Route Sharing – How to Share Routes by SMS, Email, and Public URL
Giving your team members, partners, or prospects full access to your routes is not always secure or effective. For example, you may want to share a route with a team member but restrict them from modifying it, show a route to a customer without disclosing the information of other customers, and so on. Route4Me’s email and SMS route sharing allows you to do just that – provide your team members, customers, prospects, or partners with the information about your routes but without permission to edit them.
For maximum convenience, you can share your routes via SMS messages, emails, or simply by copying the route’s public URL and sharing it through any other preferred channel of communication. For example, if you want your team member to have a quick look at a specific route while out in the field, you can send the route in an SMS text so that it can be opened on a mobile device. Or, if you want to share a route with a partner or a prospect, you can send the route by email.
- To learn more about the difference between sharing your routes and assigning users to routes, visit this page.
- To learn more about sharing a route when specifying the route parameters, visit this page.
How to Share a Route From the Routes List
To share a route from the Routes List, click on the gear icon next to the route that you want to share and then select Share Route from the menu.
How to Share a Route From the Routes Map
To share a route from the Routes Map, click on the gear icon next to the route that you want to share and then select Share Route from the menu.
How to Share a Route From the Route Editor
To share the route opened in the Route Editor, go to File in the status bar and then select Share This Route from the menu.
Share Route by Link (Public Route URL)
To copy the route’s public link, go to the Share by Link tab and then copy the route’s link from the Share This Route’s Public URL field. After that, you can share the copied route URL using any preferred method of communication.
Share Route by Email (Send Route Details)
To share a planned route via email with your team member(s), first, go to the Share by Email tab. You can share the route with one or multiple team members at a time. To share the route with a particular team member, select the preferred user from the list of all users associated with your Route4Me account. To share the route with multiple team members, select multiple users.
Alternatively, you can share the route via email with the recipients external to your Route4Me account. To share the route with an external recipient, input the recipient’s email address into the Share This Route by Email field and click on the Send Email(s) button. To share the route with multiple recipients, separate their email addresses with a comma.
Once the route is shared, the route’s details will be sent to the recipient’s email address, including the route’s public URL. The shared route can be opened using only the respective public URL that provides limited information about the route and doesn’t allow to make any edits.
Share Route by SMS Messaging
To share a planned route by SMS, first, go to the Share by SMS tab. Next, input the recipient’s phone number into the corresponding field and click on the Send SMS button. NOTE: Please make sure that you select the correct country code. Once the route is shared, it will be sent to the recipient’s phone number as an SMS message with the route’s public URL.
To open the shared route in the browser on a mobile device, tap on the route’s public URL that is attached in the received SMS text.