen (Click the  Icon), select Alerts on the left hand side of the screen.
  • Select Instant Form Save Alerts.
  • Select New Instant Form Save Alert in the top left side of the screen.

  • Label the alert by clicking in the box marked Alert Label.
  • Select the “base form” that contains the information you want to send in the alert by clicking the drop down and scrolling through the list. For this tutorial we will be selecting PPI.
  • Choose when an alert will be sent out using the checkboxes under Alert On These Form Transitions. More than one checkbox may be checked. For example if you want the alert to be sent out only once, when a car is released select Release saved first time.

  • In the Alert Roles section, select which users you would like to receive the alert. More than one, or none, may be checked. All users with selected roles will receive the alert. You can choose to send Email and/or Text alerts. Note: Texts can only be sent to users who’s phones have been set up for texting through User Setup
  • In the Alert Specific CRM Users section you can select from a list of possible recipients specific to your company (user accounts).
  • In the Alert Specific Clients region you can choose to alert a specific client from a list of all your clients.
  • In the Alert Emails In Field section you can choose to send the alert to an email address in a field from the form. For example if you have a payer email field in the form. Any address that is filled out in that at the time the alert triggers will be sent. 
  • In the From Email section you can select a “Reply To” email address. The default “Reply To” email is alerts@omadi.com

  • The Add Search Criteria region is used to set specific conditions that will trigger the alert to send. For example, if you want an alert to be sent only when a tow has been done on a specific property you would choose Add Search Criteria > select Property in the first menu > Is Equal To in the second menu > then specify the property name. You can have multiple and/or search criteria for each alert. 

  • The Alert Message box allows you to write a basic alert in the boxes toward the bottom of the page (subject and body). Use the replaceable fields section to find “tokens” you can place within the alert that will automatically be replaced by information entered into the form. This can be written in text or HTML source code.

Delayed Time-Based Alerts

Delayed Time Based allow you to specify a time frame for how long after the search criteria is met to send the alert. These alerts are especially useful for tows with time restrictions, such as tows initiated by Police Departments.

  • Log in to your Omadi Account and head to the setup page (Click the  Icon in the right hand corner).
  • Select Alerts on the left side of the screen under Data Management.
  • Select Delayed Time-Based Alert.
  • Click on New Time-Based Alert at the top left of the screen to start a new alert.
  • Name your alert something easily identified among other alerts. 

  • Under Base Form, choose the form that contains the tow information. This tells the alert which form to be looking at.
  • In the Date Field select Time of Field. This will start a “timer” from the time that was entered when the call was dispatched.
  • In the When to Alert field, select Time of Call + Set amount of time.
  • Specify how many minutes/hours/days you would like the alert to wait before sending. For this example we will do 5 minutes.

  • In the Alert Roles section, select which users you would like to receive the alert. More than one, or none, may be checked. All users with selected roles will receive the alert. You can choose to send Email and/or Text alerts. Note: Texts can only be sent to users who’s phones have been set up for texting through User Setup
  • In the Alert Specific CRM Users section you can select from a list of possible recipients specific to your company (user accounts).
  • In the Alert Specific Clients region you can choose to alert a specific client from a list of all your clients.
  • In the Alert Emails In Field section you can choose to send the alert to an email address in a field from the form. For example if you have a payer email field in the form. Any address that is filled out in that at the time the alert triggers will be sent. 
  • In the From Email section you can select a “Reply To” email address. The default “Reply To” email is alerts@omadi.com

  • The Add Search Criteria region is used to set specific conditions that will trigger the alert to send. For example, if you want an alert to be sent only when a tow has been done on a specific property you would choose Add Search Criteria > select Property in the first menu > Is Equal To in the second menu > then specify the property name. You can have multiple and/or search criteria for each alert. 

  • The Alert Message box allows you to write a basic alert in the boxes toward the bottom of the page (subject and body). Use the replaceable fields section to find “tokens” you can place within the alert that will automatically be replaced by information entered into the form. This can be written in text or HTML source code.

Alerts can be extremely powerful when they are configured correctly. As always, do not hesitate to contact Omadi support if you are unsure of how to configure an alert, or have further questions on setting up your alerts. 

 

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