Topic
How to create and use Delivery Methods in Everbridge Suite.
Description
Delivery Methods within Everbridge 360 are the specified ways your contacts receive your notifications, such as through SMS, Email, or Voice Call. These are configured by Administrators in the Everbridge Manager Portal.
Go to manager.everbridge.net
1. Dashboard
To set up Delivery Methods.
2. Dashboard
Begin by hovering over the Settings tab.
3. Dashboard
Then click Organization.
4. Settings
In the left column, click Notifications.
5. Notification Settings
And then click Delivery Methods.
6. Delivery Methods
On this page, you can create, organize and edit your Organization's Delivery Methods.
7. Select Code
click the Select code drop-down menu to begin adding a new Delivery Method.
8. Email Address 2
You can see numerous options for your new Delivery Method such as Email Addresses, or Mobile Phone Numbers. The numbers signify how many additional Delivery Methods of the same nature your Organization has created. For example, if we choose Email Address 2.
9. Email Address 1
This typically means the Organization has already created a Delivery Method for Email Address one. In this case, we can see it's labeled here as Work Email.
10. Create Delivery Method
We'll go ahead and create another Email Delivery Method.
11. Prompt
The prompt is what we'll be seeing when selecting Delivery Methods during Notification creation. Make sure these prompts are easily recognizable by your message senders.
12. Assign Prompt
To distinguish our new Delivery Method from the Email Address 1 Delivery Method, we will name this new one Personal Email.
13. Prompt - Personal Email
Enter "Personal Email" in the provided field
14. Add
With that, we'll click Add to create it.
15. Assign Default
By selecting the Default checkbox.
16. Assign Default
We will set this Delivery Method to be pre-selected when creating a Notification. Even though this may be automatically selected, the message sender can still manually change the Delivery Methods used for a Notification.
17. Delivery Methods
To edit a Delivery Method.
18. Edit Delivery Method
Click the Pencil icon.
19. Save or Cancel Edits
Then click the Disk to save it or click Cancel to disregard the edits.
20. Delete Delivery Method
By clicking the Trash icon, you can delete the Delivery Method from your Organization.
21. Delivery Methods
To use the newly created Delivery Method, you must first add in the data for it. This can be done manually in a contact record, or through uploading a contact CSV file. To learn more about this, check out our other videos on Contact Management. With the Delivery Method data added in, we can use the new method when creating a New Notification.
22. Communications
To use the newly created Delivery Method in a Notification, Hover over the Communications tab.
23. Notifications
And, Notifications tab.
24. New Notification
Then click New Notification.
25. Create Notification
Here we'll quickly enter the necessary information into the Notification.
26. Title/Subject
Such as the Title.
27. Title/Subject
Enter the desired text.
28. Message Body
Message
29. Message Body
Type "This is a test message." in the given field
30. Select Contacts
And we'll select our Contacts receiving the Notification.
31. Select Contacts
Navigate to the "Groups" section
32. Select Contacts
Navigate here
33. Select Contacts
Click the selected location
34. Edit Settings
Under the Settings section, click Edit.
35. Delivery Method Dropdown
Here you can select the Delivery Methods you want to use for your Notification by selecting the drop-down.
36. Delivery Method Selection
Or by selecting the checkboxes next to that specific method.
37. Delivery Methods Checkbox
Methods can be turned on or off by selecting the checkboxes.
38. Delivery Method Settings
When using multiple Delivery Methods for a message, you can improve your message deliverability by setting how much time passes between Delivery Methods, and you can define the order in which your methods are used when sending out a Notification.
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