How to schedule Alerts in Programme Management?
If you need to assign Alerts to a user’s profile, a Support Team Member can perform this task.
Alerts serve as calendar reminders or notifications of new messages, aiming to keep users informed about their progress. This guide delineates the sequential process for scheduling Alerts through the ConnectedLife platform.
To initiate the schedule of a new Alert, follow these steps:
Step 1:
Begin by logging in with your valid credentials associated with your ConnectedLife account. Then, navigate to Alerts/Nudges under Programme Management. Click Alerts from the drop down option.
Step 2:
Next, click on +Add a New Alert/Nudge, which will redirect you to the page for creating a new Alert/Nudge. Here, you’ll encounter two options: Alerts/Nudges Template and Custom. Choose the one that suits your needs and proceed to the next step.
Step 3:
Here, You will be redirected to Set Alert/Nudge Rules page, complete all the mandatory fields. Additionally, ensure that you select the Alerts type as Scheduled.
Step 4:
Now, choose the mode of notification (SMS, E-mail, or Dashboard notification), craft the message, and proceed to the next step. You’ll then be redirected to assign the Alerts to Users.
Step 5:
Select the users to whom you wish to assign the Alerts/Nudges, and click on Assign Alerts/Nudges. A confirmation pop-up will appear to confirm your action.
Note:
Please note that the specified nudge time will be received by the user according to their local time zone.