Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create an Alert Template (Send Alert Form)

  • Updated:

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

  1. Sign in to your site
  2. Navigate to Alerting/Poll Templates
    Alerting Poll Templates.
  3. Click the plus sign
    Plus Sign button.
  4. Fill out the Template name and Folder 
    Template Name and Folder.
  5. Select Alert under Form Type
    Alert Form.
  6. Toggle Modify Template Form (optional)
    Modify Template Form.
    • Adjust Build Template fields, as needed
      Build template options.
      • 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
  7. Fill out Alert Sender Information 
    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 
  8. Select Recipients
    Recipients.
    • Internal Directory: Select internal users or groups
    • Public Directory: Select public users or groups
    • Map Selections: View how to make a Map Selection.
  9. Fill out the Message fields
    Message textbox.
  10. Select Priority level
    Priority level.
  11. Select Delivery Method 
    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.
  12. Configure the Message Customization fields, as needed 
    Message customization.
    Note: Learn how to add a social media account.
  13. Review and click Save
    Review and save.

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.