Notifications FAQ – Email and SMS Messaging Notifications

In order to be able to use the Customer Email and SMS Alerting and Notifications – Geofence Entered Add-On and adjust the Geofencing Settings for your account, please make sure that you have both the Customer Email and SMS Alerting and Notifications – Geofence Entered Add-On and the Geofencing Analytics Add-On enabled for your account.

In order to be able to use the Customer Email and SMS Alerting and Notifications – Geofence Left Add-On and adjust the Geofencing Settings for your account, please make sure that you have both the Customer Email and SMS Alerting and Notifications – Geofence Entered Add-On and the Geofencing Analytics Add-On enabled for your account.

Yes, by default, Route4Me’s Customer Alerting and Notifications Module allows you to trigger and send your Email Notifications without providing your own SendGrid details. If you don’t want to use your SendGrid credentials, please leave the corresponding fields empty in the Advanced tab.

Yes, by default, Route4Me’s Customer Alerting and Notifications Module allows you to trigger and send your SMS Notifications without providing your own Twilio details. If you don’t want to use your Twilio credentials, please leave the corresponding fields empty in the Advanced tab.

Yes, when specifying the phone numbers of the contacts that you want to receive your SMS Messaging Notifications, you need to add their phone numbers with their corresponding country code(s) (i.e., +1-888-552-9045).

You can use Route4Me’s default Email Notifications Templates without providing your own SendGrid API Key. If you don’t want to use your SendGrid API Key, please make sure to leave the SendGrid API Key field empty in the Advanced tab. You are required to provide your SendGrid API Key only if you want to use your custom SendGrid Email Templates.

If you want to remove Route4Me’s details from your Email Notifications, you need to use your own custom Email Templates. To do so, you need to provide your SendGrid API Key in the Advanced tab and your SendGrid Template ID in the Email Notifications Editor in the Notifications tab (learn more).

No, in order to be able to send out SMS and/or Email Notifications, you are not required to have any sub-users on your Route4Me account. However, in order for the Geofence Entered and Geofence Left Notifications to be triggered, someone needs to enter and leave the geofences set around the locations of the corresponding customers or for the Next Stop and Visit Completed Notifications to be triggered, someone needs to mark the corresponding destinations as Visited and Departed. All these actions can be executed by you as the Account Owner, as well as by any of your sub-users (i.e., Drivers).

By default, in the Service Providers section in the Advanced tab, you have SendGrid selected as your default Email Notifications service provider and Twilio as your default SMS Notifications service provider. NOTE: If you set your Email and SMS Service Providers settings to Default, your Email and SMS Notifications will be disabled (the “Default” value disables your Notifications).

To send Email Notifications without Route4Me’s Branded Email Template, you can leave the Template ID field empty in the SendGrid Options section in the Notifications tab. Alternatively, you can use your own custom SendGrid Email Templates. To learn more about using custom SendGrid Email Templates, please read this Customer Notifications White-Labeling Guide.

To upload the Driver and Destination icons for the Customer Portal associated with your Customer Alerting and Notifications Module, you need to make sure that you have your icons hosted on the hosting service of your choice, and then you need to insert URLs of your icons into the corresponding fields in the Icons tab.