Event notifications are used to send automatic messages via email or SMS to employees alerting them to a status change. Event notifications can also be used to send automated messages to customers.
Statuses in different program modules can have notifications created, so you can have an event notification to your accounting personnel when a deal's status has been changed to 'Posted to Accounting', and a different event notification to alert your parts manager when a parts invoice has been updated to the 'Manager Review' status.
To be able to send email notifications, the dealership will need to set up an SMTP email address and provide the information to our support team. |
Note: Your company must have SMS text messaging to be able to send SMS notifications.
- Open the CRM module.
- Choose the Event Notification option from the quick links . This will open the event notification setup window.
- Click the Add button in the lower left of the window. This will open a new, blank notification window.
- Enter a Description for the notification. This is only shown in the list of event notifications, so we recommend that this explain about when/why the event is triggered.
- Choose the module where the change will occur in the System Mode dropdown. This selection will determine the status change options shown below.
- Optionally, you can choose a company location from the Company dropdown if you want this event to be triggered from a single company location.
- You can choose either a status change or other change for the notification.
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- Status Change
- Old Status - When used with new status, will send the notification when the status is changed only from this status to the new status. Leave the old status field blank if you do not want to specify what the old status was.
- New Status - Choose the new status.
- Other Change - Options are available for parts and service system mode selections.
- Status Change
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- Enter the email address that the email will be sent from in the From field. This email address must be set up by our support team. Alternatively, you can enter the dealership's failover SMTP address into the From field.
- Enter the email address or addresses where you want the event notification to be sent into the To field.
- Optionally, you can select the To button to the left of the field to open a selector window to choose who you wish to reach each time the event occurs. This list will differ based on the options that you chose above. Double-click over the desired option to add it to the bottom of the window, then click OK to close.
- Enter a subject line for the event notification email.
- Enter the text that you wish to send into the text box. To use variable information, you may use the Merge Fields that are shown on the left side of the window. These fields will show with braces around them and fill in the information for each individual item. In the example above, the receiver number will be different for each receiver, the cost and price will be specific, etc.
- Click the Save button in the lower right when you have finished making changes.
- If you are done setting up event notifications, select the Exit button in the lower right of the window. If you wish to add another new event notification, you may select the Add button in the lower left.