EBS: Excluding Contacts When a Shape Is Used to Select Contacts for a Notification in Everbridge Suite

Topic

How can some contacts be excluded when a shape is used to select contacts for a Notification in Everbridge Suite?

Description

Contacts can be excluded from a shape selection in two ways:

  1. Excluding contacts by name or address.
  2. Excluding contacts with additional shapes.

Follow the sections below:

Excluding contacts by name or address

  1. Log in to the Manager Portal and select the appropriate Organization from the upper right-hand corner.
  2. Click on the Universe tab from the top of the page.
  3. From the Select Contacts dropdown menu, select Draw shapes.
  4. Draw the desired shape(s) to select contacts.
  5. From the Select Contacts dropdown menu, select Exclude Contacts.
  6. Select the desired filter and enter the search information. The following filters are available:
    • Full Name allows you to search contacts by their full or first name.
    • Street Address allows you to search contacts by their full or partial street address.
  7. Click on the magnifying glass icon to generate your search results.
  8. Select the contacts desired to exclude by selecting the corresponding checkboxes.
  9. Click Exclude.
    Universe Exclude Contact.png
  10. Click New Notification from the upper right-hand corner to create a new Notification with the selected contacts.

Excluding contacts with additional shapes

  1. Log in to the Manager Portal and select the desired Organization from the upper right-hand corner.
  2. Click on the Universe tab from the top of the page.
  3. From the Select Contacts dropdown menu, select Draw shapes.
  4. Draw the desired shape(s) to select contacts.
  5. Draw another shape that covers the the area for contacts to be excluded.
  6. Click on You've selected x contact(s) from the top of the map.
  7. From the Selected Contacts pane, select the checkbox next to the shape containing the contacts desired to exclude.
  8. Under Type, select Exclude from the dropdown menu.
    Universe Exclude by Shape.png
  9. Click on New Notification from the upper right-hand corner to create a new Notification with the selected contacts.
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