Creating and sending an alert in Communitrak is a straightforward process that ensures important information is communicated promptly to all community members. This guide will walk you through each step of the process, from creating a new alert to sending it via email and SMS, and finally managing it post-distribution.
Send a New Alert
Step 1: Log in to Your Account
Navigate to Communitrak and log in.
Note: Your account must have permission to create a new alert.
Step 2: Access the Alerts Section
Click on "Alerts" in the main navigation menu. This will take you to the section where you can manage all community alerts.
Step 3: Initiate a New Alert
To create a new alert, click the "New Alert" button. This action opens the alert creation interface.
Step 4: Configure Alert Visibility
Check the option "Display banner on Dashboard" if you want this alert to be displayed prominently on the Dashboard for all community members to see immediately upon logging in.
Step 5: Choose Notification Methods
For broader distribution, select the notification methods:
Check "Send alert via Email" to distribute the alert as an email notification.
Check "Send alert via SMS Text" to send the alert as a text message. This ensures that members without regular access to email can also receive the alert promptly.
Step 6: Compose Your Alert Message
Enter the alert message in the provided text area. Be concise but provide all necessary details for clarity.
Step 7: Send the Alert
Once you are satisfied with the alert message and distribution settings, click the "Send Alert" button.
Confirm the action by clicking "Send" on the popup confirmation window.
Step 8: Confirmation and Management
A status message will confirm that your alert was sent successfully. Click "OK" to proceed.
The new alert will now be listed on the Alerts page. You can manage this alert by clicking on the three dots next to it, which shows available options.
Managing Sent Alerts
Set Alert as Expired
When an alert is no longer relevant, click "Set as Expired" to remove it from the Dashboard display.
Delete Alert
If you need to remove the alert entirely from Communitrak, select "Delete Alert" from the options. This action is irreversible, so ensure the alert is no longer needed before deleting.
By following these steps, you can effectively communicate important information to your community members, ensuring everyone is informed and prepared for any situation. Remember, the chat bubble at the bottom right of every page in Communitrak makes it easy to get additional support if you encounter any issues during this process.