Audience: Customers who are currently in onboarding with Implementations/Professional Services. If you have any questions, please reach out to your onboarding resource.
Topic
Launching a Location-Based Test Communication
Description
Let's test sending a location-based Communication.
Go to manager.everbridge.net
1. Navigate
Hover over Situational Awareness and click on Visual Command Center.
2. Review Map
Let's find your contact on the map.
3. Zoom Map
You can zoom and pan the map.
4. Search
or, You can search by typing in your name.
5. Enter Name
6. Hit Enter
7. Filter
If needed, use the filter function.
8. Select Filter
9. Select Contact
Select your contact.
10. Review Contact
And see that we are transported to where your contact is. The bottom panel also shows all of your contact details.
11. Select Menu
Now, let's launch a Communication. Click on the three dot menu.
12. Map Filter
And select Map Filter.
13. Choose Tool
Choose a drawing tool. For this example I will use the radius.
14. Map Selection
Follow the on-screen instructions to create your shape around your contact's location.
15. Review Map
For the radius, see that when you click and drag it, it creates your shape.
16. Communication Icon
Now that we have our shape, launch a Communication by clicking on the icon.
17. Review Communication
18. Review Guidance
Keep in mind, you can get in-app guidance on how to launch a communication by selecting this question mark icon.
19. Create Communication
Let's go ahead and create our communication.
20. Review Event
Select an event type that best matches your Communication.
21. Select Event
The system will suggest templates based on the event type that you choose.
22. Review Templates
Next, select a template.
23. Template Selection
Since we are launching a simple test communication, select no template.
24. Message Subject
Next, Give your Communication a subject.
25. Message Body
As well as a body. This message will be used for all delivery paths.
26. Customize Message
However, if we customize, we can set different messages for email and SMS. Click add custom message.
27. Custom Paths
Turn on both SMS and email and click save.
28. Select SMS
Choose the "SMS" option.
29. Customize SMS
And enter the message that will be specifically sent to the SMS delivery paths.
30. Select Email
Click the email option.
31. Customize Email
And enter the message that will specifically be sent to email delivery paths. Feel free to add formatting or even an image in your test.
32. Review Contacts
Next, we are presented with the option of adding contacts to receive this communication. We can skip this step since we made a map-based selection around an area that included your contact.
33. Review Setting
When you scroll down you will see that those within the shape are automatically included in the communication.
34. Review Contacts
For this example, my Communication will go to two different people since they both are associated with addresses within my shape.
35. Launch Communication
Finally, click launch your communication.
Now, check your devices to see how your message turned out.
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