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User Notifications (Beta): Web Dashboard

New to GoSpotCheck, we’d like to introduce you to Notifications, a feature that will enable your field reps to minimize the amount of time it takes to receive important updates regarding your key initiatives, and maximize the focus toward what’s most crucial to you in the moment.  There is no longer a need to rely on internal e-mails within your organization for communicating with field reps about Missions. You can alert them from directly within GoSpotCheck! 

Our in-app Notification Center, along with push-style Local Notifications on your users’ devices, is a great way for your reps to receive timely and detailed information about the Missions they’re completing in the field, so they can take action when and how it’s most valuable to you.

Use Notifications to alert your Users when:
  • A new Mission starts
  • A Mission is ending soon
  • A Mission has ended
  • An in-progress Mission Response is about to expire (coming soon)

Enabling Notifications

To enable Notifications for a mission, proceed as you normally would when starting or scheduling a Mission. For more detail on these steps, see our articles about Creating and Scheduling Missions.

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Click the green Continue button to start or schedule the mission. If Notifications are enabled for your organization, you’ll then see a screen asking if you’d like to Notify your Users.

If you don’t see the option to send Notifications when you start a Mission, please contact your Customer Success Manager. This is a feature that must be enabled by your CSM.
Notifications (beta) might just be a good fit for you if:
  • You deploy Missions primarily around Teams rather than Place Groups
  • You're looking for an automatic way to alert Users when Missions are starting

 

Notifications may not be quite right for you yet if:

  • Most Missions use UAPs (User Assigned Places)
  • You deploy Missions primarily around Place Groups rather than Teams
  • You want to send personalized messages to individual users

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Notifications will default to On, as in the screenshot above. If you don’t want your Users to receive a Notification, you can toggle to turn them Off by clicking the Off button, which will gray out the In-App Message area.

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If you select On for Notifications, you have the option to write an in-app message to your users with any detail they may need: Mission timeline, number of accounts they must visit, KPIs for scoring, etc. Whatever matters most to you and your reps!

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You can expand the text box by clicking and dragging on the lower right corner to increase your field of view when typing. There is no set character limit, so include as much information as you and your Users need! When you’re happy with your custom message, click the green Start Mission button to launch the Mission. Users will receive an in-app Notification immediately, or when the Mission starts on its scheduled date.

Note that the custom message you create during this step will appear to users every time they receive a Notification: Mission Started and Mission Ended. There is currently no functionality to create a different message for each Notification, so keep this in mind when customizing your message.

Notifications are currently available to alert users when Missions have started and when they've ended. This feature is still in Beta, meaning that it's new to GoSpotCheck, and we’re still working on making it even better. Soon, we’ll also release the ability to notify users when a Mission is about to end, or when an in-progress Mission response is about to expire. Stay tuned for updates!

Notifications will be sent to the entire Team a Mission is deployed to, even if it’s the All Team. Talk to your CSM about whether Notifications will work for your organization, especially if many of your Missions are deployed to the All Team. This feature will not deploy targeted messages to individual Users, just general messaging to Teams.
Notifications cannot be retroactively enabled for Missions that are currently in progress.

For more on the in-app experience of Notifications, read this article on User Notifications in Mobile.

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