EBS: Verifying Your Contact Record

Audience: Customers who are currently in onboarding with Implementations/Professional Services. If you have any questions, please reach out to your onboarding resource.

Topic

Verifying your Contact record.

Description

In order to receive messages from Everbridge and be notified of Risk Events occurring near you, you must have a contact record that contains ways for you to be reached. Together we will edit or create your contact.

Go to manager.everbridge.net

1. Contact List

Navigate to the Contact List.

Contact List

2. Search

And look for your contact record.

Search

3. Edit

If your contact record already exists, click on the pencil icon to update your information.

Edit

4. Add

Or, If your contact is not in the system, click add contact and we will add it now.

Add

5. Contact Basics

Your contact record requires basic identifying information. Anything that is marked with an asterisk is a required field.

Contact Basics

6. External ID & Record Type

Keep in mind, the External ID is simply a unique identifier, and the record type represents what kind of Contact you are.

External ID & Record Type

7. Delivery Methods

In order to be reached, let's add some delivery methods.

Delivery Methods

8. Email Delivery Method

Select the dropdown list.

Email Delivery Method

9. Email Selection

And choose the Email delivery method.

Email Selection

10. Email Address

Add in your email address so you can receive emails from Everbridge. It is important to have multiple delivery methods to ensure you receive messages.

Email Address

11. SMS delivery Method

So let's add another. Select the text message SMS delivery method.

SMS delivery Method

12. Phone Number

And fill in your cell phone number so you can receive text messages. You can add additional delivery methods if you would like.

Phone Number

13. Locations

Another component of being notified is ensuring that you have relevant locations associated to your Contact Record.

Locations

14. New Location

Click New.

New Location

15. Location Name

Let's add your home or business address and name it accordingly.

Location Name

16. Address

Enter the street address.

Address

17. City

The City.

City

18. State

Select the State or Province.

State

19. Postal Code

And add the postal code.

Postal Code

20. Geo-Coded Location

Now that you've added the address, make sure to select the suggested geo-coded location so that your address will be visualized within Everbridge.

Geo-Coded Location

21. Additional Details

If you want, you can add additional details to your contact Record while we're here.

Additional Details

22. Save

Otherwise, go ahead and click save now that your Contact Record has all the necessary information for testing. Keep in mind, this information can always be updated in the future.

Save

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